Revoking Onboarding Actions
Reviewing Changes at Save Time
When saving an onboarding template in WorkZerk, you have the option to check the 'Review & Revoke Actions on Save' checkbox. If you enable this, WorkZerk will present you with a comprehensive list of all the changes you've made – for example, modified declaration text, updated links, or revised acknowledgment requirements.
Alongside these changes, you'll see all the existing actions that have been recorded against this template in the past. This gives you a side-by-side view of what's changing and who it affects.
A few important scoping notes:
This only affects active onboardees (archived onboardees are excluded)
Changes apply across all portals within the Space that use this template
Portal Only templates are the exception – they operate independently
This is the ideal moment to review your changes and decide whether previous onboarding actions – such as clicking a link, viewing a document, or completing a declaration – are still valid under the new template version.
For instance, if you've updated a link to point to a completely different resource, the fact that someone clicked the old link no longer demonstrates compliance with the current requirement. In cases like this, revoking those actions makes sense. You can then make further decisions about whether affected onboardees need to be prompted to complete the updated onboarding process.
You Don't Have to Review Every Time
It's worth noting that you don't need to enable 'Review & Revoke Actions on Save' every single time you update an onboarding template. That would be onerous and would slow down routine maintenance of your templates.
Minor tweaks, typo corrections, and formatting adjustments often don't warrant a full review of historical actions. Use your judgment – if the change doesn't affect what you're asking people to do or acknowledge, there's no need to revoke anything.
Revoking Actions Later
That's why WorkZerk gives you the flexibility to handle this separately from the save process. You can always return to the onboarding template later and use the 'Revoke Actions' button located in the top right-hand corner.
This opens the same interface where you'll be presented with a complete list of all actions that exist for the template. From here, you can revoke actions in bulk across the entire Space – useful when you've made a significant change and need to ensure everyone re-completes the affected steps.
Best Practice: Archive Inactive Onboardees First
Before revoking actions in bulk, it's best practice to ensure that any genuinely inactive onboardees have already been archived. This keeps your records clean and prevents you from unnecessarily revoking actions for people who are no longer relevant to your compliance tracking.
Keeping your house in order this way means that when you do revoke actions, you're only affecting the people who actually need to take action.
What Revoking Actually Does
To be completely clear about what happens when you revoke actions: you are deleting the historical record of those actions for the affected onboardees.
This effectively resets their status for those specific compliance items. In most cases, this will change their onboarding status to 'Unonboarded', meaning they'll need to complete those steps again to regain compliant status.
Whether or not this is appropriate for your situation is a judgment call that depends on your specific compliance requirements, the nature of the changes you've made, and your organisational policies.
If any of this needs clarifying or you're unsure about the implications for your particular setup, please don't hesitate to reach out to WorkZerk support – we're happy to help you work through it.
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