Parties
Full legal names and entity types for each party, including state of formation for entities and the signer's title to establish authority and attribution.
A properly drafted Employment Clients Agreement reduces ambiguity about duties, pay, and ownership of work product, and provides a contractual basis for enforcement. It helps manage compliance risks tied to tax reporting, confidentiality, and employment classification while supporting consistent operational onboarding and recordkeeping.
Identifying the right preparer and signer up front reduces rework and supports timely collection of required onboarding documents.
Full legal names and entity types for each party, including state of formation for entities and the signer's title to establish authority and attribution.
Precise description of services, deliverables, milestones, and any exclusions so expectations and acceptance criteria are clear.
Payment amounts, schedule, invoicing procedures, late fees, and who bears taxes or withholdings if relevant.
Start and end dates, renewal mechanics, notice periods, and termination for convenience or cause with any cure periods.
Nondisclosure scope, permitted disclosures, return/destruction of materials, and duration of confidentiality obligations.
Signature blocks for all parties with printed name, title, date, and witness or notarization fields if required by jurisdiction.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing per internal policy |
| Authentication | Email link, SMS code, or KBA depending on risk |
| Templates | Reusable template with locked fields for consistency |
| Notifications | Reminders and completion receipts enabled for all signers |
Align integrations and file formats with your HRIS and document repository to enable automated routing and secure storage.
Request signed agreement returned within 3–7 business days to avoid start-date delays.
Allow up to 5 business days for employer countersignature and distribution.
Collect identification per employer policy and retain per federal rules.
Provide any employee tax forms (W-4, W-9 on request) before first payroll.
Make signed copies available to parties immediately after completion.
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|---|---|---|---|---|---|
| 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 |