Enabling daily timesheet submissions and submitting them.

Overview

The daily timesheet submission feature in Keka PSA allows employees to submit or update timesheets for specific days within a week, offering more flexibility and precise tracking.
This is especially useful for monthly project billing, as it provides better visibility into day-to-day work progress and ensures accurate reporting even when a month’s start or end falls mid-week.

Activating Daily Timesheet Submission in Policy Settings

1. Go to Project from the left navigation pane.

2. Select the Policies & Settings tab.

3. Click on the Timesheet tab, then open the Policies section.
   
   

4. From the list on the left, select the specific policy you wish to modify.

5. Ensure you are in the Settings tab for that policy and click the Edit icon to make changes.
   
   

6. In the Edit Settings page, scroll to the Submission Settings section.

7. Toggle Allow Daily Time Entry Submission to enable daily submissions.

8. Click Save to apply your changes.
   
   

Once enabled, this feature allows employees governed by the selected Timesheet Policy to submit timesheets on a daily basis.
 

Submitting Daily Timesheets

To submit timesheets on a daily basis, employees must activate daily submissions in their profile.

1. Navigate to the Me section in the left navigation pane.

2. Select Timesheet and ensure you are in the All Timesheets section.

3. Use the Submit Daily Timesheet toggle to enable daily submission mode.

4. To add a new task:

   • Select the Project and Task.

   • Input the time entries for the desired day(s).

5. Once work hours are recorded, select the day and click Submit for 1 Day.

6. Enter the Start Time and End Time for the day, then confirm your submission.
   
   

This ensures daily tracking and immediate submission for completed work, allowing project managers to maintain real-time visibility.

Unsubmitting Timesheets

If an employee needs to make corrections to a submitted timesheet:

1. Go to the Me section and select the Timesheet tab.

2. In the All Timesheets section, locate the relevant timesheet for the week.

3. Click Unsubmit Timesheet to revert your submission.
   
   

This option allows employees to modify and resubmit corrected entries as needed.

Completing Weekly Submissions

Even after submitting daily entries, employees are still required to submit their weekly timesheet to mark the entire week as complete.
If weekly timesheets remain pending, automated reminders will be sent prompting employees to complete the submission.

Additional Options

Applying for Leave

• From the Timesheet page, click Apply for Leave to be redirected to the Leave section under the Me tab.

Tracking Timesheet Activity

• All actions related to timesheet submission, resubmission, and unsubmission can be viewed in the Timesheet Activity section.

Attaching Excel Files

• Employees can now attach Excel files while submitting their timesheets, providing additional flexibility for documentation and reporting.