Initiate Payroll
Step 1: Confirm Contractor Agreement Signing
Verify that the contractor has signed the Independent Contractor Agreement before proceeding.
Step 2: Add the Contractor in Gusto
Log into Gusto and navigate to People > Add a Team Member.
Step 3: Enter Contractor Information
Fill in the contractor’s basic information, including:
Full Name (add any preferred name if applicable).
Personal Email Address (ensure it is correct to receive Gusto notifications).
Step 4: Select Worker Type
Choose Worker Type and specify Contractor.
Confirm the Country where the contractor will work.
Step 5: Set Department and Manager
Select the Department the contractor will be part of.
Assign Chardè as their manager.
Step 6: Specify Start Date
Enter the contractor’s Start Date.
Step 7: Set Up Wage Details
Choose the appropriate Wage Type and enter the Wage Amount.
Step 8: Save and Continue
Save and Continue to move to the next step.
Step 9: Automatic W9 Form Generation
Gusto will automatically send a W9 form to the contractor.
Step 10: Finalize Contractor Information
Review all entered information and confirm the Contractor Role and Department.
Step 11: Complete Contractor Addition
Click Add as Contractor to finalize adding them to the system.
Initiate Background Check (If Required)
Step 12: Navigate to Hiring Tools
Go to Hiring Tools > New Background Check.
Step 13: Select Contractor for Background Check
Choose the contractor from the list to initiate the background check.
Step 14: Confirm Background Check Rates
Verify the Background Check Rates and proceed.
Step 15: Continue Process
Click Continue to complete the background check setup.
