🔺 Contractor Onboarding: The Ultimate 9 Step Checklist
#Freelance

🔹 Part one: 5-step internal checklist for seamless contractor onboarding 

Ensuring your team, as well as IT, finance, and legal are prepared to sign on a new freelancer or contractor requires several key internal steps. Here’s what should be on your to-do list before you dive into work.

1️⃣Collect their contact details
🔴Full name
🔴Phone number
🔴Email address
🔴ID or EIN number
🔴CV and/or references to past work

2️⃣Sign and save all of your required legal documents

3️⃣Collect and share your contractor’s payment information with your finance team

3️⃣Request systems access and/or equipment from your IT team

4️⃣Document your contractor onboarding checklist

🔹Part two: 5 points to cover with your contractors

The second section of our contractor onboarding checklist is aligning on expectations, explaining the work, and answering any questions they may have. Here are five points to discuss before the work begins.

1️⃣Provide background information on your company and its business objectives

2️⃣Define key milestones, deliverables, and deadlines

3️⃣Align expectations regarding payment terms

4️⃣Establish communication rules

5️⃣Provide detailed feedback after the first milestone

💻 Source

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