Home / BerniePortal Feature Admin Help / PTO - Feature Admin / PTO Settings Override - Feature Admin

PTO Settings Override - Feature Admin



Sometimes individual employees require more specific attention when it comes to managing their PTO. BerniePortal allows Global and Feature Admins to adjust PTO settings for these individuals. Access an employee’s PTO Summary by clicking on an employee from the Employee List. Then click on the PTO tertiary menu option.

 

In this area, you can check on an employee’s Requests, review previously Approved PTO, and view/change an employee’s Approvers.


 

“Requests”:

 

View and employee’s Current PTO Requests. To approve or deny an individual request, simply hover over the actions gear next to the request and click on approve or deny. 

 

../../../Screen%20Shot%202019-03-05%20at%2011.23.36%20AM.png

 

To adjust an employee’s Allotment or Accrual settings, hover over the actions gear next to the PTO Type you wish to edit in the Current PTO Balances area.

 

../../../Screen%20Shot%202019-03-05%20at%2011.28.04%20AM.png

 

Adjusting Annual Allotment PTO – Adjust an individual employee’s Annual Allotment amount or adjust an Employee’s current Balance.

 

BernieTip: When adjusting an employee’s Annual Allotment Amount, this will be the new amount that the employee will earn PTO and will continue to override any changes made to the Amount in the PTO Subgroup Settings.

 

../../../Screen%20Shot%202019-03-05%20at%2011.56.51%20AM.png

 

 

Adjusting Accrual Bank PTO – Adjust the Employee’s Accrual Amount, their Balance, as well as their Positive/Negative Limits.

 

BernieTip: When adjusting an employee’s Accrual Amount or Positive/Negative Limit’s, it’s important to remember that these will be the settings for which an employee accrues and will continue to override any changes made to these amounts in the PTO Subgroup Settings.

 

 

 

../../../Screen%20Shot%202019-03-05%20at%2011.53.20%20AM.png


“Approved”:

 

View an employee’s PTO activity by PTO Type. Use the dropdown to select the PTO Type to view previously accrued and approved amounts. Consider this a running list of an employee’s PTO activity.

 

View notes on each PTO request by clicking on the chat bubble in the ‘Notes’ column.

 

../../../Screen%20Shot%202019-03-05%20at%2011.41.13%20AM.png


 

Approvers”:

 

View/Edit an employee’s PTO Approver(s) here in the “Approvers” section (up to 3). Simply click on “Add an Approver” above the PTO Approver list and search the desired approver’s name.

 

Remove existing Approvers by hovering over the actions gear and clicking ‘Remove’.

 

../../../Screen%20Shot%202019-03-05%20at%2011.43.04%20AM.png

 

 

Back to PTO Help

 

 




 RSS of this page