Free PDF template
HR Client Intake Form
HR Client Intake Form — a 2-page PDF form with 42 fill-in fields for the employee and client.
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0 downloadsUpdated Aug 21, 2026
Information you will need
- Do you want to upload an image? af image
- SERVICE PROVIDER ONLY: What's your name?
- What's the company's street address?
- In what city is the company located?
- In what state is the company located?
- What’s the company’s ZIP code?
- What's the company's phone number?
- What's the company's website?
- CLIENT ONLY: What's the company’s name?
- What’s your name?
- What’s your position in the company?
- What's your phone number?
- What's the type of company?
- How many employees are in the company?
- What products or services does the company offer?
- What are the company’s main HR issues?
- What are the company’s short term HR goals?
- Does the company need help with compensation and benefits?
- Does the company need help with employment law compliance?
- Does the company need help verifying employment credentials?
- Does the company need help with HR technology and software?
- Does the company need help drafting documents?
- Does the company need help with interview coaching?
- Does the company need help with downloadable documents?
…and 18 more fields in the PDF.
Completed by the employee and the client.
The form includes 2 signature lines.
PDF facts
- Format
- File size
- 820 KB
- Pages
- 2
- Version
- 1