Managing your team's timesheets

Overview

In this guide, you will learn:

• How to manage your team's timesheets in Keka PSA.

• Approving or rejecting employee and project timesheets.

• Viewing detailed project time and accessing weekly summaries.

Managing timesheets

1. Go to My Team.

2. Open the Timesheets tab.

The Timesheets tab has three sections:

• Approvals – approve or reject timesheets

• Project Time – see team hours logged on projects

• Week Summary – view weekly totals of hours

Approvals

a.Employee View

1. Open Approvals.

2. Select Employee View.
   
   

3. Pick an employee from the list.

4. Check the box next to the timesheet you want to act on.

5. Click Approve or Reject.
   
   

   • If rejecting, enter a reason in the overlay before submitting.

b.Project View

1. Open Approvals.

2. Select Project View.

3. Pick a project from the list.

4. Select the timesheets you want to act on.

5. Click Approve or Reject.

   • If rejecting, provide a reason in the overlay.

Project Time

1. From Timesheets, go to Project Time.

2. Select a project.

3. View details such as:

   • Employees involved

   • Total hours logged

   • Billable vs. non-billable hours

4. To keep a copy, click Download and export to Excel or PDF.

Week Summary

1. From Timesheets, go to Week Summary.

2. Choose between Direct Reportees and Indirect Reportees.

3. Click the Calendar icon to choose a date range.

4. View the weekly summary, including:

   • Employee-wise timesheet count

   • Billable and non-billable hours

   • Distribution across projects

5. To save the data, click Download and export to Excel or PDF.