Role Details
Job title, department, location, reporting manager, exempt/nonexempt classification, and whether remote work is permitted.
A standardized request speeds offer preparation, reduces errors, and centralizes approvals. It helps ensure consistent terms, correct classification, and that required checks (I-9, background, benefits enrollment) are triggered before the employment agreement is issued.
When completed, the request becomes the source of truth for the final employment agreement and the basis for the e-signature workflow and retention plan.
Job title, department, location, reporting manager, exempt/nonexempt classification, and whether remote work is permitted.
Base salary, bonus structure, equity grants, pay schedule, and any signing or relocation payments with clear currency and frequency.
Proposed start date, fixed-term or at-will status, probationary period, and notice or severance provisions if applicable.
Background checks, drug screening, visa or work authorization, credential verification, and other preconditions tied to employment.
Job description, offer letter draft, IP assignment, noncompete or NDA drafts, and benefits summary as separate exhibits.
Designated approvers (hiring manager, HR, legal) and final signing authority with role-specific signature order.
| Field | Configuration |
|---|---|
| Approval Order | Hiring manager → HR → Legal |
| Authentication Level | Email link or SMS code for candidate |
| Conditional Fields | Show visa fields only if work authorization required |
| Template Attachments | Auto-attach NDA and benefits summary |
Ensure the chosen provider supports required compliance (ESIGN/UETA), offers audit trails, and connects to core systems such as HRIS, NetSuite, or Google Workspace.
Typical 3–7 calendar days depending on policy
Complete within three business days of hire
Submit details at least one pay period before first payday
Open enrollment or 30 days after start, per plan rules
Retention period begins on agreement effective date
Hiring manager completes and submits the request for review.
HR and legal sign-off recorded before candidate contact.
Agreement issued to candidate for signature with audit trail.
Signed copies stored in HRIS and legal repository.
Often initiates and approves the request; may be authorized to countersign in lower-risk offers, but final signing authority typically belongs to HR or executive management depending on pay grade and company policy.
Chief People Officer or Chief Legal Officer frequently holds signature authority for senior hires or non-standard terms; their signature binds the company and should be listed explicitly in the request to avoid invalid execution.
A company standardized offer templates to remove ambiguity in equity grants
A clinic required HIPAA protections and credential verification before hiring clinical staff
| 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 | Limited |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |