Setting up a new vendor in Gusto

Overview

Add a client's independent domestic contractors' basic information, invite them to self-onboard, send new hire documents (like contracts) for them to sign, and get ready to pay them with ease.

Video Training

Tools

Gusto

Procedure

1. Visit Gusto here: Gusto and log in with the Admin Google Account.

2. Click Clients from the left menu.

3. Type the client's name in the search bar in the middle of the page.

4. Click the box with an arrow next to the client's name to open their account.

5. Go to the People section and select Hire & onboard.

6. ​Click Hire a new person.

7. Click the Contractor tile.

8. Select if this is an Individual or Business contractor type.

9. Enter the contractor's details such as name and start date.

   • If you elected Individual as the contractor type, you may be asked to answer additional questions about new hire reporting and their primary work state.

10. Select their wage type–hourly rate or fixed dollar amount.

11. Enter your contractor's personal email. Use an existing address that’s not associated with your company.

    • This allows them to view their payments and download their annual 1099 tax form.

12. At the bottom, select the checkbox to invite this contractor to enter their own details in Gusto.

    • If you wish to enter all of their information yourself, uncheck that box. Proceed with entering their SSN/EIN, address, and payment info directly as it was provided to you on the W-9.

13. Click Save & continue.

14. Select the onboarding documents you need the contractor to sign or acknowledge. Choose from:

    • Individual documents: something for a single recipient, like a contract agreement.

    • Team documents: something applicable to many recipients, like an employment handbook.

    • Gusto will also automatically send a W9 to your contractor to complete electronically.

      • If they have trouble completing this form, you can direct them to this article.

15. Click Save & continue.

16. Click Go to [contractor's name] checklist.