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Getting Started with Keka
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Core HR
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Payroll
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Performance
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Keka Hire
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Professional Services Automation
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Videos
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Employee's User Guide
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IT Admin Articles
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Troubleshooting Guides
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Employee Engagement
How to add employees/resource to a project?
In Timesheet, when we are creating a project, those projects need to be assigned to employees in order to work on it, and further those resources will be assigned with the tasks. Keka provides a very easy way to add resources to the projects.
Below is the path for the same -
Go to the Project (1) section of the Keka Portal and click on Projects (2). Then go to the Project List (3).
You'll be taken to the Active Projects (1) tab, now click on any project under which tasks need to be added.
Here, we are taking Azure Mobile App (2) project, for instance.
Once you click on the project, the project's page will open.
Go to the Team (1) tab, and you'll be taken to ActiveAllocation (2) tab. Then click on Add Resource (3).
Fill in all the required details like the employee's name, the Allocation date and percentage, and the billing role (1). Then click on Add (2).
This is how you can add resources to a project.