Scope
Define services, candidate levels, exclusions, and timelines so the agency and client understand deliverables and limits on authority.
A clear agreement reduces disputes over fees, candidate ownership, and confidentiality while aligning expectations for timelines, deliverables, and termination terms. It also preserves compliance with employment and data-protection obligations when third parties handle candidate information.
HR, talent acquisition leaders, hiring managers, procurement teams, and outside recruiting agencies commonly prepare or sign this agreement.
The signers usually include an authorized corporate representative from the client and an officer or authorized agent of the recruiting agency.
Define services, candidate levels, exclusions, and timelines so the agency and client understand deliverables and limits on authority.
State fee calculation, timing, invoicing procedures, interest on late payments, and whether fees apply to contingent or retained searches.
Specify how candidate ownership is determined (submission date, interview date), replacement windows, and fee obligations for hires.
Protect sensitive applicant and company information, include permitted disclosures, and require secure handling consistent with applicable privacy laws.
Limit liability appropriately, allocate responsibility for misrepresentations, and address indemnity for employment-related claims.
Describe notice periods, wind-down obligations, surviving clauses, and fee treatment for pending placements at termination.
| Field | Configuration |
|---|---|
| Signer Roles | Assign Client Rep and Agency Rep roles with email addresses |
| Authentication | Use email link or SMS code; escalate to KBA for higher assurance |
| Order | Set sequential or parallel signing depending on internal approval needs |
| Notifications | Enable reminders and completion receipts for audit trail |
Confirm platform features and file formats before sending to avoid delays and to meet compliance obligations.
Verify encryption in transit and at rest, confirm audit trails are captured, and ensure any HIPAA or industry addendum is applied when personal health data is involved.
W-9 provided upon request; 1099-NEC and W-2 deadlines: Jan 31
Use net terms stated in agreement; track due dates to avoid late fees
Set notice period for renewal or non-renewal in the termination clause
Schedule and complete checks before offer acceptance to comply with hiring timelines
Keep executed agreements and candidate records per retention rules
Agreement terms finalized and approved internally by legal
Signed by authorized representatives and dated
Agency submits candidates within the defined candidate ownership window
Handle replacement obligations or fee adjustments per clause
| 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 | No | Yes, limited | Yes, limited |
| Bulk Send | Yes (tiered) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |
Optica centralized agency contracts into a single template to reduce negotiation time.
Xerox integrated eSigning with enterprise systems to populate contract fields.