Instructions

  • Each Onboarding Step Template includes Instructions, which is a rich text field allowing you to provide eye catching formatted text (bold, bulleted list, numbered list etc.) instructions, guidance and information as required.

    Instructions appear prominently at the top of each workflow step.

    Here are some uses for the initial instructions field in WorkZerk:

    • Site Navigation & Logistics

    • Induction or Training

    • Safety & Emergency Procedures

    • Access & Security Instructions

    • Document & Compliance

Image

  • Each compliance template can contain an image (PNG/JPEG) that is either displayed inline (shown immediately) or clickable to view within a popup window.

    Content is for induction, training or supplemental information reasons. For example, you might show a map with emergency assembly points for physical sites.

    The display of an image is complemented with the rich text Instructions above it.

PDF

  • You can display a PDF document within on onboarding step for induction, training or supplemental information.

    WorkZerk has its own built-in PDF viewer, so the portal member stays within the portal.

    The opening of a PDF is tracked so you know when an onboardee has viewed a PDF.

Link

  • Display a link to an external application or website, for example a YouTube video, online survey form or further training or induction materials.

    The opening of a link can be tracked so opening the link part of the required onboarding process, or it can be provided for supplementary purposes.

Upload Action

  • Request the secure upload of documents such as SWMS’s (safe work method statements), identification documents, licenses, certificates, agreements etc. (PDF, PNG, JPEG format).

    If you activate the self destruct feature, the document will be securely deleted once verified by a human, or once the retention period has expired.

    WorkZerk allows multiple files to be uploaded simultaneously. You can set the maximum number of files that can be uploaded.

    You can also prompt for an ‘Expiry Date’ to be entered for each upload which can then be tracked in WorkZerk and reminders sent to reupload current documents.

Input Action

  • Prompt for direct textual information using single or multi line text boxes, checkbox or date fields.

    • Text field.

    • Text block (multi-line) for longer form answers.

    • Date (with date picker) for D.O.B. or other dates.

    • Checkbox (with a ‘Declaration’ label e.g. '‘I Agree”).

    You can use the these field inputs to create forms during the onboarding process to collect whatever information is required.

    Setting a field as required means it must be submitted to complete onboarding.

Sign Action

  • An digital e-signature can be requested via touch or mouse with the full signature being captured.

    This happens right within the onboarding step (without leaving the Portal).

    The person simply uses a gesture on a touch enabled device to draw their signature, or using a mouse on desktop.

    The signature is saved as an image file that can be viewed and later approved (if required) by Admins.

Open Action

  • Require the viewing or opening of a file (Image/PDF) or link you provided.

    Images can be displayed inline with the portal, and PDF’s can be opened and viewed within the portal (in a pop up window).

    PDF’s open up directly within the portal (not in another browser tab or application such as Adobe Reader). This also allows the open tracking of these documents (ensuring they have been opened with date/time stamps).

    Links can include opening any external website or application, for example a YouTube video or supplementary survey.

Verify

  • Ensure manual human verification of any actions (such as document uploads) where required. This is known as HITL or ‘Human in the Loop’ and ensures manual human verification of any compliance action (if required).

    Verification happens within the Admin area of WorkZerk.

    If you reject any step in your onboarding workflow the person is automatically emailed with the rejection reason. They are asked to visit the portal again and correct the problem.

    When they return to the portal the reason for the action being rejected (blurry image for example) is clearly displayed and the issue resolved.