The prompt
Score 10 of 10, Excellent
Use it when You plan to engage someone as a contractor, or already have, and need the facts of the working relationship set out for your lawyer or accountant.
- {{advisor}}
- {{locations}}
- {{work}}
- {{how_it_works}}
- {{documents}}
Full prompt and why it works
Prompt
Set out the facts of a working relationship, so that {{advisor}} can assess whether the person should be treated as an independent contractor or an employee. I am not asking you to decide that or to give legal advice: the test differs by country, state and purpose (tax, employment rights, benefits), and the decision belongs to a qualified advisor. I want the facts organized under the questions advisors usually ask, with the gaps visible. Where we are based and where the person works: {{locations}} The role and the work: {{work}} How the relationship works in practice, in my words: """ {{how_it_works}} """ Documents we have (contract or statement of work, invoices, emails about how the work is done): """ {{documents}} """ Use these headings, and under each, list the facts from my account and the documents, each with its source: 1. Control: who decides how, when and where the work is done, and whether we train or supervise the person. 2. Integration: whether the work is part of our core business, whether they use our email, systems, job titles or business cards, and whether they manage our staff. 3. Money: how they are paid (per project, hourly, salary), who pays for expenses and equipment, whether they can make a profit or a loss, and whether they invoice us. 4. Independence: whether they work for other clients, advertise their services, have their own business registration or insurance, and can send someone else to do the work. 5. Duration: how long the relationship has lasted and whether it has an end date. 6. Paperwork against practice: where what the documents say differs from what happens. 7. Facts missing: what an advisor will likely ask that my account does not cover. 8. Questions for the advisor, numbered. Keep it under 700 words. For example, the form of one fact: "Sets own hours: yes, per the March 3 email ('work whenever suits you'); but must attend the daily 9 a.m. team call (my account)." This shows the form only. A good summary is one an advisor can read in five minutes and see where the facts point both ways. State each fact neutrally, including the ones that do not help the classification we would prefer. Do not label the person a contractor or an employee, score the factors, or say what the law requires. If my account and the documents disagree, list both versions under heading 6 rather than choosing one. If a heading has no facts from my account or the documents, write "not covered" rather than guessing.
Variables
- {{advisor}}
- Who will assess it, for example "our employment lawyer" or "our accountant".
- {{locations}}
- Your country and state or province, and where the person works, for example "we are in Texas; she works from home in Ohio".
- {{work}}
- The role and what the person does, in a sentence or two.
- {{how_it_works}}
- How the relationship runs day to day: hours, supervision, tools, pay, other clients, how long it has lasted.
- {{documents}}
- The contract or statement of work and any emails or invoices that show how the work is done, pasted or summarized with dates.
Why it works
- What to avoid. The person is never labeled a contractor or an employee, because the test differs by place and purpose and the decision belongs to an advisor.
- What good looks like. Facts that point against the classification you would prefer are stated as plainly as the ones that help.
- If unsure. Where the paperwork and the practice differ, both versions are kept, and headings with no facts say "not covered".