Applicant Details
Full legal name, contact information, date of birth where required, and government identification numbers used for payroll, tax classification, and background checks when applicable.
A combined form reduces duplicate data entry, centralizes consent and payment terms, and creates a single record for audit and retention. When executed electronically with an audit trail, it meets the ESIGN Act and UETA standards for enforceability in the United States and supports faster onboarding and billing cycles.
HR teams, hiring managers, accounts receivable staff, and independent contractors each use the HR Application and Invoice at different stages of onboarding and billing.
Organizing responsibilities reduces processing time, ensures consistent signatory authority, and makes downstream tasks like I-9 completion and 1099/W-2 reporting easier.
Full legal name, contact information, date of birth where required, and government identification numbers used for payroll, tax classification, and background checks when applicable.
Job title, department, manager, start date, employment type (employee/contractor), hours or scope of service, and compensation terms to support HR classification and labor law compliance.
W-9 or equivalent TIN certification for contractors, federal/state tax withholding selections for employees, and bank or payment method details for invoice settlement.
Invoice number, issue date, due date, line-item descriptions, quantities, unit prices, taxes, discounts, and a clear total to facilitate AP processing and matching.
Signatures for hiring authorization and acceptance of payment terms, plus manager or finance approval fields and recorded timestamps for auditability.
Document version, internal reference codes, and an audit trail capturing signer identity, IP, timestamps, and signing method to meet recordkeeping requirements.
| Field | Configuration |
|---|---|
| Require ID Upload | Yes — enforce before final submit |
| Tax Form Trigger | Auto-send W-9 on contractor selection |
| Approval Routing | Manager → HR → Finance sequence |
| Signature Method | Email link or SMS code authentication |
Choose a platform that supports secure eSignatures, audit trails, and the integrations your HR and finance systems require.
Ensure the provider can produce a tamper-evident certificate of completion and retain records in encrypted storage to meet audit and regulatory needs.
Provide upon payer request to avoid backup withholding.
Recipient and IRS copy due January 31 each year.
Provide employees Form W-2 by January 31 annually.
Employer completes Section 2 within three business days of hire.
Follow stated due date; common terms are Net 30 or Net 15.
| 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 region | Varies by plan | Yes, limited | Yes, limited |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
Optica implemented electronic onboarding to simplify customer interactions
Clinical practice moved intake and billing online to secure patient data