Paid Time Off Tracking | Employee Help

Employee Help
Viewing the PTO Calendar - Employee
BerniePortal’s organizational-wide calendar feature helps employees make more informed time-off decisions, and employers avoid under-staffing on any given day. To view the PTO Calendar: Login to BerniePortal. Select “PTO” in the top navigation ...
How to Cancel a PTO Request - Employee
If an employee has a change of plans, pending time off requests in BerniePortal can be canceled without affecting their PTO balance. Employees may cancel a pending time off request by following the steps below: Login to BerniePortal. Select “PTO” in ...
How to Submit a PTO Request - Employee
BerniePortal’s PTO feature eliminates verbal, email, and paper trails and allows employees to submit time off requests in one centralized location. To submit a PTO request: Login to BerniePortal. Select “PTO” in the top navigation menu. Select ...
How to View PTO Policy - Employee
BerniePortal features the ability to post your organizations PTO policy, which helps you to remain compliant and keep your employees informed. Employees can view your organization’s PTO Policy by following the below steps: Login to BerniePortal. ...
How to View PTO Balances - Employee
BerniePortal makes it easy for employees to check their PTO balance. Login to BerniePortal. On the employee’s home screen, the Benefits section will display the employee’s current PTO Balances for each category designated by the organization. For a ...

Popular Articles
Login Help - Employee
It's important for employees to know how to log in to BerniePortal. An employee’s initial username and password depend on how they were added to BerniePortal. Employees can be added to BerniePortal several different ways, listed below: Via census ...
Onboarding Document Categories
Forget the stacks of paper! Your employer’s BerniePortal is already equipped with five standard onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit. In addition to the standard onboarding documents BerniePortal is already ...
Splitting Your Bill by Billing Subgroup
BernieBill allows you to split your monthly bill by Primary Billing Subgroup. Generating bills for each primary billing subgroup is a great option for employers who pay bills for each division, department, or location separately. To split your bill ...
Creating an Offboarding Checklist
When an employee leaves an employer, there are likely tasks that an employer must complete, such as deactivating the employee's email or collecting their equipment. Offboarding Checklists are a great way to track these tasks in BerniePortal! To ...
What is Auto-Enrollment & How to Configure Auto-Enrollment
Auto-Enrollment provides a method for employers to automatically enroll employees in plans at renewal. When it’s time to close open enrollment, employers can configure auto-enrollment settings by matching each plan and coverage tier from the “Prior ...

Paid Time Off Tracking | Employee Help | Knowledge Base