Your flex balance shows how much your working time exceeds or falls short of the target in your working time model. A day above the target increases the balance, while a shorter day reduces it.
The balance is a running one: it counts every past day with whatever is known about it – the punches and your own entries – plus today’s deviation from the target. An unconfirmed day counts as soon as it has a punch or an entry, so confirming it usually leaves the figure unchanged. A past working day with no entry sits in the balance as a minus the size of its target until the day is recorded. If your manager changes how the surplus is handled during approval, the balance is updated to reflect the new decision.
Check your balance and transactions
Your current balance is shown under Where I stand on the home page. More details are available on My working-time status:
- the balance and its status against the follow-up limits
- the balance trend
- balance transactions such as the opening balance, adjustments and cuts.
In your own reports you can also create a Balance account statement for a selected period.
Choose how to handle a surplus
When the day’s working time exceeds the target, Kelomo shows how the surplus will be handled before you confirm the day. The available options depend on your organisation’s settings:
- To flex balance increases your flex balance.
- To payout sends the time to payroll.
- To the time bank transfers the time to a selected balance account.
If you do not change the selection, the default from your working time model is used. Your manager can still change the handling during approval.
Understand the different limits
The limits serve different purposes:
| Limit | Effect |
|---|---|
| The shift type’s Daily flex cap (min) and Daily flex floor (min) | Limit how much a single day can affect the balance. |
| The working time model’s Flex balance lower limit (h) and Flex balance upper limit (h) | Show a warning but do not block entries or cap the balance. |
| The balance account’s Upper cap and Lower cap | The flex balance’s upper cap is shown as a status. The lower cap may prevent leave that would reduce the balance too far. |
Crossing a follow-up limit does not reset or reduce the flex balance. Any plan for bringing the balance back within the limits follows your organisation’s practices.
Absences and the flex balance
Paid absence, such as annual leave or sick leave, normally credits the day’s target. In that case, the flex balance does not change.
Leave taken from the flex balance works differently. Granting the leave reserves the required hours. The actual deduction is recorded when the working day for the absence date is approved. For a partial day, only the absence time is deducted.
See Request leave or report an absence.
Opening balance and adjustments
An opening balance recorded during setup and any later adjustments are shown as separate balance transactions. An adjustment does not change the history of confirmed days; it adds a documented change to the balance.
If something goes wrong
A long day did not change the balance. Check first that working time has been recorded for the day and that the surplus was directed To flex balance. The shift type’s daily limit may also restrict the amount added to the balance.
The balance changed during approval. A manager can change how the day’s surplus is handled. The day breakdown shows whether the time went to the flex balance, payout or a time bank.
The balance is outside the follow-up limits. A follow-up limit is a warning and does not change the balance. Agree with your manager how the balance should be brought back within the limits.
The opening balance or an adjustment is incorrect. Contact an administrator. The error is corrected with a new balance transaction so that the change history is preserved.