How to Manage Documents in the Staff Profile?

Efficient Document Management: A Comprehensive Guide to Monitoring Onboarding KPIs and Uploading Public and Private Documents within the Staff Profile

In the realm of streamlined HR and employee management, effective document management lies at the heart of ensuring smooth onboarding processes. Alkimii's Staff Profile area is a powerful hub where this efficiency comes to life, enabling you to effortlessly monitor onboarding KPIs and upload a variety of documents for your employees. This article serves as your comprehensive guide to navigating the Staff Documents area in Alkimii, empowering you to handle onboarding documents and unique documents with ease. From tracking crucial KPIs to uploading both public and private documents, this guide will equip you with the knowledge to optimize your document management processes and enhance the overall onboarding experience for your staff.

• Using the mega menu, navigate to "Staff Profiles"

• Locate and select the employee from the list of profiles 

• Along the left navigation bar, click on Staff Documents 

• "Manage Documents" sits under the On-boarding KPI section

• Documents can be filtered by Tags, Type, Deleted or Pack

• Click Upload Document 

• A pop up will appear where you can "Create" your new document 

• Add a document name 
• Select tags from the drop-down menu. Multiple tags can be added to a file at once by using a comma (,)
• Click "Add New Tag" to create new tag that is not already in your dropdown list. These will automatically tag onto the document you are uploading
• Clicking "choose file" will allow you to select the document from your system which you would like to upload. 
• If you wish to make this document public, so that the employee will be able to view it within their own staff documents section in their myAlkimii area on the web, turn this toggle on. Otherwise, this document will remain private and only visible to those who have permission to access the staff profiles. 

• Click "Submit" to complete the upload