About Fillable PDF Documents and Attachments

Form templates allow you to display or request PDF attachments and provide fillable PDF versions of state withholding forms.

On the Form Templates page, profile group administrators can drag and drop the PDF component to a template to do any of the following:

  • Display an embedded PDF on the form (for example, a copy of your safety policy or company handbook).
  • Provide the fillable PDF version of state withholding forms for the new hire to complete.

Onboarding includes the fillable versions of Form I-9 and Form W-2, which you can add as tasks to a hiring profile.

Note: Fillable PDFs currently support electronic signatures (for example, captured through an electronically signed name or a mark in a checkbox), not digital signatures (captured through eSignature software).