Form preview

Get the free HR Client Intake template

Get Form
HR CLIENT INTAKE FORMDisclaimer: Thank you for your interest in being a client of [HR SERVICE PROVIDER\'S NAME]. This form is used to collect information about new clients and used for internal purposes
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign hr client intake template

Edit
Edit your hr client intake template form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your hr client intake template form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing hr client intake template online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
To use our professional PDF editor, follow these steps:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.
3
Edit hr client intake template. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.
4
Get your file. Select the name of your file in the docs list and choose your preferred exporting method. You can download it as a PDF, save it in another format, send it by email, or transfer it to the cloud.
With pdfFiller, it's always easy to work with documents.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out hr client intake template

Illustration

How to fill out hr client intake form

01
Start by downloading the HR client intake form from the company's website or HR portal.
02
Read through the form to familiarize yourself with the information it requires.
03
Provide your personal details, such as your full name, contact information, and job title.
04
Fill in the necessary information about your company, including its name, address, and industry.
05
Answer the questions related to the HR services you are seeking or specific issues you need assistance with.
06
If applicable, provide additional details or explanations in the designated sections.
07
Review the form to ensure all the required fields are completed accurately and legibly.
08
Sign and date the form to acknowledge your consent and agreement with the provided information.
09
Submit the completed form to the HR department either physically or electronically as instructed.

Who needs hr client intake form?

01
Any individual or organization that requires human resources (HR) services or assistance may need an HR client intake form. This can include businesses of all sizes, non-profit organizations, government agencies, and individuals seeking HR consultation. The form helps the HR department gather relevant information about the client's needs and requirements, ensuring that the provided services are tailored to their specific situation.

What is HR Client Intake Form?

The HR Client Intake is a document which can be filled-out and signed for specific reasons. Then, it is furnished to the relevant addressee in order to provide some info and data. The completion and signing may be done in hard copy or via an appropriate service e. g. PDFfiller. These applications help to fill out any PDF or Word file without printing out. While doing that, you can customize it for the needs you have and put legit electronic signature. Upon finishing, the user sends the HR Client Intake to the respective recipient or several ones by email or fax. PDFfiller includes a feature and options that make your document of MS Word extension printable. It offers a variety of options for printing out. It does no matter how you will distribute a form - in hard copy or by email - it will always look well-designed and organized. In order not to create a new writable document from the beginning all the time, turn the original Word file as a template. Later, you will have an editable sample.

Template HR Client Intake instructions

Once you're ready to start filling out the HR Client Intake writable template, you ought to make clear all required data is prepared. This part is highly significant, as long as errors and simple typos can result in unwanted consequences. It's actually unpleasant and time-consuming to resubmit an entire word template, not even mentioning penalties caused by blown due dates. Handling the digits takes more focus. At first sight, there is nothing tricky about this. Nevertheless, there's no anything challenging to make an error. Professionals advise to save all required information and get it separately in a different file. Once you've got a template, you can easily export that data from the document. In any case, all efforts should be made to provide accurate and valid info. Doublecheck the information in your HR Client Intake form carefully while completing all required fields. You are free to use the editing tool in order to correct all mistakes if there remains any.

HR Client Intake word template: frequently asked questions

1. I need to fill out the file with very sensitive info. Shall I use online solutions to do that, or it's not that safe?

Products working with confidential information (even intel one) like PDFfiller do care about you to be satisfied with how secure your word forms are. They include the following features:

  • Private cloud storage where all information is kept protected with both basic and layered encryption. This way you can be sure nobody would have got access to your personal information but yourself. Doorways to steal this information by the service is strictly prohibited all the way.
  • To prevent identity stealing, each document receives its unique ID number upon signing.
  • If you think it's not safe enough for you, choose additional security features you like then. They manage you to request the two-factor authentication for every person trying to read, annotate or edit your file. PDFfiller also offers specific folders where you can put your HR Client Intake .doc form and secure them with a password.

2. Have never heard of e-signatures. Are they the same comparing to physical ones?

Yes, it is completely legal. After ESIGN Act released in 2000, an e-signature is considered like physical one is. You can complete a word file and sign it, and to official businesses it will be the same as if you signed a hard copy with pen, old-fashioned. You can use e-signature with whatever form you like, including fillable template HR Client Intake. Be sure that it fits to all legal requirements like PDFfiller does.

3. Can I copy my information and extract it to the form?

In PDFfiller, there is a feature called Fill in Bulk. It helps to extract data from file to the online word template. The big thing about this feature is, you can use it with Excel spreadsheets.

Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.7
Satisfied
22 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Simplify your document workflows and create fillable forms right in Google Drive by integrating pdfFiller with Google Docs. The integration will allow you to create, modify, and eSign documents, including hr client intake template, without leaving Google Drive. Add pdfFiller’s functionalities to Google Drive and manage your paperwork more efficiently on any internet-connected device.
Install the pdfFiller Google Chrome Extension to edit hr client intake template and other documents straight from Google search results. When reading documents in Chrome, you may edit them. Create fillable PDFs and update existing PDFs using pdfFiller.
Use the pdfFiller app for Android to finish your hr client intake template. The application lets you do all the things you need to do with documents, like add, edit, and remove text, sign, annotate, and more. There is nothing else you need except your smartphone and an internet connection to do this.
The HR client intake form is a document used by human resources departments to gather essential information about a new client or employee, including personal details and employment history.
Typically, new employees, contractors, or clients engaging with an organization are required to fill out the HR client intake form.
To fill out the HR client intake form, individuals should provide accurate personal information, including name, contact details, employment history, and any other specified data requested on the form.
The purpose of the HR client intake form is to collect necessary information for onboarding, ensure compliance with company policies, and maintain accurate records for human resource management.
The information that must be reported typically includes personal identification details, contact information, employment history, qualifications, and sometimes references or background checks.
Fill out your hr client intake template online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.