The HR Queue is where you review packs sent to your team, such as Starter Packs, Leaver Packs and profile changes. Use the contents list to jump to the section you need.
Open the HR Queue
Use the menu search bar to find HR Automation. Your default view is the HR Queue, showing all packs with the status Approval Required.
Filters
Use these to find specific packs. Applied filters appear as chips along the top of the HR Queue, and can be removed by selecting the x on each one.
- Site: if you have access to more than one site, filter by a specific one.
- Show deleted: shows requests that have been soft deleted.
- Show leavers: shows requests awaiting response from an employee who has left your site.
- With Flagged Answers: shows any pack containing key questions that may need extra attention.
- Department: filter by a specific department.
- User: choose from a dropdown of all team members at your site.
- Requested after: pick a date using the calendar.
- Request status: Awaiting Response, Approval Required or Approved.
- Request type: Profile Change, Add on Pack, Starter Pack or Leaver Pack.
- Pack: filter by a specific pack name, for example "Full Time Starter Pack".
- Order by: choose how the list is sorted. You can sort by pack name, status, type, requested date, user or whether a pack has flagged answers, each in ascending or descending order.
Managing your filter view, using the icons in the top right of the filter bar:
- Reset icon: clears your filters back to the default view.
- Heart icon: saves your current filters as your new default view, if you'd like something other than what's set now.
- Printer icon: prints the current list.
Actions Available for Each Pack
The actions available depend on the pack's status. Every pack shows an eye icon. Select it to open the pack. If the pack's status is Approval Required, the usual options to review and approve will appear here.
View a pack and approve it
Select the eye icon to open the pack. If it's awaiting your approval, you'll see the option to approve it here.
More options (three dots)
Select the three dots icon beside a pack for other actions. This is likely to include:
- View history: opens the history log, tracking when the pack was sent, opened, viewed, signed and completed.
- Chat with employee: opens a direct chat with the employee, if you need to discuss or follow up. [Confirm this appears, and its exact wording, once you can see it on screen.]
- Delete: soft deletes the pack, for one that's no longer needed or was sent by mistake. You can still see its history using the Show Deleted filter.
📚 For help approving a pack, see How to approve a pack in HR Automation.
Approve a profile change
If a team member updates their personal details, bank details or profile picture, it appears in the HR Queue as a Profile Change for you to review.
- In the HR Queue, filter by Request Type > Profile Change to find it quickly.
- Select the eye icon to open the update.
- If you're happy with it, click review to approve it
See Staff Profile: Personal Details and Staff Profile: Emergency Contacts for what team members can update themselves.
Resend pack notifications and usage reports
Both of these are found under Actions in the top right of the HR Queue.
Resend pack notifications
Send a reminder to anyone with an incomplete pack that's been awaiting a response for a while.
- Select Actions, then Resend pack notifications.
- Using the date picker, choose the period to follow up on, either an interval or specific dates on the calendar.
- Select Send Notification.
This sends a notification to every employee with an incomplete pack in that period, reminding them to finish it.
Usage report
Select Actions, then Usage report.
This report gives you a breakdown of activity under these headings:
- Name
- Department
- Invited to MyAlkimii
- Created MyAlkimii account
- Messages sent
- Groups
- Profile Request Changes
- Leave Requests
- Pack Sent
- Last seen on Mobile