Employee Identity
Legal name, date of birth, SSN/TIN, and government ID references to verify identity and support background checks and tax reporting.
A consistent Employee Employment Information Statement reduces onboarding friction, centralizes required data for payroll and benefits, and documents consent and authorization for HR purposes.
HR and payroll teams prepare or request the statement during hiring and status changes.
Hiring managers, benefits administrators, and payroll processors use the completed data to configure systems and meet regulatory obligations.
| Field | Configuration |
|---|---|
| Name Field | Required; auto-fill from HRIS where available |
| Date Field | Enforce MM/DD/YYYY and current or past date |
| Conditional Sections | Show benefit options only for eligible hires |
| Authentication | Email + SMS code or SSO for stronger identity proof |
Choose platforms that support PDF and DOCX, audit trails, and enterprise integrations like HRIS or payroll.
Legal name, date of birth, SSN/TIN, and government ID references to verify identity and support background checks and tax reporting.
Position, department, manager, work location, and start date to feed HRIS and determine eligibility for benefits and termination timelines.
Base salary or hourly rate, pay frequency, exempt/nonexempt classification, and any commission or bonus structure relevant for payroll.
Federal and state withholding elections, withholding allowances or flat amount, and backup withholding indicators for tax compliance.
Selections for health, retirement, and other benefits, plus effective dates and beneficiary information when applicable.
Signed acknowledgments for company policies, employment at-will statements, and consent for background or drug screening where required.
Provide upon payer request; no fixed federal deadline
Employee copies due by January 31 each year
Recipient and IRS deadlines by January 31
Retain 3 years after hire or 1 year after termination, whichever is later (8 CFR §274a.2)
Federal individual return due April 15 (extensions available)
Candidate accepts offer and receives the information statement
IDs and eligibility documents reviewed and approved
Compensation and withholding configured in payroll system
Selected benefits go into effect per plan 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 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 |
Local property management firm digitized onboarding to speed move-in staffing
Healthcare clinic centralized employee records and secured authorizations for screening