Host Duties
Describe the host's on-site supervision duties, permitted areas, visitor escort requirements, check-in/check-out protocols, and expectations for conduct while guests are on premises, including incident reporting responsibilities.
Use an Employee Host Agreement to allocate responsibilities, reduce liability exposure, and set clear security and confidentiality rules for hosted visitors. It standardizes expectations, supports compliance with workplace policies, and documents consent for access, equipment use, and visitor oversight.
Organizations that host external guests, contractors, or trainees use this agreement to formalize host duties and permissions.
Use different templates for high-risk visitors such as external researchers or personnel working with sensitive data.
Describe the host's on-site supervision duties, permitted areas, visitor escort requirements, check-in/check-out protocols, and expectations for conduct while guests are on premises, including incident reporting responsibilities.
Specify badge issuance, temporary access credentials, device and network access limits, duration of access, and procedures for revoking credentials at conclusion of the visit or upon policy violation.
Include nondisclosure obligations covering proprietary information, prohibited recording or data transfer, permitted use of company information, and duration of confidentiality obligations surviving the termination of hosting duties.
Allocate liability between employer and host, state indemnification terms, require evidence of insurance where appropriate, and define whether the host is personally responsible for guest actions.
Spell out safety training requirements, emergency procedures, health screenings where applicable, compliance with OSHA and HIPAA rules as relevant, and the process for reporting incidents or breaches.
Define the hosting period, renewal options, grounds for immediate termination, notice periods, and post-visit obligations such as return of equipment and final host reports for recordkeeping.
| Field | Configuration |
|---|---|
| Routing | Sequential: HR → Security → Manager approval |
| Authentication | Email link or SMS code (2FA optional) |
| Storage | Encrypted PDF archive with retention tag |
| Notifications | Email alerts and completion receipts to stakeholders |
Electronic execution requires supported file formats, signer authentication, and secure storage to comply with US e-signature law.
At least 5 business days before visit for approvals.
Complete background checks 10–14 business days pre-visit.
Deliver badges 1 business day before arrival.
Host completes required training before first visit.
Store signed agreement per retention policy.
Host or manager files request with purpose and dates.
HR, security, and manager sign off before provisioning.
IT issues credentials and security logs begin.
Return equipment, deactivate credentials, and finalize report.
| 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 |
A regional manager hosted an external vendor for a systems audit and used a host agreement to set access and supervision terms.
A university staff member hosted visiting researchers and used a tailored host agreement to document lab access, equipment use, and liability terms.