PTO Settings - Knowledge Base | BerniePortal

PTO Settings

Use PTO → Settings to control whether Saturdays and Sundays count against employee PTO balances and when employees receive approval and denial emails. Accrual amounts, waiting periods, rollover, holidays, and PTO types are configured under Subgroups — see Creating and Configuring PTO Subgroups.

To access:
  1. Log in to BerniePortal as the employer.
  2. Select PTO in the top navigation menu.
  3. Select Settings in the secondary navigation menu.
  4. Select Weekend Setting or Email in the left-side menu.
Weekend Setting

By default, BerniePortal does not count Saturdays or Sundays against an employee's PTO balance when a request includes weekends. Weekend Setting is employer-wide and applies to all PTO subgroups.

To customize:
  1. On Weekend Setting, select Yes or No next to Allow Saturdays to count against PTO balance.
  2. Select Yes or No next to Allow Sundays to count against PTO balance.
BerniePortal saves each change when you select Yes or No. There is no separate Save button.

Email

Email settings control when BerniePortal sends PTO-related emails to employees. Configure them separately for each PTO subgroup.

To customize:
  1. Select Email in the left-side menu.
  2. Select the subgroup from the PTO Subgroup dropdown.
  3. In the Email employee column, select or clear the checkbox for When a PTO request is approved.
  4. Select or clear the checkbox for When a PTO request is denied.
BerniePortal saves each checkbox change immediately. There is no separate Save button.

Feature admin access:

PTO feature administrators can open PTO → Settings to configure Email only. Weekend Setting is available only on the employer account. For the full list of PTO feature admin capabilities, see Feature Admins- PTO.

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