
ONBOARDING PORTALS
Onboarding that Works™
Contractors, Clients, Employees, Students, Volunteers or Patients.
Zero-Friction Onboarding Meets Bulletproof Compliance with 7 Year, Secure Data Retention. Built for Australian Worksites & Workplaces.
Why it Works
Share an email invite or QR code linking to your branded registration portal. Users complete onboarding on any device through intuitive step-by-step guides from a simple link — no registration, passwords or app required.
Admins can verify onboarding manually, and compliance records can be kept for 7+ years.
Compliance Templates
Each compliance template can display content (images, PDF’s) and request actions (upload files, input information, follow link, complete checklist, get signature, make declaration and human verification).
Content
Image
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Each Compliance template can contain an image (PNG/JPEG) that is either displayed inline (shown immediately) or clickable to view within a popup window.
Content is for induction, training or supplemental information reasons. For example, you might show a map with emeregence assembly points for physical sites.
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You can display a PDF document within a compliance template for induction, training or supplemental information.
WorkZerk has it’s own built-in PDF viewer, so the portal member stays within the application.
Actions
Upload
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Request the secure upload of documents such as SWMS’s (safe work method statements), identification documents, licenses, certificates, agreements etc. (PDF, PNG, JPEG format).
If you activate the self destruct feature, the document will be securely deleted once verified by a human, or once the retention period has expired.
Input
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Prompt for direct input using single or multi line text boxes, checkboxes, multi-choice or date fields.
Link
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Require opening external links to other apps, hosted videos or forms.
This can be used for training, reference, or to complete third party forms, surveys etc. Whatever you can link to - you can include in your compliance template.
Checklist
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Check off tasks. This could be procedures, ‘Required PPE’ or a list of acknowledgments that all need to be ticked off.
Signature
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An e-signature can be requested via touch or mouse with the full signature being captured.
Declare
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Seek a declaration e.g. ‘I acknowledge the hazards’, ‘I have all the required PPE’ or ‘I accept the terms and conditions’ etc.
Open
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Require the viewing or opening of a file (Image/PDF) you provided.
Images can be displayed inline with the portal, and PDF’s can be opened and viewed within the portal (in a pop up window).
Verify
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Ensure manual human verification, where required. This is known as HITL or ‘Human in the Loop’ and ensures manual human verification of any compliance step (if required).
Use Cases
Construction & Trades
– Upload and verify Safe Work Method Statements (SWMS) before site access.
– Complete mandatory safety inductions and toolbox talks.
– Submit proof of current licenses.
– Upload insurance certificates and workers' compensation documentation.
– Complete site-specific hazard awareness training modules.
Healthcare & Medical Facilities
– Complete mandatory infection control and HIPAA compliance training.
– Verify professional registration and medical licensing.
– Submit vaccination records and health clearances.
– Upload background check results and child protection screening.
– Complete facility-specific emergency procedures training.
Corporate & Professional Services
– Complete cybersecurity awareness and data protection training.
– Submit digitally signed confidentiality and non-disclosure agreements.
– Complete compliance training (anti-money laundering, workplace harassment).
– Upload proof of professional indemnity insurance.
– Verify identity for building access and IT system provisioning.
Manufacturing & Industrial
– Complete plant-specific safety inductions and emergency procedures.
– Submit forklift licenses and heavy machinery operator certifications.
– Complete chemical handling and hazardous materials training.
– Submit confined space entry and working at heights certifications.
– Upload personal protective equipment (PPE) training certificates.
Education & Academic Institutions
– Submit Working with Children Check clearances.
– Complete mandatory reporter training and child protection modules.
– Upload academic qualifications and teaching certifications.
– Complete institution-specific policies and procedures training.
– Verify identity documents for campus access cards.
Events & Hospitality
– Submit Responsible Service of Alcohol (RSA) certificates.
– Complete food safety and hygiene certification.
– Verify right-to-work documentation for temporary staff.
– Display event-specific security briefings, protocols or runsheets.
– Complete customer service standards and brand guidelines training.
Government & Public
– Complete security clearance verification and background checks.
– Submit integrity and ethics training completion certificates.
– Upload proof of citizenship or authorized work status.
– Complete department-specific policy and procedure modules.
– Verify professional memberships and continuing education.