Scope of Services
Clearly list tasks and deliverables (payroll, benefits admin, recruiting, compliance reporting) and exclude items to avoid ambiguity.
A written agreement clarifies roles, reduces regulatory risk, ties vendor performance to remedies, and documents data protection and confidentiality obligations required for payroll and personnel records.
The HR Managed Services Agreement is used by organizations that outsource HR functions and by the service providers who deliver them; it helps align expectations and compliance obligations.
Use the agreement to document data flows, identify subcontractors, and set audit, security, and breach-notification procedures before services begin.
Clearly list tasks and deliverables (payroll, benefits admin, recruiting, compliance reporting) and exclude items to avoid ambiguity.
Define response times, accuracy targets, uptime, penalty or remediation steps, and reporting cadence for performance measurement.
Specify handling of PII/PHI, encryption standards, breach notification timelines, and requirement for a Business Associate Agreement if HIPAA applies.
Detail fee structure (per-employee, per-transaction, flat retainer), billing cycle, and chargebacks for errors or missed SLAs.
Require disclosure and approval of subcontractors, and flow-down of confidentiality and security obligations to any third party.
Include termination for convenience and cause, transition assistance, data return/secure deletion, and final reconciliation procedures.
| Field | Configuration |
|---|---|
| Signing Order | Define sequential or parallel signing per role |
| Authentication | Choose email link, SMS code, or stronger verifier |
| Attachment | Include exhibits and evidence of authorization |
| Audit Trail | Enable timestamps, IP, and certificate capture |
Choose a platform that supports required file types, authentication methods, audit trails, and integrations with HRIS and document storage.
Confirm the vendor's compliance posture (HIPAA BAA if PHI involved, SOC 2, ESIGN/UETA conformance) and retention options before finalizing the workflow.
Detailed task list, frequency, and owner assignments that translate contract language into operational steps and measurable outputs.
Technical and organizational measures, encryption, incident response, and any required Business Associate Agreement if handling PHI.
Fee table with calculation examples for onboarding, per-employee charges, and ad hoc services to avoid billing disputes.
Steps, timeline, and data export format for winding down services or switching vendors without service interruption.
Effective Date as signed by both parties
30–90 days for data migration and systems integration
First 30–90 days to validate performance against targets
Specify billing start (e.g., first full payroll cycle after go-live)
30–120 days post-termination for data transfer and cutover
| 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 promotion | Varies by promotion | Varies by promotion | Varies by promotion |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The interface simplified execution for internal teams and customers alike.
Flexible signing supported multiple formats and integrations.