Skip to content
English
Go to back to Alkimii
  • There are no suggestions because the search field is empty.

How to Create a Pack in HR Automation?

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

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 complete this process seamlessly through the creation of comprehensive employee packs. 
  • Using the 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. 

Screenshot 2023-12-13 at 09-46-40-png-1

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

Screenshot 2023-12-13 at 09-48-40-png

  • 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.

For more information on Forms, click HERE 

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

⚠️ Please note that if this has been turned on, the system will automatically pull the PDF document that has been uploaded for this job description when sending the pack to the employee. When previewing the pack, you will also be able to preview this PDF document. 

  • 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



Actions 

  • 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 by clicking on the clock icon. This will display time and date stamps for edits made
 Screenshot 2023-12-13 at 09-53-42-png
  • 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

 

Other Related Articles 

How to send a pack to an employee? 

How to edit a pack in HR Automation? 

How to approve a Pack in HR Automation? 

How to preview a Pack before sending it to an employee in HR Automation?