Sales Representative Onboarding

Sales Representative Onboarding Checklist

This is an internal operational checklist, not a substitute for advice from a Michigan employment attorney or tax professional.

Before Access Is Marked Ready

• Determine and document whether the person is an employee or independent contractor based on the real working relationship.
• Obtain a signed sales-representative agreement and retain the final PDF outside the application.
• Obtain the applicable tax and payroll documents. Use employee onboarding documents for employees and Form W-9 for contractors.
• Confirm the agreed commission rate, covered products and services, territory or account rules, and authority limits.
• Confirm when a commission is earned, when it becomes due, the payment schedule, and the statement/dispute process.
• Address cancellations, refunds, chargebacks, bad debt, discounts, taxes, shipping, pass-through costs, subcontractors, and material costs.
• Address repeat purchases, split accounts, duplicate leads, house accounts, pre-existing customers, and post-termination commissions.
• Address confidentiality, customer data, intellectual property, return of records, non-solicitation if counsel approves it, and termination.
• Confirm required insurance, expense reimbursement, equipment, scheduling, and supervision rules consistent with the classification decision.

System Defaults

Commission rate, commission base, eligibility windows, and the approval and payment workflow are configured in the application and governed by each representative’s signed agreement. Claims require admin approval before they are marked paid.

The signed agreement controls. Do not rely on any application default where the signed agreement states different terms.