Managing timesheet approvals for all projects

Modified on Mon, 21 Aug 2023 at 05:47 PM

In the world of project management, ensuring that timesheets are submitted, reviewed, and approved in a timely manner is crucial for keeping projects on track. With Keka PSA's comprehensive features, admins can effortlessly track all submitted timesheets and monitor their approval status, providing a seamless experience for project management.


To access this feature, navigate to the Project (1) section and open the Timesheet Approvals (2) tab. Here, you will find the first section dedicated to Pending Approvals, which conveniently displays all filled timesheets awaiting approval. To further streamline the process, the page is thoughtfully divided into two sections: By Approver and By Project.



In the 'By Approver' section, you can easily identify all the approvers who have pending timesheets awaiting their approval. This allows for efficient follow-up and ensures that all necessary approvals are obtained promptly.


Similarly, in the 'By Project' section, you can view a list of projects that have timesheets pending approval. This overview provides valuable insights into specific projects that require attention, allowing for timely action and ensuring that the project stays on track.


Within either of these sections, you will find an 'Approvals Pending' column, which indicates the number of pending approvals for each approver or within a specific project. This visual display enables admins to quickly identify areas where approvals are lagging and take appropriate measures to expedite the process.


To delve further into the details of submitted timesheets, admins can simply click on the corresponding number. This action opens a new window displaying comprehensive information about the pending timesheets.



Here you have the flexibility to select multiple timesheets for batch actions, such as approving or rejecting them. You even have the option to sort the timesheets By task or By date.



Alternatively, you can utilize the icons under the Actions column to efficiently approve or reject timesheets in a single click.



Another way to take action on the pending timesheets is to select the approver(s) or the project(s) and use the Remind, Approve or Reject buttons as you need.



If you want a record of these timesheets, you can click on the download icon and save the record in either PDF or in Excel format.



Empty timesheet approvals


In some cases, employees may submit empty timesheets due to being on leave or authorized time off. The admin may approve these empty timesheets as they align with the approved absence. It could also happen that employees simply forgot to record their work hours or had no work-related tasks during that period. Whatever the reason may be, you can easily view and take appropriate action on these timesheets in the Empty Timesheets Approvals section.


Here you have to just select the employees who have submitted empty timesheets and then use the Approve or Reject button as per your need.



 Also, you have to option to download a report of empty timesheet submissions in Excel or PDF format.


 

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