Adding your independent contractor follows essentially the same process as adding a regular employee. Here's a guide complete with GIFs to help you follow along:
- Now it's time to begin the process of adding your employee. You'll be required to provide basic information. By "Tax Type," choose 1099M or 1099R. At the bottom of the page, check "Enable Employee Self-Onboarding" and click "Save and Continue." The system will send an email invitation to the work email address you entered.
- The independent contractor will be sent an email that provides them with a link to create their own employee self-service login. Once they've logged in, they can pick up where you left off, and start on entering their "Personal Info." The fields are fairly self-explanatory. Note that the worker can enter their Social Security Number OR their FEIN (business identification number). Next, they can continue on to add any "Emergency Contacts" (which is optional).
- By "Tax Details" the contractor will be asked to select their "Federal Tax Classification" and to add a signature.
- Finally, they will choose their preferred payment method and enter the payroll information necessary to be paid.
Once finished, you will be asked to review the employee's verification. Review, sign, and click "Save and Activate" to officially finish the onboarding. That's all it takes to set up an independent contractor to be paid with FingerCheck360!