Applicant Identity
Full legal name and government ID details, including exact name spelling and date of birth, so identity proofing and I-9 verification match supporting documents without exception.
A complete application establishes identity, tax status, and role expectations, enabling accurate payroll setup and legal compliance. It reduces later disputes over hiring terms, supports record retention obligations, and creates a single source for onboarding data that auditors, payroll providers, and regulators can rely on.
After submission, signed copies are retained per company policy and applicable federal and state retention rules to support payroll audits and compliance reviews.
A Managing Member or authorized officer signs to approve hires where internal policy requires member-level authorization. This signature confirms budget approval, role assignment, and that the company will assume employment-related obligations on the effective date.
HR Managers or designated HR staff complete verification fields, attest to identity checks and I-9 completion, and retain the final application in employee personnel files according to retention rules and audit requirements.
Full legal name and government ID details, including exact name spelling and date of birth, so identity proofing and I-9 verification match supporting documents without exception.
Permanent address, mailing address if different, phone, and email; avoid P.O. boxes for service-of-process purposes and ensure emergency contact details are present.
W-9 for contractors or employee tax status fields; include taxpayer identification number and backup withholding notice if the TIN is missing or invalid.
Job title, department, start date in MM/DD/YYYY format, pay rate or fee schedule, and whether the role is exempt or nonexempt for wage-and-hour rules.
Background check, drug testing, and data processing consent boxes with clear language to document applicant agreement and lawful basis for checks.
Signed and dated signature lines for the applicant and authorized company representative, with printed names and titles to establish attribution and intent to sign.
| Field | Configuration |
|---|---|
| Signature Order | Applicant first, HR or manager second |
| Authentication | Email + optional SMS code |
| Required Fields | TIN, start date, signature, consents |
| Retention Policy | Automated archive to secure storage |
Ensure the chosen solution meets ESIGN/UETA requirements and your industry compliance needs, such as a BAA for healthcare, and enables audit trails and exportable records for audits and legal review.
Complete required I-9 sections within the timeframe required by regulation (Section 2 typically within three business days of hire)
Provide W-9 when requested; no IRS filing deadline but required before payments
File 1099-NEC to recipient and IRS by January 31 when applicable
Provide W-2 to employees by January 31 each year
Individual Form 1040 due April 15, with extension to October 15 if properly filed
Confirm receipt and begin identity verification and form completeness check
Complete I-9 and gather W-9 or tax status information before first payroll run
Order and verify background checks and drug screens when required
Manager or authorized signer approves start date and payroll enrollment
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |