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Your company wants to be able to automatically notify Resources by email about their missing timecards, when they have not entered the full amount of contracted hours for the previous week.
What is the best method to use within PSA to enable this?
Understanding Missing Timecards Notification in PSA:
PSA tracks missing timecards to ensure compliance with time entry policies.
The system can automatically notify resources who have not submitted their timecards.
Options Analysis:
Option A: 'Use the Missing Timecards Scheduled Job and Email Alert' Correct! PSA provides a scheduled job to detect missing timecards and send automated email alerts.
Option B: 'Use the Time Variance Scheduled Job and Email Alert' Incorrect! Time Variance is used to compare planned vs actual hours worked.
Option C: 'Use a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email' Possible, but not the best method since it requires manual intervention.
Steps to Schedule Missing Timecards Notification:
Go to PSA Administration Tab.
Find Missing Timecards Scheduled Job.
Configure the job:
Week End Date: Auto-filled.
Include Sublevels: Yes (for hierarchical reporting).
Type: Last Week (ensures past week's time compliance).
Schedule Frequency: Weekly (e.g., Monday 9 AM).
Set up an email alert template to notify employees.
Monitor missing timecards via reports.
PSA Sys Admin Essentials Student Guide.