How to edit a pack in HR Automation?

Crafting Cohesive Workforce Communication: A Guide to Editing HR Document Packs for Seamless Employee Engagement

To streamline the issuance of contracts, forms, documents, and policies to employees, many HR professionals rely on the efficiency of document packs. Alkimii provides the tools to assemble and deliver these packs seamlessly. This article serves as your guide to enhancing this process by delving into the art of editing HR packs within the Alkimii platform to ensure everything is up-to-date and compliant. 

Once a pack has been created in HR Automation, you will have the ability to edit it for future use. 

  • To edit the pack, click on the pencil icon which appears under actions on the right-hand side

  • This will direct you to a pop-up where you can make adjustments to the "category", "restrict to" sites and any "forms" already associated with the pack
  • You can also include a job description, if applicable. 

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  • Once you are happy with the changes, click save 

  • These edits will be automatically updated and present in all packs assigned post-edit.
    • If a pack was sent prior to this update, it will not change so we would advise re-issuing the pack using the updated version and deleting the old pack sent via the HR Queue if it has not yet been completed.