Identification
Name, date of birth, government ID type and number, proof-of-identity attachments that support I-9 verification and identity checks.
A consistent form reduces onboarding delays, lowers data-entry errors, creates an auditable record, and centralizes required fields for tax and immigration compliance. It also supports workflow automation and faster payroll setup while preserving proof of receipt and consent.
Employers, HR teams, hiring managers, and new hires interact with the Employee Submission Form at different stages of onboarding.
Clear role separation — who fills which fields and who verifies identity — reduces rework and regulatory risk.
Name, date of birth, government ID type and number, proof-of-identity attachments that support I-9 verification and identity checks.
Mailing and residential address, phone number, and preferred email used for onboarding communications and benefits correspondence.
Federal and state withholding fields consistent with W-4 and state equivalents to ensure correct payroll withholding from first pay period.
Position title, department, start date, pay rate, hours, and reporting manager to trigger payroll and access provisioning.
Primary contact name, relationship, and phone to be used for urgent notifications and benefits administration.
Space for required documents (IDs, certifications, licenses) with clear file type and size instructions for acceptance.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS code, or stronger KBA depending on sensitivity |
| Field Types | Use required, conditional, and formatted fields to enforce entry standards |
| Routing Order | Set signer sequence for approvals and HR verification |
| Retention Settings | Automate archival and access controls per retention policy |
Choose a platform that supports secure transmission, common file formats, and the integrations your HR stack requires.
Complete within three business days of hire (8 CFR §274a.2)
Employee should provide before first payroll run to set withholding
Confirm bank and tax details before first pay calculation
Employers must issue W-2s to employees by January 31 each year
Report payees by January 31 when applicable
Form is received and timestamped in HR system.
HR verifies IDs and links documents to personnel file.
Payroll processes tax and bank data before first pay.
Signed form and audit trail stored 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 | 7-day free trial | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |