Understand Different PTO Approaches - Knowledge Base | BerniePortal

Understanding Different PTO Approaches

It’s important to understand the different PTO approaches available in BerniePortal when configuring your organization’s PTO subgroups. 

If your organization provides different time off strategies for different classes of employees, you’ll need to configure multiple PTO subgroups. For example, if hourly employees have a different PTO benefit than salaried employees, you’ll want to create two PTO subgroups, and ensure employees are placed in their respective subgroups. 

Learn more about the available PTO approaches in BerniePortal below.

Annual Allotment Approach:
  1. PTO subgroups can be configured to either prevent unused days from rolling over, or to allow a certain number of rollover days.
  1. Let’s look at an example:
  1. Employer’s PTO subgroup is configured to allow employees to rollover three days each year. 
  2. John’s PTO balance is ten days at the end of the year.
  3. John can rollover three days into the next year and would lose seven.
Accrual Bank Approach:
  1. Allows employers to configure PTO subgroups with ‘Negative Limits,’ which allow employees to borrow against PTO days they will earn in the future. 
  1. Let’s look at an example:
  1. Employer has a ‘Negative Limit’ of two days. 
  2. John has one day left available for use in his bank.
  3. John requests two days off.
  4. Even though he only has one day available in his bank, John could be approved for the full two days of time because the employer’s negative limit is two days. 
  1. Allows employers to configure PTO Subgroups with ‘Positive Limits,’ preventing employees from exceeding a certain number of days in their ‘Bank.’
  1. Let’s look at an example:
  1. Employer’s PTO subgroup is configured with a ‘Positive Limit’ of thirteen and an annual accrual amount of ten.
  2. John rarely uses his PTO and his balance has reached 13 days at the end of the year.
  3. John has reached his ‘Positive Limit’ and will no longer accrue days until he uses available days. 

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