Identification
Full legal name, date of birth if required for verification, employee ID, and government ID references to match payroll and tax records for correct withholding and benefits.
A written requirements document reduces ambiguity about duties and compliance, documents employee consent to electronic processes, and supports audits for payroll, health data, and tax reporting. It helps employers manage liability, protect sensitive data, and maintain consistent standards across locations.
Use consistent distribution and retention practices to ensure the completed forms are available for audits and to support employment or tax recordkeeping.
An HR Manager or designee reviews eligibility, confirms completion of any required onboarding steps, and authorizes remote work status. They ensure the document links to payroll, benefits, and I-9 recordkeeping as needed and retain the record per company retention policy.
The remote employee provides personal contact details, workspace attestations, emergency contacts, and signs consent to electronic records and any privacy or security addenda. Their signature attests to accuracy and acceptance of the employer’s remote work terms.
Full legal name, date of birth if required for verification, employee ID, and government ID references to match payroll and tax records for correct withholding and benefits.
Primary remote work address with explicit confirmation that the location is within allowable jurisdictions and that the employee will notify changes promptly to address tax or payroll implications.
List employer-provided and employee-owned equipment, responsibility for maintenance, and reimbursement policies to avoid disputes over taxable benefits or allowable deductions.
Specify required security measures — VPN, device encryption, password rules, incident reporting procedures, and whether multi-factor authentication is mandatory.
Attestations addressing tax residency, payroll withholding preferences, and any state-specific registration the employee must complete for remote work tax nexus.
Clear consumer disclosure where applicable, consent to receive records electronically, and acknowledgment of the legal effect of electronic signatures under ESIGN and applicable state law.
| Field | Configuration |
|---|---|
| Employee Name | Required text field, autofill suggestions enabled |
| Work Address | Required text field, verify format with address lookup |
| Security Checklist | Checkbox group, all must be checked to complete |
| Signature | eSignature field with timestamp and audit trail |
Pick an environment that enforces encryption in transit and at rest, preserves an immutable audit trail, and allows role-based access to completed records.
Provide a W-9 upon request; required before certain payments are processed
Issue to nonemployees by January 31 each year
Provide employee W-2 forms to employees by January 31
Individual tax returns due April 15 (extensions available)
Retain I-9 for 3 years after hire or 1 year after termination, whichever is later
Employer sends the requirements package to the new remote worker
Employee completes and signs required fields and attachments
HR verifies data, approves remote status, and updates systems
Save signed document to secure HR repository per retention policy
| 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 | Yes, 7-day 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 |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |