Contingent Workforce Cost and Compliance Kit

Bring your contingent workforce decisions together in one place. Compare labor costs, evaluate hiring options, review classification risks, and examine agency terms. The kit also includes a CFO-ready executive summary to frame the decision before you open the workbooks.

Four products and an executive summary, in working order

One top-level Start Here guide shows how to use all four products in order. Each workbook retains its own Start Here tab, and the kit includes the Executive One-Pager. The license and Google Sheets guide are provided once.

• START HERE, the kit sequence. A guide to the four steps: model the cost, decide the hiring path, check classification risk, and review agency terms. Start with this file.
• Executive One-Pager: Should We Convert Our Contingent Workforce? A CFO-ready three-page PDF covering the decision, the four-way figures from a worked example, risk checkpoints, and how to evaluate the options using the kit.
• Model the Cost. The Contingent Labor Cost and Conversion Workbook includes a four-way model, program rollup across pay bands, burden builder, and scenario compare. It has its own Start Here tab.
• Decide the Hiring Path. The Temp-to-Hire and Direct-Placement Decision Workbook compares three first-year paths and includes the declining buyout schedule and portfolio view. It has its own Start Here tab.
• Check the Classification Risk. The Independent Contractor Classification and Risk Kit includes the decision guide, the per-worker questionnaire with a risk read, the 1099-versus-W-2 model, and the IC agreement and SOW templates.
• Fix the Agency Terms. The Staffing Agency Management Kit: the markup benchmark reference, the agency scorecard workbook, the partner agreement and rules of engagement, and the contingent workforce policy.

How to work through the decision

Begin with the Executive One-Pager to frame the question for leadership. Then work through costs, hiring paths, classification risk, and agency terms in that order. Each step builds on the previous one.

• Compare the costs. The conversion workbook uses your rates to calculate four cost options and produces the annual savings figure used in the rest of the kit.
• Evaluate the hiring paths. For roles you are considering converting, the decision workbook compares direct hire, temp-to-hire, and direct placement, including the buyout schedule.
• Review classification risk. Before a conversion affects 1099 status, the risk kit walks through the three tests and scores each worker, with the points requiring counsel review clearly marked.
• Examine agency terms. For roles that remain contingent, the management kit helps you review the agreement, use the scorecard, and prepare for discussions about markup.

Four products organized to work together

The four products are organized to work together. Shared materials, including the burden model and tenure-cap language, appear once in their relevant sections. The remaining files follow the order of the decisions.

• A clear order of work. The top-level Start Here guide takes you through all four products in the order the decisions are made.
• An executive summary only this kit carries. The three-page CFO summary presents the four-way figures from a worked example, the risks that may affect the decision, and how to use the kit to evaluate the options.
• Sources and dates included. The workbooks identify the dates of their assumptions, and the guides date the rules and tests they reference. You can see where the information comes from.
• Legal-review points retained. The classification and agency files include every marked counsel-review point from the standalone products.

Who this is for and other options

Built for

• An operations leader or HR lead responsible for contingent labor spending, classification risk, and staffing agency relationships.
• A finance leader evaluating contingent workforce conversion costs who wants a documented business case to work through independently.
• A consultant conducting a contingent workforce review for a client and using the completed work as the deliverable.

If you are looking for

• For one part of the decision, each product is also available separately: the conversion workbook, the hiring-path workbook, the classification kit, and the agency kit.
• For general labor-cost planning without the compliance materials, the Workforce Cost Control Bundle covers the cost-side sequence.

Before you buy

What exactly is in the kit?

You receive the working files from all four standalone products, organized by one top-level Start Here guide. The kit also includes the Executive One-Pager that only this kit carries, with the license and Google Sheets guide provided once at the top level.

How does the $149 kit price compare with buying separately?

Bought separately, the four products total $196: $39, $29, $69, and $59. The kit costs $149 and includes the executive summary and top-level sequence available only here.

Are the files identical to the standalone products?

The kit includes the same models, guides, and templates as the standalone products, with a different file arrangement. One top-level Start Here and one Quick Reference replace the standalone Start Here and Quick Reference PDFs.

Is this legal advice?

The cost workbooks are planning models. The classification and agency files provide general information, with legal-review points clearly marked. Have qualified employment counsel review classification decisions and agreements before you act.

Is it a subscription?

No. This is a one-time purchase with no recurring fee.

How do I know when it was last checked?

Each file includes a last-reviewed date so you can see when the material was checked. Confirm date-sensitive rules and figures when applying them to your situation.

What is the refund policy?

Digital products are covered by a 30-day money-back guarantee. To request a refund, email support@truestephr.com or reply to your receipt within 30 days of purchase.

What happens after I buy?

After checkout, you receive an instant download link. Your email receipt includes the same link. Open the top-level Start Here guide first to see the order for using the kit. For questions or help getting started, email support@truestephr.com.

Can I expense this purchase to my business?

A tool you use for work often qualifies as a deductible business expense, but that depends on your situation, so confirm with your accountant. Your receipt arrives by email at checkout and works as documentation.

The cost models are planning figures; the classification and agency files are general information, not legal advice. Have qualified employment counsel review classification decisions and agreements before you act.

How the download works

Your files arrive as a single ZIP download, best opened on a computer. Save it, extract it (right-click and select Extract All on Windows, or double-click on a Mac), then open the Start Here file first. PDFs open in any reader, and editable files work in Microsoft Word and Excel or free equivalents, including LibreOffice, Google Docs, and Google Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.