How Long Does It Really Take?
Traditional onboarding paperwork: 1–2 days of back-and-forth with HR, legal, and the new hire. With Agreements.ai: under 20 minutes for the full document package.
Step 1: Create the Employment Contract from a Template
Open the Templates library and search 'employment contract.' Choose from full-time, part-time, or fixed-term variants. Each template covers compensation, benefits, probation periods, termination clauses, and intellectual property assignment — all the essentials for a compliant employment agreement.
Pro Tip
If you hire for the same role frequently, save a customized version as a document in your workspace so you only need to swap in the new hire's details each time.
Step 2: AI Customization
Tell the AI the specifics: 'This is a full-time offer for a Senior Engineer at $150K/year, starting March 1, with a 90-day probation period, reporting to the VP of Engineering.' The AI fills in every relevant field and adjusts clause language to match your terms. Review the output — the AI highlights every change it made.
Step 3: Manager Review
Share the draft with the hiring manager using the built-in sharing system. They can leave comments directly on highlighted sections — just like Google Docs. No downloading, no email attachments. Comments are threaded so conversations stay organized.
Pro Tip
Use the Client Portal (Shared Spaces) to create a dedicated space for your HR team. All onboarding documents live in one place with controlled access.
Step 4: Send the Offer Letter for Signing
When approved, send the employment contract for e-signature. The new hire receives a secure link, reviews the document, and signs from their phone or laptop. The full audit trail — IP address, timestamp, and device — is captured automatically.
Step 5: Follow Up with the NDA
Immediately after the employment contract is signed, send the employee NDA. You can prepare both documents in advance and use Bulk Send to deliver them in sequence. The NDA template is already customized for employee use — covering inventions, trade secrets, and post-employment obligations.
Pro Tip
Use Bundles to group the employment contract and NDA together as a single onboarding package. Track both documents' status from one dashboard view.
Step 6: Add to the Employee Case
Create a Case for each employee. File the signed employment contract, NDA, and any other onboarding documents. Set status to 'Active,' add a deadline for the probation review date, and assign priority. The activity timeline tracks every action — who uploaded what, when it was signed, and any comments.
The Bottom Line
Traditional: 1–2 days → With Agreements.ai: under 20 minutes. HR spends less time on paperwork and more time on people. The entire onboarding paper trail is organized, searchable, and audit-ready from day one.
