Managing PTO
Feature Admins- PTO
Empower your team with specialized access! Feature admins are essential partners who handle administrative tasks for specific BerniePortal features. PTO Feature Admin capabilities: View and edit existing ‘PTO’ subgroups View and edit PTO Email ...
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. To access: Log in to BerniePortal as the employer or a PTO feature administrator Navigate to the "Employees" tab in the top ...
Viewing the PTO Calendar - Approver
BerniePortal's organization-wide calendar feature empowers managers to make informed staffing decisions by providing comprehensive visibility into team time-off patterns. This strategic tool helps prevent understaffing while ensuring fair time-off ...
How to Override PTO Approvals
If an employee needs to cancel a time off request that has already been approved, the request must be rescinded by either an admin or the employee’s designated PTO approver. To access: Log in to BerniePortal as a PTO Approver Select “PTO” in the top ...
How to Approve and Deny PTO Requests
Time off requests must be approved or denied by the employee’s designated PTO Approver. To access: Log in to BerniePortal as a PTO Approver From the To-Do List on the Home page, click on the employee’s name under “PTO Requests” To approve or deny an ...
What are PTO Approvers and How to Assign Them
PTO Approvers have the ability to review, approve, and deny time off requests for the employees they are assigned to. They can also view those employees’ PTO balances. Example: If Allison is Ella’s manager, Allison can be added as Ella’s PTO ...
Popular Articles
Login Instructions - Administrator Help
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 ...
Understanding the Complete Benefits Lifecycle
Effective benefits administration requires navigating a comprehensive lifecycle. This includes creating materials for potential hires, ensuring compliant onboarding documentation, supporting active employee enrollment, managing ongoing compliance ...
Onboarding Document Categories
Say goodbye to endless paperwork! BerniePortal comes pre-loaded with five essential onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit forms. Beyond these standard documents, you can create custom onboarding categories to ...
Hiring Managers, Hiring Influencers, and Their Capabilities
BerniePortal’s Recruiting feature ensures that the right people within your organization have the access they need to effectively manage and fill open positions. Two role types are available: Hiring Managers and Hiring Influencers. Hiring Managers: ...
Splitting Your Bill by Billing Subgroup
Streamline your billing management by generating separate monthly bills for each primary billing subgroup. This feature is perfect for organizations that handle payments separately by division, department, or location. To access: Log in to ...