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Flexitime balance

How the flexitime balance is built from confirmed days, how a day's surplus is directed, and what the different flex limits do.

Updated

The flexitime balance tells you how many hours you have worked over or under your target. It is a projection of confirmed days: day by day, working time done minus the target for that day. Drafts do not affect the balance – it only moves once you confirm the day.

The balance is not maintained by hand. It is always recalculated from the days you have confirmed.

Where to find your balance

The balance appears on the front page in the Where I stand section under the name Flex balance. The meter shows the figure together with your lower and upper limits.

The opening balance recorded at setup and any later manual corrections are balance events. A correction does not change history, it adds a new event: the old figure stays visible and the correction appears alongside it.

When a day goes over target

When a day accrues working time over its target, the day breakdown asks before confirmation what happens to the surplus:

  • To flex balance – the hours stay on your flexitime balance.
  • To payout – the hours are put forward to be paid.
  • To time bank – the hours move to a balance account. See Balance accounts.

Only the first option grows the flexitime balance.

Two different flex limits

Kelomo has two settings that are both called a flex limit. They do different things.

LimitWhere it is setWhat it does
The per-day flex ceiling and floorOn the shift typeIt really does cut. Anything beyond it does not accrue to the balance.
The flex lower and upper limitOn the work-time modelStatus information only. It shows that you are above the upper limit or below the lower one. It never cuts the balance.

A third limit lives on the balance account, and it blocks balance leave. The balance-accounts settings page states: “Bank caps block transactions. The flex account’s upper cap only shows as a status, but its lower cap blocks balance leave: time off cannot take the balance below it. Without the advance-leave setting the lower bound is zero.” The work-time model’s follow-up limits only drive the balance warning and block nothing. If you exceed the work-time model’s upper limit, the balance still grows; the information is meant for you and your supervisor.

Absences and the balance

An absence day does not consume flexitime if the day type credits the day’s target. Sick leave and annual leave work like this, for example: the target is marked as met, and the balance does not move either way.

Bank leave is the only standard type that consumes the balance. It does not credit the target, so the whole day’s target is deducted from your balance: the time off is taken on hours you have accrued. See Request leave.

If something goes wrong

I worked a long day, but the balance did not move. The day is probably still a draft. The balance is only computed from confirmed days, so confirm the day – after that the figure updates.

The balance did not accrue the whole surplus. Two common reasons. Either the shift type’s per-day flex ceiling cut the excess, or the surplus was directed To payout or To time bank at confirmation. The day breakdown tells you which.

My balance is above the upper limit. The work-time model’s limits block nothing and do not reset the balance. How the balance is worked down is agreed with your supervisor.

My opening balance is wrong. Contact your administrator. The correction is made as a balance event: it does not change old days, it adds a new event to the records.

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