Position and Duties
Describe specific job tasks, any student or patient supervision, physical requirements, shift patterns, and reporting lines so role scope is unambiguous and measurable for evaluations.
A written agreement reduces ambiguity about duties, pay, and supervision, supports regulatory compliance, and provides evidence for dispute resolution or claims.
Organizations and individuals that commonly prepare or sign this agreement include the following internal and external stakeholders.
Use this document to create consistent terms across hires and to centralize credentials, background checks, and role expectations.
Describe specific job tasks, any student or patient supervision, physical requirements, shift patterns, and reporting lines so role scope is unambiguous and measurable for evaluations.
State pay rate, overtime policy, payroll schedule, benefits eligibility, and any stipends or differential pay, including conditions for changes and how adjustments are communicated.
Specify effective date, whether employment is at-will or fixed-term, hours per week, probationary period, and conditions for renewal or early termination of the engagement.
Detail required pre-employment checks such as criminal history, child abuse clearance, fingerprinting, and timelines for completion before start date or classroom access.
Include confidentiality obligations, FERPA/HIPAA notices where relevant, mandatory reporting duties, and required safety or infection-control training.
List required credentials (e.g., CPR, paraeducator certificate) and training frequency, plus consequences for failure to maintain licensure or required clearances.
| Form Field or Workflow Setting Name | Recommended configuration and brief example in practice |
|---|---|
| Signer authentication method and options | Use email link for routine hires; SMS or ID verification for access-sensitive roles. |
| Routing order and role assignments | Set sequential routing: HR → Supervisor → Employee to ensure approvals in order. |
| Required fields and conditional logic | Mark background-check and credential fields required; show additional fields if 'yes' selected. |
| Retention and export settings | Enable PDF/A export and store signed copies in HR document repository. |
Choose delivery and signing settings based on authentication needs, accessibility, and recordkeeping.
Ensure the chosen platform supports secure storage, an audit trail, and formats your organization requires for long-term retention.
Complete Section 2 within three business days of hire per USCIS guidance.
Provide employee W-2 by January 31 each year (IRS deadline).
Obtain required clearances before unsupervised student contact; state rules may vary.
Record review date tied to effective date and probation length in agreement.
Track continuing education and certification expiry to maintain compliance.
Employee signs the offer and returns the agreement.
Background checks and credential verification conclude.
I-9 completed and W-4 submitted before first payroll.
Site orientation and mandatory training scheduled and documented.
| 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 (Business Premium) | Yes (select plans) | Yes (select plans) | Yes (select plans) | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A district standardized para agreements across 12 schools to unify duties and training expectations.
A clinic used a tailored agreement including HIPAA addenda and vaccination requirements.