The freelance and contractor workforce has become a core part of how modern businesses operate. Whether you're bringing someone on for a short-term project or long-term support, hiring the right independent professional can offer flexibility, specialized skills, and cost efficiency. But it also requires a thoughtful vetting process to avoid costly mistakes.
Here’s a practical checklist to help you evaluate and onboard freelancers or contractors safely and effectively.
Clearly Define the Role
Before you begin your search, clarify:
A well-defined role helps you attract the right candidates and reduces the chances of misalignment later.
Start by researching the freelancer online. Look at LinkedIn, their portfolio site, and profiles on platforms like Upwork or Fiverr. You want to see:
This initial review can help validate their experience and professionalism.
Ask for at least two recent client references or case studies. Speak directly to past clients and ask:
If a freelancer is hesitant or unable to provide references, consider it a potential red flag.
If the freelancer will handle sensitive information, access internal systems, or work closely with your team long-term, a background check is a wise precaution. Depending on the role, this could include:
Always ensure you obtain proper consent and follow legal guidelines.
A contract should outline expectations and protect both parties. Be sure to include:
A well-drafted agreement is essential for setting the tone and structure of your working relationship.
Before committing to a larger engagement, consider a small paid test project. This gives you a chance to:
It’s a simple way to gauge fit without a long-term commitment.
Even with experienced freelancers, communication is key. Set clear expectations around:
Consistent, open communication reduces the risk of misunderstandings and supports project success.
Freelancers and contractors are not employees, and it’s important to maintain that legal distinction. Be cautious about:
Maintaining proper boundaries helps you avoid misclassification issues.
Hiring a freelancer or contractor can be a smart business move—but only if you vet thoroughly. Use this checklist to make sure your next hire is not just talented, but also trustworthy and aligned with your needs.
Looking for a faster, more reliable way to screen contractors? Bchex makes freelance and contractor background checks simple, secure, and compliant.