Effectively manage timesheet approvals. Define approval chains, streamline workflows, and ensure accurate time tracking.
Configuring Timesheet Approval Chains in Keka PSA
Keka PSA empowers organizations to establish and manage timesheet approval chains, ensuring efficient and accurate time tracking. By defining the approval process, you can streamline workflows and maintain control over timesheet submissions.
Setting Up Timesheet Approval Chains
- Navigate to Settings: Navigate to the Project module, where you will find the Policies & Settings section. From there, locate the Approval Chain tab and click on the Edit Settings option to proceed.
- Enable Approvals: Check the "Does the project timesheets require approval" box.
- Define Approval Levels: Add roles or employees to the desired approval levels.
- Save Changes: Click "Update" to apply the new settings.
If a new project does not have a defined approval chain, the system will automatically apply the default approval chain settings.
Applying Approval Chains to Specific Projects
- Navigate to Projects: Access the Projects section by selecting Project (1), then click on the Projects (2) tab. This will display the Project List (3). From there, choose Active Projects (4) to view all currently active projects.
- Select a Project: Choose the project you want to modify.
- Edit Approval Chain: Click on the Settings option (1), then navigate to the Approval Chain section (2) and select Edit Settings (3) to modify the approval chain as needed.
Once you have made the necessary modifications, click on the "Update" button to save your approval settings.
Conclusion:
By effectively configuring timesheet approval chains in Keka PSA, you can streamline your time tracking processes, ensure accuracy, and maintain control over project workflows.
These changes will take effect for future timesheet submissions. Timesheets that have already been submitted or are currently under review will not be impacted by these new settings.
We trust that this article has addressed your questions regarding timesheet approval chains. Should you have any further inquiries or require assistance, please do not hesitate to contact our dedicated support team. For additional information on approval processes for different projects, click here: Managing Timesheet Approvals for all Projects