Scope of Services
Define recruiting, placement, onboarding assistance, background checks, or payroll services in measurable terms so parties agree on deliverables and responsibilities.
A single master agreement streamlines recurring placements, clarifies commercial terms and IP/ownership expectations, and reduces contract friction. It also supports consistent compliance with employment-screening, tax-reporting, and privacy requirements when paired with accurate supporting records.
Use by multiple internal stakeholders ensures the agreement reflects payroll, tax, and privacy obligations before execution.
Define recruiting, placement, onboarding assistance, background checks, or payroll services in measurable terms so parties agree on deliverables and responsibilities.
Include fee formulas, invoicing cadence, late payment interest, dispute-resolution process, and responsibility for payroll taxes or benefits when applicable.
State data-handling obligations, permitted uses of candidate information, and any required data processing addenda for personal data protection.
Specify who orders, pays for, and retains background checks, drug tests, and right-to-work verification to avoid duplication or compliance gaps.
Limit and allocate liability for misclassification, tax withholding, noncompliance, and third-party claims arising from placements.
Set contract length, termination notice, transition assistance, and post-termination obligations for open placements and confidential information.
| Field | Configuration |
|---|---|
| Signature Order | Sequential signing: client then agency to ensure review before countersignature |
| Authentication | Email plus SMS code or ID verification for high-risk roles |
| Template Variables | Use placeholders for names, dates, and fees to reuse the master template |
| Retention Policy | Automate storage duration and access controls per company retention schedule |
Verify platform security certifications and BAA availability if handling protected health information, and confirm retention and export options meet audit needs.
| 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, no credit card required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Optica centralized vendor terms across multiple hiring projects to reduce negotiation time and improve consistency.
A single master agreement covered recurring placement fees across multiple property sites, reducing duplicate paperwork.