An HR intake form is used before services are provided and is intended to offer a general overview of the client’s HR needs. By signing, the client doesn’t enter into a binding relationship with the HR professional and is free to back out of the arrangement if need be.

An HR consulting agreement is a legally enforceable contract that outlines each party’s rights and responsibilities. It includes terms for payment, service obligations, retainer fees, and confidentiality.

Some benefits of a human resources intake form include:

• Improved Efficiency – It streamlines data collection and reduces the need for one-on-one conversations and email exchanges with clients.
• Avoids Missed Information – By standardizing the information clients provide, HR professionals ensure they have the necessary contact and business details to begin the working relationship.
• Determines Fit – It helps HR professionals decide whether they’re a good fit for the client and whether they’ll have enough time and resources for the job.
• Establishes Services – It relays the client’s HR inefficiencies and overall needs, allowing the HR professional to determine the best course of action.