Viewing Employee PTO Balances (Admin) - Knowledge Base | BerniePortal

Viewing Employee PTO Balances - Admin

Employers and PTO Feature Admins can open an employee's PTO page to view balances by PTO type, adjust balances, estimate a future balance, and review accrual history. Feature Admins only see PTO for employees in their PTO subgroups. See Feature Admins- PTO.

To access:
  1. Log in to BerniePortal as an employer or PTO Feature Admin
  2. Select Employees in the top navigation
  3. Open the employee's profile
  4. Select PTO
The page opens on Balances. Inner tabs also include Requests, Accrual History (labeled History for some organizations), and Approvers.

Balances:

Balances lists each PTO type for the employee. Depending on your organization's PTO setup, columns can include available, pending, approved, and total balances, plus annual accrual or allotment and limits.

To adjust a balance:
  1. On Balances, open the gear menu in the Actions column for the PTO type
  2. Select Edit
  3. In the Adjust modal, update the fields for your PTO approach:
    • Accrual bank: Annual Accrual (Days), Accrued Balance (Days), + Limit (Days), and - Limit (Days)
    • Annual allotment: Annual Allotment (Days) and Balance (Days)
  4. Enter a Reason for adjustment
  5. Select Save
Only employers and Feature Admins can adjust balances. Adjustments appear in Accrual History.

To estimate a future balance:
  1. On Balances, scroll to FUTURE PTO ESTIMATOR
  2. Select a PTO Type
  3. Enter a Date in Future (MM/DD/YYYY)
  4. Select CALCULATE
The estimator shows Available Balance, future accruals or allotments, and a total on the selected date. It assumes no additional time off is taken between now and that date.

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.

Requests and Approvers:

From the same PTO page:

Alternate way to view balances:

Assigned PTO Approvers can open an employee's PTO details from PTO → Approver PTO Requests → Employees, then select the employee. Approvers can view balances, requests, and history, but cannot use Edit on balances or open the Approvers tab.

Related reports: