Employment Terms
Job title, duties, start date, work location, and whether the role is exempt or non‑exempt under FLSA.
A well‑drafted Employee Agreement & Policy reduces ambiguity, supports regulatory compliance, preserves enforceable IP and confidentiality protections, and documents notice of workplace rules. It helps allocate risk, set performance expectations, and provide defensible evidence in disputes or audits.
Employers, HR teams, hiring managers, outside counsel, and new hires all interact with the agreement during onboarding.
Signed copies become part of the employee record and should be retained according to company retention policy and applicable law.
Job title, duties, start date, work location, and whether the role is exempt or non‑exempt under FLSA.
Salary or rate, pay schedule, bonus eligibility, equity grants, and any commission structure or deductions.
Health, retirement, paid time off, leave policies, and any eligibility conditions for employer‑provided benefits.
Nondisclosure obligations, definitions of confidential information, duration of obligations, and permitted disclosures.
Assignment of work product, ownership of inventions created during employment, and any invention disclosure process.
Notice periods, cause definitions, severance conditions, post‑termination obligations, and dispute resolution methods.
| Field | Configuration |
|---|---|
| Signer Identity | Email + SMS code or stronger authentication for high‑risk clauses |
| Signature Fields | Place signature, initials, and date fields where required |
| Conditional Logic | Show additional clauses only when relevant (e.g., equity grants) |
| Completion Routing | Auto‑send final copies to HR, payroll, and employee |
Ensure the chosen platform supports required file formats, authentication, and integrations with HR and document systems.
Confirm the platform meets compliance needs (e.g., ESIGN/UETA, HIPAA BAA if health data included) and retains a tamper‑evident 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 trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Available (tiered) | Available | Available | Available | Available |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Verify with vendor | Verify with vendor | Verify with vendor | Verify with vendor |
Optica adopted digital agreements to streamline onboarding
A healthcare provider needed secure signature workflows
HR managers assemble terms, collect employee acknowledgements, maintain the personnel file, and coordinate with payroll on effective dates and benefit eligibility for each signed agreement.
In‑house or outside counsel reviews restrictive covenants, advises on governing law selection, and confirms compliance with state statutes and industry regulations before execution.
Specify a clear date to accept the offer
Schedule performance review at 30, 60, or 90 days
Clarify when health and retirement benefits begin
Review and update policy language annually
Archive signed agreement per retention schedule