Contractor Intake
HR
Onboard an independent contractor in two steps: engagement details, then tax documents and a signed acknowledgment.
Contractors who start without tax details and a signed acknowledgment become a payroll exception. This multi-step intake collects the engagement, then documents and a contractor attestation.
Who it is for
Ops and finance people who hire 1099s or local contractors without a vendor portal.
When to use it
Use it after you have chosen the person. Vendor Onboarding is a company supplier. Employee Onboarding is W-2. NDA Acknowledgment is secrecy, not tax status. Job Application is how they were hired.
What this form collects
Contractor identity, legal name, engagement, start date, tax form type, tax PDF, optional payment hint, and a required contractor signature. A page break splits the story from the paperwork.
- Freelance designer kickoff
- Seasonal 1099 crew
- International contractor before the first invoice
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Contractor Intake
Frequently asked questions
Is the signature a legal employment classification?
It is an attestation you asked them to sign, not advice. Classification rules are on you and your counsel.
Can I collect a bank account on this form?
Prefer the payroll or bill-pay tool. The optional hint field is a pointer, not an account number.
Why not reuse Employee Onboarding?
Employees and contractors need different documents and a different sentence under the signature. Mixing them is how people get the wrong tax treatment.
Related templates
Nearby GRTforms templates for the same job or the next step after this one.
Vendor Onboarding
Collect legal name, tax details, contacts, and compliance files after you already chose the vendor.
Employee Onboarding
Collect day-one details in two steps: identity and emergency contact, then kit, size, and start-date needs.
NDA Acknowledgment
Record that a visitor, vendor, or candidate read a confidentiality notice and signed it.
Job Application
Streamlined job application with resume upload and experience details.
Employee Time-Off Request
Request PTO or leave with dates, type, and coverage notes.