Scope of Work
Define tasks (policy drafting, proofreading, posting) with clear deliverables, turnaround times, and revision limits to set measurable expectations.
A clear written agreement reduces confusion about duties, protects confidential employee data, establishes ownership of edits and IP, and sets payment and termination terms that limit legal exposure. It also documents consent for electronic processing and data retention to support compliance.
Use signatures from authorized HR personnel and the editor; include countersignatures where required to bind parties and confirm acceptance of electronic execution.
Define tasks (policy drafting, proofreading, posting) with clear deliverables, turnaround times, and revision limits to set measurable expectations.
Specify rate model (hourly, per-piece, stipend), payment schedule, invoicing requirements, and any reimbursement policies for expenses.
Include non-disclosure obligations addressing employee PII, HR investigations, and trade secrets; reference HIPAA protections if handling PHI.
State whether edits, templates, and final content are assigned to the employer and include any license-back terms for the editor.
Detail how personnel data will be collected, stored, accessed, and deleted; note any required BAAs for PHI.
Set notice periods, cause-based termination rights, return-of-materials obligations, and dispute resolution preferences.
| Field | Configuration |
|---|---|
| Signature Order | Sequential signing by HR lead then editor |
| Authentication | Email link with optional SMS code for added assurance |
| Required Fields | Make name, title, date, and signature mandatory |
| Retention | Enable automatic PDF archiving with audit trail |
Ensure the platform offers retention, searchability, and export options for downstream compliance and audits.
Effective date often precedes or equals first invoice or start of work
Net 30 is common; specify invoice submission window
Allow 3–7 business days for vendor or contractor onboarding
Signed copy should be available immediately after completion
Retention begins on effective date or termination date
| 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 | Verify | Verify | Verify | Verify |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |