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 ...
How approvals work:
In most organizations, items such as timesheets, expense sheets, and time off bookings need to be approved. There are a few reasons for this:
To ensure that user information is recorded accurately
Approvers may discover errors and discrepancies in submitted items that can then be corrected. Some organizations require approval of items to be re...
Automatically generating holiday bookings:
You can specify that a booking should be automatically created for each holiday listed in a user’s assigned holiday calendar. Auto-generating holiday bookings ensures holiday time off is entered against the correct time off type.
How automatic generation of holiday bookings works
Once you’ve set up automatic addition of holiday bookings, t...
Setting up holiday calendars:
Holiday calendars define the set of statutory (civic) holidays that users are entitled to take off. You can create a holiday calendar for each different set of holidays used in your company, reflecting regional differences in holiday allotment or part-time versus full-time holiday entitlement.
Holiday calendars are assigned to users in their user...
Managing holiday bookings:
Holidays are statutory (civic) holidays that users are entitled to take off in your organization. You can set up holiday calendars that outline what holidays each user is entitled to.If you need to track holiday time off balances and amounts, a time off booking needs to be created for each holiday to record time off taken.You can add these bookin...
Project management setup checklist:
The table below outlines all steps required before projects can be added in Polaris. Default settings are in place for most of these options, therefore you may be able to skip steps if the defaults work for your organization.
Features can be set up in any order, except options in section 2 must be set up before they can be assigned to users (sec...
What is the Gross to Net formula?:
The Gross to Net formula is used to calculate the net (pre-tax) amount if the user enters a gross amount (total expense amount, including taxes) for an expense. A Gross to Net formula should be defined for each expense code to which taxes apply.
If a user enters the net amount of an expense, Polaris will use the tax code formula associated with th...
Setting up tax codes:
Tax codes define tax formulas for the different types of tax that may be applied to expense items. This tax formula is used to calculate the gross amount (total expense amount, including taxes) if the user enters a net (pre-tax) amount for an expense. A tax code must be associated with expense codes to which taxes apply.
If a user enters the gross...
