Data Inventory
Comprehensive list of HR datasets, owners, record counts, and primary keys plus brief source descriptions for each feed and integration.
A clear document reduces integration errors, enforces privacy and compliance controls, and speeds onboarding of analysts and engineers by centralizing data definitions, retention rules, and signing authorities.
Teams involved in creation typically include HR, data engineering, security, and legal stakeholders.
Use the document as a single source of truth for design, deployment, and audit-ready operations.
Comprehensive list of HR datasets, owners, record counts, and primary keys plus brief source descriptions for each feed and integration.
Field names, types, allowed values, formats, examples, and required/optional flags for every attribute used in analytics and payroll.
Deterministic mapping of source fields to canonical attributes, aggregation logic, derived-field formulas, and error-handling rules.
Role-based access definitions, least-privilege rules, data masking requirements, and methods for requesting or revoking access.
Retention periods by record type, secure deletion workflows, and legal basis for retention tied to IRS, HIPAA, or other regulations.
Logging, change history, data lineage, test datasets, and the expected format for audit artifacts to support compliance reviews.
| Field | Configuration |
|---|---|
| Authentication | Use email + SMS OTP or enterprise SSO for signer verification |
| Conditional Fields | Show or hide sections based on role or previous answers |
| Audit Trail | Capture timestamps, IPs, and action history for each signer |
| Retention Hook | Automate export to secure archive after signature and finalization |
Specify minimal platform requirements so signatures and archives meet compliance and audit needs.
Ensure the chosen platform supports audit trails, role-based access, encryption at rest, and exportable logs to meet regulatory and internal review requirements.
Deliver initial datasets at least 48 hours before payroll cutoff.
Freeze schema two weeks before production deployment.
Retain I-9 forms 3 years post-hire or 1 year post-termination, whichever is later.
Provide validated payroll data in time for W-2/1099 deadlines (employee copies by Jan 31).
Acknowledge requests within 3 business days and estimate completion timeline.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes (premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |