Scope of Services
Describe specific HR functions provided (payroll, benefits admin, recruiting, compliance audits), deliverables, measurable service levels, and any excluded tasks to avoid scope creep.
A clear written agreement allocates compliance responsibilities, limits liability, specifies service levels and fees, and documents data handling and confidentiality obligations. Using a template reduces negotiation time while ensuring critical protections for payroll, benefits, and regulatory compliance.
The template suits organizations outsourcing HR functions and MSOs that deliver bundled HR services.
Use the template as a starting point; customize scope, controls, and indemnities to match operational realities and regulatory obligations.
Describe specific HR functions provided (payroll, benefits admin, recruiting, compliance audits), deliverables, measurable service levels, and any excluded tasks to avoid scope creep.
Specify pricing model (flat fee, per-employee-per-month, transactional fees), invoicing cadence, expense reimbursement, payment terms, and late-payment remedies.
Obligate the MSO to apply controls for employee data, encryption standards, breach notification timelines, and require Business Associate Agreement where HIPAA applies.
Assign responsibility for tax filings, wage-hour compliance, I-9 verification, benefits reporting, and provide audit rights and documentation delivery timelines.
Limit and allocate liability, define indemnification triggers (third-party claims, regulatory fines), and set caps or exclusions consistent with negotiated risk appetite.
State initial term, automatic renewal rules, notice periods for nonrenewal or termination for convenience, and transition assistance obligations on exit.
| Field | Configuration |
|---|---|
| Reviewer Order | Sequential routing with defined approvers |
| Authentication | Email + SMS code or stronger KBA where required |
| Signature Placement | Explicit signature, initials, and date fields |
| Audit Trail | Enable capture of timestamps, IP, and action log |
Ensure your chosen platform supports secure signature capture, a detailed audit trail, and the document formats in use.
Prefer solutions that provide encryption in transit and at rest, a retrievable audit record, and optional advanced authentication for higher-risk HR or healthcare data.
Date contract obligations begin; entered as MM/DD/YYYY.
Contract expiration date before renewal terms apply.
Typical 30–90 days' written notice to decline renewal.
Notice period, often 30–60 days, as negotiated.
Identify period after termination for handover of records.
| 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 | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |