Identification
Full legal name, date of birth, and government ID details to verify identity for I-9 and background checks.
A properly completed Employee Employment Form reduces payroll errors, clarifies terms, and establishes the record needed for legal and tax compliance under federal and state rules.
Clear role assignment speeds completion and reduces follow-up; ensure each party knows their responsibilities before sending the form for signature.
| Field | Configuration |
|---|---|
| Mandatory Fields | Make name, SSN, signature required |
| Routing Rules | Route to HR after employee signs |
| Signer Authentication | Use email + SMS code or KBA as needed |
| Storage | Save signed PDF to secure folder |
Confirm the provider supports HIPAA (if applicable), retention exports, and API or connector options to automate filing and recordkeeping.
Full legal name, date of birth, and government ID details to verify identity for I-9 and background checks.
Current address, phone, and email used for tax mailings, benefits enrollment, and emergency contact linkage.
Employee tax elections or W-4 references, withholding allowances, and any state tax reciprocity notes.
Job title, start date, pay rate, exempt/nonexempt status, and work location for classification and payroll setup.
Signatures acknowledging handbook, nondisclosure, arbitration, or background-check consent where applicable.
Employee and employer signature lines with date; include witness or notary fields if state law requires.
Retain for 3 years after hire or 1 year after termination, whichever is later (8 CFR §274a.2).
Provide employee copies of W-2 by January 31 each year (IRS deadline).
Report new hires to state registry within timeframe required by state law, typically 20 days.
W-4 elections apply immediately for payroll; verify first pay cycle processing.
Update forms promptly when employee reports name, SSN, or address changes to avoid mismatches.
| 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 |