Personal Information
Collect full legal name, date of birth, and current contact details so identity checks and background searches match government records accurately.
The Employee Security Application centralizes information needed to assess candidate suitability, document consent for background screening, and determine system access rights. A clear, consistent application reduces errors, supports lawful processing of personal data, and creates an auditable trail for HR and security teams.
Employers and hiring teams use this application to collect uniform information required for screening and access decisions.
The form bridges HR, security, and vendor workflows so organizations can verify identity, document consent, and manage access consistently.
| Field | Configuration |
|---|---|
| Authentication Level | Choose email, SMS code, or knowledge-based authentication. |
| Required Attachments | Specify ID uploads such as driver license or passport. |
| Conditional Fields | Show background-consent fields only when required. |
| Retention Policy | Set retention duration aligned to legal and company rules. |
Consider which integrations and file types your HR and security systems require before choosing a distribution method.
Platforms compatible with common HR systems and cloud storage speed integration; note vendor limits such as per-envelope caps where applicable.
Collect full legal name, date of birth, and current contact details so identity checks and background searches match government records accurately.
Request government ID type and number, issuing state or country, and an ID upload to support identity-proofing during screening.
Summarize prior employers, dates, and contact information to support reference checks and adverse-history screening.
Include explicit language authorizing background checks, credit checks if applicable, and third-party data sharing to meet legal requirements.
Specify requested system or facility access levels so security teams can review clearance needs and assign appropriate privileges.
Provide a signature block and date field that supports eSignature and preserves evidence of intent and consent for audit purposes.
| Criteria | Employee Security Application | Background Check Consent |
|---|---|---|
| Notarization | typically not required | not usually required |
| eSignature suitable | ||
| Contains access level | ||
| Contains SSN | sometimes | often |
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium+) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Complete by first day of employment; retain per 8 CFR §274a.2.
Typical turnaround 3–7 business days depending on scope and vendor.
Results often within 24–72 hours; timelines vary by lab.
Provide signed docs before system access is provisioned.
Conduct periodic retention reviews aligned with IRS or HIPAA rules.
Candidate completes and submits the application for review.
HR or vendor verifies identity and runs background checks.
Hiring or security team approves, denies, or requests clarification.
IT provisions accounts and access based on approved privileges.
Optica centralized onboarding to reduce manual entry and errors.
Martin Properties moved site-access requests online for field workers.