Role & Duties
Describe primary responsibilities, expected hours or shifts, travel and demo obligations, reporting structure, and measurable performance indicators such as sales targets or training throughput.
A clear agreement reduces ambiguity about duties, pay, intellectual property, and confidentiality; it helps enforce performance expectations and protects proprietary product information while documenting consent to policies and post-employment restrictions.
Employers, HR teams, hiring managers, and in some cases outside counsel prepare the agreement; the signers normally include the new hire and an authorized company representative.
Use the agreement for full-time, part-time, and contractor roles when product knowledge, customer interaction, or IP assignment require explicit written terms.
Describe primary responsibilities, expected hours or shifts, travel and demo obligations, reporting structure, and measurable performance indicators such as sales targets or training throughput.
Specify salary, hourly rate or commission calculation, bonus criteria, pay schedule, expense reimbursement policy, and any clawback or repayment triggers for advance payments.
Include objective evaluation periods, probation length, review cadence, KPIs used for bonuses, and consequences for failing to meet documented performance thresholds.
State confidentiality obligations, trade secret protections, invention assignment language, and how product materials and customer lists are handled during and after employment.
Define at-will or cause-based termination, notice requirements, severance if offered, post-termination obligations, and return-of-property procedures.
Reference employee handbook, data privacy policies, required trainings, and any industry-specific compliance such as HIPAA addenda for protected health information.
| Field | Configuration |
|---|---|
| Signer Order | Company first | Employee second |
| Authentication | Email link or SMS code |
| Template | Save as reusable template |
| Notifications | Reminders at 24h and 72h |
Choose a platform that provides tamper-evident signed files, retention options, and integration hooks for HR systems; verify HIPAA or SOC 2 needs when handling regulated data.
Set a clear acceptance deadline, commonly 7–14 days
Document probation length and first review schedule
Distribute W-2 to employees by Jan 31 (IRS deadline)
Retain per 8 CFR §274a.2(b)(2)(i)(A)
File required 1099 or payroll returns by IRS dates
| 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 | Yes | Yes | Yes | Yes |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |