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Worker Classification Checklist

Answer 7 quick questions before you onboard a new worker. We'll tell you whether they're leaning W‑2 employee or 1099 contractor — and how confident you should be.

01Behavioral Control

Who decides how the work gets done — you, or them?

Do you dictate exactly when, where, and how the work is done?

Think schedules, required tools, step-by-step methods. The more you control the "how," the more this looks like employment.

Do you provide periodic or ongoing training on company-specific methods?

Contractors are hired for expertise they already have. Employees are trained into your way of doing things.

02Financial Control

Who carries the financial risk and investment?

Does the worker have a significant financial investment in their own tools or equipment?

A contractor usually owns their laptop, software, or equipment. An employee typically uses yours.

Are the worker's business expenses fully reimbursed by your company?

Full reimbursement of day-to-day expenses is a classic employee perk — contractors typically absorb their own costs.

Does the worker market their services to the public or other clients?

A real contractor has — or is building — a roster of other clients. If you're their only source of income, that's a flag.

03Type of Relationship

How permanent — and how central — is this role?

Is the work performed a core, essential part of your daily business operations?

If the role is woven into the everyday running of your business (not a defined, separate project), it starts to look like employment.

Is the relationship ongoing and indefinite, or tied to a specific end date?

Indefinite, open-ended relationships read as employment. A scoped engagement with a clear finish line reads as contract work.

Answer all 7 to see your result · 0 / 7

Your classification snapshot will appear here

Leans 1099MixedLeans W-2

Answer each question above and your result will sharpen as you go.

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Want more certainty?

This is the express version.

This 7-question check mirrors the IRS's core test, but the full common-law standard runs to 11 factors — including profit-or-loss opportunity, method of payment, and benefits eligibility, the details that hold up under a DOL audit. Our Full Worker Classification Audit walks through every factor with you and delivers a written risk memo you can keep on file.

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Disclaimer: This checklist is for informational purposes and does not constitute legal advice. For state-specific wage and hour compliance, consult a certified HR professional or employment attorney.