Assigning time off types to users:
When you add a user, you can choose which time off types are available to that user so you can track how much time off they take. Several default time off types are available.
To edit a user’s time off types:
Go to Administration > Employees and Organization > Users.
Select the name of the user whose time off you want to set ...
Editing multiple users at once:
You can edit multiple users at once to save time and promote accuracy when you need to update user settings. For example, you might use the mass edit feature to assign a new supervisor to a group of users when their old supervisor retires.
You can also use our in-app data import feature to mass edit users.
What fields can we mass edit?
You c...
Defining work days and times using office schedules:
Each user in Polaris must be assigned an office schedule, used to determine the user’s work hours per day. Hours per day is used to calculate time off and normalized costs, in resource allocation., and in some validation rule calculations.
You can create new office schedules to meet your needs, or use the defaults available. Once you’ve...
Defining login name and email formulas:
You can set up formulas that allow Polaris to automatically generate each user's login name and email address based on their first and last names. This can help save time and prevent errors when setting up users. Formulas apply to all new users you add.
Writing formulas
Login name and email formulas are comprised of one or more tags that defin...
Adding and editing users:
To provide an employee with access to Polaris, you must add them as a user. You can add or edit individual users, and you can edit multiple users at once.
When you add a user, you’ll assign settings within that user’s profile. These settings determine what Polaris features and functionality they can access.
You can also disable users, if you ...
About the user profile fields:
A user's user profile is where you'll assign them their features and settings, such as their permissions and timesheet templates. Fields in a user’s profile are organized into the following categories, each with its own setup page:
User Profile
Licenses
Roles & Permissions
Groups
Timesheets
Time Off
Expenses
Schedule
Billing & ...
Creating custom fields:
What's the difference between dynamic and fixed custom fields?
Dynamic custom fields
About the dynamic custom fields
About file attachment fields
Adding a dynamic custom field
Fixed custom fields
About the fixed custom fields
Adding a fixed custom field
About the fixed custom field settings
...
Setting up permissions:
Permission sets, in combination with product licenses, determine what features and data users can access. Several types of permission sets are available, corresponding to roles within Polaris. Each user can be assigned one permission set of each type.
You can create as many permission sets as you need to meet your requirements. Or, you may choose...
How permissions work:
In Polaris, permissions help determine what data and features users can access and what actions they can perform. Permissions are organized into permission sets that are assigned to users in their user profiles.
In order to access a product's features, users also require a license for the related product.
What is a permission set?
Permission...
Using SAML for single sign-on:
How does SAML authentication work?
Is SAML authentication secure?
How do I use SAML authentication with Polaris?
FAQs
Related topics
Security Assertion Markup Language (SAML) is an XML-based standard for exchanging authentication data between a service provider (such as Polaris) and an identity provider.
SAML allows ...