PSA FAQs

How to create a Timesheet Policy?

The Keka timesheet feature enables you to monitor the time spent on various projects while distinguishing between billable and non-billable resources within your service-oriented business. This tool is essential for assessing the utilization rates of your professional staff, allowing for more effective resource allocation.

 

Here’s how to create a timesheet policy—


Navigate to the Projects section of the Keka Portal and select the Policies & Settings option. Next, proceed to the Timesheet Policy tab to continue.

 

 

You will be directed to the Timesheet Policies tab, where you can click on the "+ Add Timesheet Policy" button to proceed.

 

 

Enter the desired Policy Name and select the Timesheet Period Start Date, then click on the "Add Policy" button to finalize your creation.

 

 

You have successfully created a timesheet policy.

For more information on how to assign or disable the timesheet policy for an employee, please click here: How to Assign/Disable Timesheet policy for an employee?