Identification
Fields for full legal name, DOB, SSN or alternative ID, and current address to facilitate identity verification and background matching.
Clear, accurate disclosures reduce hiring risk, support regulatory compliance, and create an auditable record for background checks and internal decisions. They help employers make consistent hiring decisions and enable employees to disclose material facts while preserving privacy controls.
Role clarity helps assign responsibility for distribution, verification, and secure storage across the organization.
Fields for full legal name, DOB, SSN or alternative ID, and current address to facilitate identity verification and background matching.
Clear yes/no prompts and short free-text areas for criminal history, licensing issues, conflicts of interest, and outside employment disclosures.
Explicit authorization language for background checks, reference checks, and drug testing where applicable; specify scope and recipients.
Structured fields for prior employers, positions, responsibilities, and dates to support verification and eligibility assessment.
Statement describing how information will be used, stored, and shared; include HIPAA or other data-handling notices when applicable.
Signature, printed name, and date with space for witness or notary if state law or employer policy requires authentication.
| Workflow Field and Configuration Guide | Field | Configuration |
|---|---|
| Signer Authentication Method Required Option | Email link | SMS code or KBA for higher risk |
| Signature Field Placement and Required | Signature block | Required before submission |
| Conditional Fields and Visibility Rules | Show criminal-history details only if 'Yes' selected |
| Document Retention and Export Settings | Export PDF | Store audit trail and attachments |
Confirm vendor compliance (ESIGN, UETA, HIPAA if applicable) and ensure secure export to HRIS or document storage.
No statutory deadline; supply when a payer requests
Employee copy due by January 31
Forms due January 31 for nonemployee compensation
Retain 3 years after hire or 1 year after termination, whichever is later
Form 1040 due April 15 unless extended
| 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 | Yes, 7-day | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |