Required Documents
A clear list of acceptable I-9 documents, copies to retain, and steps for remote notarization or in-person inspection where permitted.
A clear Pre-Employment Checklist standardizes required steps, reduces onboarding errors, and helps meet regulatory obligations such as I-9 retention and tax reporting deadlines.
Different roles rely on the checklist to fulfill complementary responsibilities during hiring and onboarding.
Assigning responsibilities in advance prevents duplication, speeds processing, and preserves a defensible audit trail.
A clear list of acceptable I-9 documents, copies to retain, and steps for remote notarization or in-person inspection where permitted.
Explicit fields for W-4 (employees) or W-9 (independent contractors), plus guidance on TIN verification and consequences of missing or incorrect TINs.
Consent language, ordering workflow, permissible timeframes, and FCRA disclosures where consumer reports are used.
Timing and links for benefits elections, eligibility windows, and required signature or acknowledgement fields.
IT and physical access tasks, asset assignment checklists, and responsible signoffs for provisioning before start date.
Signed confirmations for employee handbook receipt, confidentiality agreements, and safety policy acknowledgements as applicable.
| Field | Configuration |
|---|---|
| Authentication | Email + SMS code or ID verification |
| Signing Order | Sequential for HR then hiring manager |
| Reminders | Automatic reminders at 48 and 24 hours |
| Storage | Encrypted HR file storage with access controls |
Choose a platform that supports PDFs, Word documents, and secure eSignature workflows integrated with your HR systems.
Complete Section 2 within three business days of hire (8 CFR §274a.2)
Provide W-2/1099 to recipients by Jan 31 each year (IRS deadlines)
Perform consistent timing to comply with FCRA disclosure and notice requirements
Adhere to employer-defined open enrollment or new-hire window
Retention period begins on creation or filing date per record type
Formal offer delivered and candidate acknowledgement recorded
Background checks and drug screens ordered and cleared
I-9 Section 1 completed; Section 2 verified within three days
All forms signed, benefits enrolled, access provisioned
| 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 | Free trial available | Free trial available | Free trial available | Free trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Martin Properties adopted online signing to process documents remotely and securely.
A healthcare provider used digital workflows to collect signatures and consents across clinics.