2.5.2_Simulation - Creating Ad Hoc Document_Independent Contractor Checklist

Navigation: Main Menu > Supplier Contracts > Create Contracts and Documents > Document Management

Purpose: Use this simulation to practice creating an Independent Contractor Checklist Ad Hoc document to support a related requisition.

Steps:

1. Click the Source Transaction list and select Ad Hoc.

   Step 1

2. Click the Document Type list.

   Step 2

3. Click the Independent Contractor Checklist list item.

   Step 3

4. Click in the Description field.

   Step 4

5. Enter the desired information into the Description field. Enter

    a valid value
    e.g.
    "CLINICAL LABOR"
   .
   Step 5

6. Click the Add a Document button.

   Step 6

7. Enter the desired information into the Requisition ID field. Enter

    a valid value
    e.g.
    "000000205"
   .
   Step 7

8. Click in the Estimated Contract Value field.

   Step 8

9. Enter the desired information into the Estimated Contract Value field. Enter

    a valid value
    e.g.
    "39,000"
   .
   Step 9

10. Click the Create Document button to launch the Document Wizard.

    Step 10

11. Click in the What is the Individual's Name field.

    Step 11

12. Enter the desired information into the What is the Individual's Name field. Enter

     a valid value
     e.g.
     "John Smith"
    .
    Step 12

13. Click in the D/B/A field.

    Step 13

14. Enter the desired information into the D/B/A field. Enter

     a valid value
     e.g.
     "N/A"
    .
    Step 14

15. Click the Will the individual decide how the work is to be done without instruction or direction by Baptist Health? list.

    Step 15

16. Click the Independent Contractor list item.

    Step 16

17. Click the Is the individual responsible for their own training? list.

    Step 17

18. Click the Independent Contractor list item.

    Step 18

19. Click the Does the individual have the authority to hire, supervise, and pay assistants of the individual’s choosing without direction by Baptist Health? list.

    Step 19

20. Click the Independent Contractor list item.

    Step 20

21. Click the vertical scrollbar button to view additional information.

    Step 21

22. Click the Can the individual set their own hours of work? list.

    Step 22

23. Click the Independent Contractor list item.

    Step 23

24. Click the Is the worker required to work on Baptist Health premises, in a particular office or at a specific workstation? list.

    Step 24

25. Click the Independent Contractor list item.

    Step 25

26. Click the Does the individual regularly need to use Baptist Health’s equipment or machinery to perform the work? list.

    Step 26

27. Click the Independent Contractor list item.

    Step 27

28. Click the Is the worker supervised by a member of management who evaluates the worker’s progress and performance? list.

    Step 28

29. Click the Independent Contractor list item.

    Step 29

30. Click the Do the parties have an ongoing or continuous relationship tied to a specific job, project, or assignment, or is the relationship based on mutual contractual obligations that will disappear once the contract is fulfilled? list.

    Step 30

31. Click the Independent Contractor list item.

    Step 31

32. Click the vertical scrollbar button to view additional screen information.

    Step 32

33. Click the Is the individual required to work a minimum number of hours during a specified time period (e.g., per day, week, or month), and is prohibited from performing jobs outside the company? list.

    Step 33

34. Click the Independent Contractor list item.

    Step 34

35. Click the Does the individual have the right to use his or her professional judgment as to how the job will be done? list.

    Step 35

36. Click the Independent Contractor list item.

    Step 36

37. Click the Is the worker paid on a daily, weekly, or monthly basis? list.

    Step 37

38. Click the Independent Contractor list item.

    Step 38

39. Click the Does Baptist Health require individual to maintain all necessary licenses at his or her expense? list.

    Step 39

40. Click the Independent Contractor list item.

    Step 40

41. Click the Does Baptist Health pay for individual’s meals and transportation costs while on business trips and require expense reports for business trips? list.

    Step 41

42. Click the Independent Contractor list item.

    Step 42

43. Click the Does the individual have an investment in their own business? list.

    Step 43

44. Click the Independent Contractor list item.

    Step 44

45. Click the vertical scrollbar button to view additional screen information.

    Step 45

46. Click the Will the individual recognize profit or loss based on good or bad decisions? list.

    Step 46

47. Click the Independent Contractor list item.

    Step 47

48. Click the Is the individual covered by Baptist Health’s liability insurance or does the individual have his or her own liability insurance? list.

    Step 48

49. Click the Independent Contractor list item.

    Step 49

50. Click the Does the individual pay workers’ compensation and health insurance for himself or herself (as well as the assistants, if any)? list.

    Step 50

51. Click the Independent Contractor list item.

    Step 51

52. Click the Is there any evidence suggesting that the individual holds himself or herself out to the public as an independent contractor, such as having his or her own business cards or marketing strategies? list.

    Step 52

53. Click the Independent Contractor list item.

    Step 53

54. Click the Does Baptist Health have the right to discharge the individual for performance or conduct issues? list.

    Step 54

55. Click the Independent Contractor list item.

    Step 55

56. Click the Does the individual’s engagement terminate when the project is completed? list.

    Step 56

57. Click the Independent Contractor list item.

    Step 57

58. Click the Can the individual be held liable for failing to complete the assigned task? list.

    Step 58

59. Click the Can the individual be held liable for failing to complete the assigned task? list.

    Step 59

60. Click the Independent Contractor list item.

    Step 60

61. Click the vertical scrollbar button to view additional screen information.

    Step 61

62. Click the Are the contractual obligations expressly stated in the parties’ documents, and are there provisions for damages relating to default or breach of contract? list.

    Step 62

63. Click the Independent Contractor list item.

    Step 63

64. Click the Does Baptist Health require the individual to fill out reports relating to the job’s performance? list.

    Step 64

65. Click the Independent Contractor list item.

    Step 65

66. Click the Does the contract expressly provide that the job is completed only when Baptist Health is satisfied with the final product? list.

    Step 66

67. Click the Independent Contractor list item.

    Step 67

68. Click the Is the work a part of Baptist Health’s regular business and typical performed by an employee of Baptist Health? list.

    Step 68

69. Click the Independent Contractor list item.

    Step 69

70. Click the Based on the above checklist and my knowledge of the proposed contract, it is my determination that the individual providing the services should be classified as follows list.

    Step 70

71. Click the Independent Contractor list item.

    Step 71

72. Click in the Requesters Name field.

    Step 72

73. Enter the desired information into the Requesters Name field. Enter

     a valid value
     e.g.
     "Amy Lingle"
    .
    Step 73

74. Click in the Requesters Title (Director or above) field.

    Step 74

75. Enter the desired information into the Requesters Title (Director or above) field. Enter

     a valid value
     e.g.
     "Contract Administrator"
    .
    Step 75

76. Click in the Date of Request field.

    Step 76

77. Enter the desired information into the Date of Request field. Enter

     a valid value
     e.g.
     "09/15/2014"
    .
    Step 77

78. Click the An Independent Contractor Checklist requires the Service Provider Questionnarie to be completed and attached to your document. list.

    Step 78

79. Click the Yes list item.

    Step 79

80. Click the Finish button.

    Step 80

81. Once finish with the Document Wizard, the Document Management page will display.

     

    From this page, you can perform different tasks that relate to the Ad Hoc document.  These tasks will be covered in separate simulations.

    Step 81

Congratulations! You have successfully created an Ad Hoc document.

Continue to the next simulation.

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