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Adding a new employee

How to add a new employee into Polaris Data for schedule their hours and generate their paid hours

Jonathan Eve avatar
Written by Jonathan Eve
Updated over a year ago

Adding a New Starter/Employee into Polaris

Adding a new starter is easy simply, just follow the steps below;

1. Navigate to PEOPLE MANAGEMENT > STAFF MAINTENANCE 

2. Click ADD NEW in the top right hand corner of the window, you'll be prompted with 4 modules complete - GENERAL DETAILS, JOB TYPE & PAY RATES, ADDRESSES and BANK DETAILS. Until these are complete, the employee WILL NOT appear on your rota for you to schedule them in.

3. Complete each module in turn, clicking SAVE & CONTINUE after completing each one, to ensure you stay in the employee's record. 

4. Once all 4 modules have been completed, the employee setup is complete and the employee will appear on the rota (from the assigned start date) for you to schedule them in for shifts and generate their pay. 

You can confirm the setup is complete once you are presented with rest of the staff detail modules as shown in the screenshot example below;

That's it! You now have access to upload documents, record holiday, sickness, paternity/maternity leave; along with being able to record comments about employee performance, and lending their services (and more importantly their costs!) to other sites within your business (if applicable) as well as transferring them permanently to another site if they are moving locations. 

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