Employee identity
Full legal name, date of birth, SSN or TIN, and government ID details to match tax and background verification records.
A consistent onboarding form reduces data entry errors, ensures timely tax and benefits setup, and documents employee choices for withholding and direct deposit. It creates an auditable record for payroll, tax, and labor-compliance reviews while helping HR and payroll teams start accurate pay runs from the first eligible pay period.
Clear role delineation and checklists help avoid delays during initial payroll cycles and ensure legal records are retained.
Full legal name, date of birth, SSN or TIN, and government ID details to match tax and background verification records.
Federal and state withholding elections (W-4), any local tax forms, and exemption claims needed for accurate income tax withholding.
Bank routing and account numbers, account type, and authorization signature or electronic consent for ACH payroll deposits.
Job title, start date, employment type (exempt/nonexempt), pay rate, pay frequency, and work location for tax and labor rules.
I-9 verification status, eligibility attestations, and any pre-employment conditional items required by law or policy.
Emergency contact, benefits selections, beneficiary designations, and notices for leave or enrollment windows.
| Field | Configuration |
|---|---|
| Required fields | Mark identity, SSN, direct deposit, and tax withholding as required. |
| Authentication | Use email + SMS code or SSO for employee verification when possible. |
| Routing | Auto-route completed forms to HR and payroll queues for verification. |
| Retention | Save signed copies in HRIS and a secure archive for required retention periods. |
Integrations with payroll and HR systems reduce rekeying and improve accuracy; verify integration mappings before mass distribution.
Employee should submit federal W-4 upon hire; withholding applies immediately.
Complete and retain I-9 by the third business day of employment.
Employers must furnish W-2 to employees by Jan 31.
Issue 1099-NEC to contractors by Jan 31 when applicable.
Maintain payroll records per federal and state retention timelines.
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| Free Trial | 7-day free trial, no credit card required | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
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