Onboarding Receipt Email Preferences
When someone completes an onboarding through your portal, WorkZerk can automatically send an email receipt summarising what was submitted. The Receipt Preference lets you control who receives this email — or turn it off entirely.
This setting is configured per portal, so you can tailor it for each onboarding workflow.
Where to Find It
You'll find the Receipt Preference dropdown in your portal settings. It offers four options:
Send to Portal Email & Onboardee — Both your portal's Main Email and the onboardee receive a copy of the receipt.
Send to Portal Email Only — Only the Main Email configured on your portal receives the receipt. The onboardee does not receive one.
Send to Onboardee Only — Only the onboardee receives the receipt. Your portal email does not.
Do Not Send — No receipt email is sent to anyone.
What Is the Portal Email?
The portal email is the Main Email address set on your portal. This is the same email that appears on your portal and is used for onboarding receipts. You can update it at any time in your portal settings.
What's in the Receipt?
The onboarding receipt is an email summary of the completed onboarding, including:
Who completed it and when
The portal and template used
Each step and what was submitted (e.g. uploaded files, form responses, accepted agreements)
This provides a convenient record for both your team and the onboardee without needing to log into WorkZerk.
When Skipping Receipts Makes Sense
Event Planning and Registrations
Event onboarding is often an evolving process and attendees might register weeks in advance, then update their details, upload documents, or complete additional steps closer to the date. Sending a receipt after the initial submission can imply everything is finalised when it isn't. For ongoing event workflows, it's usually better to skip the onboardee receipt and manage communications separately.
Client Onboarding
Bringing on a new client often involves gathering information in stages such as contracts, project briefs, compliance documents, and preferences may come in over days or weeks. There's rarely a single moment where onboarding is "complete," so a receipt sent after the first submission can feel odd or premature. In these cases, holding off on receipts and instead confirming progress directly with the client tends to work better.
Visitor and Guest Check-Ins
For short-term or recurring visitors — such as site visitors, guest speakers, or temporary access — a formal receipt email can feel like overkill. The check-in is a quick formality, and the visitor likely doesn't need a detailed summary of what they submitted.
Internal or Informal Workflows
If you're using a portal for lightweight internal purposes — such as collecting preferences, gathering RSVPs, or running quick surveys — receipts may just add unnecessary inbox noise for everyone involved.
Tips
If you're using a portal for internal compliance (e.g. contractor inductions), Send to Portal Email & Onboardee is a good default so both parties have a record. This is default setting for all new portals.
For sensitive onboarding workflows where you don't want onboardees to receive a copy, choose Send to Portal Email Only.
If your team prefers to review submissions directly in WorkZerk rather than via email, Do Not Send keeps inboxes clean. You can always view the onboarding log from the person's profile.
There are other situations where you may not want onboarding to send a receipt.
