Share a QR code or email invite. They complete onboarding — forms, uploads, declarations, e-signatures — no app or login needed. Track expiry dates & verify compliance. Everything visible from their Contact record for 7+ years.
Instant Onboarding Setup
Each of your onboarding step templates guides people through your structured onboarding and verification process. Create once, use forever.
Complex, multi-section onboarding workflows can be created in seconds using AI generated onboarding workflow.
At each step, you can display content (images, text, PDFs) and request actions such as secure file uploads, input (forms), links opened, e-signatures submitted, declarations made, and admin approvals.
Onboarding Portals
It’s super simple for onboardees, with no login, password or download required. People just follow their personalised portal link emailed from the Admin area.
Or they can self-register and onboard by using a QR Code.
Once onboarding is complete, they are emailed an ‘Onboarding Receipt’ along with the Admin Owner as a permanent record of the onboarding process.
The onboarding portal can be branded with your logo and colours.
Compliance & Approvals
See what compliance has been submitted with detailed audit logs for 7+ years.
Expiry Tracker tracks and anticipates expiring credentials such as licenses.
WorkZerk is designed around Australian privacy laws, so it won’t keep documents for any longer than required. Once a file upload is approved, WorkZerk can securely delete it from storage.
All onboarding actions are consolidated and shown on the related onboardee contact record. One place to see all information from all workflows.
Export to CSV or use the Xero™ compatible CSV export.
Credential Expiry Tracking
Expiry Tracker tracks and anticipates expiring credentials such as licenses.
Never lose track of expiring credentials. Expiry Tracker alerts you before licences, tickets and certifications lapse, keeping your workforce compliant without the spreadsheet juggle.
WorkZerk is designed around Australian privacy laws, so it won’t keep documents for any longer than required. Once a file upload is approved, WorkZerk can securely delete it from storage.
QR Code Self Registration
Let visitors or contractors register themselves on their own devices. Share a link or QR code, they enter their details and instantly receive a private onboarding portal.
No app downloads, no accounts, no chasing people for paperwork. Self-service from the start.
Skip the queues, ditch the kiosk rental. Self registration turns any phone into an site onboarding or induction point.