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

Viewing Employee PTO Balances - Admin

View an employee's PTO details including requests, balances, and approvers via the employee's "PTO" tab of their profile. 

  1. Select the "Employees" tab from the top navigation bar. 
  2. Select an employee's name to access their profile. 
  3. Select "PTO" from the quaternary navigation menu.

“Requests” shows an employee’s current PTO requests and remaining balances. The “Requests” area is where you’ll approve/deny PTO requests, as well as make manual adjustments to an employee's PTO.


The “Approved” tab shows an employee's approved and accrued PTO.  


The "Approvers" tab displays the employee's current Time Approver(s), as well as the ability to add and/or remove approvers. To add an approver, enter and select the employee's name when it appears, then select "Add".


Want to review a report of all employee time information in one place? Check out the below reports to learn more. 
  1. Paid Time Off Report
  2. Payroll - Time & PTO
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