Personal Information
Full legal name, preferred name, current mailing and residential address, and contact phone/email to uniquely identify and communicate with the employee.
A correctly completed form ensures accurate payroll, correct tax withholding, proper benefits enrollment, and compliance with employment eligibility rules. It reduces downstream corrections, limits payroll tax issues, and helps avoid regulatory penalties tied to I-9, payroll, and state reporting requirements.
Employers, HR professionals, payroll administrators, and the new employee jointly complete and retain the New Hire Form during onboarding.
Completes personal, tax withholding, and direct deposit fields and signs Section 1 of the I-9 when required; accuracy is legally important for tax and eligibility purposes.
Reviews submitted data, completes employer sections (including I-9 Section 2), authenticates identity documents, and files the record in the employee personnel file per retention rules.
Full legal name, preferred name, current mailing and residential address, and contact phone/email to uniquely identify and communicate with the employee.
Federal and state withholding selections (W-4 data) along with filing status and dependents so payroll can calculate withholdings accurately prior to the first paycheck.
Bank routing and account numbers, account type, and authorization language permitting payroll deposits; include a required signature for bank authorization.
Fields to record I-9 document details, document types presented, and the verifier's name, plus date of verification to support legal compliance.
Optional enrollment choices for health, retirement, and other benefits with dates and plan IDs to coordinate benefits providers.
Primary emergency contact, relationship, phone number, and any required legal notices about privacy, data use, and acknowledgment of company policies.
| Field | Configuration |
|---|---|
| Auto-fill Detection | Enable Magic fields to auto-populate repeated data across documents |
| Conditional Fields | Show tax or benefits sections only when applicable |
| Signer Authentication | Require email plus SMS code or stronger KBA for high-assurance signers |
| Routing | Auto-route completed records to payroll, HR, and benefits teams |
Ensure your eSignature and HR systems support secure transport, audit trails, and the integrations needed for payroll and benefits.
Employee completes by first day of employment (8 CFR §274a.2)
Employer completes verification within three business days of hire (8 CFR §274a.2)
Completed W-4 should be on file before first payroll run
Typically within 20 days; verify state agency requirements
Retention periods begin from hire or document creation date
Employee signs offer and returns required paperwork.
Employee submits New Hire Form and W-4 before payroll processing.
Employer inspects documents and records verification details.
HR and payroll systems are configured for pay and benefits.
A clinic used a digital form to collect I-9 and W-4 data quickly
A contractor combined direct-deposit and emergency-contact fields in one onboarding packet
Export a printable, tamper-evident PDF with audit trail and signature certificate for personnel files.
Download a DOCX copy for internal editing or to prefill template fields for future hires.
Extract structured field data (names, SSNs masked, bank routing) for bulk upload to payroll or analytics.
Store signed records in Box, Google Drive, or equivalent with access controls and retention policies.
| 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 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 |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |