Contractor onboarding checklist
Twelve steps to start a contractor well and safely: paperwork that matches the country, access with least privilege, and a clear first deliverable.
Step by step
- 1Tick each item as you go: your progress is kept in this browser.
- 2Keep the contractor outside staff processes such as appraisals or staff events.
- 3Copy the checklist into your project tool to share it.
Watch-outs
What changes from one country to another, with the legal source.
Vigilance obligation for contracts of EUR 5,000 or more, renewed every six months.
Code du travail L8222-1, R8222-1, D8222-5Issue the status determination statement before the start if the off-payroll rules apply.
ITEPA 2003 Part 2 Ch 10Collect Form W-9 from US contractors (Form W-8BEN or W-8BEN-E from foreign contractors) for information reporting and withholding.
IRS, Forms W-9 and W-8 instructionsLegal references checked on 15 Oct 2026. Rules change: check the source before you rely on it.
Questions people ask
Is it free?
Yes. Every template is free to read and copy: no sign-up, no email, no download.
Do I need it on FreelanX?
On FreelanX missions, the contract is created from the brief and signed online, payments are held by FreelanX and released per approved milestone, and invoices are issued automatically. Templates help for work agreed elsewhere, or to prepare a conversation.