Offer Letter
States start date, position, duration, compensation (if any), reporting relationships, expected hours, and at-will employment or other status to avoid confusion.
Complete, accurate paperwork reduces payroll errors, supports compliance with federal rules (I-9, tax withholding), documents consent for background checks and data processing, and protects intellectual property and confidentiality rights during the internship term.
Employers typically prepare a packet for each intern; the intern and designated signers complete and return it before or at the start of work.
Responsible for assembling the intern packet, verifying identity documents for I-9 compliance, confirming tax withholding selections, and ensuring records are stored per retention policy.
Provides identifying information, completes tax and eligibility forms, signs agreements; a parent or guardian may need to sign if the intern is a minor and local law requires it.
States start date, position, duration, compensation (if any), reporting relationships, expected hours, and at-will employment or other status to avoid confusion.
Employee completes federal and state withholding forms so payroll withholds tax correctly; employer keeps copies for payroll setup and audits.
Employer must verify identity and employment authorization per 8 CFR §274a.2; copies of supporting documents or remote verification procedures should follow DHS guidance.
Protects company trade secrets and defines ownership of work product created during the internship.
Collects bank routing and account numbers with a clear authorization signature for payroll.
Includes any training confirmations, emergency contact information, and acknowledgements of workplace policies.
| Field | Configuration |
|---|---|
| Template Library | Create reusable packets for different intern types and departments. |
| Conditional Fields | Show state-specific disclosures or parental consent when appropriate. |
| Authentication | Require email or SMS verification; escalate to stronger methods for sensitive forms. |
| Integration | Auto-send completed data to HRIS and payroll to avoid duplicate entry. |
Use a platform that supports secure eSignatures, audit trails, and the file formats you need for records and integrations.
Retain I-9 for 3 years after hire or 1 year after termination, whichever is later (8 CFR §274a.2).
Provide W-2 to employee by January 31 each year for prior calendar year reporting.
Issue 1099-NEC to contractors by January 31; relevant if intern treated as contractor.
Individual tax return due April 15; impacts withholding planning.
Follow FCRA disclosure and consent requirements before obtaining reports.
Candidate receives offer letter and packet to review and sign.
W-4, I-9, and other required forms returned before or on day one.
HR verifies documents, sets up payroll and system access.
Payroll processes first paycheck according to payroll schedule.
| Criteria | Employee | Contractor |
|---|---|---|
| Tax Forms | w-4 | w-9 |
| I-9 Required | no (if genuinely independent) | |
| Withholding | employer withheld | self-reported |
| Typical Agreement | employment offer | independent contractor agreement |
Optica streamlined form collection across remote hires using a single workflow to reduce follow-ups.
The organization standardized signature capture and secure storage for sensitive forms across clinics.
| 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 |