Policies
Comprehensive workplace policies cover code of conduct, anti-harassment, remote work, leave, and disciplinary procedures; include revision history and effective dates to support consistent enforcement and regulatory compliance.
A Business Packet and Handbook clarifies expectations, centralizes compliance documentation, and reduces onboarding time. It helps limit legal risk by providing consistent policy language, ensures employees receive required notices, and creates an auditable record of acknowledgements and revisions.
Typical users include HR teams, small business owners, and compliance staff who manage policies, onboarding, and employee records.
Use the packet to reduce questions, document acknowledgements, and create a single source of truth for internal audits.
Comprehensive workplace policies cover code of conduct, anti-harassment, remote work, leave, and disciplinary procedures; include revision history and effective dates to support consistent enforcement and regulatory compliance.
New-hire forms include W-4, I-9, state tax forms, emergency contacts, and equipment checklists; clearly state what must be returned electronically and who retains the originals.
Include legally required notices such as FMLA, COBRA, workers' compensation, and state-mandated postings; annotate where physical postings are required versus electronic distribution and employee acknowledgement options.
Operational checklists cover approval workflows, expense reimbursement, equipment returns, and escalation paths; reference the responsible department and expected turnaround times for common requests.
Designate who stores signed forms, retention location (cloud or physical), and access controls; include versioning, audit logs, and record destruction procedures aligned with legal retention requirements.
Include signature blocks with printed name, title, date, and witness or notary lines where state law requires; document whether electronic signatures are permitted and accepted methods.
| Field | Configuration |
|---|---|
| Authentication Method | Email link; optional SMS code or KBA for higher assurance. |
| Signature Type | Allow guest e-sign or require authenticated digital signature. |
| Field Types | Use required fields, initials, dates, and conditional logic for dependencies. |
| Retention Settings | Auto-archive signed packets and attach retention metadata. |
Check platform and file-format requirements before distributing the Business Packet and Handbook electronically to ensure compatibility and auditability.
Provide W-9 upon request to payer; no statutory filing deadline.
Issue W-2 and 1099-NEC to recipients by Jan 31 each year.
Retain I-9s three years after hire or one year after termination, whichever is later.
Schedule yearly handbook review to capture legal and policy changes.
Require employee signature or electronic acknowledgement within a defined onboarding period, for example 14 days.
| 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 trial | Varies | Varies | Varies | Varies |
| 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 | Varies | Varies |