Personal and contact
Collect full legal name, preferred name, date of birth, current address, phone and email. Accurate contact details are essential for reference checks and legal notices.
A standard questionnaire reduces errors, ensures consistent screening and documentation, and creates an auditable record for hiring decisions and compliance. Using electronic collection with clear consent preserves signer intent and improves processing speed while supporting regulatory recordkeeping requirements.
Proper role separation and documented custody of completed questionnaires help reduce disputes and support retention obligations.
Responsible for requesting the questionnaire, ensuring required fields are completed, ordering background checks where authorized, and retaining the completed form with the applicant’s personnel record in compliance with company retention policies and applicable law.
Supplies accurate personal and employment information, signs attestations and consent sections, and answers truthfully to avoid delays or adverse employment actions; the applicant must also consent to electronic delivery when used.
| Field | Configuration |
|---|---|
| Authentication | Email + optional SMS code |
| Required Fields | Name, contact, authorization |
| Conditional Logic | Show criminal consent only if required |
| Storage Location | Encrypted HR record repository |
Choose a vendor that provides audit trails, role-based access, and vendor BAAs where HIPAA or health data may be involved.
Provide questionnaire as soon as conditional offer is extended
Collect completed form and necessary IDs before first day when feasible
Employee completes Section 1 on hire date; employer completes Section 2 within three business days (8 CFR §274a.2)
Obtain signed authorization prior to ordering any consumer report
Provide W-4 and other tax forms at onboarding
Collect full legal name, preferred name, date of birth, current address, phone and email. Accurate contact details are essential for reference checks and legal notices.
Record employers, job titles, dates (MM/YYYY), supervisors, and reasons for leaving. Clear chronology reduces ambiguity during verification and reduces false discrepancies.
List degrees, institutions, license numbers and issuing states. Licensing details enable prompt verification where professional credentials matter.
Include consumer-report authorization, disclosure language, and any state-specific notices required under consumer-reporting or privacy law.
If relevant, include narrowly tailored criminal-history questions and local compliance language to align with ban-the-box or fair-chance rules.
A dated signature block where the applicant attests to truthfulness, authorizes checks, and confirms electronic consent if e-delivered.
Employer extends conditional offer and requests completed questionnaire.
Applicant completes and signs the form electronically or on paper.
References and background checks are ordered after proper authorization.
Finalized form is stored in the employee file with audit trail.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | No free trial | No free trial | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |