New Hire Onboarding Automation
Bundle I-9s, W-4s, direct deposit forms, and company handbooks into a single, easy-to-sign package. New
hires can complete everything on their phone before day one, so they can hit the ground running. You get a
complete, compliant file for every employee, automatically.
- Reduce onboarding time by up to 80%.
- Ensure 100% of required documents are completed.
- Create a positive, modern first impression.
Offer Letter Management
Secure top talent faster. Send offer letters for signature and get them returned in minutes. Real-time
notifications tell you the moment an offer is viewed and signed, reducing uncertainty and shortening your
hiring cycle.
- Increase offer acceptance speed.
- Gain a competitive edge in a tight labor market.
- Track offer status in real-time.
Employee Policy Acknowledgements
Distribute and track acknowledgements for employee handbooks, safety policies, or codes of conduct. Use
Bulk Send to reach your entire organization at once and easily track who has and hasn't signed, creating a
clear compliance record.
- Simplify annual policy update cycles.
- Maintain a clear audit trail of employee acknowledgements.
- Save dozens of hours of administrative follow-up.
Performance Review Sign-Offs
Formalize the performance review process by capturing digital signatures from both employees and
managers. This creates an official, time-stamped record of the review discussion and acknowledgement,
stored securely in the employee's file.
- Add legal weight to performance documentation.
- Eliminate the need to print, sign, and scan review forms.
- Centralize performance records for easy access.
Benefits Enrollment & Changes
Streamline open enrollment and life event changes. Send HIPAA-compliant benefits forms for employees to
complete and sign electronically. Data can be automatically routed to your payroll and benefits
administration systems, reducing errors.
- Ensure secure handling of sensitive health information.
- Reduce data entry errors and delays.
- Simplify the benefits experience for employees.
Confidentiality & NDA Agreements
Quickly and securely execute NDAs and confidentiality agreements with new hires, contractors, and
partners. Ensure your company's intellectual property is protected from the very beginning of any
engagement.
- Protect sensitive company information.
- Standardize legal agreements across the business.
- Get binding agreements in place faster.
Offboarding & Termination Documents
Manage the employee exit process smoothly and professionally. Securely send and receive signed final pay
acknowledgements, exit interview forms, and COBRA notifications, ensuring a compliant and well-documented
offboarding process.
- Ensure a compliant and consistent exit process.
- Protect the company from potential legal disputes.
- Handle sensitive documents with dignity and security.
Remote I-9 & W-4 Form Completion
Onboard remote employees with ease. eSignly facilitates the electronic completion and signing of critical
tax and identity verification forms, helping you stay compliant with federal regulations even with a
distributed workforce.
- Simplify remote hiring and onboarding.
- Stay compliant with government regulations for remote workers.
- Create a fully digital employee file from day one.
Contractor & Freelancer Agreements
Onboard and manage your contingent workforce efficiently. Send independent contractor agreements,
statements of work (SOWs), and project-based contracts for quick signature, allowing you to engage talent
flexibly and quickly.
- Accelerate the onboarding of non-permanent staff.
- Ensure all work is governed by a signed agreement.
- Easily manage contracts for a flexible workforce.
PTO, Leave & FMLA Request Approvals
Formalize and digitize the approval workflow for time-off and leave requests. Create templates that can
be routed from an employee to their manager and then to HR for final sign-off, creating a clear, auditable
record for every request.
- Create a formal, auditable trail for all leave requests.
- Speed up the approval process.
- Integrate with HRIS for automatic leave tracking.
HR Compliance Document Management
Use eSignly as a centralized, secure repository for all your signed HR documents. Advanced search and
tagging make it easy to find any document you need for an audit, legal request, or internal review, saving
you time and reducing stress.
- Pass audits with ease with centralized, searchable records.
- Securely store employee documents for their entire lifecycle.
- Eliminate physical filing cabinets and storage costs.
Compensation & Bonus Plan Agreements
Securely and confidentially distribute and get sign-off on sensitive compensation plans, bonus
agreements, and stock option grants. Ensure these critical documents are acknowledged and recorded with
the highest level of security and discretion.
- Handle sensitive financial documents with confidentiality.
- Create a time-stamped record of agreement acceptance.
- Provide a professional experience for compensation discussions.
HRIS & ATS API Integration
Unlock true automation. Our robust eSignature API allows you to embed signing workflows directly into
your Human Resource Information System or Applicant Tracking System. Trigger signature requests
automatically based on status changes (e.g., 'Candidate Hired').
- Create a fully automated, end-to-end HR workflow.
- Eliminate all manual steps and data entry.
- Get your first API-driven document signed in hours.
Reusable HR Form Templates
Set up your most-used documents—like offer letters, NDAs, and onboarding forms—as templates. This allows
your team to generate and send a new document in seconds without starting from scratch, ensuring
consistency and saving time.
- Ensure consistency across all HR documents.
- Reduce document preparation time to seconds.
- Empower your entire HR team to send documents correctly.
Safety & Training Acknowledgements
Document that employees have completed mandatory safety training or other required courses. Capture their
electronic signature as proof of completion, which is critical for workplace safety compliance and
reducing liability.
- Create a defensible record of completed training.
- Simplify compliance with OSHA and other regulations.
- Track training completion across the entire workforce.
