Enhance your resource planning and time tracking with Workforce Integration. Sync shift timings and weekly offs directly from your workforce module, improving accuracy and efficiency.
Overview: Real-Time Shift Syncing in Keka PSA
Keka’s Professional Services Automation (PSA) now supports a powerful Workforce Integration feature that allows organizations to sync team members’ shift timings and weekly offs directly from the Workforce module. This enhancement aims to streamline the timesheet management process by ensuring that timesheet entries align with real-time availability, thereby reducing inaccuracies and administrative burden.
What’s New?
Previously, PSA’s timesheet system relied on manually set timings, which caused challenges for organizations with rotating shifts or customized weekly offs. This update allows admins to sync actual schedules from the Workforce module to PSA, giving team members accurate, real-time information for timesheet submission. This integration improves scheduling accuracy and enables team members to submit timesheets based on their current shift timings and weekly offs.
How It Works
Admins can now use the "Fetch Workforce Availability" option within PSA. Here’s a breakdown of the process:
- Automatic Sync: PSA now directly fetches team members’ availability—shift hours and weekly offs—by integrating with Keka’s Time and Attendance module.
- Real-Time Updates: Any changes to shift schedules or days off in the Workforce module will automatically reflect in PSA, allowing resources to complete timesheets accurately.
- Flexibility for Admins: Admins still have the option to enter availability manually by unchecking the Fetch Workforce Availability option.
Admin Configuration Steps
To activate this feature, follow these steps:
- Navigate to Project > Resources > Cost and Availability in the PSA dashboard.
- Click the three dots and choose Edit Cost and Availability and select Fetch Workforce Availability to sync real-time shift data.
To modify the existing cost details or to add a new entry, simply specify the currency, rate, rate type, and effective date as needed, then click "Add" and "Save."
Additional Features and Upcoming Enhancements
While this feature currently supports timesheet syncing, Keka plans to extend this integration to resource allocation by the end of the quarter. This enhancement will further streamline project planning by ensuring that allocations reflect each team member’s true availability.
Access & Availability
The Workforce Integration feature for fetching shift and weekly off availability is available to all Keka users on any plan.
For more information on resource cost management and to enhance your understanding, please click here: Streamline Resource Cost Management with Keka PSA