Candidate Identity
Full legal name, any aliases, date of birth, and government ID type to permit accurate background searches and identity verification.
A clear HR Security Prescreen Form reduces onboarding risk by standardizing the data employers need for access decisions, auditing, and regulatory compliance, while preserving candidate consent records required by privacy and employment laws.
Centralizing prescreen intake reduces duplicated requests and provides a single record for audit, retention, and dispute resolution.
An HR Manager or recruiter completes intake fields, obtains candidate consent for checks, and submits the form to security and hiring teams. They are responsible for retention and ensuring the form includes required consumer disclosure language where applicable.
A security lead or IT approver reviews access needs and assigns clearance levels. They use the prescreen to decide provisioning, MFA requirements, and whether additional vetting (e.g., SOC, clearance) is necessary for role-based access.
Full legal name, any aliases, date of birth, and government ID type to permit accurate background searches and identity verification.
Current address, phone, and email used for verification and for sending disclosures and consent forms required by screening vendors.
Explicit consumer-facing consent language for background checks; must allow withdrawal instructions and confirm ability to receive records electronically if ESIGN disclosures apply.
Define systems, data sensitivity level, and required physical access to determine least-privilege provisioning and clearance prerequisites.
Candidate disclosures about criminal history or prior terminations, limited to the scope permitted by law and the employer’s policy.
Signature block with date, printed name, and checkboxes for consent; audit metadata captured when eSigned to support legal validity.
| Field | Configuration |
|---|---|
| Authentication | Email plus SMS code for higher-risk roles |
| Conditional fields | Show clearance questions only for roles requiring access |
| Audit trail | Enable IP, timestamp, and action logs |
| Reviewer routing | Auto-route to HR then security lead |
Confirm the platform supports export to your recordkeeping system and retains a tamper-evident audit trail for compliance.
Require candidate return within 5–7 business days to avoid hiring delays
Keep I-9 for 3 years after hire or 1 year after termination, whichever is later
Consent must be signed before running checks per FCRA requirements
Retention clock starts on creation or last effective date
Ensure first two years of records are readily accessible for inspections
HR sends the prescreen form to the candidate for completion.
Candidate returns the completed form with signed consent and ID details.
Background and identity verification results are received by HR/security.
IT provisions accounts and documents the access level assigned.
A mid-size firm standardized intake to reduce duplicates and errors
Healthcare provider added HIPAA consent fields and BAA controls
| 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 available) | Yes | Yes | No | No |