Assignment Scope
Describe the employee's duties, location, expected hours, reporting structure, and any deliverables tied to the assignment to reduce scope creep and disputes.
A clear Employee Lease Document allocates employer obligations, minimizes misclassification risk, and documents client and provider responsibilities for payroll, taxes, insurance, and workplace supervision.
Staffing firms, PEOs, client-company HR leaders, and in-house counsel typically prepare or review this agreement before assignments begin.
Each party should confirm signature authority and retention procedures before the first placement to avoid disputes later.
The staffing company COO or authorized representative signs on behalf of the employer of record. They ensure payroll, tax withholding, workers' compensation, and benefits commitments are contractually allocated and that the company has authority to assign staff to client sites.
The client company's HR director or authorized manager signs to confirm operational supervision, workplace policies, site access, and any client-provided equipment or credentials required during the assignment.
Describe the employee's duties, location, expected hours, reporting structure, and any deliverables tied to the assignment to reduce scope creep and disputes.
State the bill rate, payroll rate, invoicing cadence, payment terms, expense reimbursement policies, and responsibility for payroll taxes and benefits contributions.
Clarify employer of record, who handles hiring/termination, and whether the worker will be co-employed or remain an employee of the staffing firm only.
Allocate responsibility for workers' compensation, general liability, professional liability, and indemnities, including limits and notice requirements.
Include nondisclosure, IP ownership, and data protection obligations, with specific handling procedures for client data and any HIPAA-protected information.
Set notice periods, cause for immediate removal, replacement rights, and any early termination fees or transition support obligations.
| Field | Configuration |
|---|---|
| Signer Order | Staffing firm first | client second |
| Authentication | Email link + optional SMS code |
| Notifications | Email on view, signature, and completion |
| Storage | Secure archive with audit trail |
Choose platforms and formats that support audit trails, conditional fields, and secure storage.
Use platforms that provide tamper-evident signed PDFs and a searchable audit trail for long-term retention and compliance.
Complete Section 1 on hire and Section 2 within three business days (8 CFR §274a.2).
Provide employee W-2 by January 31 for the previous tax year (IRS requirement).
Provide client and employee written assignment details before start date when practicable.
Follow contract notice periods; document removal and replacement steps immediately.
Retain signed leases and audit trails per document retention rules for audits and disputes.
Define assignment, rates, and insurance; circulate for review.
Obtain internal approvals from legal, HR, and finance.
Collect electronic signatures from authorized representatives.
Store final PDF and audit trail in secure repository.
| Criteria | Employee Lease | Independent Contractor |
|---|---|---|
| Control over work | client supervision | contractor autonomy |
| Tax withholding | employer withholds | contractor pays |
| Liability allocation | employer carries coverage | contractor responsible |
| Typical duration | short-to-long term | project-based or fixed term |
| 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 |
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