What Polaris training materials are available?

We offer several resources you can use for training purposes.

Polaris Help

Our help system offers comprehensive coverage of Polaris, with information on how and why you might use any given feature. Topics are organized by role. You can search by role, or navigate using the side menus.

Help videos and click-through tours

If you prefer videos, we offer several that can be used for training purposes, and add more each month:

Administrators:

• Setting up timesheets
• Setting up expenses
• Setting up approvals
• Using groups to limit data access

Managers:

• Using Polaris reports

End users:    

• What can you do with Polaris Mobile?
• Timesheet tour
• Expense sheet tour

Customizable quick start guides

The documents listed below can be customized for use as training materials.

• Entering Time as Durations
• Entering Time with In and Out Times
• Booking Time Off
• Entering Expenses