Position & Duties
Describe job title, reporting line, primary duties, and any probationary period to set expectations.
A concise, properly executed agreement reduces ambiguity about pay, duties, and termination, limits disputes, and documents mutual obligations for both parties.
Employers, HR teams, recruiting agencies, hiring managers, and candidates use this agreement to formalize hire terms prior to or on the employee’s start date.
Parties should ensure authorized signatories execute the agreement and retain copies for HR records and regulatory compliance.
Describe job title, reporting line, primary duties, and any probationary period to set expectations.
Specify salary, bonuses, commissions, pay schedule, and any equity or deferred compensation mechanics.
Provide the effective start date, whether employment is at-will, fixed-term, or contingent on conditions.
Outline eligibility for benefits, leave policies, and enrollment timing for insurance or retirement plans.
Define proprietary information protections, return of materials, and post-employment confidentiality obligations.
State termination rights, notice requirements, severance (if any), and any cause definitions or cure periods.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel; choose sequential for approvals. |
| Authentication | Email plus SMS OTP for higher assurance. |
| Required Fields | Mark signature, date, and printed name as mandatory. |
| Retention | Enable PDF/A export and long-term audit trail storage. |
Use a platform that supports common file formats and provides an audit trail, tamper-evident storage, and authentication options.
Ensure the chosen platform supports ESIGN/UETA compliance, provides export to PDF/A, and preserves an immutable audit trail for future dispute resolution.
Effective date starts benefit eligibility, tax withholding, and paid time accruals.
Complete Form I-9 within 3 business days of hire (8 CFR §274a.2).
Collect W-4 before payroll setup to set withholding correctly.
Complete prior to start or within any conditional offer period.
Keep executed agreements according to retention rules in the HR policy.
HR issues the agreement and sets a target response date.
Candidate signs and returns the agreement, triggering pre-employment checks.
Background, reference, and eligibility verifications are completed.
Execute I-9, enroll in benefits, and archive signed agreement in HRIS.
| Criteria | Employment Agreement | Contractor Agreement | Offer Letter |
|---|---|---|---|
| Employment Status | employee | independent contractor | conditional employee |
| Tax Withholding | employer withholds | contractor responsible | employer withholds |
| Benefits | often eligible | not eligible | possibly eligible |
| Termination | at-will or contract terms | contract-based | varies by letter |
| 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 (Business Premium) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |
Export signed agreements to PDF/A for long-term preservation; keep original DOCX for editable records if needed.
Attach W-4, I-9, background check consent, proof of eligibility, and benefits enrollment forms to the employee file.
Preserve certificate of completion showing signer identity, timestamp, IP address, and action log for evidentiary purposes.
Limit access to HR and payroll teams; apply encryption and role-based permissions for stored files.