Welcome & Scope
Defines who the policies apply to, effective date, and relationship to a later employee handbook or collective bargaining agreement.
A clear starter policy package reduces onboarding variability, improves legal consistency, and documents expectations for employees and managers. It creates a baseline for compliance with tax, recordkeeping, and nondiscrimination obligations while limiting ad hoc practices that increase risk.
These policies are an operational starting point; employers should expand them into a comprehensive employee handbook as headcount, regulatory complexity, or union activity increases.
Defines who the policies apply to, effective date, and relationship to a later employee handbook or collective bargaining agreement.
Summarizes workplace behavior expectations, anti-harassment statement, and reporting channels for complaints or investigations.
Lists required forms (I-9, W-4, state tax forms) and deadlines for completion and submission to payroll.
Outlines major leave categories (sick, vacation, FMLA eligibility notice) and the process for requesting time off.
Describes how employee personal data is collected, stored, and protected, and notes HIPAA/FERPA considerations where applicable.
Contains the employee signature block for policy receipt and consent to electronic records where permitted under ESIGN and applicable state law.
| Field | Configuration |
|---|---|
| Authentication | Email link by default; enable SMS or two-factor for sensitive records |
| Role order | Signers complete in specified sequence: employee then HR |
| Required fields | Mark signature, date, and identity fields mandatory |
| Audit trail | Enable full event logging (IP, timestamp, actions) |
Ensure the platform can export tamper-evident signed PDFs and store the certificate of completion alongside source files for audits.
Complete Section 1 by first day; verify identity within three business days of hire (8 CFR §274a.2).
Obtain before first payroll run to calculate withholding accurately.
Report new hires to state directory per state deadline (varies by state).
Adhere to carrier enrollment windows set by employer plan documents.
Collect signed acknowledgments on or before the employee's start date when practicable.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |