Candidate Details
Structured fields for full name, contact, identifiers, and availability for background checks and onboarding.
Standardizing campaign intake with a single form reduces administrative errors, creates an audit-ready record, and speeds approvals across hiring managers and payroll. It also preserves key dates and approvals needed for compliance with recordkeeping and equal employment opportunity practices.
Completed forms become part of the personnel file and support later audits, onboarding, and retention decisions.
| Field | Configuration |
|---|---|
| Template Name | Use a unique name with campaign code for searchability. |
| Recipient Authentication | Require email + SMS code for approvers in sensitive roles. |
| Conditional Fields | Show wage and benefits fields only after approval selection. |
| Notifications | Enable reminders for pending approvals and completion receipts. |
Ensure the chosen platform supports audit trails, role-based access, and secure storage to meet HR compliance needs.
Structured fields for full name, contact, identifiers, and availability for background checks and onboarding.
Job code, department, hiring manager, and campaign identifier for HRIS mapping and reporting.
Standardized scoring fields or checkboxes to document interview outcomes and selection rationale.
Designated signature lines and approval checkboxes to capture hiring manager and HR sign-off.
Sections for EEO classification, eligibility to work, and required pre-employment screening.
Resume, consent forms, and background-check authorizations linked to the campaign record.
Attach as PDF or DOCX to preserve formatting and searchable text across systems.
Include signed background and drug-screen consent as separate, auditable attachments.
Store interviewer comments as structured fields to support consistent evaluation.
Provide CSV or Excel export for bulk HRIS import and reporting.
Date the position is opened to applicants; start of retention clock for campaign records.
Set final date for receipt of applications to close candidate intake.
Period for interviews and candidate evaluations, commonly two weeks.
Final date for hiring manager signature to meet onboarding timeline.
Target start date used to schedule payroll and benefits setup.
Create form and validate mandatory fields before sending for approval.
Send to hiring manager and HR lead, capture signatures and timestamps.
Produce final signed copy and attach supporting documents.
Store final record in HRIS or document repository with audit trail.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Optica streamlined candidate intake with a single template and routing rules.
Martin Properties moved approvals online and enforced required fields.