Share a QR code or email invite. They complete onboarding — forms, uploads, declarations, e-signatures — no app or login needed. Track expiry dates & verify compliance. Everything visible from their Contact record for 7+ years.
Templated & Structured
Each of your onboarding step templates guides people through your structured onboarding and verification process.
At each step, you can display content (images, text, PDFs) and request actions such as secure file uploads, input (forms), links opened, e-signatures submitted, declarations made, and final human approvals as required.
Onboarding Portals
It’s super simple, with no login, password or download required. People just follow their personalised portal link that can be sent from the admin area.
Once onboarding is complete, they are emailed an ‘Onboarding Receipt’ along with the Admin Owner as a permanent record of the onboarding process.
Ongoing Compliance & Expiry Tracking
See what compliance has been submitted with detailed audit logs for 7+ years.
Expiry Tracker tracks and anticipates expiring credentials such as licenses.
WorkZerk is designed around Australian privacy laws, so it won’t keep documents for any longer than required. Once a file upload is approved, WorkZerk can securely delete it from storage.