Identification
Employee name, job title, employee identifier, and department so records match payroll and HR systems and prevent misrouting.
Use this extension to create a clear, dated record of role and pay changes so payroll, benefits, tax withholding, and performance expectations align with the employee's new status. Proper documentation reduces disputes and supports audit trails for internal records and regulator inquiries.
HR, payroll, managers, and affected employees commonly prepare and sign these extensions.
The document also goes to finance or benefits administrators for processing and recordkeeping after signatures are collected.
Employee name, job title, employee identifier, and department so records match payroll and HR systems and prevent misrouting.
Concise statement of the FTE change and salary adjustment, including rate basis (hourly, salaried) and any prorated calculations.
Precise MM/DD/YYYY effective date and any retroactive pay instructions tied to payroll cycles and cutoffs.
Signatures or electronic approvals from the employee, manager, and an authorized HR or finance representative.
Notes on benefits eligibility changes, contribution adjustments, and required employee elections if coverage is affected.
Retention instructions, references to parent employment agreement, and statement about electronic execution where applicable.
| Field | Configuration | Field Name | Setting |
|---|---|
| Template | Use a reusable template with locked employer fields |
| Conditional Fields | Show benefits prompts when FTE crosses eligibility thresholds |
| Authentication | Email or SMS code; stronger KBA if required |
| Notifications | Auto-send completed copy to payroll and HR |
Choose a platform that supports standard document formats and signer authentication compatible with your HR systems.
Submit before employer payroll cutoff; typical lead times vary by employer
Use MM/DD/YYYY to avoid ambiguity for pay calculations
Notify benefits/admins within plan-specified windows to update coverage
Ensure withholding changes reflect in next payroll and year-end reporting
Retain executed extension per company retention policy and applicable law
| 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 (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |