Establishing secure connection…Loading editor…Preparing document…

Employee EE Application

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

Employee EE Application

Personal Information

Date of Birth:    Social Security Number (last 4 digits):

Position Information

Desired Start Date:    Desired Salary/Wage: $

Employment Type Sought: Full-time    Part-time    Temporary/Contract

Employment History

List most recent employers. Provide complete dates, duties, and reasons for leaving. Attach additional pages if necessary.

Education

Graduation Date:    Major:

Professional References

Provide three professional references who can speak to your qualifications and work performance.

Legal Disclosures

At-Will Employment: If hired, employment with the company is for no definite period and may be terminated by the employee or the company at any time, with or without cause or notice, except as may be provided by law or written agreement signed by an authorized company officer.

Equal Employment Opportunity: The company provides equal employment opportunities to all applicants and employees without regard to race, color, religion, national origin, sex, age, disability, veteran status, or any other characteristic protected by applicable law. Decisions regarding hiring, promotion, transfer, discipline, and termination are made without discrimination.

Background Check & Authorization

I authorize the company and its agents to investigate my background, verify the information provided in this application and accompanying materials, and to obtain consumer reports, criminal history, driving records, and other relevant information as permitted by law. I understand that any offer of employment may be conditioned upon the successful completion of such checks.

I authorize background checks and verification of prior employment and education as described above.

Are you legally authorized to work in the country where the position is located?   Yes    No

Have you ever been convicted of a felony or misdemeanor that has not been annulled, expunged, or sealed by a court?   Yes    No

Applicant Certification & Authorization

I certify that all statements made on this application and any accompanying documents are true, accurate, and complete to the best of my knowledge. I understand that falsification, omission, or misrepresentation of facts may result in denial of employment or, if employed, termination. I authorize the company to contact references, prior employers, educational institutions, and other listed parties for purposes of evaluating my application. I release such parties from any liability for providing information to the company.

I certify that the information provided is true and I authorize the disclosures and verifications described above.

Additional Information

Applicant Printed Name:

Signature:

Date:

Enter text✕

What the Employee EE Application Is and Why It Matters

The Employee EE Application is a standardized form used to collect a new or existing employee's core employment details, eligibility choices, and acknowledgments needed for payroll, benefits enrollment, tax reporting, and HR records. It typically gathers personal identification, contact information, employment start and status data, tax withholding elections, benefit selections, emergency contacts, and required authorizations. Employers use the completed form to onboard staff, confirm employment terms, enroll employees in benefit plans, and meet recordkeeping obligations under federal and state law.

When a Clear, Complete Application Matters

Completing an Employee EE Application accurately reduces payroll errors, ensures correct tax withholding, supports benefits administration, and creates a defensible employment record. Properly formed applications also help employers meet retention and compliance obligations under federal regulations such as ESIGN/UETA and industry rules like HIPAA when health data is included.

When a Clear, Complete Application Matters

Who Completes and Reviews the Employee EE Application

Accurate completion by the signer and prompt review by HR reduce downstream corrections and meet regulatory recordkeeping obligations.

  • New hires complete it to provide identity, tax elections, and benefit choices during onboarding.
  • HR teams verify entries, attach supporting documents, and configure payroll and benefits systems.
  • Payroll and benefits administrators use the completed form to set withholdings, deductions, and coverage start dates.

Step-by-step: Filling and returning the Employee EE Application

A concise sequence for completing the form and routing it to payroll and HR.

  • 01
    Step 1: Complete personal and employment fields fully.
  • 02
    Step 2: Attach required IDs and supporting documents.
  • 03
    Step 3: Sign and date the application as instructed.
  • 04
    Step 4: Submit to HR or upload to the employer portal for processing.

Where completed Employee EE Applications are sent and processed

Common routing destinations and the purpose of each submission path.

  • HR Records: Central storage for employee file and compliance audits.
  • Payroll System: Sets tax withholding, deductions, and pay schedules.
  • Benefits Administrator: Enrolls employee into selected plans and coverage.
  • Secure Archive: Retains records for statutory retention periods.

How to configure an online Employee EE Application workflow

Typical configuration settings when deploying the form in an eSigning platform or HR system.

Field Configuration
Required Fields Mark name, SSN, DOB, tax status as required
Signature Type Allow typed, drawn, or delegated signatures
Authentication Enable email or SMS code verification
Routing Auto-forward to HR then payroll

Technical delivery and integration considerations

Confirm system compatibility with your HRIS and document storage policies to prevent processing delays.

  • File formats: PDF, DOCX, HTML supported
  • Integrations: Connectors for HRIS and payroll
  • Authentication: Email, SMS, or advanced MFA

Core sections a professional Employee EE Application should include

A well-structured application groups related data to simplify review and automate downstream processing.

Identification

Full legal name, SSN/TIN, DOB, and government ID references to confirm identity and tax reporting.

Contact Information

Current home address, phone, and personal email for payroll and emergency contact purposes.

Employment Details

Position, start date, employment type (full-time/part-time), and work location used for classification.

Tax Elections

Federal and applicable state withholding choices that directly affect net pay and employer reporting.

Benefits Elections

Selections for medical, dental, vision, retirement, and coverage effective dates for enrollment processing.

Authorizations

Signature block, consent to electronic records, and any HIPAA or data-sharing authorizations required.

Security, privacy, and compliance checkpoints

Encryption: TLS 1.2/1.3 in transit; AES-256 at rest
Audit Trail: Timestamped logs and signer metadata
HIPAA Support: BAA required for protected health data
Authentication: Email, SMS, KBA, or MFA options
Certifications: SOC 2 Type II and ISO 27001
Accessibility: WCAG 2.0 Level AA support

Common mistakes to avoid when preparing the Employee EE Application

  • Entering an incorrect SSN or TIN can trigger backup withholding and IRS correction notices, delaying payroll setup and creating tax liabilities for the employee and employer.
  • Using inconsistent name formats across documents (e.g., initials vs full legal name) can prevent identity verification and block benefits enrollment or background checks.
  • Failing to collect signed consent for electronic records in consumer-facing contexts may violate ESIGN disclosure requirements and render electronic records unenforceable.
  • Uploading scanned signatures without an accompanying audit trail or authentication increases dispute risk; capture signer attribution and timestamp metadata.

Consequences of incorrect or incomplete Employee EE Applications

Tax Penalties: IRS penalties for incorrect information returns
Backup Withholding: 24% withholding for missing or incorrect TIN
I-9 Violations: Civil fines per 8 CFR §274a.2
Benefit Errors: Coverage delays or denial
Privacy Breach: HIPAA breach notification obligations
Record Rejection: Forms returned for correction, delaying onboarding

Key deadlines and timing expectations for associated filings

Timelines for tax forms and employment records that often rely on data from the Employee EE Application.

W-2 to Employee:

Delivered by January 31 each year

1099-NEC Deadline:

Recipient and IRS due by January 31

Federal Income Tax Return:

Due April 15 (Form 1040) unless extended

I-9 Retention Start:

Retain per hire/termination rules (see 8 CFR §274a.2)

Employee Updates:

Promptly update HR/payroll upon status or withholding changes

Typical processing milestones after submission

Sequential milestones from submission to active payroll/benefits setup.

01

Submission Received

HR acknowledges receipt and checks required fields.

02

Verification

IDs and tax data are validated for accuracy.

03

System Entry

Payroll and benefits systems are configured.

04

Active Pay/Coverage

Employee appears on the next pay run or benefit roster.

eSignature vendor pricing comparison for Employee EE Application workflows

Compare starting prices and key plan differences relevant to HR teams processing Employee EE Applications. signNow appears first per platform comparison rules.

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 free trial Verify Verify Verify Verify
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Real-world examples of Employee EE Application use

Organizations of different sizes rely on electronic applications to accelerate onboarding and reduce errors.

Optica Ventures — COO

Optica streamlined onboarding with an online application and reduced manual follow-up.

  • The interface remained easy for customers.
  • The team reported faster turnarounds and fewer data-entry errors when new hires completed electronic Employee EE Applications, improving first-pay accuracy and benefits enrollment timing.

Tech Data — CEO

Tech Data centralized employee form routing into payroll and HR systems.

  • Internal processes sped up.
  • Centralized processing allowed the company to reduce duplicate data entry, improve audit readiness, and shorten the time from hire to active payroll by several days.

Frequently asked questions about the Employee EE Application

Answers to common legal, technical, and processing questions encountered when using the Employee EE Application.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users