How to Create a Pack in HR Automation?

Effortless HR Document Management: A Step-by-Step Guide to Creating Comprehensive Employee Packs in Alkimii

In the dynamic landscape of Human Resources, the ability to streamline and simplify the issuance of contracts, forms, documents, and policies is paramount for fostering a cohesive and well-informed workforce. Alkimii empowers professionals to orchestrate this process seamlessly through the creation of comprehensive employee packs. 

• Using the mega menu, navigate to HR Automation 

• Your default view will be the "HR Queue" screen, however, to create a new pack you will need to navigate to "Packs" along the top navigation bar. 

• In the top right-hand corner, select "Create Pack". 

• This will direct you to the pop-up where you can create your pack

 

• Firstly, you will need to add a Title to your pack. Then select the pack category using the dropdown menu. 

• If this pack is only for a specific site under your organisation you can restrict the pack to this property. Otherwise, if left blank it will be available to all sites in your organisation.

• Select any Forms from the dropdown menu, that might be associated with this pack.

• You can opt to include the Job Description within the pack by switching this field on. 

• If you wish to send the "Pack" to everyone in your site now, you can tick "Send Pack". Leave this option unticked if you are not ready to send the pack at this time. 
• Once you are happy with the pack, click save

• Once the pack has been created, you have the ability to preview the pack before you send it to your employee 

• You have the option to view the history of the pack which will display time and date stamps for edits made

• If you wish to delete a pack, click on the bin icon. Please be advised that even if the pack has been deleted you can find it using the "deleted" filters and can restore the pack if this deletion was made in error