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:
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 users to employ web browser single sign-on (SSO) when logging in to applications. Using SSO has several advantages, including the following:
End users don’t n...
Setting user sessions to automatically time out:
You can set user sessions to automatically time out after a period of inactivity. You can define the length of the period of inactivity that results in an automatic logout.
Setting sessions to automatically time out improves system security by ensuring Polaris is not left open indefinitely if a user forgets to log out before leaving their workstat...
Setting password complexity and expiry rules:
You can set rules that users using must follow when they create passwords in your system. Requiring longer, more complex passwords improves system security.If you change password settings, the new settings will take effect the next time a password is changed, either by the administrator or the employee.To set password rules:Go to Administration >...
Running administrator reports:
You may need to use reports to:
Confirm user settings are correct
Monitor who has logged into the system, and when
View custom user and department data
Check what user substitutions are in effect
Key reports of interest to administrators
Default report name
Common uses for ...
Deleting and disabling data:
We recommend that you disable items rather than deleting them to retain a record of that item in your system.
In general, you cannot delete any piece of data that is in use. For example, you can’t delete:
Templates or overtime rules that are assigned to users
Users who have entered data
To delete items like users or projects, you'll...
Setting up timesheet periods:
Adding a timesheet period
About the timesheet period types
FAQs
Timesheet periods determine the length of user timesheets. They should parallel either your organization’s billing cycle so that timesheet data is available when needed for invoicing clients.
Timesheet periods can be created for specific employee types, for particular...
Setting up approvals:
If your organization requires that employee timesheets, expense sheets, and time off bookings be approved, you will need to:Set up approval paths that specify who approves items and in what sequenceChoose the default timesheet, time off, and expense approval paths, as applicable, that are assigned to all newly created usersCheck that approvers are...
Setting up activities for time tracking:
Activities are functions against which the user can enter time. Hours entered against activities can be viewed in reports, so you can use activities to track time spent on non-billable work functions.
Activities can be used either alone or in conjunction with projects and tasks. That is, you can allow a user to enter time against both an activity ...
