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Admin Help Center

Videos

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

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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

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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

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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

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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

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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

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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 a 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

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