Managing PTO
Feature Admins- PTO
A PTO Feature Admin is an employee who can administer PTO while using Switch to admin account. The employer must have PTO enabled. Employee-level actions apply only to employees in the Feature Admin's assigned PTO subgroups. PTO Feature Admin ...
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 ...
Viewing the PTO Calendar - Approver
As a PTO Approver, use the PTO Calendar to see your own time off, time off for employees you approve, and organization-wide PTO on a monthly calendar. To access: Log in to BerniePortal as a PTO Approver Select PTO in the top navigation Select ...
How to Rescind Approved PTO Requests
An Employer, PTO Feature Admin, or the employee’s designated PTO Approver can rescind an approved or used time off request. Rescinding returns the time to the employee’s PTO balance. Employees cancel their own requests from My Requests. See My ...
How to Approve and Deny PTO Requests
Assigned PTO Approvers approve and deny pending time off requests for the employees they are assigned to. Employers and Feature Admins can also approve or deny pending requests from an employee's PTO page. To assign PTO Approvers, see What are PTO ...
What are PTO Approvers and How to Assign Them
PTO Approvers review, approve, and deny time off requests for the employees they are assigned to. They can also view those employees' PTO balances and the team PTO calendar. Example: If Allison is Ella's manager, Allison can be added as Ella's PTO ...