Parties
Identify employer legal entity and employee by full legal name and business address.
A concise Employment Position Agreement reduces disputes by documenting role scope, pay, eligibility for benefits, and termination terms, and it helps enforce confidentiality, noncompete, and IP assignment clauses where permitted by state law.
Organizations and individuals that commonly use Employment Position Agreements include HR teams, hiring managers, outside counsel, and new hires; the document is useful for both corporate employers and small businesses.
Use the agreement as part of the onboarding packet together with Form I-9, W-4, and benefits enrollment forms to create a complete hire file.
Identify employer legal entity and employee by full legal name and business address.
Job title, reporting manager, primary duties, FLSA status (exempt/nonexempt), and regular work location or remote-work terms.
Salary or hourly rate, pay schedule, bonus eligibility, commission structure, and overtime rules if nonexempt.
Start date, probationary period if any, notice requirements, at-will language where applicable, and severance terms if offered.
Non-disclosure, invention assignment, and any carve-outs needed for prior inventions or permissible outside activities.
Eligibility for health insurance, retirement plans, paid time off, and reference to employee handbook or policy documents.
| Field | Configuration |
|---|---|
| Signer Order | Sequential: HR then employee then manager |
| Authentication | Email + SMS code for employee; optional KBA for higher-risk roles |
| Required Fields | Signature, date, printed name, IP/initials on critical clauses |
| Retention | Store PDF with audit trail and keep access-controlled |
Choose a platform that supports secure audit trails, the required authentication level, and formats you need for downstream systems.
Confirm the platform supports record retention, audit trails, and any required compliance (HIPAA BAA if health data is present) before use.
Complete verification within three business days of hire per 8 CFR §274a.2 requirements
Obtain employee’s W-4 at hire to set withholding; payroll cannot delay withholding obligations
Open enrollment or new-hire enrollment deadlines vary by plan — confirm carrier deadlines
Conduct probationary performance review by stated probation end date
Retention periods begin on effective date or termination date depending on the record type
Offer letter issued and candidate accepts; triggers agreement preparation
Agreement signed by both parties and dated
Employee completes onboarding tax and employment eligibility forms
Executed agreement and forms saved to HR system and payroll files
Optica standardized role templates to cut onboarding confusion
A real estate firm moved agreements online to avoid in-person signings
| 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 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |