Metrics Grid
Central table for KPIs such as time-to-fill, turnover rate, payroll error rate, and average days to onboard with data sources noted.
A consistent scorecard aligns HR activities with measurable KPIs, reduces manual tracking errors, and provides an auditable snapshot of controls and process performance.
Completed scorecards are usually reviewed by HR leadership and retained for internal audit and compliance evidence.
Central table for KPIs such as time-to-fill, turnover rate, payroll error rate, and average days to onboard with data sources noted.
Itemized checks for I-9 completeness, W-2/1099 readiness, benefits enrollment verification, and required notices.
Document open issues, severity, risk owner, and compensating controls tied to policy or regulatory gaps.
Short-term and long-term remediation items with owners, milestones, and status (Not Started/In Progress/Complete).
Attach payroll reconciliations, audit logs, vendor statements, or screenshots of HRIS reconciliations for evidence.
Designated signatory fields for HR lead and finance or legal as required for the organization’s review process.
| Field | Configuration |
|---|---|
| Signature Type | Electronic signature field; visible name and date required |
| Authentication | Email link by default; SMS code for sensitive approvals |
| Field Logic | Conditional fields for department-specific checklists |
| Retention Setting | Enable immutable audit trail and attach signed PDF |
Ensure the platform can export signed PDFs with embedded audit logs and integrates with your HRIS for archival.
W-2/1099 recipient distribution due Jan 31 each year
W-2 and 1099 electronic filing due Jan 31/Mar 31 depending on form
Retain 3 years after hire or 1 year after termination (8 CFR §274a.2)
Disclosures tied to plan calendar and ERISA requirements
Quarterly scorecard updates recommended for high-volume HR teams
Compile HRIS extracts and payroll reconciliations for the reporting period
Consolidate comments from HR operations, payroll, and legal teams
Obtain sign-off from HR lead and finance where required
Store signed copy in records system with retention metadata
Signed PDF with embedded audit trail and attachments preserved for records
Editable DOCX for versioning; do not use as final archival copy
Export KPIs as CSV for analytics and reporting ingestion
Store in enterprise cloud storage with retention metadata
| 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 (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Optica’s HR team standardized metrics across locations to reduce inconsistent reporting.
Tech Data used a centralized scorecard to align internal and external service levels.