Help Administrators

Timesheets

• A validation displays on a user’s timesheet, but they can still submit it
• Setting up timesheets (video)

Timesheet Templates

• Setting workflow conditions in timesheet templates
• Testing timesheet validation rules using the simulator
• Setting up submission of individual time entries (video)
• Setting up time entry formats in timesheet templates
• Setting up timesheet templates

Other Options

• Can we use ZeroTime™ with Polaris?
• Do Replicon and Polaris record an audit trail of changes?
• How do I prevent All Users from being automatically assigned to new projects?
• Setting up submission of individual time entries (video)
• What is a time entry submission workflow for timesheets?
• Understanding time allocation
• How do I make activity selection mandatory?
• Setting up timesheet autofill and quick fill population methods
• Setting up timesheet validation rules
• Can timesheets be submitted automatically?
• Creating custom fields
• Setting up timesheet periods
• Setting up activities for time tracking

Approvals

• Allowing a client to approve timesheets and expense sheets
• Setting up approvals (video)
• Setting up conditional approval rules
• How approvals work

Holidays

• Data import fields and formats
• Using data import to mass add, update, and delete data
• The Holiday time off type isn’t available when booking time off
• Holiday hours do not auto-populate on timesheets
• Automatically generating holiday bookings
• Setting up holiday calendars