Identity
Full legal name, date of birth or employee ID, and a government ID attachment or HRIS link to verify identity before issuance.
A well‑structured request reduces provisioning errors, shortens fulfillment time, and preserves an auditable record for security reviews and regulatory requirements. Accurate requests limit access‑control mistakes and reduce reissuance costs while documenting approvals needed for sensitive access or personally identifiable information.
Roles and approvals should be defined in company policy to ensure consistent authorization, auditability, and separation of duties.
| Field | Configuration |
|---|---|
| Approval Order | Manager → HR → Security |
| Authentication | Email with SMS code for manager approvals |
| Attachments | Allow PDF/JPG for photo ID uploads |
| Audit Trail | Capture signer IP, timestamp, and action logs |
Use a platform that generates an immutable audit trail, supports required file types, and integrates with HR and security systems to reduce manual reconciliation and errors.
Full legal name, date of birth or employee ID, and a government ID attachment or HRIS link to verify identity before issuance.
Card type, badge number if replacing, technology (prox/contactless/smart) and any expiration or temporary status required.
List specific doors, floors, or systems the card should enable; tie access to job role and least‑privilege principles.
Manager, HR, and security signoff with date fields and contact details for audit trails and exception handling.
Clear reason for issuance (onboarding, lost, upgrade) and any special instructions such as escort requirements.
Area for facilities to record card ID, activation timestamp, issuer name, and disposal instructions for returned cards.
| 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 | Yes, 7-day trial | No | No | 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 |
Submit request during new‑hire onboarding to have card ready by day one.
Report lost or damaged cards immediately; aim to provision a replacement within 48–72 hours.
Specify expiration dates for temporary cards at time of request to enforce automatic deactivation.
Managers should approve within 24–48 hours to prevent processing bottlenecks.
Facilities should provision and activate cards within 48–72 hours after final approval.
Xerox integrated card requests into NetSuite for automated provisioning and HR syncing
Martin Properties automated approvals for contractor badges during renovations