Parties & Recitals
Identify the employer and employee/affiliate, state the program purpose and effective date, and reference any prior agreements.
A clear agreement reduces disputes, ensures proper tax and benefits treatment, protects IP and confidential information, and documents compensation and reporting rules; it also establishes compliance boundaries for marketing and privacy obligations.
The agreement is most often prepared by HR or legal teams and completed by employees joining an affiliate or referral program.
Signed copies are routed to payroll, HR records, and the employee’s personnel file for enforcement and tax reporting.
Identify the employer and employee/affiliate, state the program purpose and effective date, and reference any prior agreements.
Describe permitted promotional activities, prohibited conduct, registration requirements, disclosure obligations, and any reporting cadence.
Define commission rates, triggers, caps, payment schedule, gross vs. net calculations, clawback conditions, and expense reimbursement.
Require protection of company confidential information and assign any program-related IP or marketing materials to the employer.
Address HIPAA/FERPA/data protection where applicable, required disclosures, and buyer-safeguard obligations for regulated industries.
State notice periods, effect on pending commissions, post-termination non-solicitation clauses, and dispute resolution procedures.
| Upload Template | Add a redlined master agreement to the template library |
|---|---|
| Assign Signers | Set employee, HR rep, and legal approver roles |
| Authentication | Choose email, SMS code, or stronger verification |
| Notifications | Enable reminders for unsigned items |
| Storage & Export | Save to HRIS, payroll, and document repository |
Use an e-signature platform that supports secure authentication, audit trails, and integration with HR and payroll systems.
Ensure the chosen platform can produce a certificate of completion, meet ESIGN/UETA requirements, and support any industry-specific compliance (for example HIPAA BAA where required).
Enter as MM/DD/YYYY when the agreement begins
Specify payroll or invoice dates for commission payments
Standard notice often 30 days unless otherwise stated
Form 1099-NEC due to recipients and IRS by Jan 31 when applicable
Keep executed copies per company retention policy and legal requirements
The company moved affiliate disclosures online to speed onboarding and approvals.
A healthcare provider added privacy addenda when employees joined referral programs.
| 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 | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |