Prepare the right documents
Use the versions approved for your hiring process. Review the names and details carefully before uploading the packet.
Review the role, start date, and recipient details.
Respect each person’s role
Assign fields to the people who need to complete them. Check whether an internal signer should act before the recipient and make the invitation message easy to understand.
Assign the candidate and employer their own fields.
Track the handoff
Review recipient status and retain completed documents according to your organization’s policies. Keep sensitive information limited to what the agreement actually needs.
Keep completed documents in your HR records.
A thoughtful first step for a new teammate.
Use your own reviewed documents and confirm the requirements that apply to your transaction.