Employee Details
Full legal name, preferred name, DOB, SSN/TIN, and contact information to establish identity and tax reporting.
A single, well-structured application reduces errors, ensures consistent data capture for payroll and compliance, and creates an auditable record of employee acceptance of terms and policies.
The completed application feeds payroll, benefits enrollment, and personnel files and serves as the primary onboarding record for audits and legal compliance.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS code; use stronger auth for compliance. |
| Conditional Fields | Show dependent fields only when applicable to role. |
| Notifications | Notify HR on completion and if verification fails. |
| Retention | Preserve signed record and audit trail per policy. |
Ensure the platform provides an audit trail, encryption in transit and at rest, and the authentication levels your compliance regime requires.
Full legal name, preferred name, DOB, SSN/TIN, and contact information to establish identity and tax reporting.
Job title, department, compensation, schedule, and supervisor details to connect the record to payroll and HR approvals.
W-4 or withholding preferences and backup withholding alerts to ensure accurate payroll tax setup.
Eligibility checkboxes and plan selections or links to benefits forms so enrollment aligns with start dates.
Policy acceptance, confidentiality, and consent checkboxes to capture legal acknowledgments at hire.
Signature fields, date, and platform-generated audit trail establishing intent, attribution, and timestamp.
Due Jan 31 each year to employees
Due Jan 31 to recipients and IRS
Individual tax return due April 15 (Oct 15 with extension)
Keep 3 years after hire or 1 year after termination
Due April 15 with automatic extension to Oct 15
Candidate signs offer and application to document terms.
HR confirms TIN and starts payroll setup before first pay.
Benefits enrollment effective date tied to start date.
Store signed application per retention schedule after termination.
| 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 | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Martin Properties moved onboarding online to centralize records and speed processing.
A healthcare provider needed HIPAA-aware workflows for staff forms.