Classification
Clear tests and examples that distinguish subcontractors from employees and steps to confirm independent-contractor status.
A single handbook reduces classification errors, speeds onboarding, and documents consistent controls for payments, insurance, and confidentiality. It helps employers demonstrate repeatable processes, which supports regulatory compliance and reduces disputes with subcontractors over scope, timing, or payment.
The handbook is intended for internal teams and external subcontractors involved in project delivery, compliance, and payment processing.
Use the handbook as a living document during contract lifecycle events: onboarding, performance reviews, change orders, and closeout.
| Field | Configuration |
|---|---|
| Upload method | PDF or DOCX; convert to flattened PDF for final archival |
| Signing order | Sequential or parallel; set approver roles and order |
| Authentication | Email link by default; enable SMS or KBA for higher assurance |
| Notifications | Auto-reminders at 3, 7, and 14 days past due |
Choose a platform that supports common file formats and integrates with core systems to avoid manual exports.
Confirm vendor certifications and API availability for automated archival, and ensure audit trails are preserved for audits and dispute resolution.
Submit signed contract, W-9, and insurance before start date.
Complete Form I-9 within three business days of hire (8 CFR §274a.2).
Provide W-9 on request; payer must have TIN before year-end reporting.
Invoices should follow stated cycle (for example, monthly) to meet Net terms.
Certificate of insurance required prior to site access or first payment.
Confirm scope, cost estimate, and insurance requirements before issuing PO.
Receive signed contract, W-9, and COI; grant system access.
Internal review and formal acceptance per agreed acceptance criteria.
Finalize final invoice, lien waivers, and retain records per retention rules.
Clear tests and examples that distinguish subcontractors from employees and steps to confirm independent-contractor status.
Standard scope templates, acceptance criteria, milestone schedules, and change-order procedures to avoid scope creep and disputes.
Payment schedule, required invoice elements, disallowed expenses, and procedures for disputed invoices and holdbacks.
Minimum insurance types and limits, certificate-of-insurance requirements, and indemnification clauses tied to project risk.
Nondisclosure obligations, permitted disclosures, and data-handling expectations including secure transmission and storage.
Termination for convenience and cause, notice periods, cure rights, and post-termination deliverable handover obligations.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card required | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |