Identification
Full legal name, DOB, SSN (where lawful to request), and government ID references to support tax and eligibility checks.
A consolidated HR Tankbuilder Form reduces information gaps, speeds onboarding, and centralizes legal acknowledgements so employers can meet regulatory retention and audit-trail obligations without maintaining multiple, inconsistent documents.
Different participants will see different fields and signature requirements; configure access and signer roles accordingly.
HR administrators act as the document owner: they populate role codes, verify identity documents, attach supporting records, and ensure the completed form is archived in the employee file per retention policy.
The new employee supplies personal data, selects benefits where applicable, initializes tax and payment fields, and provides the required electronic signature and date to acknowledge policies and terms.
| Field | Configuration |
|---|---|
| Signer Order | Sequential for HR then employee |
| Authentication | Email link with optional SMS code |
| Conditional Fields | Show benefits section only if full-time |
| Retention Policy | Automatically archive to HRIS on completion |
Pick a platform that integrates with payroll and HR systems to automate archival and limit manual transfers.
Full legal name, DOB, SSN (where lawful to request), and government ID references to support tax and eligibility checks.
Position title, department, manager, work location, FTE status, and anticipated schedule to clarify scope and payroll classification.
Base salary or hourly rate, pay frequency, bonus eligibility, and any signing or relocation allowances with clear calculation terms.
W-4 or state withholding screens, direct deposit information, and vendor/payee setup instructions for accurate payroll processing.
Policy acknowledgements, confidentiality clauses, and electronic consent language meeting ESIGN disclosure requirements when applicable.
Space for I-9 documents, background check consent forms, certifications, and other supporting records referenced in the form.
HR consolidated hiring data into one Tankbuilder Form for every new hire, reducing missing fields by 75%
A tech firm used the form to capture contractor tax and payment details and attach SOWs, lowering invoice disputes
Submit forms at least one full pay period before start date
Complete I-9 within three business days of hire
Process withholding changes before the next payroll run
Enroll within plan-specific election windows
Retain signed forms per retention schedule in personnel file
| 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 | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |