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?
A.
Use the Missing Timecards Scheduled Job and Email Alert
B.
Use the Time Variance Scheduled Job and Email Alert
C.
Use a Salesforce Report based on Monthly Estimate vs Actuals Records and subscribe the Resource to receive the report by email
Understanding Missing Timecards Notification in PSA:
PSA tracksmissing timecardsto ensure compliance with time entry policies.
The system canautomatically notify resourceswho have not submitted their timecards.
Options Analysis:
Option A:"Use the Missing Timecards Scheduled Job and Email Alert"✅Correct! PSA provides ascheduled jobto detect missing timecards and sendautomated 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, butnot the best methodsince it requires manual intervention.
Steps to Schedule Missing Timecards Notification:
Go toPSA Administration Tab.
FindMissing 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 anemail alert templateto notify employees.
Monitor missing timecards via reports.
References:
PSA Sys Admin Essentials Student Guide.
Contribute your Thoughts:
Chosen Answer:
This is a voting comment (?). You can switch to a simple comment. It is better to Upvote an existing comment if you don't have anything to add.
Submit