Hiring & Onboarding
Step-by-step prehire checks, offer letter templates, required forms (I-9, W-9 where applicable), and onboarding checklists to complete before first day.
A clear manual reduces legal and operational risk, improves consistency in employee treatment, and speeds routine HR tasks by documenting approved procedures and required records.
HR Administration Manuals are used by HR generalists, HR leaders, payroll teams, hiring managers, legal counsel, and auditors to order work and confirm compliance.
Effective manuals note who owns each process and when responsibility shifts to other departments, such as payroll, benefits vendors, or outside counsel.
Step-by-step prehire checks, offer letter templates, required forms (I-9, W-9 where applicable), and onboarding checklists to complete before first day.
Payroll schedule, benefits enrollment windows, eligibility rules, pay changes, and how to document salary or benefit elections.
Paid time off policies, FMLA eligibility triggers, documentation requirements, and approval workflows for intermittent or extended leave.
Performance review cadence, progressive discipline steps, documentation templates, and signatory approvals for terminations.
Retention schedules, storage locations, confidentiality safeguards, and disposition rules tied to legal obligations.
Role-based access rules, delegated signing authority, approval matrices, and escalation paths for exceptions.
| Field | Configuration |
|---|---|
| Access | Role-based access: HR, manager, payroll, legal |
| Template Library | Centralized templates with version control |
| Approval Order | Sequential or parallel approvals defined per action |
| Authentication | Email + optional SMS or KBA for sensitive actions |
Choose a platform that supports required file formats, secure authentication, and audit trails for HR records.
Jan 31 each year
Jan 31 to recipients and IRS
April 15 with standard extension options
IRS minimum 3 years (IRC §6501(a))
3 years after hire or 1 year after termination (8 CFR §274a.2)
Create initial version and internal annotations for review
Legal checks for statutory language and disclosures
C-Suite or designated approver signs off
Distribute final manual and conduct staff training
| Criteria | HR Administration Manual | Employee Handbook |
|---|---|---|
| Primary Purpose | procedures and forms | employee-facing policies |
| Legal Weight | operational reference | may create expectations |
| Update Frequency | as processes change | annual or as needed |
| Audience | hr and managers | all employees |
| 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 by plan | Varies by plan | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The interface is simple and easy to use for our team and customers.
The team found the solution responsive and reliable.