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 Onboarding Workflow
Each of your onboarding step templates guides people through your structured onboarding and verification process. Create once, use forever.
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 admin approvals.
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.
Or they can self-register and onboard by using a QR Code.
The onboarding portal can be branded with your logo and colours.
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.
All onboarding actions are consolidated and shown on the related onboardee contact record. One place to see all information from all workflows.
Export to CSV or use the Xero™ compatible CSV export.