Day-to-day use
Can I take over hours balances from another tool?
Yes. HR import a CSV file (employee number; balance; date) or enter each worker's opening balance. Each line becomes an “Opening balance” adjustment, dated and recorded.
- Where: Schedules › Hours counters › “Import opening balances”.
- Format: a semicolon-separated CSV file, one line per worker: employee number; balance in +HH:MM or -HH:MM format; date (YYYY-MM-DD or DD/MM/YYYY, today by default). 200 KB at most.
- Result: Cloketa shows the number of balances imported and the lines skipped, for example an unknown employee number.
- Manual entry: for a few people, use “Adjust the balance” with the “Opening balance” type and a reason.
- Dates: choose a date in a month that is not closed, ideally the day your workers start clocking in Cloketa.
An opening balance cannot be changed: if there is a mistake, add a reverse adjustment. Keep the export from your old tool as supporting evidence.