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Run: Contingent Worker Classification Screening Form

Screen contingent workers before onboarding to document whether the role looks like an independent contractor or employee. Use it to capture the facts, flag ...

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Submission Notice

Purpose of this screening (required)

Requestor name (required)

Requestor department (required)

Planned start date (required)

Worker name or legal entity name (required)

Enter the individual name or business entity name that will perform the work. Collect only what is needed for review.

Brief engagement summary

Summarize the work, expected deliverables, and why this role is being proposed as contractor work.

Work Relationship Basics

Primary work location (required)

Will the company provide tools, equipment, or software? (required)

Who sets the work schedule? (required)

Level of supervision expected (required)

Can the worker send a qualified substitute or delegate work? (required)

How integrated is the role into day-to-day operations? (required)

IRS Common-Law Factors

Will the company direct how the work is performed? (required)

Will the company provide training specific to how the work must be done? (required)

Who bears the financial risk for profit or loss? (required)

Will the company reimburse routine business expenses? (required)

How will the worker be paid? (required)

Can the worker market similar services to other clients? (required)

DOL Economic Reality Test

Does the worker have an opportunity for profit or loss based on managerial skill? (required)

Will the worker make a meaningful investment in tools, equipment, or business operations? (required)

Expected duration of the relationship (required)

Is the work integral to the company's core business? (required)

Does the role require specialized skill or independent expertise? (required)

Is the worker operating through a registered business entity? (required)

Risk Indicators and Exceptions

Will the worker use a company email address or employee-style account? (required)

Will the worker appear on the company org chart or internal headcount reports? (required)

Will the worker receive employee benefits or perks beyond standard vendor access? (required)

Will the worker be expected to work exclusively for the company? (required)

Explain any facts that could indicate employee status

Include any control, supervision, scheduling, integration, or financial dependence concerns.

Consent, Review, and Audit Trail

I understand this form collects only information needed for classification review and may be shared with HR, Legal, Procurement, or Tax for compliance purposes. (required)

Yes No N/A

I confirm the information provided is accurate and complete to the best of my knowledge. (required)

Yes No N/A

Reviewer notes

For HR, Legal, or Compliance use only. Document the audit trail, decision rationale, and any required follow-up.

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