Setting up IP filtering:
IP filtering is a security feature that lets you create a range of valid IP addresses from which your Polaris instance can be accessed. Then, anyone using an IP address outside of that range can't log in to your instance, which blocks access by unauthorized users.
This feature can also be useful in helping to enforce compliance – if, for example...
Setting up account lockout:
Account lockout is a security feature that, when enabled, applies to all non-SSO users in your system. This feature prevents a user from logging in once they’ve made a number of failed login attempts. You choose the number of attempts that will trigger lockout.Locking accounts prevents hackers from accessing your system via brute force attack (i....
Defining how approvals proceed when bookings are reopened:
If you edit a time off booking, you may or may not want approvers to have to review the booking and its related timesheet. You can choose how these items are routed for approval on the Time Off Settings page.
To choose your settings:
Go to Administration > Time Off > Time Off Settings.
Configure the approval settings. Refer to the tabl...
Updating your employees’ passwords:
Typically, an employee will update their own password. But, rarely, you might need to update passwords on behalf of employees – perhaps, to set a new default password for new employees.
If you want to force employees to update their passwords, you can enable the Force password change on next login option that requires them to change their passwo...
Setting up expenses (video):
Learn how to set up and assign expense functionality in Polaris and Replicon.
This video covers:
00:32 Configuring global expense settings
04:08 Setting up user-level expense settings
06:10 Assigning expense settings to users
Related linksExpense tracking setup checklistExpense sheet tourSetting up expense codesSetting up expenses (vide...
The reimbursable status of an expense sheet is incorrect:
You can allow employees to choose whether or not an expense is marked as reimbursable. If you don’t enable the Reimburse column at the system level, all expenses are marked as reimbursable by default, since this is the most commonly-used option.
To allow employees to select whether individual expenses are reimbursed or not:
Go to Administ...
There’s a validation error on my timesheet. What do I do?:
If your timesheet shows a validation error, you may or may not be able to submit the timesheet, depending on your timesheet settings.
Typically, in either case, you should fix the error. The validation message should give you details of the validation error you need to fix.
These are the common error types:
You haven’t completed a required ...
Report data doesn’t update when I change settings:
If you’ve updated a report’s settings or filters, you need to click the Run Report button, or the new settings won’t be considered.
Related topics
Running a report
Adding a report based on a template
Using Polaris reports...
How do I log in if I use a third-party app like Intuit or Google to authenticate?:
You may be set up to log in to Polaris using your authentication credentials for another application, like Intuit, Google, or ADP.
In this case, you don’t have a Polaris user name or password.
Instead, to log in:
Go to https://polarislogin.replicon.com/.
Enter your company key.
This key will be saved, so you shouldn’t have to enter...
Setting up users for single sign-on authentication:
Once you’ve set up a single sign-on (SSO) option – whether an authentication provider or SAML – you’ll need to ensure users in your system are set up to use it.
In their user profiles, you’ll need to assign them SSO authentication and, if you’re using an authentication provider, an authentication ID that maps to the user’s identity ...