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.