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Do you hire and onboard new employees? Is your current process bogged down with tracking if the employee signed all the essential paperwork in their new hire package, particularly the Federal IRS W-4?
The IRS allows eSignature for many of its official documents, so why not start improving your new hire experience today?
💰 IRS W-4 Overview
In the United States, the IRS W-4 “Emplyoee’s Holding Certificate” is familiar to both employees and employers. The W-4 is essential for employees to complete to ensure the correct amount of federal income tax is withheld from their paychecks. Employers are required to send their new hires the form and calculate the correct withholding amount from the employee’s pay.
In our newest “Template Tutorial” Video, one of our expert Docusign University (DSU) Instructors
🤔 Consider This
Though this video tutorial is specific to the IRS W-4 form, the best-practices and considerations for setting up the overall workflow are applicable to multiple documents and industry-specific use cases. Examples include:
- Most US Federal and State forms
- Employment Offer Letters
- Sales Contracts
- Purchase Orders
- Nondisclosure Agreements
- Patient Intake forms
- New Account Applications
These and over 100 more samples are available in the DSU Template Library.
🧰 Additional Resources
Check out the following DSU tools and courses to supplement and accelerate your automated agreement experience.
- Webinar: Docusign eSignature: Template Creation Basics
- DSU Template Library - IRS W-4 Sample
- Video Playlist: Docusign eSignature Templates
- Become a Docusign Template Specialist.
🤝 Share Your Experience
Did the video tutorial help you get started with automating your W-4 agreement workflow? What topics would you like our instructors to cover in future tutorial videos? Let us know in the replies below.
