Identity fields
Legal name, DOB, Social Security number, and government ID reference for verification and I-9 cross-reference.
A correct Employee Form 10 protects payroll accuracy, tax reporting, benefits enrollment, and legal compliance. It reduces downstream corrections, backup withholding risk, and delays in pay or benefits.
Maintain a clear signer and verifier trail to support audits and to satisfy record-retention obligations.
| Field | Configuration |
|---|---|
| Required fields | Make name, SSN, DOB, signature required |
| Authentication | Use email + SMS or KBA for identity |
| Signing order | Employee first, HR countersign second |
| Storage | Save signed PDF + audit trail to HR system |
Ensure the chosen setup can produce an unalterable signed copy with searchable metadata for HR audits and legal holds.
Legal name, DOB, Social Security number, and government ID reference for verification and I-9 cross-reference.
Street address, personal email, and phone for emergency contact and official notices.
Federal/state withholding selections and any additional local tax forms required for payroll.
Bank routing, account type, and account number with depositor authorization language.
Signatures for employee handbook receipt, confidentiality, and any company-specific policies.
Internal codes, start date, position, department, and reviewer sign-off for recordkeeping.
Complete onboarding forms before first payroll run
Provide employees W-2 by Jan 31 each year
Begin withholding immediately when required
Retain per federal rule 3 years after hire or 1 year after termination
Submit corrected info promptly to avoid penalties
Employer provides form during offer acceptance
Employee fills and signs all required fields
HR validates identity and data
Payroll configures direct deposit and withholding
Optica used a digital template to centralize new-hire intake and reduce errors.
Xerox integrated onboarding forms with an ERP to auto-populate payroll fields.
The employee provides personal information, tax selections, and an electronic or handwritten signature to attest to accuracy and consent to electronic records where applicable. Accurate completion is required before payroll processing and benefits enrollment.
An HR or payroll representative reviews IDs, verifies banking and tax data, and countersigns or timestamps the form to certify internal controls and retention for audit purposes.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |