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Creating a Letter in HR Automation

This article will guide you through the process of creating a new letter in the document store.

🔐 If you wish to have access to create documents within the Document Store, please contact hello@alkimii.com

  • 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
  • When you select the document type "letter", an additional field will populate so you can distinguish the kind of letter this refers to, either Profile or Career Path or Tips. 
 Screenshot 2024-04-08 at 09-30-53-png

 

⚠️Please Note: 
If you select Career Path and save this option, you will not be able to amend it within the building page. 

 

With the recent enactment of the Employment (Allocation of Tips) Act 2023 in Ireland, you can now create a "Tips Statement" letter which will be automatically issued to your employees before payroll. This letter will detail the tip value the employee will receive for the payroll period. If you wish to create a "Tips Statement" please contact our customer success team at hello@alkimii.com and they will be able to support you in creating this letter. 

If you wish to see more information about the Tip Statement process, please click here! 



  • If you wish to link this letter to a KPI, select it from the dropdown menu.
  • You can select multiple KPIs. If tags are associated you can also select these from the dropdown menu. 
 Screenshot 2024-04-08 at 09-31-20-png
  • 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 site, 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.

  • Update the declaration field to match the document type you have chosen
  • Click Save
  • You will be redirected to the building page, where you can type or paste text into the blank document as needed.
  • You also have automated field tags, which can be dragged and dropped into the body of the contract as required. These fields will populate based on the information available within Alkimii. 

Screenshot 2023-11-28 at 15-42-30-png

  • The tags have been separated into "Career Path" and "Profile" tags.
  • The Profile tags refer to any pre-existing data which is pulled from the staff profile.
  • The Career Path tags refer to new promotional information, such as updated rates or a new job title. 
  • You have the ability to amend the type, tags, restricted to and declaration options along the right-hand side
  • You will be able to specify the letter type once you are on the building page. Choose the most suitable option from the dropdown menu. 
  • 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

    Other Related Articles 

    How to edit a document within the document store?

    How to create a document in the document store?

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