How to Configure Daily Timesheet Submission Settings in Keka
Tailor your timesheet submission process in Keka PSA to meet your organization's specific needs
Before assigning a timesheet policy, configuring timesheet settings is crucial to ensure employees can record and submit hours daily. These parameters streamline daily submissions and set essential restrictions for an efficient approval workflow.
Setting Up Daily Timesheet Submission for Employees
To enable daily timesheet submissions, follow these steps to configure settings in Keka:
- Access Policies & Settings:
- Go to the Project module and select Policies & Settings. Here, you’ll find a list of existing timesheet policies.
- Go to the Project module and select Policies & Settings. Here, you’ll find a list of existing timesheet policies.
- Modify Timesheet Settings:
- Under the Settings tab, locate the timesheet policy you’d like to adjust and click the Edit icon. From here, you can enable or modify options for daily submission, set specific hours, and define necessary restrictions.
- Under the Settings tab, locate the timesheet policy you’d like to adjust and click the Edit icon. From here, you can enable or modify options for daily submission, set specific hours, and define necessary restrictions.
- Assigning the Policy:
- Once configured, assign the timesheet policy to the respective employees to enable daily submissions.
- Once configured, assign the timesheet policy to the respective employees to enable daily submissions.
For a deeper dive into creating, managing, and assigning timesheet policies, refer to the guide: Creating, Managing, and Assigning Timesheet Policies.
By configuring these settings, Keka makes it easy to manage and monitor daily timesheet submissions, ensuring a smooth process for both employees and managers.