This optional feature allows Head Office/Ops teams to have more control of the employees their teams on site are setting up.
Once the starter details have been added by the management team for their new employee - they will not be available to schedule on until the New Starter has been checked and approved by Operations/HR/Head Office.
Once enabled, managers/teams can still enter new starters into the system in the normal way. Once they’ve saved all the mandatory screens, they will now be greeted with the following:
At this point, they can add any relevant documentation required (i.e. Right To Work) for the employee that might be required prior to approval.
The Head Office Staff that have been setup to authorise and approve these new starters (you can discuss this with your Account Manager and/or Customer Success team during the configuration process) will have the following “STARTERS APPROVAL” option under their PEOPLE MANAGEMENT section within Polaris once it’s enabled (they need to make sure they’re NOT drilled down into a specific SITE VIEW);
They will then see a list of any employees who are waiting to be approved;
They can view their basic details in a pop up window by clicking VIEW, or they can go into the employee record to review the data in more detail by clicking GO TO EMPLOYEE.
From there, they can approve the employee (there will be a link to APPROVE at the top of the employee record) – or they can simply Approve or Remove by ticking the relevant box(es) and using the actions drop down at the bottom of the screen to bulk approve them (or remove!);
Once approved, the employee will then be available on the rota for the teams to schedule into their weekly rota planning.
If you'd like to discuss enabling this feature, please speak to your Account Manager or contact the Customer Success team to get it configured.