California Contractor vs Employee Worksheet: 7 Worksheets and a Tracker

You get a PDF with 7 worksheets and an Excel tracker that document the California ABC test and the proof behind each answer.

Who it is for

California business owners who use contractors.

HR teams reviewing worker classification.

Founders making a first contractor hire.

What is inside

• 7 worksheets: engagement fact sheet, ABC test, business-to-business test, federal three-category view, documentation log, annual re-check and reporting tracker
• The three prongs of the California test in plain terms, with the penalty ranges for willful misclassification
• All 12 business-to-business criteria as a checklist
• Excel tracker with 6 sheets that flags any prong not documented and tracks document expiry and reporting dates
• Every legal point carries its official source and the date it was checked

What it is not

Not legal advice and not a determination of anyone’s status. It records facts and does not advise you to treat anyone as a contractor. Have a licensed attorney review close calls.

About the author

By McKinley Malbrough III, J.D., MS-HRM. Founder of Urban Human Resources and Online Facilitation Skills. Certified WNBA player agent. Former certified NBA agent. McKinley holds a J.D. but is not a licensed attorney.

Important notice: this is educational material, not legal, tax or financial advice. Worksheets record facts and do not decide anyone’s status. Involve a licensed attorney on close calls. No outcome is promised. Created with AI assistance and reviewed by the author. Not affiliated with any organization named.

These are general HR tools, not legal advice. For a situation with legal stakes, talk with an employment attorney.