Employee Details
Full legal name, date of birth, SSN, address, phone, and email to uniquely identify the employee and match payroll records.
HR teams, payroll administrators, and new employees typically complete the G-4 during onboarding or when payroll elections change.
Accurate completion aligns tax withholding, benefits, and compliance obligations and reduces the risk of payroll corrections and potential penalties.
Full legal name, date of birth, SSN, address, phone, and email to uniquely identify the employee and match payroll records.
Job title, hire date, employee ID, department, and work location to drive payroll codes, tax jurisdiction, and benefits eligibility.
Federal and state withholding selections, additional withholding amounts, and state-specific withholding certificates or allowances.
Basic benefits choices or enrolment triggers; often a checkbox acknowledging separate benefit forms are required.
At-will employment, confidentiality, and handbook acknowledgement checkboxes with signatory attestation and date fields.
Signature block with date and a statement authorizing payroll deductions and confirming the accuracy of provided information.
| Field | Configuration |
|---|---|
| Auto-fill source | HRIS attribute mapping |
| Signer order | Employee → HR reviewer → Payroll |
| Authentication | Email + SMS code or SSO |
| Retention | Save PDF + audit trail |
Choose a platform that supports required authentication, audit trails, and file formats for HR workflows.
Ensure the selected solution can export signed PDFs with embedded audit trails and integrates with your HRIS for automatic record updates and compliance reporting.
Collect before first payroll run to avoid retro pay
Update within one pay period of role or withholding change
Review elections annually or when requested by employee
Re-evaluate state withholding and tax jurisdictions
Promptly update affected withholding fields
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |