Offer Details
Position title, compensation, exempt/nonexempt status, hours, and start date. Clearly state any contingencies such as background checks, drug screening, or eligibility conditions to avoid ambiguity.
A single, structured HR Combined Form reduces duplication, lowers onboarding time, and improves data accuracy by consolidating core employment items and signatures into one process.
Typical users include HR professionals, hiring managers, payroll teams, and incoming employees who must complete required employment paperwork.
Each stakeholder has distinct responsibilities: HR prepares and stores the packet, hiring managers confirm role details, payroll configures pay information, and the employee completes required fields and signatures.
Position title, compensation, exempt/nonexempt status, hours, and start date. Clearly state any contingencies such as background checks, drug screening, or eligibility conditions to avoid ambiguity.
Employee tax withholding selections, Form W-4 instructions, state withholding elections, and payroll scheduling information required for correct pay and withholding setup.
I-9 instructions and checklist for required documents. Include guidance for remote document review or in-person verification to meet federal employment eligibility rules.
Bank routing and account numbers, deposit percentages or fixed amounts, and authorization language permitting payroll deposits to the specified account.
Handbook acknowledgement, confidentiality/NDA clauses if applicable, and electronic communications consent to ensure employees have accepted workplace policies and data practices.
Designated signature blocks for employee and employer, dates for each signature, and any witness or notary sections required by state or company policy.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel signing configured per packet requirements. |
| Authentication | Email link, SMS code, or knowledge-based authentication as required. |
| Reminders | Automated reminders and resend cadence to reduce unsigned packets. |
| Storage | Save to HRIS, cloud storage, or encrypted document repository. |
Confirm platform compatibility, authentication options, and document formats before issuing the HR Combined Form electronically.
Ensure the chosen platform supports audit trails, export to your HR systems, and required security certifications to meet recordkeeping policies.
Employers must complete Section 2 within three business days of hire (8 CFR §274a.2).
Employers must provide W-2s to employees by January 31 (IRS requirement).
Payers must furnish 1099-NEC forms to recipients by January 31 (IRS).
Employee W-4 should be collected before first payroll for correct withholding.
Retention periods begin on signature or filing dates, as applicable.
Optica standardized its onboarding packet across hires to reduce admin overhead and improve consistency.
Xerox integrated signed onboarding packets into NetSuite to automate personnel and payroll entries.
| 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 by plan | Varies by plan | Varies by plan | Varies by plan |
| 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 |