Personal Details
Full legal name, preferred name, date of birth, and contact information used to establish identity and communication channels for employment records and benefits.
Accurate completion reduces payroll delays, prevents tax withholding errors, and supports regulatory compliance for I-9, W-2, and benefits enrollment. Complete forms speed onboarding, help avoid fines tied to missing or incorrect records, and create a clear, auditable personnel record for HR and finance teams.
The ICIMS Employee Information Form is completed by new hires and managed by HR; other stakeholders access it during onboard workflows.
Proper role separation and controlled access ensure data accuracy and limit exposure of sensitive personal information.
Full legal name, preferred name, date of birth, and contact information used to establish identity and communication channels for employment records and benefits.
Job title, department, start date, work location, exempt/nonexempt status and manager information necessary for payroll coding and benefits eligibility.
Federal and state withholding elections and taxpayer identification numbers (SSN or ITIN) required to process W-2 reporting and determine withholding amounts.
Bank routing and account numbers, account type designation, and authorization language to enable electronic payroll deposits and reduce manual check issuance.
Primary and secondary emergency contacts with relationship and phone numbers retained for safety protocols and urgent communications.
Signature blocks for policy acknowledgements, background-check consent, arbitration or confidentiality notices, and any required electronic-consent disclosures.
| Configurable Workflow Setting | Configuration |
|---|---|
| Authentication Method | Email plus optional SMS code for added verification |
| Conditional Field Logic | Show role-specific fields only when triggered by job type |
| Bulk Onboarding | Use bulk send for cohorts to reduce repetitive setup |
| Retention Automation | Archive signed forms per retention policy automatically |
Ensure your signing platform accepts standard HR file formats and integrates with HRIS and payroll tools.
Confirm the platform supports audit trails, conditional fields, and connector workflows so signed forms flow reliably into payroll and benefits systems.
Complete Section 1 at hire and Section 2 within three business days of hire (8 CFR §274a.2)
Employers must prepare accurate payroll data to meet W-2 reporting obligations for the year ending Jan 31
New hire benefits elections typically fall within 30–60 days of start date per employer policy
Set up before the first payroll run to ensure timely payment
Employees may submit withholding changes anytime; process before the next payroll cycle
A large services organization standardized a template to push form data into NetSuite for payroll automation.
A small firm used a single template for new hires to collect tax and direct deposit details.
Export the final signed document as a PDF/A for archival, and extract form data as CSV or JSON for HRIS import and reporting.
Map key fields to your HRIS so populated data transfers automatically to payroll, benefits, and personnel records.
Store certificate-of-completion records with timestamps and signer authentication evidence alongside the signed PDF for compliance audits.
Archive long-term copies in a secure document repository with encryption and access controls for legal holds.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |