How to View PTO Balances - Knowledge Base | BerniePortal

PTO Dashboard: How to Submit a PTO Request, Review the PTO Policy, and Estimate Future PTO- Employee

The PTO Dashboard is the one-stop destination for all time-off needs. From requesting vacation days to planning future time off, everything needed to manage work-life balance is centralized in one intuitive interface!

To access:  
  1. Log in to BerniePortal
  2. On the home screen, the Benefits section will display their current PTO Balances for each category designated by the organization
  3. Select "PTO" in the top menu to review PTO details


To view the PTO Policy: 
  1. Click “View Full PTO Policy” in blue at the top of the page to read the Employer’s PTO policy information


To request time off: 
  1. Click “Request Time Off” in blue at the top of the page and fill in the request modal

    1. PTO Type- Select from available options such as PTO, Vacation, Sick Leave, Personal Days, Floating Holidays, or Unpaid Time Off (options vary by organization)

    2. I want to take- Select a whole or partial day
      1. Whole day-
        1. Choose start and end dates 
        2. If only 1 full day, select the same start and end date

      2. Partial day
        1. Select a single day and specify hours in 15-minute increments

        3. Note: Some employers do not allow partial days or may restrict requests to half days. Always review the company’s policy.
    3. Duration- The system automatically calculates and displays the total time included in the request

    4. Anything else your approver should know?- Add a note for the approver (if needed), then click Save 

  3. A notification will automatically be sent to the PTO approver for review

To review PTO balances: 
  1. PTO balances are organized into three clear categories for each time-off type
    1. Available- Time off that can be requested immediately without restriction
    2. Requested- Pending requests awaiting manager approval—these amounts are temporarily reserved
    3. Approved- Confirmed future time off that has been deducted from the PTO balance


To use the PTO Estimator: 
  1. The PTO Estimator helps employees plan ahead by showing projected balances for future dates based on accrual schedules

  3. Select the desired PTO type from the dropdown
  4. Enter a future date being considered for time off
  5. Click "Calculate" to see the projected balance


To view Company Holidays:
  1. Company holidays designated by the employer appear at the bottom left of the PTO Dashboard

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