Employee Placement Specialist Templates

Looking for Employee Placement Specialist Templates to download? See the main templates that a Employee Placement Specialist would use in their day-to-day work.

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Employee Placement Specialist Templates

There is a huge number of templates that someone in the Employee Placement Specialist role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Employee Placement Specialist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Job Description Template
2. Resume Template
3. Interview Evaluation Template
4. Offer Letter Template
5. Reference Check Template
6. Candidate Screening Template
7. Onboarding Checklist Template
8. Performance Review Template
9. Employee Exit Interview Template
10. Recruitment Metrics Dashboard Template

Reports

Reports are often prepared by a Employee Placement Specialist to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Recruitment Activity Report
2. Candidate Sourcing Report
3. Job Posting Performance Report
4. Applicant Tracking Report
5. Hiring Metrics Report
6. Employee Turnover Report
7. Diversity and Inclusion Report
8. Compensation Analysis Report
9. Training and Development Report
10. Client Satisfaction Survey Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Employee Placement Specialist does and how they do it.

1. Job Posting Template
2. Resume Screening Template
3. Phone Screening Template
4. Interview Scheduling Template
5. Interview Evaluation Template
6. Reference Check Template
7. Offer Letter Template
8. Onboarding Checklist Template
9. Performance Review Template
10. Exit Interview Template

Presentations

Employee Placement Specialist presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Recruitment Report
2. Candidate Evaluation Presentation
3. Job Market Analysis
4. Client Engagement Pitch
5. Employee Onboarding Orientation

Legal Docs

There are several key times when a Employee Placement Specialist needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Offer Letter Template
4. Job Application Template
5. Background Check Authorization Template

Health & Safety Templates

Health & Safety templates for a Employee Placement Specialist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Minutes Template
3. Workplace Inspection Checklist Template
4. Employee Training Record Template
5. Hazard Identification and Risk Assessment Template

Calendars

Setting up Employee Placement Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Recruitment Calendar
2. Candidate Interview Calendar
3. Hiring Manager Availability Calendar
4. Onboarding Schedule Calendar
5. Training and Development Calendar

Invoice Templates

Several types of Employee Placement Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Client Placement Invoice
2. Candidate Placement Invoice
3. Recruitment Fee Invoice
4. Temporary Staffing Invoice
5. Contract Staffing Invoice

Survey Templates

For a Employee Placement Specialist to get insights related to the work they do, they need to send out Employee Placement Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Job Satisfaction Survey
2. Candidate Experience Survey
3. Employer Feedback Survey
4. Employee Performance Evaluation Survey
5. Training Needs Assessment Survey

Meeting Agendas

Having premade Employee Placement Specialist meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Candidate Review Meeting
3. Client Update Meeting
4. Performance Evaluation Meeting
5. Training and Development Meeting

Budget Templates

To manage finances well, a Employee Placement Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Salary and Commission Budget Template
3. Advertising and Marketing Budget Template
4. Travel and Entertainment Budget Template
5. Training and Development Budget Template

Dashboards

Dashboards are a useful way for a Employee Placement Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Candidate Pipeline Dashboard
2. Hiring Metrics Dashboard
3. Diversity and Inclusion Dashboard
4. Client Engagement Dashboard
5. Employee Retention Dashboard

Proposal Templates

For bidding or requesting work, a Employee Placement Specialist needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Recruitment Proposal
2. Candidate Sourcing Proposal
3. Employer Branding Proposal
4. Talent Acquisition Proposal
5. Onboarding and Training Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Employee Placement Specialist templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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