PTO Tab - Employee Profile
Employers and PTO Feature Admins use the PTO tab on an employee's profile to view balances, manage time off requests, review history, and assign PTO Approvers. The tab appears when the employer has PTO enabled and the employee is assigned to an active PTO subgroup. Feature Admins only see PTO for employees in their assigned PTO subgroups. See Feature Admins- PTO.
To access:
- Log in to BerniePortal as an employer or PTO Feature Admin
- Select Employees in the top navigation
- Select the employee's name to open their profile
- Select PTO
The page opens on Balances. Inner tabs also include Requests, Accrual History (labeled History for some organizations), and Approvers (employers and Feature Admins only).
Balances:
Balances lists the employee's current balances by PTO type. From this tab, employers and Feature Admins can adjust a balance (Actions menu → Edit) and use FUTURE PTO ESTIMATOR to calculate an estimated balance on a future date. For step-by-step balance and estimator instructions, see Viewing Employee PTO Balances - Admin.
Requests:
Requests groups the employee's time off into three sections:
- Pending Requests — open requests awaiting approval or denial. In the Actions column, open the menu and select Approve or Deny. See How to Approve and Deny PTO Requests.
- Approved Requests — approved time off that has not yet been used. Open the Actions menu and select Rescind to cancel future approved time off.
- Used Requests — approved time off that has already occurred. Open the Actions menu and select Rescind when you need to reverse used time off. Rescinding returns the time to the employee's balance. See How to Rescind Approved PTO Requests.
Accrual History:
Select Accrual History (or History) to review automated policy accruals and manual adjustments in chronological order. Automated rows can show System Generated as the approver. Adjustments made on Balances appear here.
Approvers:
The Approvers tab is available to employers and Feature Admins. Use it to assign who can approve and deny this employee's time off requests. Under Add a New PTO Approver, type a name in Search employees, select the person, then select Add. Assigned approvers can manage requests for the employees they are assigned to — not every employee they manage in other roles. For full assign and remove steps, see What are PTO Approvers and How to Assign Them.
Related Articles
Time Tab - Employee Profile
When Time and Attendance is enabled, the Time tab on an employee's profile shows that employee's timesheets and Time Approvers. To access: Log in to BerniePortal as an employer Select Employees in the top navigation On List, select the employee's ...
Profile Tab - Employee Profile
Use the Profile tab on an employee's profile to view and edit personal, contact, and employment details. The Employee Profile tab shows Personal Info, Contact Info, and Other Info on one page. Use the Subgroups tab to review or change subgroup ...
Compliance Tab - Employee Profile
Use the Compliance tab on an employee's profile to review which compliance notices that employee has viewed and signed, and to download a spreadsheet of dates or signed confirmation PDFs. Who this is for Employers, Feature Admins with Compliance ...
Onboarding Tab - Employee Profile
The Onboarding tab on an employee profile shows that employee's onboarding checklist, current onboarding documents, and archived onboarding documents. Employers and Onboarding Feature Admins can use it when the employer's Onboarding feature is ...
Employee Profile Page Settings
Add custom sections to the employee profile so you can store additional employee information using Custom Fields from the Custom Fields Library. For example, create Custom Fields for "License Number" and "Expiration Date," then add a profile section ...