- Open the Mega Menu
- Type "HR Automation" into the search box
- Click on this option
- Your default view will be the "HR Queue" screen however to create a new document you will need to navigate to "Document Store" along the top navigation bar.
- In the top right-hand corner, select "Create document"
- This will direct you to the pop-up where you can create your document
- Firstly, you will need to add a Title to your document
- Select the document "type" using the dropdown menu
For more information on each of the document types, click on the links below:
- Add the tag associated with the document you are creating
Please note we strongly advise that you tag all documents in the document store. These tags link with the KPIs for the compliance percentages in the dashboard.
- If this document is only for a specific property under your organisation you can restrict the document to that property
If you restrict a contract in the document store to a property you will be unable to view it unless you are within this property on Alkimii. To check that you are within the property, select it from the dropdown list on the top right of your screen.
- A default declaration will appear automatically when this pop-up opens. This is a free text field and can be edited at any stage in the creation process based on the type of document selected.
- You will also see down the bottom of the pop-up, "Open Builder". This is ticked by default to bring you to your document builder page. We would recommend leaving this ticked.
- Once you are happy to start building the actual document, click Save
- You will be redirected to the building page of your document where you will be able to type, paste or upload your document content
This view will differ depending on the "Type" of document you have chosen. Please click on the document type for more information.
- You have the ability to amend the type, tags, restricted to and declaration options along the right-hand side
If you are uploading a document, please be advised that this must be in PDF format.
- You have the ability to preview the document by clicking the eye icon in the top right corner
- Once you are happy with your document, click Save
- You will have the ability to preview the document post-creation by selecting the eye icon. The pencil icon will allow you to edit the document. If you need to view the history for this particular document to see when changes were made or when the document was created click on the clock icon.
- To see which forms are using this document, click on the document icon. If this icon is not visible then the document has not been used in a form.
- To delete a document, click on the red bin icon. Please be advised that even if the document has been deleted you can find it using the "deleted" filters and can restore the document if this deletion was made in error
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