Identification
Employee legal name, job title, department, and employer legal entity to ensure an unambiguous record and correct HR file association.
A formal letter reduces ambiguity about responsibilities, documents employer approvals for payroll and tax purposes, and creates a clear record for HR, safety, and legal reviews. It helps ensure consistent application of remote-work policies and supports future audits or dispute resolution.
Keep the letter with the employee’s personnel file and share copies with payroll, IT, and the employee to ensure transparent recordkeeping.
Responsible for drafting the letter, storing the signed record in the personnel file, and coordinating checklist items such as I-9 review, payroll setup, equipment provisioning, and accommodations. HR verifies that terms align with company policy and legal obligations.
Receives, reviews, and signs the WFH Letter to acknowledge policies, equipment responsibilities, and work expectations. The employee must return a signed copy for documentation and maintain availability and secure handling of company data.
Employee legal name, job title, department, and employer legal entity to ensure an unambiguous record and correct HR file association.
Start date and, if applicable, an end date or review cadence so payroll and benefits teams apply correct program rules and tax treatments.
Expected hours, core availability windows, time-tracking requirements, and overtime rules to align expectations and payroll calculations.
List of employer-provided devices, employee responsibilities, reimbursement terms, and conditions for returns at separation.
Data handling, VPN and endpoint requirements, and any HIPAA or FERPA safeguards when protected information is accessed remotely.
Conditions for revoking remote status, process for returning equipment, and steps for updating work location for tax or benefits purposes.
| Field | Configuration |
|---|---|
| Template name | WFH Letter Template |
| Signer order | Employee → Manager → HR |
| Authentication | Email plus SMS code or corporate SSO |
| Storage location | HRIS folder and employee personnel file |
Ensure the platform can produce a certificate of completion, retain tamper-evident signed copies, and integrate with your document retention system.
Provide the signed letter prior to the employee’s first remote workday.
Keep I-9 forms per 8 CFR §274a.2 retention rules.
Update payroll state/residency within the pay cycle to reflect remote location.
Review remote-work terms at least annually or upon material change.
Store signed letter and audit trail in HRIS and personnel file.
Employee or manager requests remote eligibility and provides rationale.
Manager and HR determine approval and any conditions.
All parties sign and date the letter; collect electronic audit trail.
Save to personnel file and monitor for changes or revocation.
A startup formalizes telework for distributed staff to ensure consistent equipment reimbursement
An academic department issues a WFH letter for remote administrative staff to address FERPA controls
| 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 | Check vendor | Check vendor | Check vendor | Check vendor |
| Bulk Send | Yes (Business Premium) | Check vendor | Check vendor | Check vendor | Check vendor |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Check vendor | Check vendor | Check vendor | Check vendor |