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Admin Help Center
Videos
Core HR
Organization & Employees
Onboarding and Probation
Employee Exits
Roles & Privileges
Assets
Analytics & Reports
Apps & Integrations
Documents
Employee Engagement
Notifications
Background Verification
New Features
Core HRMS FAQs
Preboarding
Payroll
Managing perks, and component claims
Run Payroll
Employee Salary Management
Payroll setup & processing
Income Tax
Statutory Compliances
Payslip Management
Loans & Advances
Expense Management
Analytics & Reports
Updates
Payroll FAQs
Salary Payment Automation
Leave & Attendance
Leave Management system
Managing Shifts & Weekly Offs
Attendance Tracking
Overtime
Reports
Leave & Attendance FAQs
Performance
Goals
1:1 Meetings
Continuous Feedback
PIP
Reviews
Skills
Competencies, Core Values & Job Functions
New Features
Dashboard
Reports
Performance FAQs
Unpublished Articles
Keka Hire
Candidate Settings
Organization Settings
Job Settings
Manage Hiring Process
Hiring flow setup
Integrations
Notifications
New Features
Keka Hire FAQs
Professional Services Automation
Getting started with Professional Services Automation
Clients
Projects
Finance
Opportunities
Resources
Reports
Bulk Imports
Policies and Settings
Timesheets
New Features
Notifications
PSA FAQs
Expenses & Travel
Expenses & Travel FAQS
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HelpDesk FAQS
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Pricing Plans & Subscriptions
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Keka Learn Overview
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Videos
PSA (Professional Services Automation)
Core HR
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Expenses & Travel
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Manager Actions
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Employee's User Guide
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Videos
PSA (Professional Services Automation)
Tracking and Managing Opportunities - Video
Adding and modifying tasks in projects - Video
Resource management on Keka PSA - Overview - Video
Using the resource planner on Keka PSA - Video
Introduction to Keka PSA - Video
Adding a client - Video
Editing Client Details on Keka - Video
Managing Client Rate Cards - Video
Managing Client Contacts - Video
Using the client summary - Video
Using the Project page list - Video
Intro to the Projects - Video
Adding a new Project - Video
Configuring your new project - Video
Adding and modifying resources in projects - Video
What are Opportunities' in Keka PSA - Video
Adding opportunities and prospects in Keka PSA - Video
Creating and editing invoices on Keka PSA - Video
Creating and managing task templates - Video
Getting familiar with timesheets - Video
Setting up project health tracking - Video
Billing and invoicing in Keka PSA - Video
Managing project health parameters and tracking - Video
Updating Project Health for Individual Projects - Video
Updating Project Settings in Keka PSA - Video
Managing opportunity Settings - Video
Managing client payments - Receiving full and partial payments, & credit notes - Video
Adding and managing reference rate cards - Video
Managing billing entities and invoice settings on Keka PSA - Video
Managing Billing Frequencies - Video
Adding and modifying tax rates - Video
Creating, managing and assigning timesheet policies - Video
Resource management on Keka PSA Overview - Video
Tracking and managing resource utilization - Video
Managing billing and project roles - Video
Managing resource allocation settings for Keka PSA - Video
Creating and applying credit notes for invoices - Video
See more
Core HR
Creating onboarding Tasks and Task Lists - Video
Initiating Onboarding for new employees - Video
Using Employee reports and creating custom reports - Video
Adding a new employee - Video
Configuring and Managing Probation Policies with Keka HR - Video
Tracking and Managing Exits - Video
Understanding User Roles - Video
Asset Categories & Asset types - Video
Creating document workflows for document templates - Video
Managing Assets on Keka - Video
Processing a Full and Final (F&F) Settlement - Video
Configuring Exit tasks & Configuring Exit survey - Video
Managing shifts and weekly off assignments
See more
Performance
Managing goal settings - Video
Quick Review Cycle setup - Video
Setting up performance review - Advance setup - Video
Creating a new goal - Video
Using the Skills section in Keka - Video
PIP Process - Video
Using PIP Templates and Tasks to Maximize Employee Development - Video
Navigating the PIP Module in Keka - Video
See more
Payroll
Configuring Income tax declaration settings - Video
Approving or rejecting tax declarations - Video
Managing form 16 on Keka - Video
Running Payroll on Keka - Videos
Managing IT, PF, Professional Tax, and ESI filing details for a pay group
Managing Labour Welfare Fund (LWF) contribution settings for a pay group - Video
Managing salary components - Video
Creating and managing salary structures - Video
Configuring Payslip Settings - Video
Adding and Managing Perks
Managing Notice Period Buyout Polices - Video
Viewing and Updating Employee Salary Payment Modes and Bank Details - Video
See more
Expenses & Travel
Managing Expenses & Travel Policies - Video
Helpdesk
Configuring & Managing Helpdesk - Video
Keka Hire
Creating and managing Hiring flow - Video
Adding Candidates to Jobs on Keka Hire - Video
Creating and Managing Scorecards on Keka Hire - Video
Integrating Linkedin and Naukri with Keka Hire - Video
Creating a Job on Keka Hire - Video
Scheduling and Managing Interviews on Keka Hire - Video
See more
Leave and Attendance
Creating and managing weekly offs - Video
Creating a holiday plan for your employees - Video
Setting Up and Managing Leave Types in Keka - Video
Setting Up an Attendance Capture Policy - Video
Creating Overtime Policies on Keka - Video
Changing leave encashment and carry forward policy for a leave type - Video
See more
Keka Learn
Creating a new course on Keka Learn - Video
Manager Actions
Tracking and managing your team's attendance - Video
Tracking and Managing your Team's Leave - Video
Managing Expense Claims for your Team - Video
Managing your Team's Timesheets - Video
How can an Reporting Manager or Team Leader Manage Profile Changes - Video
Scheduling and Managing 1 on 1 Meetings - Video
How to use Continuous Feedback - Video
How to Track your Team's Progress in a Review Cycle - Video
Initiating and Managing PIP for your team members - Video
Setting up objectives for team members - Video
See more
