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HR Client Intake Form

HR Client Intake Form — a 2-page PDF form with 42 fill-in fields for the employee and client.

  • 2 pages
  • 42 fill-in fields
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Not yet rated0 downloadsUpdated Aug 21, 2026
First-page preview of HR Client Intake Form
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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
PDF
File size
820 KB
Pages
2
Version
1