Using Polaris reports (video):
Learn how to select and configure reports in Polaris.
This video covers:
Creating a report
Configuring a report
Running a report
Saving, sharing, and publishing a report
What report should I use?
Related topics
Using Polaris reports
Running a report
Adding a report based on a template...
Reports Field Matrix:
Replicon's Reports Field Matrix is a spreadsheet that shows all report fields (or columns) available in Polaris, alongside the report templates they're available in. It also shows which filters are available in each report template.
This document is useful if you're looking for a particular field to report on, or if you want to compare report te...
Setting up approvals (video):
Learn how to set up approvals for timesheets, expenses, and time off.
This video covers:
Setting up approval paths
Configuring approval permissions and notifications
Assigning approval settings to users
Related linksHow approvals workSetting up approvalsSetting up approval paths...
Why can’t I reopen timesheets?:
Permissions control the level of access any Polaris user has and the actions they can perform.
In some cases, it’s useful for supervisors and other managers to have the ability to reopen timesheets and time entries that have been approved, or are awaiting approval, so they can fix errors.
Any Polaris user can be assigned permission to reopen ti...
A user is not receiving email notifications:
Email notifications are controlled at the system level, where the notifications are set up, and at the user level, where notifications are assigned.
If a single user is not receiving notifications, there are a couple of likely reasons for this:
Their email address is missing from their Polaris account, or is incorrect
Notifications a...
Using Replicon and Polaris reports:
Creating a report
Configuring your report
Running your report
Sharing and publishing your report
Deleting a report
Related topics
This topic provides an overview of using Polaris reports. Follow the links for more detailed information on each subject mentioned.
Creating a report
You have two choices when you u...
How do I make activity selection mandatory?:
If you require your employees to always enter time against an activity, you can make activity selection mandatory when users enter time in their timesheet.
To make activity selection mandatory:
Go to Administration > Employees and Organization > Users.
Find the user for whom activity selection should be required, and click thei...
The Holiday time off type isn’t available when booking time off:
The most common reason why the Holiday time off type isn’t available for booking is that Time Off Type for Holidays option has been set to use the Holiday time off type.
This option only needs to be set if you want the system to automatically generate Holiday bookings on holidays. If you don’t want auto-population of holidays to occur, you c...
Holiday hours do not auto-populate on timesheets:
There are a few possible reasons why timesheets you’ve set to automatically populate with holiday bookings might not auto-populate:
The Automatically Add Holiday Time to the Timesheet option is unchecked at Administration > Timesheets > Timesheet Settings
The Time Off Type for Holidays option at Administration > Time Of...
An error displays when I try to view an expense receipt:
When you’re attempting to view an expense receipt, you might see an error like na3.replicon.com sent an invalid response, rather than the receipt.
If this occurs, check whether:
You are using Chrome as your browser
The file name of the receipt you’re attempting to view includes a comma (,) – e.g. California,trip.jpg...