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Outside Employment Memorandum Form

Use a Example Outside Employment Memorandum template to make your document workflow more streamlined.

What an outside employment memorandum does

An Outside Employment Memorandum Form records an employee’s disclosed outside work, related activities, and required employer acknowledgment in a signed business record. The organization supplies the applicable policy language and fields, while the employee provides accurate details and signs the completed memorandum. With signNow, a sender uploads the form, reviews detected fields, adds any missing signature or date fields, and sends it to the employee. The completed document and audit trail can then be retained under the employer’s recordkeeping policy and applicable state law.

Who uses outside employment memoranda

  • Human resources administrators use the memorandum to collect employee disclosures, route acknowledgments, and preserve signed records without circulating editable attachments through email. They can maintain a controlled template while allowing authorized senders to initiate individual signing requests for each employee’s outside-work disclosure process.
  • Compliance counsel and department leaders review disclosed outside activities against internal conflict-of-interest rules, then use role-based access and audit evidence to document approval. signNow’s templates and audit trails help separate preparation, employee signature, and managerial review responsibilities.

Audiences and memorandum use cases

Human resources

Human resources teams use the memorandum to document employee disclosures and acknowledgments.

Legal and compliance

Legal and compliance teams review outside work for conflicts and preserve approval evidence.

How to complete the memorandum online

Use this sequence to prepare, route, sign, and preserve an Outside Employment Memorandum Form in signNow.

  • Upload form:

    Upload the completed memorandum to signNow.
  • Check fields:

    Review detected fields and add missing signature or date fields.
  • Add recipients:

    Add the employee and authorized reviewer as recipients.
  • Send request:

    Send the memorandum for electronic signature.
  • Store record:

    Store the completed PDF with its audit trail.
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Recommended memorandum workflow settings

Configure the memorandum workflow around signer identity, document integrity, controlled access, and the organization’s approved retention policy.

SettingRecommendation
Authentication methodEmail link with SMS verification
Signature typeTyped or drawn electronic signature
Audit trailEnabled for every completed memorandum
Document retentionFollow employer policy and state law
EncryptionTLS 1.2/1.3 and AES-256 protection

Security controls for outside employment memoranda

Transit encryption:

TLS 1.2/1.3 in transit

Stored encryption:

AES-256 protects stored records

Security certification:

SOC 2 Type II report available

Control framework:

ISO 27001 certification supports controls

Signature compliance:

ESIGN and UETA compliance

Privacy safeguards:

GDPR safeguards personal information

Platform requirements for completing the memorandum

Complete the Outside Employment Memorandum Form in supported browsers on Windows or macOS, or use signNow mobile apps on iOS and Android. Use TLS-enabled connectivity when accessing the signing workspace.

  • Browser support Chrome, Firefox, Safari, Edge
  • Desktop systems Windows and macOS desktops
  • Mobile apps iOS and Android mobile apps

Organizations using managed devices should permit signNow access, recipient email delivery, and document downloads where policy allows. Enterprise deployments may also require configured SSO, API access, or administrator controls for employee provisioning and memorandum retention.

Privacy pitfalls in outside employment disclosures

  • Including home addresses, personal contact details, or financial information beyond the memorandum’s purpose can expose unnecessary employee data in every distributed copy.
  • Sending the memorandum before recording the employee’s electronic-record consent can weaken evidence that the employee agreed to transact electronically.
  • Leaving completed memoranda accessible through shared links or broad team permissions can expose confidential outside-employment disclosures.
  • Failing to preserve the signed PDF with its audit trail can make later verification of signer identity, timing, and document history more difficult.

Legal standing of the memorandum

An electronically signed Outside Employment Memorandum Form may be admissible when the record shows signer intent, electronic consent, attribution, and reliable retention and reproduction under ESIGN, 15 U.S.C. ch. 96, and applicable state law such as UETA. Wills, codicils, testamentary trusts, and specified court or family-law documents remain excluded.

Why teams look for DocuSign alternatives

Best practices for recordkeeping

Accurate fields, documented consent, controlled access, and preserved audit evidence make the memorandum easier to administer and review.

Maintain one approved memorandum template

Use a controlled memorandum template containing only the employer’s approved disclosure fields. Review policy language before publishing changes, and restrict template editing to authorized administrators so employees receive consistent questions and acknowledgment terms.

Record consent before electronic signing

Capture the employee’s intent and electronic consent before signature. For consumer-facing records, follow ESIGN 15 U.S.C. §7001(c) requirements for paper-record disclosures, electronic access, and consent withdrawal procedures.

Preserve the audit trail with the record

Export the signed PDF and audit trail together after completion. Preserve signer identity evidence, timestamps, action history, and document integrity information in an access-controlled repository governed by the employer’s retention policy.

Match retention to the applicable authority

Apply the correct retention rule to the underlying employment record rather than assuming one period fits every organization. Check state requirements, policy schedules, and industry obligations before deleting signed memoranda or related approvals.

How the audit trail records signing

The audit trail documents identity, timing, document integrity, and retrieval evidence for each outside employment memorandum.

01

Verify signer:

Authentication event records signer verification.
02

Capture timestamp:

Timestamp capture records each signing action.
03

Hash document:

Document hash helps detect later changes.
04

Seal record:

Completion seals the signed record.
05

Preserve history:

Audit history preserves actions and access.
06

Export evidence:

Export the completed memorandum and certificate.

Retention rules for related records

Apply the retention period that matches the memorandum’s business context, record category, and applicable federal or state requirement.

01

Three years after filing

IRC §6501(a) governs federal tax records.
02

Six years for understatement

IRC §6501(a) extends retention for substantial understatement.
03

Six years from creation

45 CFR §164.530(j) governs HIPAA records.
04

Three years for payroll

29 CFR §516.5 governs basic payroll records.
05

Five years for injury records

29 CFR §1904.33 governs injury records.

Troubleshooting outside employment memoranda

Resolve field, authentication, consent, and recordkeeping questions before distributing an outside employment memorandum for signature.

Upload the memorandum as a PDF or supported document, then review signNow’s detected fields. If fields are missing, add signature, date, and acknowledgment fields manually before sending.

The Business plan includes templates, audit trails, and legally binding eSignatures. If the memorandum requires bulk sending, Business Premium adds that capability for repeated employee disclosures.

For a consumer-facing memorandum, obtain electronic-record consent and confirm access to the electronic format under ESIGN, 15 U.S.C. §7001(c). signNow can capture signatures and maintain the record.

Email authentication may be insufficient for sensitive employment disclosures. Use signNow’s available authentication controls, including SMS-based verification where configured, and limit document access to assigned recipients.

Business plans include audit trails, while Enterprise adds advanced signer authentication. Select the plan and controls that match the memorandum’s confidentiality, approval, and employee-access requirements.

A signed memorandum can support evidence of intent, attribution, and record integrity under ESIGN and applicable state law. Keep the completed document and audit trail reproducible according to organizational policy.

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