Employee Onboarding Demo using WorkZerk

Good day, and welcome to this WorkZerk demo. Thanks for your time today.

Before I show you around, I want to quickly clarify what WorkZerk isn’t. It’s not an online form builder. Tools like Jotform and Google Forms are great for collecting information once but what happens after that?

What happens when someone’s Working With Children Check expires in six months? Or when you need to onboard them onto a second or third project? You’re essentially back to square one, chasing emails and recollecting documents all over again.

WorkZerk is an onboarding and compliance platform. Every person you onboard is stored as a living, trackable contact record.

Contact Records

If we open a contact record, you’ll see their selfie, which they’ve uploaded, along with all the standard fields you’d expect — address, date of birth, banking details, and so on. Everything you need to onboard an employee is built in.

The workflow builder is where you customise things further. You can create unlimited fields for any additional information you need to collect during onboarding.

When adding a step, you can choose the field type e.g. text, multi‑choice, date, checkbox, and more. You can also provide rich instructions using formatted text, embedded images, or required‑view images. You can even link to YouTube videos or external apps.

Everything in WorkZerk is tracked for compliance. That’s a key difference from online form builders. WorkZerk tracks whether someone has viewed a step, ensures they upload required documents, and verifies that they’ve signed anything that needs signing before they can be considered onboarded.

Human‑in‑the‑Loop Approvals

WorkZerk also includes a built‑in human‑in‑the‑loop approval system. Admin users can manually approve or reject submitted items. I’ll show you how that works shortly.

For now, let’s go back to the main screen and look at how quick it is to invite a new employee to onboard with Spark Beverages.

Inviting a New Employee

In the Employees section, I’ve entered Jane’s name and email address. I’ll add her as a new employee, and she appears instantly in the list.

Now I’ll invite Jane. In the background, WorkZerk has created a unique tokenised link for her. This link is emailed to her and gives her direct access to her onboarding portal — no account, no password, no app.

You can create multiple portals for different onboarding workflows. In this case, we’re onboarding an employee, so the workflow includes personal details, right‑to‑work identification, licences and qualifications, safety and emergency procedures, and payroll and superannuation details.

All of these fields are linked to the existing fields in the WorkZerk contact database. For example, the BSB number she enters updates the BSB field in her contact record automatically. If her details change in the future, she can simply return to her portal and update them.

This linked‑fields system is extremely powerful and fairly unique to WorkZerk.

What the Onboardee Sees

Here’s the email Jane receives: her personalised portal link and instructions to begin onboarding.

When she clicks the link, her portal loads instantly. WorkZerk is hosted securely in Microsoft Azure’s Sydney region, with all data encrypted at rest and in transit.

Jane sees the Spark Beverages branding, then enters her details — name, date of birth, right‑to‑work information, licences, and so on. She reviews the Code of Conduct and signs it digitally.

As she completes each step, her progress updates in real time under her contact record.

Admin Compliance View

Let’s look at another employee’s completed onboarding. This is the compliance view, showing exactly what was submitted and when.

In this example, the food safety certificate was rejected because it was fake. The admin user identified this and sent a message back through WorkZerk, which emailed the employee requesting a valid certificate.

To comply with Australian Privacy Principles, the rejected document was automatically deleted — WorkZerk never stores information it doesn’t need to hold.

When the employee logs back into their portal, they see a clear “file upload rejected” message with the reason, and they can upload a replacement.

Expiry Tracking & Ongoing Compliance

WorkZerk closes the loop from invitation → onboarding → approval → ongoing compliance.

Any licence, certificate, or qualification with an expiry date is tracked. You can configure automated reminders — for example, prompting someone every seven days until they upload a renewed certificate.

WorkZerk handles all of this automatically.

Omni‑Onboarding

WorkZerk is an omni‑onboarding platform. That simply means it can onboard anyone — not just employees.

Clients, visitors, stallholders, exhibitors, patients, students — anyone. And all their information is stored against their contact record for future compliance.

Thanks for watching. Visit workzerk.com.au and take advantage of the 30‑day free trial. Cheers.