Creating bundles

Bundles in Worknice allow you to group multiple items such as forms, documents, and certificates into one package. This makes it easy to assign everything a person needs in a single step, boosting efficiency and reducing admin work.

Getting Started

Go to Settings > Bundles from the top menu.
Click Add Bundle.

Only Account owners can create and manage bundles.

Creating your bundle

Name – Give your bundle a clear, descriptive name.
- Consider how you want to structure bundles for maximum efficiency (e.g., “New Hire Bundle – Retail” vs. “New Hire Bundle – HQ”).
Choose Items – Select which templates to include. You can add:
- Forms
- Documents
- Certificates

Why use bundles?

Bundles help you streamline and automate key processes:

Automate workflows – Assign all required paperwork in one step.
Automate compliance – Ensure employees always receive the correct documents and certificates for their role.

You're All Done!

You’ve successfully created a bundle. You can now assign multiple items in one go, saving time and ensuring consistency across your organisation.

If you have any questions, please reach out to our support team at help@worknice.com or through the help section within Worknice.