Share a QR code or email invite. They complete everything — uploads, declarations, e-signatures — no app or login needed. Manage ongoing compliance via the Contact.
Onboarding
It’s super simple, with no login, password or download required. People just follow their personalised portal link that can be sent from the admin area.
Once onboarding is complete, they are emailed an ‘Onboarding Receipt’ along with the Admin Owner as a permanent record of the onboarding process.
Templates
Each onboarding step template guides people through your structured onboarding and verification process.
At each step, you can display content (images, text, PDFs) and request actions such as secure file uploads, information, links opened, e-signatures submitted, declarations made, and final human approvals as required.
Compliance
See exactly what compliance has been submitted with detailed audit logs. Action history retention period depends on which plan you are on, up to 7 years data retention.
You can also verify and either approve or reject an onboarding step.
WorkZerk is designed around Australian privacy laws, so WorkZerk won’t keep any documents for any longer than required. Once a file upload is approved, WorkZerk can securely delete it from storage.