Parties & Recitals
Identify employer and employee using full legal names and addresses; include a brief recital that explains the purpose of employment and relationship context.
A clear written agreement reduces misunderstandings, documents legal rights and obligations, supports consistent onboarding, and helps employers meet statutory obligations such as tax withholding and I-9 verification.
Typical preparers include HR teams, hiring managers, and in-house or external counsel responsible for onboarding and compliance.
Signers normally include the employee and an authorized company representative; executives or HR designees commonly sign on the employer's behalf.
Identify employer and employee using full legal names and addresses; include a brief recital that explains the purpose of employment and relationship context.
Describe the job title, reporting line, primary responsibilities, expected location of work, travel expectations, and any at-will or fixed-term status.
Specify base salary or wages, pay frequency, bonus eligibility, equity or commission terms, and benefits enrollment details including effective dates.
State the employment start date, notice requirements, any probationary period, severance terms if applicable, and grounds for immediate termination.
Include confidentiality obligations, IP assignment or invention assignment clauses, and any non-compete or non-solicit restrictions where enforceable.
Name the governing state law, specify how notices must be delivered, and identify authorized signatories for the employer and employee.
| Field | Configuration |
|---|---|
| Routing Order | Set signer order: employee first, HR second, manager last |
| Authentication | Choose email link or SMS code; use stronger auth for sensitive hires |
| Reminders | Enable automated reminders at configurable intervals |
| HR Integration | Map signed document to HRIS or payroll system |
Use a platform that supports PDF/DOCX uploads, audit trails, and secure storage to preserve signature evidence and document integrity.
Ensure the chosen platform provides tamper-evident signed files, export options for recordkeeping, and access controls so only authorized HR and payroll staff can view sensitive employee data.
Obtain signed agreement before or on the employee start date.
Complete I-9 within three business days of start (8 CFR §274a.2).
Collect employee's W-4 before first payroll run to set tax withholding.
Provide benefits election windows per plan documents and carrier deadlines.
Conduct performance review at agreed probationary milestone, often 30–90 days.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica standardized onboarding documents to reduce manual steps and speed acceptance
Healthcare employer adapted templates to include PHI handling and BAA controls