Personal details
Full legal name, preferred name, date of birth, and contact phone and email; used to match government IDs and create payroll records.
A correctly completed Employee Kelly Form reduces payroll errors, supports compliance with I-9 and tax reporting rules, documents policy acknowledgements, and creates an auditable personnel record that helps resolve employment and benefits questions.
The Employee Kelly Form is completed by new hires and managed by HR, payroll, and hiring managers.
Different stakeholders use the form for onboarding, payroll setup, benefits enrollment, and personnel recordkeeping.
Full legal name, preferred name, date of birth, and contact phone and email; used to match government IDs and create payroll records.
W-4 withholding or related tax selections, Social Security Number/ITIN (masked for display), and direct deposit routing instructions for payroll setup and tax compliance.
Primary and secondary emergency contacts with relationship and phone numbers; used for workplace incidents and benefits administration.
Job title, department, start date, employment status (exempt/nonexempt), and manager information to determine classification and payroll rules.
Acknowledgement of employee handbook, confidentiality, privacy, and electronic records consent required for ESIGN consumer disclosures when applicable.
Signed and dated acceptance or acknowledgement area; must include printed name, signature, and signature date for validity and auditability.
| Field | Configuration |
|---|---|
| Signature | Required | Audit trail and timestamp enabled |
| SSN | Masked display | Encrypted storage, restricted access |
| Date | Date picker | MM/DD/YYYY enforced |
| Attachments | Allow ID uploads | PDF or image files accepted |
| Authentication | Email + optional SMS one-time passcode |
Choose a platform that supports required formats, secure authentication, and integration with HR and payroll systems.
Complete within 3 business days of hire (8 CFR §274a.2)
New hire should submit completed form within five business days
Establish direct deposit and withholding before first paycheck
Collect before first payroll run to set withholding
Provide promptly upon payer request; no fixed IRS filing deadline
Automated patient and staff intake to reduce paperwork
Simplified external signature collection for contract and onboarding documents