Scope of Services
Describe tasks provided (pay runs, tax filings, year-end forms, direct deposit, payroll tax deposits) and exclusions to avoid scope creep or misunderstanding.
A concise HR Payroll Proposal reduces ambiguity about tax obligations, pay schedules, and data ownership while documenting implementation steps and costs so leadership can approve a compliant solution with predictable timelines and accountability.
The proposal is prepared by HR, finance, or a payroll vendor and reviewed by stakeholders who manage payroll, tax compliance, and systems integration.
Final approval typically involves HR, finance leadership, and an authorized signing officer with budget authority to enter into vendor agreements.
Describe tasks provided (pay runs, tax filings, year-end forms, direct deposit, payroll tax deposits) and exclusions to avoid scope creep or misunderstanding.
Assign tasks clearly between employer and vendor: data submission cadence, approvals, reconciliations, and who files federal/state tax returns.
State how payroll data is secured, where it is stored, and which compliance frameworks apply (HIPAA for health data, IRS rules for tax reporting).
Include milestones for onboarding, parallel payroll runs, data mapping, testing, and a go-live date with contingency plans for issues.
List recurring and one-time fees, per-pay-run costs, setup fees, and billing terms so total cost of ownership is transparent.
Define success metrics, sample deliverables, error rates, and remedy procedures to confirm service meets contractual standards before final acceptance.
| Field | Configuration |
|---|---|
| Integration Setting | Connect HRIS or payroll system via API or CSV automated import. |
| Signer Authentication | Use email plus SMS code or SSO for stronger signer identity verification. |
| Field Mapping | Map payroll fields to HRIS columns to avoid manual rekeying. |
| Notification Rules | Set automatic reminders for reviewers and signers at defined intervals. |
Confirm supported file formats, integrations, and authentication options before e-submitting the proposal.
Ensure chosen platform preserves audit trails, stores signed copies securely, and meets any industry-specific compliance requirements.
Provide proposals at least 14 calendar days before decision deadline.
Allow 5–10 business days for HR and finance review.
Expect 3–7 business days per negotiation round.
Schedule signature at least 10 business days before go-live.
Plan 30–60 days for full implementation and parallel testing.
Scope and pricing finalized internally.
Vendor responds with capabilities and exceptions.
Authorized signatures obtained and dated.
Parallel runs complete and production starts.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
The airSlate SignNow team has been exceptional, responsive, the API has been great, and we're extremely happy that we chose airSlate SignNow as a company.
| 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 offer | Varies by offer | Varies by offer | Varies by offer |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |