How to Assign Timesheet Policy to Employees in Keka

Ensure accurate time tracking and streamlined project management by effectively assigning timesheet policies to your employees

Assigning timesheet policies to employees is crucial for streamlining project management and ensuring accurate time tracking. Keka allows project admins to assign specific timesheet policies to employees, ensuring compliance with organizational rules and processes.

This guide will walk you through the step-by-step process of assigning a timesheet policy to employees in Keka.

Benefits of Assigning Timesheet Policies:

Consistent Time Tracking: Ensures all employees adhere to uniform time-tracking standards.
Policy Compliance: Helps maintain organizational policies for time management.
Project Efficiency: Facilitates better project tracking and resource allocation.

Steps to Assign Timesheet Policy to Employees:

Access the Timesheet Policy Section:
- Go to the Project section in the Keka portal and click on Policies & Settings. Navigate to the Timesheet Policy tab.
Select a Timesheet Policy:
- You will land on the Timesheet Policy page.
- Choose the relevant timesheet policy you want to assign to employees. For example, let's say we are assigning Timesheet Policy. Click on Employee Assigned.

Assign Employees to the Policy:
- Click on the Assign Employee button.
- A list of employees will appear. Select the checkboxes next to the names of the employees you want to assign the policy to. Click on Assign/Change Policy.
Finalize Policy Assignment:
- In the next window, select Assign Policy from the dropdown menu. Choose the appropriate Timesheet Policy from the dropdown. Click on Save to confirm the assignment.

Conclusion:

Assigning timesheet policies in Keka is a simple yet essential step for efficient project management and time tracking. By following the steps outlined above, project admins can ensure that employees follow the designated policies, leading to better project execution and compliance.