Personal Details
Collect legal name, preferred name, contact details, and address. Accurate personal details ensure correct payroll setup and background matching, and they reduce the risk of mismatches during identity verification.
A complete, standardized application reduces onboarding delays, supports regulatory compliance for I-9 and tax reporting, and creates an auditable record of candidate consent and disclosures.
Staffing firms, temp agencies, corporate talent teams, and third‑party recruiters use this application to collect candidate data before placement or hire.
Internal HR, compliance officers, and client hiring managers review completed applications to confirm eligibility, run checks, and finalize assignments or offers.
| Field | Configuration |
|---|---|
| Required Fields | Mark name, contact, SSN, eligibility as required. |
| Conditional Logic | Show visa fields only if non‑citizen selected. |
| Signer Authentication | Use email or SMS two‑factor for identity assurance. |
| Retention Policy | Apply retention labels per document type. |
Choose a platform that supports secure eSignatures, audit trails, and integrations with HR systems to minimize manual work.
Complete Section 1 by first day of work; employer completes verification within three business days.
Collect employee W-4 at hire to set payroll withholding correctly.
Obtain written consent before running background checks; follow state timing rules for adverse action.
Issue W-2 to employees by January 31 each year.
Retain application and supporting docs per federal and state retention rules.
Collect legal name, preferred name, contact details, and address. Accurate personal details ensure correct payroll setup and background matching, and they reduce the risk of mismatches during identity verification.
Request job titles, employer names, dates, and supervisor contacts for the past 7–10 years. Detailed history supports qualification checks and speeds up reference requests and placement decisions.
List degrees, licenses, and certification numbers with issuing institutions and dates. Licensing details are essential where client roles require verified credentials or continuing education validation.
Include work authorization status, document types, and expiration dates. This section supports I-9 completion and confirms the candidate is legally permitted to work in the United States.
Provide clear written consent language for criminal history checks and reference calls. Consent must meet FCRA and state disclosure requirements before screening is initiated.
Require a dated signature attesting to accuracy of information and consent to checks. Capture electronic consent and audit trail for ESIGN/UETA compliance when using eSign.
Collect copies of government ID, work authorization, licenses, and certifications. Scanned PDFs are preferred; ensure any images are legible and metadata is preserved for verification.
Provide completed applications as PDF/A for long‑term storage and as DOCX for internal edits. Maintain an audit trail when exporting signed copies to preserve evidentiary value.
Issue a signed copy to the candidate and retain one in the agency file. Timestamp and signer attribution must be preserved for compliance and dispute resolution.
Allow secure transfer of candidate data to client HRIS or ATS via integrations or CSV export while logging transfers for auditability.