Customize Timesheet Submission Settings in Keka PSA

Tailor timesheet submission policies to meet your organization's specific needs. Ensure efficient time tracking and accurate reporting.

Configuring Timesheet Submission Settings in Keka PSA

Timesheet submission settings define the rules and procedures for employees to submit their timesheets. As a project admin, you can customize these settings to align with your organization's specific requirements.

Navigate to the Project (1) section, then select the Policies & Settings (2) option, where you will land on Timesheet (3) page, under that Policies (4)  Choose the desired timesheet policy. Click the Edit (5) icon .

 In the window that appears, navigate to the Submission Settings (1). Here, you can adjust the settings (2) according to your requirements. Once you have made the necessary changes, click the Save (3) button to save your adjustments.

 

Key Settings to Configure

• Submission Deadlines:

Set deadlines for timesheet submission.

• Approval Workflow:

Define the approval process for timesheets.

• Required Fields:

Specify mandatory fields for timesheet submission.

• Timesheet Freeze Settings:

Configure freeze dates to lock time entries for ensuring financial compliance and data integrity (Available for Advance plan subscribers only).

• Other Customization Options:

Explore additional settings to tailor the timesheet submission process to your organization's needs.

 

Conclusion:

By customizing timesheet submission settings in Keka PSA, you can streamline your time tracking processes, ensure compliance, and improve overall project management efficiency.

You can easily update your timesheet submission settings by following the steps outlined above. We trust that this article has been informative and helpful. Should you have any further questions or need additional support, please feel free to reach out to our product experts. To learn more about creating and managing timesheets, click here: Creating, Managing and Assigning Timesheet Policies