Parties
Identify the employer entity and the employee by full legal name and business title, including employer address to avoid ambiguity.
A concise starter contract reduces ambiguity about pay, duties, and probationary terms, lowering disputes and onboarding friction. It also creates a documented basis for payroll setup and benefits eligibility while supporting regulatory compliance for recordkeeping and I-9 verification.
Each party should retain a signed copy and confirm that names and dates match supporting records to avoid downstream issues.
Identify the employer entity and the employee by full legal name and business title, including employer address to avoid ambiguity.
Describe job title, reporting manager, primary duties, and whether the role is exempt or nonexempt under the Fair Labor Standards Act.
State salary or hourly rate, pay frequency, bonus eligibility, and any sign-on or relocation payments with clear payment timing.
Specify the effective start date in MM/DD/YYYY format and any onboarding milestones or probationary period length.
Include non-disclosure obligations, IP assignment terms if applicable, and any restrictions on use of proprietary information.
State whether employment is at-will or for a fixed term and include dispute resolution, governing law, and arbitration clauses if used.
| Field | Configuration |
|---|---|
| Template Selection | Choose a standardized template to reduce manual edits and errors. |
| Signer Order | Set employee to sign first or second depending on whether HR must countersign. |
| Authentication Level | Use email or SMS codes for hire-level identity; require stronger verification for executive hires. |
| Reminders & Routing | Set automated reminders and route copies to payroll and HR after completion. |
Confirm platform compatibility with your HRIS, single sign-on, and retention policies before widespread rollout; ensure HIPAA or other addenda if health data is involved.
W-4 in PDF or DOCX, completed before the first payroll; keep the employee-provided copy and the processed payroll copy.
I-9 supporting documents (ID, passport) scanned as PDF; follow I-9 retention rules and retain proof of inspection.
Bank routing and account details saved securely; mask account numbers in HR views to limit exposure.
Signed employee handbook acknowledgements, confidentiality agreements, and arbitration consents stored with the contract.
Complete W-4 before first payroll run.
Employer must complete Form I-9 within three business days of hire.
Allow one payroll cycle for financial institution setup.
Follow plan-specific windows, commonly 30–60 days after start date.
Schedule evaluation at the end of the stated probationary period.