Your vetting checklist

Everything is done in writing. Most experts finish in 3–5 days. You can't receive job offers until every required item is green.

• 1 · Application & skills claimed
  The TMS, EDI, network and programming skills you claimed in your application, plus your own hourly rate.REQUIRED
• 2 · Written skills scenario for each claimed skill (e.g. "AS2 MDN timeout after partner cert rotation: what do you check, in order?")
  Graded by our AI against a rubric. A person on our team reviews borderline answers.REQUIRED
• 3 · Two written references
  We email each one a 4-question form. No phone calls.REQUIRED
• 4 · W-9 and direct-deposit setup
  You enter your W-9 tax details and payout bank directly with our contractor-payroll provider. We never see your full SSN or bank number.REQUIRED
• 5 · Independent subcontractor agreement (e-sign)
  Your own hourly rate (OTRSI adds its margin on top when quoting the client), payment-first and pay release rules, 10% holdback for 60 days, refund/chargeback recovery from the holdback or by netting against future payouts, scope/change orders, no credential storage, confidentiality, non-circumvention (12 months), your own tools and insurance. Read the summary.REQUIRED
• 6 · Security pledge
  Customer-initiated sessions or temporary accounts only. No saved passwords. No copying customer data. Report incidents within 24 h.REQUIRED
• 7 · Conflict check
  Tell us your current employer; we filter out jobs from its customers and trading partners. We also confirm we didn't first meet you through Upwork or Field Nation (their terms keep those relationships on Upwork and Field Nation).REQUIRED
• 8 · E&O insurance certificate on-site jobs only
  Recommended for remote work, required before on-site offers.OPTIONAL
• 9 · First 3 jobs on probation
  AI reviews your written updates and change log. Pay timing is the same as for everyone else.AFTER APPROVAL