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Conditional Check Routing for Applications

How to include or exclude checks conditionally on applications

Lex Ituarte avatar
Written by Lex Ituarte
Updated over 3 weeks ago

Conditional Check Routing gives you smarter control over compliance checks during the application process. It lets you ask candidates targeted questions and, based on their answers, automatically remove irrelevant checks from their to-do list.

This helps reduce unnecessary friction for workers, shortens time-to-compliance, and ensures you’re only collecting what’s actually needed.


What this feature enables

With Conditional Check Routing, you can:

  • Tailor compliance checks dynamically based on a worker’s circumstances

  • Remove redundant checks – like exempting a Police Check if an NDIS Worker Screening Check is already held

  • Build flexible flows that adapt based on real-time candidate input

  • Maintain compliance without over-checking or double-handling information

  • Create reusable templates that can be applied across multiple workflows or organisations


Example: NDIS Check vs. Police Check

Let’s say your flow includes a National Police Check and Secondary ID. If a worker already holds a current, approved NDIS Worker Screening Check, they don’t need to complete those other checks.

With Conditional Check Routing, you can:

  • Ask: “Do you have a current NDIS Worker Screening Check?”

  • If the candidate answers Yes and their NDIS status is verified as Approved, the system will:

    • Automatically exempt the National Police Check

    • Automatically exempt the Secondary ID check

    • Note the exemption reason as “NDIS Approved”

If they answer No, or their status can’t be verified, they proceed with all original requirements.


Candidate Experience

  • Routing questions are shown to candidates when they begin their application.

  • If there are multiple questions, they’re shown together.

  • Once answered, candidates are taken directly to their updated to-do list.


Admin Experience

  • You’ll see the routing question(s), answer(s), and status (e.g., Unverified or Verified) directly in the application sidebar.

  • Exempted checks are clearly marked with the reason (e.g., “NDIS Approved”).


How to Set Up Conditional Routing

Routing Templates are currently managed by Zipline. Please reach out to our support team with your use case, and the information below. We can assess if it is suitable for your use cases, and then help you get it set up.

Information Needed

To configure Conditional Check Routing, we use routing templates. Each template contains:

  • A routing question (e.g., “Do you have an NDIS Check?”)

  • A description shown to workers to help guide their answer (e.g., “Answer “Yes” only if you have a final clearance for “Employees”. Volunteer clearances not accepted.”)

  • One or more routing paths (e.g., Yes / No)

  • Each path can include:

    • An optional verification condition (e.g., NDIS Status = Approved)

    • One or more actions that exempt or modify checks

Note: Only standard checks are supported. Custom checks are currently not available for use with this feature.

Viewing Routing Configuration

  1. Go to Settings → Automations

  2. Select Routing Templates

  3. View by Template or by Flow

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