PTO Settings
Customize your organization’s PTO policy via the “Settings” section in BerniePortal.
Weekend Settings:
- Select “PTO” in the top navigation menu.
- Select “Settings” in the secondary navigation menu, then “Weekend Setting” in the left-side menu.
- Determine whether Saturdays and Sundays will count against employee PTO balances by toggling each setting “On” or “Off."
PTO Admins:
Give a colleague or colleagues administrative privileges for the PTO Feature.
- Select “PTO” in the top navigation menu.
- Select “Settings” in the secondary navigation menu, then “PTO Admins” in the left-side menu.
- Enter the admin’s name in the “Name” field, then select the new admin's name when it displays.
- Determine the subgroup and data visibility settings, then select "Add."
- Existing admins can be removed by hovering over the action wheel next to their name and selecting “Remove.”
Email:
Determine whether employees will receive an email when PTO requests are approved or denied.
- Select “PTO” in the top navigation menu.
- Select “Settings” in the secondary navigation menu, then “Email” in the left-side menu.
- Email configurations are per PTO subgroup. Use the dropdown menu to toggle between PTO subgroups.
- Use the check boxes to turn email notification on or off.
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