Streamline Resource Acquisition with Keka PSA

Overview

In this guide, you will learn:

• How to raise hiring requests from the Smart Allocator and Role Requests
• How to view, manage, and close hiring requests
• Where to track hiring request history and actions
  

Who Can Do This?

• Project Managers
• Global Admins
• Other users with access to Resource Allocation and Hiring Request features in PSA.

Pre-requisites

1. Project or role must be created in PSA
2. Hiring permissions must be enabled for your user role

Raising a Hiring Request

1. Go to Resources > Resource Requests.
2. In the Role section, under Role Requests, click on the Actions menu.
3. Select Allocate Resource to initiate a new hiring request.
   
   
4. On the Smart Allocator page during resource assignment, click on Raise a Hiring Request.
   
   

Submit the Request

1. Fill in the required information, including Role, Skills, and Project/Opportunity.
2. Once submitted, the hiring request is routed to the HR/Recruitment team.
3. The request is added to the centralized Hiring Requests tab.

Tracking and Managing Hiring Requests

1. Go to Resources > Resource Requests > Hiring Requests.
2. You’ll see a list of all open and closed requests.
3. Click on any request to View, Close, or Reject it based on hiring progress.
4. Use the filters to track requests by project, department, or skill set.
   
   

How It Connects with Other Modules

FAQs

• Q: Can I raise a hiring request without linking it to a project?
  A: No. Hiring requests must be tied to a project or opportunity.
• Q: Who gets notified when I raise a request?
  A: Your organization’s HR/Recruitment team or designated hiring approver.
• Q: Can I modify a hiring request after submission?
  A: No. You’ll need to close the existing request and raise a new one with updated details.
• Q: How do I know if a hiring request has been fulfilled?
  A: Check the Hiring Requests tab. The status will reflect whether a resource has been allocated.

Troubleshooting

• Can’t raise a request?
  o Make sure the role is created and allocation is attempted from an eligible section (e.g., Smart Allocator).
• Request not visible?
  o Check your filters or permission settings under Resources > Resource Requests.

For more information on enhancements in resource management, please click here: Resource management - Enhancements