This guide will help you set up and use the daily timesheet submission feature in keka.
What is the feature?
Until now, timesheets could only be submitted for a week. Once a timesheet is submitted, the entire week gets locked, and we wouldn’t be able to add/update timesheet entries for the week without unsubmitting the timesheet period.
Keka has now released the option to enable daily timesheet submission. Once enabled, timesheets can be submitted for individual days in a week as well.
Why is it needed?
Daily timesheet submission is needed in the following cases:
- Billing for a project happens on a monthly basis and the last date in the month may fall in the middle of a week.
- Similarly, the first of a month may fall in the middle of a week and you may want to extract reports showing timesheets submitted for a month.
- You require employees to submit timesheets daily to have better visibility on their everyday work.
How to enable daily timesheet submissions
To enable daily timesheet submission in the Timesheet policy, navigate to Project (1) from the left navigation pane and select the Policies & Settings (2) tab. Go to the Timesheet Policy tab on this page.
Select the Timesheet Policies sub-tab from this page to see the various timesheet policies you have currently configured. Select the policy you want to edit from the list of policies on the left. Ensure you're on the Settings tab doe the policy and click on the Edit icon to edit the settings for the policy.
On the Edit Settings page for the policy, you have two sections - Hours settings which determine the various settings related to the restrictions on the number of hours, and Submission Settings which determine the frequency of submissions. click Continue from the Hours Settings section. On the Submission Settings section, select the checkbox Allow Daily Submission of Timesheets to enable the setting.
Click Update to save the settings.
How can employees submit daily timesheets?
The employees who have been assigned this Timesheet Policy have to enable the daily timesheet submission settings. To do this, navigate to Me from the left navigation pane and select Timesheet. Ensure you're on the All Timesheets section and then use the Submit Daily Timesheet toggle button to enable daily submission of timesheets.
Now you can click on +Add Task select the project and task and add timesheet entries for any day. Once added, the employee will get the option to submit timesheets for the days where they have added hours by selecting those days.
To submit for one day, select the task you want to add to the timesheet entries. Click on the day for which the entry has to be made and then enter the Start Time and the End Time. Select the day for which the submission has to be made and then click on Submit for 1 Day.
If the employee wants to make any changes to the submitted timesheets, they can unsubmit timesheets. To do this, navigate to Me from the left pane and select the Timesheet tab. Ensure you're on the All Timesheets tab to find the details of the timesheet for the week. Click on Unsubmit Timesheet to roll back the timesheet submission.
Even after submitting timesheets for individual days, the employee will still have to Submit Weekly Timesheet as well, so that timesheet period is considered as submitted. If the weekly timesheet is not submitted, then the employee will keep getting reminders to submit the pending timesheets.
There is also the option available to apply for leave from this page. Clicking on Apply for Leave will take you to the Leave page under Me.
You can also view the various activities related to timesheet submissions on the Timesheet Activity section of the page.
Approving daily timesheet submissions
The approver can approve the various daily timesheet submissions by navigating to the My Team page from the left navigation pane and then selecting the Timesheet tab.
After submitting timesheets for individual days, if daily timesheet submission is disabled by the admin or the employee, then the submitted timesheets will not change. The employee will not be able to submit timesheets for individual days for the future.
Hope this helped you understand how to enable the daily submission of timesheets. More questions? Talk to our product experts today.
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