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CONTRACTOR ENGAGEMENT CHECKLIST

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by Maria Ricci

There are quite a few steps that should be considered before providing a contractor with an engagement contract and sealing the deal. Whether you are hiring for a couple of hours or several months the impact of a poorly executed engagement can result in misfortune later!

Get Ready, Set and Go!:

• A Statement of Work (SOW) is provided to the engagement officer (hiring manager) with the following details: name of the contractor, contact information, rate, start date and end date of the engagement.
• Have both an Independent Contractor Agreement and an Employment Agreement available and insure that both have been carefully established and approved by your legal counsel based on the classification the worker is electing to engage with.
• Communicate with the Contractor. Review the statement of work and establish whether they will be processed as an Independent Contractor or Employee.  The on boarding package you will provide to the contractor and the checklist you need to use is different depending on the workers classification status.

Below are examples of items you need to include on a checklist. Items may vary based on federal, state/provincial tax and labor laws.

As you can see there are quite a few things to consider. Building the process, actualizing the agreements, validation, distribution and collection of the forms, ongoing compliance, etc…  You also need to factor in the cost and time you will need to invest before you even get to the, "Get Ready, Set and Go stage!"

Once you see what's behind compliance, outsourcing may be a great option.  :)