How to Write and Send Enrollment Forms
If you’re onboarding a new employee or student, some of the many forms that might need to get filled out include:
- Personal information form
- Employee contract form
- Emergency contact form
- Direct deposit enrollment form
- Tax forms
- Benefit enrollment form
- Survey questions form
Even the smallest company or school needs to have these forms on file to properly onboard someone, and also a solution to help keep enrollment applications organized and easy to search. However, before you can do that, you actually have to write the forms.
Let’s take a look at what needs to go into job enrollment forms and school enrollment forms, including some examples.
Job enrollment form writing tips
If you’re an HR professional or simply hiring for your company, you need to collect a bunch of employee information. The fields in your employee information form should include:
- Personal information including:
- Their full name and preferred pronouns
- Their full mailing address
- Home / mobile / alternate phone numbers
- Personal email address
- Social security number
- Emergency contact name / relationship / contact phone
- A section for you to fill out relevant job info:
- Job title
- Employee ID
- Supervisor name
- Work location
- Work phone
- Work email address
- Start date
Here’s a great employee information form template from Betterteam.
Then you need the information to pay your new employee. A direct deposit authorization form needs to include fields for:
- A tickbox for checking or savings
- The address of the employee’s bank branch
- The routing and account number
- A clause stating that the employee agrees to have funds deposited directly into the account
- A signature and date line
Be sure to check out this direct deposit authorization form template from SHRM.
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School enrollment form writing tips
For the public school, private school, or daycare enrollment process, there is lots of important information you need to know about the student to keep them safe and who to contact in an emergency. This enrollment form should ask the parent or guardian for:
- The child’s full name and preferred name
- The child’s age and the program being enrolled in
- The child’s home address and that home’s primary phone number
- Any health conditions, medications, or allergies the school needs to be aware of
- The name and contact information of parents or guardians
- Marital status
- In which home does the child live, in event of separation or divorce
- The name and contact information of an alternate emergency contact
- The name, phone number, and address of your family doctor
- The names of any individual to whom your child should NOT be released
Be sure to check out this daycare application form from Kidsplay Childcare.
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