Automate Benefits enrolment form on monday.com

HR managers use a benefits enrolment form to formalise onboarding and new hire details and get sign-off before the process moves forward. GetSign pre-fills it from your monday.com board and collects new employees and employees updating benefit elections sign-off without any manual follow-up.

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What is the Benefits enrolment form on monday.com?

Most teams handle this over email. They send a PDF, New employees & employees updating benefit elections fills it manually, sends it back, someone re-enters the data into their system, and the file gets buried in a folder. GetSign replaces that entire process inside monday.com.
How It Works

How GetSign handles the Benefits enrolment form.

GetSign is a monday.com-native document app. Upload your Benefits enrolment form PDF once and GetSign auto-detects every field — employee name, employee ID, benefit plan selections, dependants, coverage level, opt-out declarations, effective date, employee signature. No manual field setup.

01

Auto-detect every
field, instantly.

GetSign auto-detects every field in the Benefits enrolment form PDF the moment you upload it. No manual setup, no dragging and dropping — every field, including employee name, employee ID, benefit plan selections, dependants, coverage level, opt-out declarations, effective date, employee signature , is identified instantly.

GetSign Form - Auto detection of fields
02

Pre-fill from your board, automatically.

If you already have the recipient’s name, company, or
contact details on your board, GetSign populates those
fields before sending. The recipient only fills what you do
not already know.

03

A clean guided interface, not a raw PDF.

Recipients see one field at a time in a simple step-by-step
flow. No scrolling through pages, no missed fields — and
higher completion rates every time.

A clean guided interface, not a raw PDF.
Setup

How to collect the Benefits enrolment form in monday.com.

No API setup. No third-party integrations. Everything happens inside monday.com.

Upload your Benefits enrolment form PDF
Add it once — GetSign auto- detects all fields immediately.
Map board columns to fields

Name, email, company — pre-filled on every send.

Trigger it from your board

Manually, or via a monday.com automation on status change.

New employees & employees updating benefit electionsfill & sign

In their browser — no account no app to download.

Data syncs back to your board

Columns update and the signed PDF attaches immediately.

Who it's for

Who uses GetSign for the Benefits enrolment form ?

HR manager, benefits administrator use GetSign to send the Benefits enrolment form to New employees & employees updating benefit elections directly from their monday.com board. HR or benefits administrators send the benefits enrolment form to new employees from the onboarding board item in monday.com, pre-filling eligibility and start date details, collecting the employee's benefit elections and signed authorisation, and passing the confirmed elections to the benefits provider and payroll team.

Sends the form

Contractor

Work straight from the board — one click sends
the form, pre-filled with what you already know.

Fills & signs

Employee

Open the link in any browser and complete a clean, guided form —
one question at a time. No login, no app.

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Related forms on monday.com.

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FAQ

Frequently asked questions about the Benefits enrolment form on monday.com.

Yes. GetSign automatically detects fields in the Benefits enrolment form. Upload the PDF once and GetSign automatically identifies fillable fields throughout the document. Text inputs, dropdowns, dates, checkboxes, signatures, and other supported fields are detected without requiring manual setup. Once detected, those fields can be mapped to monday.com data and used with GetSign Form Filler.
Yes. After GetSign automatically detects the fields in your Benefits enrolment form, GetSign Form Filler can populate those fields using data already stored in your monday.com board. Information such as names, emails, company details, reference numbers, and other mapped values can be inserted automatically before the form is sent. This reduces repetitive data entry, improves accuracy, and helps teams generate completed forms faster.
Yes. GetSign allows teams to upload existing PDF Benefits enrolment form and transform them into interactive digital experiences. Instead of printing, scanning, or editing PDFs manually, recipients can complete the form through a guided online workflow.
No. New employees & employees updating benefit elections receive a secure link and can complete the form directly in their browser. They do not need access to your monday.com workspace, a monday.com license, or a separate GetSign account.
Yes. GetSign supports monday.com automations for Benefits enrolment form that can generate and send forms based on workflow events. This helps teams eliminate repetitive manual tasks and ensure documents are sent at the right stage of a process.
Yes. GetSign provides visibility into the document lifecycle, allowing teams to see when the Benefits enrolment form has been sent, opened, completed, or signed. This makes it easier to follow up and keep processes moving forward.
Yes. GetSign supports legally binding electronic signatures and maintains an audit trail for completed Benefits enrolment form. Teams can collect approvals, acknowledgements, and signatures without requiring recipients to print or scan paperwork.

Start automating your Benefits enrolment form workflow today on monday.com

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