katchimedia
KM360 · People Experience Management
New Hire Request · v2

New Hire Request

Complete this form to initiate onboarding for a new team member, contractor, rehire, or classification change. Fields adapt to the worker type you select. Information is used solely to configure onboarding in Gusto and prepare the engagement documents.

Draft autosaves on this device.
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1
Request Context
What kind of request is this, and who is submitting it
Heads up: Converting an active W-2 employee to 1099 in the same role is a common misclassification trigger. The request will be reviewed against IRS and Georgia Department of Labor tests before documents are prepared.
Client & Requestor
2
Position Details
Role, classification, schedule, and location
Multi-state workers may create tax and registration obligations
Schedule
3
Worker Information
Details for the Gusto onboarding invitation
Note: Social Security Number, date of birth, bank details, and I-9 documents are intentionally not collected here. The worker enters those directly in Gusto's secure onboarding portal. Do not include them in any free-text field.
Gusto onboarding invitation will be sent here
4
Compensation
Pay structure, bonus, and payment logistics
Employee Compensation
Enter the number that matches the pay type
Contractor Compensation
Amount per day, hour, procedure, project, or month
Bonus applies only to amounts above this
Enter a base rate, threshold, and percentage to see a worked illustration.
Leave blank if paid as an individual; SSN is entered in Gusto
Select a Worker Classification in Section 2 to see the matching compensation fields.
5
Agreement & Terms
Contract structure, notice periods, and cancellation policy
Gusto requires one for contractor agreements
Classification Check
These four answers are compared against the IRS common-law and Georgia tests. They do not change the request; they tell us whether the 1099 classification needs a closer look.
Select a Worker Classification in Section 2 to see the matching agreement fields.
6
Credentials & Compliance
Licensure, screening, training, and HIPAA workforce determination
Screening
HIPAA Workforce Determination
Select the fields above to see the workforce determination.
Required Training & Documents
7
Systems, Access & Equipment
Least-privilege access from day one
8
Onboarding Plan & Notes
First-day logistics and anything else we should know
9
Review & Confirm
Automatic checks run on what you entered
Review Flags
  • Complete the sections above to generate review flags.

All information is treated with strict confidentiality per the terms of your engagement agreement with katchimedia.

✓

Request Received

Your request has been submitted. katchimedia will confirm next steps within one business day. If any review flags were raised, expect a short clarification call before documents are prepared.