Features

Spaces

Parent: User

All data is contained within a Space, and a user can create multiple Spaces which they share with other WorkZerk users.

Space Functions

  • View your Spaces.

  • View Space Users.

  • Invite New Space User.

  • View Spaces shared with you.

  • View billing and usage.

  • Archive Space.

Space Fields

  • Space Name

  • Role Singular (e.g. ‘Contractor’)

  • Role Plural (e.g. ‘Contractors’)

  • Accent Colour (Highlight colour)

  • Outer Background Colour

  • Inner Background Colour

  • Text Colour

  • Archived

  • Change Portal Banner Image

Users

Parent: Root

Users have access to the Admin area, to create their own Spaces and to be invited to join other Spaces (by other Space Owners).

User Functions

  • Join Space through Invite Token

  • Verify email address

  • User Space Settings

  • Settings that apply to the User within the current Space context.

  • Culture

  • Time Stamp Time Zone

  • City Default

  • Country Default

  • State/Province Default

  • Fixed Width Display Mode

  • Support Mode

User Account Settings

Settings that apply to the User in every Space con

  • First Name

  • Surname

  • Mobile

  • Support Code

Templates

Parent: Space > Portal

Onboarding step templates represent one step in the onboarding process. For example, this might be uploading a file and signing a declaration.

Template Functions

Publish or Archive template.

Template Fields

  • Instructions (Rich Text)

  • Image or PDF

  • Display File Inline

  • Input Fields

  • Text

  • Text Block

  • Date

  • Check Box

  • Multi Choice

  • Selfie

  • Actions

  • View Image/PDF

  • Upload

  • Maximum Uploads

  • Prompt for Expiry Date

  • Sign

  • Approval

Onboarding

Parent: Space > Portal

The onboarding workflow is what Members complete during onboarding in their personalised portal. You can setup unlimited Onboarding workflow within WorkZerk and each onboarding step is based on a Template.

Onboarding Functions

  • Reorder Sections

  • Apply Case (Upper Case/Title Case)

  • Switch from Form Section to Stepped.

Onboarding Fields

  • Where (Area)

  • Section Name

  • Section Details

  • Ordinal Position

  • Archive Status

  • Related Onboarding Template

Contacts

Parent: Space

Contacts are a centralised database of contacts (people, locations & venues) that are shared throughout the Space. Portals contained in the same Space, share the same contacts.

Contact Functions

  • Import from CSV

  • Export to CSV

  • Filter by Contact Type (Persons, Contractors, Locations, Venues)

  • Tag Filter

  • Show Portal Onboardees Only

  • Manage Tags

  • View Portal

  • Delete/Archive

Contact Fields

  • Contact Type (Location Switch/Contractor Switch)

  • Salutation

  • First Name

  • Surname

  • Shortcode

  • Company

  • Job Title

  • Mobile Phone

  • Phone

  • Email Address

  • Public Email

  • Website

  • Instagram

  • YouTube

  • Facebook

  • LinkedIn

  • X (Twitter)

  • Rating

  • Notes

Onboardees

Parent: Space > Portal

Members are who is being onboarded. They can be renamed to suit the typical onboardee using the Space by editing the Role Singular and Role Plural fields. For example, if you were onboarding Students you could rename Members to ‘Students’ and also use the term ‘Student’. This will appear throughout the Admin area.

Onboardee Functions

  • Add by Typing (or paste in)

  • Add from Contacts

  • Edit/Archive

  • Invite to Portal (via email)

  • Email Update

  • Import from CSV

  • Export to CSV

  • Open Portal

  • View All Compliance

  • Open Related Contact

  • Show/Hide Fields

  • Archive/Unarchive

  • View Onboarding History

  • View Completed Onboardings

  • Approve or Reject Actions (and email)

  • Regenerate Access Token

  • Member Fields

  • Manage Tags (inherited from Contacts)

  • Portal Invite Status

  • Email

  • Your Notes

Tags

Parent: Space

Tags are associated with Contacts and Members and are stored separately. This way, when creating a new member to onboard it will inherit the existing Contact Tags as Member Tags.

Tag Functions

  • Add, Edit, Archive

  • Tag Fields

  • Name

  • Hide in Portal

Portals

Parent: Space

Portals sit under Spaces, so one Space can have multiple portals all with their own onboarding steps.

Portal Functions

  • Add, Edit, Archive

  • Relate to Contact

  • Portal Fields

  • Portal Name

  • Tagline

  • Main Location/Venue

  • Main Contact Name

  • Main Company

  • Main Email

  • Main Phone

  • Public Registration URL

  • Blurb

Onboarding Portal

Parent: Space

The onboarding portal is where invited Members (or whatever you have named your onboardees) will complete the onboarding process. They access the portal via their own personalised unique link which authenticates them automatically (without the need to login or enter a password).

Onboarding Portal

  • Complete onboarding steps including Actions:

  • Enter information into fields as requested (text, text block, checkbox, date).

  • Upload files.

  • Sign using mouse or gesture

  • Click on links or acknowledge.

  • Click on inline or linked Images/PDF’s.

  • Add individual notes to onboarding steps.

General

  • Open Onboardees Self Registration Portal

  • Track Email Sends, Opens & Delivery

  • Refresh Onboarding Statuses

  • Refresh Live Portals Instantly