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Onboarding · 6 min read

Digital onboarding: documents, deadlines and electronic signature

What to ask the new hire for, the registration deadlines, the pre-employment medical exam and what the law says about signing the contract on the phone.

Marina Couto ·

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Illustration: a phone with an approved document and a signature, next to a sailboat.

Onboarding is the person's first contact with HR. When it happens over email, with a missing document and a printed contract, day one starts with loose ends. When it happens digitally and in an organized way, it starts with everything ready.

The most requested documents

  • ID document with photo and CPF
  • Proof of address
  • Digital work card (the number is the CPF)
  • Voter registration and military service certificate, when applicable
  • Bank details for payment
  • Birth or marriage certificate and dependents' documents, for family allowance, income tax and the health plan

Deadlines that count

  • Pre-employment medical exam: mandatory before work starts (CLT, art. 168, I).
  • eSocial registration: it must be sent before work starts, according to the eSocial manual. Check the current version of the manual, because event deadlines change with updates.
  • Work card: the hiring must be recorded within 5 business days (CLT, art. 29). Today the work card is digital and the information reaches it through eSocial.

Electronic contract signature

Law 14,063/2020 defines three levels of electronic signature: simple, advanced and qualified (with an ICP-Brasil certificate). The law mainly covers interactions with the government. Between company and employee, electronic signatures are used in practice, and the choice of level depends on the document's risk.

A flow that works

  1. Invite: HR registers the role, salary, schedule and start date and sends a link.
  2. Details and documents: the person fills in the form and sends photos from the phone.
  3. Check: HR approves each item or asks for a correction, with the reason.
  4. Exam and signature: exam scheduled, contract signed electronically.
  5. Ready: the record goes on to payroll, time tracking and benefits.

Marina CoutoVela's payroll specialist. A fictitious character.

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