Identification
Legal name, DOB, and internal ID to link to HR records.
A clear Employee VIR Form reduces onboarding friction, documents employee consent, and preserves audit evidence of decisions; electronic execution can be legally valid under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted.
Typical internal and external users are HR staff, payroll teams, managers, and the employee signing the form.
Keep role responsibilities clear so each party knows how long to retain copies and who updates records.
The individual named on the form must sign or electronically sign to confirm identity and consent. If names or identifiers differ from ID documents, supplemental verification is necessary to prevent processing errors.
An HR officer or designated approver can countersign, certify receipt, or verify identity. Their role and authority should be documented in HR policy and reflected on the form.
| Field | Configuration |
|---|---|
| Signer Order | Employee then HR approver |
| Authentication | Email link or SMS code |
| Conditional Fields | Show medical fields only if consent given |
| Storage | Save to secure HR repository |
Use a platform that preserves an audit trail and supports secure storage and access controls.
Ensure the platform supports required compliance (BAA for HIPAA, audit trails for ESIGN/UETA) and maps to your retention policy.
Complete by employee start date
Process within payroll cycle
3 years from hire or 1 year after termination
Retain tax-related records at least 3 years
Retain 6 years where applicable
| Criteria | Employee VIR Form | W-9 |
|---|---|---|
| Purpose | policy/consent | taxpayer id collection |
| Tax Impact | possible | direct (tin reporting) |
| Notarization | rare | not required |
| Retention | hr policy | keep for payer records |
Legal name, DOB, and internal ID to link to HR records.
Current address and phone number for official notifications.
Clear checkboxes for data sharing, benefits enrollment, or medical disclosures.
Fields for TIN or withholding choices when relevant.
Signature area capturing timestamp and method of signing.
Form version, effective date, and governing state indicated.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
The airSlate SignNow team has been exceptional, responsive, the API has been great, and we're extremely happy that we chose airSlate SignNow as a company.
| 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 | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |