Identification
Full legal name, preferred name, government ID or TIN, and date of birth to match payroll and benefits records and avoid mismatches.
A correctly completed Employee Flores Form standardizes onboarding data, reduces downstream payroll and benefits errors, and documents employee consents and acknowledgements necessary for regulatory and internal audits.
The form is completed by the employee and processed by HR or payroll staff; managers and benefits administrators also reference it.
Maintaining a clear process for completion and storage helps legal, payroll, and benefits teams meet audit and retention requirements.
HR Managers oversee distribution, verify required fields are completed, ensure tax and privacy notices are attached, and confirm the form is stored per retention policy and applicable regulations.
Employees must provide accurate personal data, attest to the statements requested, and sign and date the form to establish the effective employment terms and authorizations.
Full legal name, preferred name, government ID or TIN, and date of birth to match payroll and benefits records and avoid mismatches.
Street address, city, state, ZIP, email, and phone to support tax mailings, emergency contact and benefits communications.
Position title, department, start date, employment status (FT/PT), manager name, and work location for payroll coding and benefit eligibility.
W-4 or state withholding acknowledgements, SSN/TIN collection instructions, and backup withholding guidance where required.
Policy acknowledgements, confidentiality or IP clauses if applicable, and any required consents such as background checks or drug testing.
Signature block with printed name, date, and optional witness or notary fields when state or organizational policy requires authentication.
| Field | Configuration |
|---|---|
| Required fields | Mark name, SSN/TIN, start date, and signature as mandatory to prevent incomplete submissions. |
| Conditional fields | Show state-specific tax fields only when the employee’s work state requires them. |
| Authentication | Enable email confirmation or SMS two-factor for higher-assurance signer attribution. |
| Notifications | Route completed forms to HR, payroll, and the employee with a timestamped audit record. |
Ensure the chosen platform supports required authentication, file formats, and integrations before sending forms electronically.
Provide upon request; no fixed IRS filing deadline
Delivery required by Jan 31 each year
File recipient and IRS copies by Jan 31
Retain 3 years after hire or 1 year after termination, whichever is later (8 CFR §274a.2)
Individual returns due April 15; extensions to Oct 15 with Form 4868
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
I can process and execute all of these documents online with 100% compliance and built-in security.
| 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 | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |