The next Individual Service Provider: Classification and Payment sessions are available. Go Knowledge Link (http://knowledgelink.upenn.edu) to register today!
Please note: All instructor-led training is now being conducted via a virtual classroom.
Once registered, details will be sent separately via email.
Tip: If you have previously attended this session and would like a refresher, you are more than welcome to attend – the content is basically the same as prior sessions with updates as appropriate.
Tuesday, July 14th 10:00 a.m. – 12:00 p.m.
Wednesday, August 12th 1:00 – 3:00 p.m.
Who Should Register: Individual Service Providers: Classification & Payment training is intended for anyone who is involved with any of the following:
- Hiring employees or temporary workers
- Processing honoraria payments
- Procuring the services of and paying independent contractors or other individual service providers
- Creating or approving BEN Buys requisitions or purchase orders for independent contractors
Pre-requisites: Attendees should review the following materials found on the Individual Service Provider Classification website in advance of the session:
- Classifying Individual Service Providers: Classification and Payment Training Presentation
- Service Provider Questionnaire (Service Provider Completes)
- Service Provider Evaluation (School/Center HR Director Completes)
- Procedural Guide for Independent Contractors and Limited Engagements
- Limited Engagement Agreements: US Persons, Non-Resident Aliens, and Global
General Objectives: On completion of this module, the participant should be able to:
- Understand the key federal laws and regulations governing and Penn policies for classifying, paying, and taxing employees and individual service providers
- Utilize the worker classification questionnaires to properly classify individual service providers
- Properly process and submit payment requests for the various individual service provider classifications (employees, temporary workers, independent contractors or other individual providers) and honoraria
- Locate resources for assistance