In project management, the timely submission, review, and approval of timesheets is essential for maintaining project momentum. Keka PSA offers a robust set of features that enable administrators to efficiently track all submitted timesheets and oversee their approval status, ensuring a smooth and effective project management process.
To access this feature, go to the Project (1) section and select the Approvals (2) tab. Within the Timesheet Approvals section, you'll find a dedicated area for Pending Approvals, which clearly lists all submitted timesheets that are awaiting approval. To enhance efficiency, the page is organized into two distinct sections: By Approver and By Project.
In the 'By Approver' section, you can quickly identify all approvers with pending timesheets that require their attention. This feature facilitates efficient follow-up, ensuring that all necessary approvals are secured without delay.
Likewise, the 'By Project' section provides a comprehensive list of projects with timesheets awaiting approval. This overview offers critical insights into which projects need immediate action, helping to keep them on schedule.
Each of these sections includes an 'Approvals Pending' column that displays the number of outstanding approvals for each approver or project. This visual representation allows administrators to swiftly pinpoint areas where approvals may be stalled and take timely action to expedite the process.
For a closer look at the submitted timesheets, admins can click on the corresponding number, which opens a new window containing detailed information about the pending timesheets.
You can conveniently select multiple timesheets to perform batch actions, allowing you to approve or reject them all at once. Additionally, you have the ability to organize the timesheets by task or by date for easier navigation.
Alternatively, you can use the icons located in the Actions column to quickly approve or reject timesheets with just one click.
An additional option for managing pending timesheets is to select the relevant approver(s) or project(s) and utilize the Remind, Approve, or Reject buttons according to your requirements.
To keep a record of the timesheets, simply click on the download icon, allowing you to save the information in either PDF or Excel format.
**Empty Timesheet Approvals**
Employees may occasionally submit empty timesheets if they are on leave or have taken authorized time off. In such cases, administrators have the option to approve these empty submissions, as they correspond with the approved absence. There may also be instances where employees forget to log their work hours or had no tasks to complete during that time. Regardless of the reason, you can efficiently manage these submissions in the Empty Timesheet Approvals section.
To take action, simply select the employees who have submitted empty timesheets and then click the Approve or Reject button based on your decision.
Managers have the option to conveniently approve timesheets directly from their inbox.
Timesheets that have been processed will be listed under the 'Archive' tab in the inbox. Approvers can choose to take action on the entire timesheet period or select specific entries within that period for approval or rejection.
If some entries are approved while others remain pending, only the approved entries will be displayed in the 'Archive' tab.
The overall status of the timesheet period will only be marked as approved or rejected once all time entries have been addressed.
Empty timesheet submissions will not be visible in the inbox, as these entries do not follow an approval process.
To gain further insights into setting up approval chains for timesheets, please click here. Configuring Approval Chains for Timesheets