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About This Form This Form Is Used By Human Resources To Collect New Or Changing Important Personal Information From Employees

Use a About This Form This Form Is Used By Human Resources To Collect New Or Changing Important Personal Information From Employees template to make your document workflow more streamlined.

What this employee information form does

This form lets human resources collect new or changing personal information directly from employees. Depending on the employer’s approved version, fields can cover an employee’s legal name, home address, telephone number, email address, emergency contact, payment information, or effective date of a change. HR uploads the document to signNow, confirms or adds fillable fields, assigns the employee as signer, and sends an invitation. The employee reviews the entries, signs electronically, and receives a completed copy. signNow records timestamps, signer activity, and completion evidence in an audit trail.

Which organizations use employee update forms

Different employers use this form to collect changing personal information while matching access, authentication, and retention controls to the information requested.

  • Small businesses use this form to collect updated addresses, emergency contacts, payment details, and other employee changes without routing paper copies through HR offices.
  • Healthcare employers use controlled signing workflows for employee information that may relate to protected health information, pairing access controls with HIPAA requirements and a signed business associate agreement when applicable.
  • Large enterprises use shared templates, role-based permissions, delegated sending, and audit trails to coordinate employee updates across HR teams while preserving consistent records and limiting unnecessary access.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

Complete the employee information form

Use this sequence to prepare, send, sign, and retain the completed employee information update in signNow.

  • Upload the approved employee information form to signNow.:

    Upload form
  • Confirm detected fields for names, addresses, contacts, and signatures.:

    Check fields
  • Add the employee as signer and set required fields.:

    Assign employee
  • Send the secure signing invitation by email or link.:

    Send request
  • Download the completed form and audit trail.:

    Store record

Choose a signing method for employee updates

  1. Use the signNow web app to upload the employee information form, review detected fields, assign recipients, and send it from a desktop HR workflow.
  2. Use the signNow mobile app when HR or an employee needs to review, complete, or sign the information update from an iOS or Android device.
  3. Use kiosk mode for supervised completion at an HR desk, allowing employees to enter and sign personal-information changes on an organization-managed device.
  4. Create a shareable signing link when many employees must access the same approved information-update form without individual invitations.
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Recommended setup for employee information updates

Configure the employee information workflow to verify identity, capture intent, protect personal data, and preserve usable records.

SettingRecommendation
Authentication methodEmail link with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailEnable completion certificate and event history
Document retentionApply the HR records schedule
EncryptionUse TLS 1.2/1.3 and AES-256

Signer authentication and digital certificates

PKI signatures:

Public-key infrastructure supports certificate-based signatures.

X.509 certificates:

X.509 certificates identify digital signers.

Two-factor authentication:

Two-factor authentication adds a second verification step.

SMS OTP:

SMS OTP verifies a signer’s mobile number.

ID verification:

ID verification strengthens employee identity proofing.

Signing evidence:

Audit trails document signing events and timestamps.

Privacy risks in employee information updates

  • Sending a completed employee information form to the wrong email address can expose home addresses, phone numbers, or banking details.
  • Collecting more personal information than HR needs increases disclosure risk and complicates access controls, retention decisions, and employee correction requests.
  • Failing to record electronic consent can weaken evidence that the employee intended to sign and receive this information update digitally.
  • Giving every HR user edit access can allow unauthorized changes to sensitive employee records after submission.

Platform requirements for HR forms

Complete this employee information form through signNow using Chrome, Firefox, Safari, or Edge on Windows or macOS. signNow also provides mobile apps for iOS and Android, supporting review and signing away from an HR workstation.

  • Browsers Chrome, Firefox, Safari, and Edge
  • Desktop systems Windows and macOS desktop access
  • Mobile systems iOS and Android mobile apps

Organizations should use managed devices when employee records contain sensitive personal information. Enterprise deployments can connect signNow through API access, SSO provisioning, and approved storage integrations; configure access, authentication, and retention according to HR policy and applicable federal or state requirements.

Employee record retention periods

Retention depends on the information collected and the applicable federal or state rule; classify this form before setting an HR retention schedule.

01

3 years: payroll records

Retain payroll-related employee records for 3 years under 29 CFR §516.5.
02

3 years: federal tax records

Retain tax records for 3 years from filing under IRC §6501(a), longer for specified exceptions.
03

6 years: HIPAA records

Retain healthcare-related records for 6 years under 45 CFR §164.530(j).
04

5 years: injury records

Retain OSHA injury records for 5 years following the reporting year under 29 CFR §1904.33.
05

30 years: exposure records

Retain OSHA exposure records for 30 years under 29 CFR §1910.1020.

How signNow records this form’s audit trail

The audit trail connects the employee’s identity, actions, timestamps, and completed document so HR can review the signing history.

01

Authenticate signer:

Signer authentication verifies the employee through the selected email, SMS, or identity method.
02

Capture timestamps:

Timestamp capture records when the employee opened, changed, and signed the form.
03

Hash document:

Document hashing helps identify whether the completed file changed after signing.
04

Seal record:

Tamper-evident sealing links the signed record with its completion evidence.
05

Retrieve trail:

Audit-trail retrieval lets HR review signing events, IP details, and timestamps.
06

Export evidence:

Exporting the completed form and certificate supports controlled personnel-record storage.

Troubleshooting employee information forms

Resolve field, delivery, authentication, compliance, and retention questions before completing this employee information update form.

Open the uploaded employee-information document in signNow, confirm fillable fields, and add any missing fields manually. Business plans support templates and audit trails; ESIGN and UETA recognize electronic records when consent and intent are established.

Check that the employee email address is correct and resend the invitation from signNow. SMS OTP can add authentication, while the audit trail records delivery, access, signing, and completion events for the personnel record.

The Business plan includes legally binding eSignatures, templates, mobile apps, and audit trails. Business Premium adds bulk send, which is useful when distributing the same personal-information update request to many employees.

Use signNow’s signer authentication options, including two-factor authentication or SMS OTP, when the form contains sensitive personal information. HIPAA workflows require a business associate agreement, while FERPA obligations depend on the educational institution’s records practices.

Verify the signer’s identity, preserve the completed document and certificate of completion, and retain the audit trail. ESIGN and UETA support electronic signatures when intent, consent, attribution, and reproducible records are demonstrated.

Review the employee’s entries before sending, especially legal name, address, contact information, and effective date. signNow preserves the completed form and audit trail, but HR remains responsible for accuracy and applicable state-law retention rules.

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