01 Which platform documents should be tied to the proposed configuration?
Collect the client agreement, order form, worker-facing terms relevant to the service, privacy terms, insurance evidence, sample invoice, and description of any agency or payroll partner. Record version dates and legal entity names. If sales materials conflict with the contract, request a written clarification that identifies which document controls. Avoid accepting a generic compliance packet for every service tier. The evidence should match the city, role, worker cohort, and product configuration in the proposal. Unknown subcontractors or optional payroll paths should remain open issues until the seller identifies what the order will actually use.
Authority to review: IRS — Completing Form SS-8
02 How should control and relationship evidence be captured?
Trace each decision: worker selection, schedule setting, instruction delivery, equipment, time approval, reassignment, removal from an event, and dispute handling. Also document investment, payment structure, continuity, written benefits or exclusions, and whether the work is part of the receiving business. Different authorities organize those facts differently. The IRS common-law framework and the Department of Labor's FLSA material are not interchangeable. State tests can differ again. The review file should present the evidence accurately and cite current sources so counsel can make a jurisdiction-specific assessment.
Authority to review: IRS — Employee (common-law employee)
03 What should the platform explain about incidents and records?
Ask which entity receives injury reports, wage questions, harassment reports, and worker disputes; how the client is notified; and which records remain accessible after the event. Confirm the timekeeping source, correction process, retention owner, and export format. Do not assume the user interface preserves every legally relevant record. For work at a host site, define how hazard information and event instructions reach the worker. OSHA encourages staffing agencies and host employers to coordinate temporary-worker safety rather than leaving responsibility implicit.
Authority to review: OSHA — Protecting Temporary Workers
04 How should a buyer document the approval decision?
Write a configuration memo that names the service tier, entities, locations, roles, key facts, open issues, reviewers, and accepted mitigations. Attach the contracts and official sources used. If a material fact changes—such as the supplying entity, payment path, or scope—reopen the affected review instead of relying on the earlier conclusion. The memo should distinguish operational preference from legal analysis. A buyer may reject a model because its records or responsibilities are unclear even when no legal conclusion has been reached. That distinction keeps procurement language accurate.
Authority to review: U.S. Department of Labor — Fact Sheet 13