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Free New Employee Forms

Try these new hire forms & workflows.

See how you can automate your onboarding process.

Generate Federal W-4 & I-9 and HR Review

Employee on-boarding workflow generates Government PDFs.

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This onboarding workflow collects employee information, personal allowances, employment eligibility and an online signature before generating Federal W-4 and I-9 documents. The documents contain data from the form including the employee's signature. The employee fills in data and signs once and the information is mapped to multiple PDF documents reducing data entry. The new employee can review the generated PDF documents online and confirm that they are accurate before sending them off to the HR department for review. After everyone has approved, the workflow emails a PDF of the documents to the employee.

Electronic Job Application Process

Job application process routes to HR and emails PDF.

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This job application process collects applicant information, educational background and previous employment history in detail. It validates all fields to ensure that required data is provided and that it is valid. Using the form, the applicant can also electronically upload a resume and digitally sign. When the application is submitted, it's routed to a hiring manager who can either approve or reject it. Finally, it's routed to HR. If the manager has approved it, HR can take next steps like schedule a phone screen or perform a background check. Otherwise, HR can file the application away for the future. When completed, the process emails a PDF to the provided email address.

Generate Federal & [conditional] State W-4

Employee on-boarding conditionally generates State W-4 PDFs.

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This onboarding process collects information necessary for generating the Federal W-4 and either the NY or CA state W-4 documents depending on the state the employee lives in. Only the relevant form (NY or CA) is displayed and only the relevant W-4 is generated. Form fields including a signature collected online are mapped to the W-4s. The same fields can be mapped to multiple PDFs thereby removing the need to re-enter data and sign multiple times. The new hire is given the chance to review the generated W-4s online and to confirm that there are no errors before the documents are submitted. Finally, an email is sent to the employee with the relevant documents.

[3m Video] How to automate employee on-boarding

3 min video shows how an electronic process saves time.

Watch this 3 minute video to learn how you can benefit from an electronic new hire on-boarding process. Save hours of paperwork for both new employees as well as your HR department. Electronic new hire forms eliminate duplicate data entry, errors and omissions. There's no need to print for signatures and the system even generates required Government PDFs such as a Federal or State W-4 and I-9 automatically. The new hire documents can be saved to your HR system electronically and sent by email to new employees for their records. Manual paperwork is drastically reduced allowing HR to focus on what's important – talent.

Electronic School New Hire Onboarding Process

School internal on-boarding routes to I.T. and Facilities.

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This electronic on-boarding process for a new employee at a school collects information necessary to setup the new employee such as School Messenger name, computer access, email accounts and mailing lists as well as requirements for keys or a badge/swipe card. When submitted, it routes first to the I.T. department and then to Facilities so that required tasks are completed in a systematic manner. Automatic validation in the e-form guarantees that provided data is complete and valid. All participants can sign electronically and use mobile devices if desired. When completed, the process emails a PDF of the completed on-boarding tasks.

Simple Employee
Information Form

Simple employee information form emails info upon completion.

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This is a simple employee information form. It does not include a workflow process that routes it to HR; instead a PDF of the information is e-mailed to the HR department. The form collects desired info such as Social Security Number, marital status, address etc. and validates all the data to ensure that there are no errors. As with most frevvo forms, it is signed digitally without any need to print, sign and scan paper. The final PDF is sent to HR with all the data and signature for review and further processing.

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