Looking for Freelance Career Document Specialist Templates to download? See the main templates that a Freelance Career Document Specialist would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Contents
There is a huge number of templates that someone in the Freelance Career Document Specialist role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Career Document 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. Employee Onboarding Checklist
2. Training Needs Assessment Form
3. Performance Evaluation Template
4. Job Description Template
5. Employee Handbook Template
6. Training Feedback Survey
7. HR Policy Template
8. Training Attendance Sheet
9. Exit Interview Questionnaire
10. Employee Satisfaction Survey
Reports are often prepared by a Freelance Career Document 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. Employee Training Completion Report
2. Performance Evaluation Summary Report
3. New Hire Onboarding Report
4. Employee Turnover Analysis Report
5. Training Needs Assessment Report
6. HR Policy Compliance Report
7. Employee Satisfaction Survey Report
8. Training Program Effectiveness Report
9. Diversity and Inclusion Metrics Report
10. HR Budget Analysis Report
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Career Document Specialist does and how they do it.
1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Training Program Development SOP
4. Recruitment Process SOP
5. Employee Offboarding SOP
6. HR Policy Implementation SOP
7. Employee Benefits Administration SOP
8. Employee Records Management SOP
9. Workplace Safety Procedures SOP
10. Employee Grievance Handling SOP
Freelance Career Document 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 HR Training Report
2. Employee Performance Review Presentation
3. Onboarding Process Overview
4. Diversity and Inclusion Training Presentation
5. HR Policy and Procedure Update
There are several key times when a Freelance Career Document 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. Independent Contractor Agreement Template
4. Employee Handbook Template
5. Performance Review Template
Health & Safety templates for a Freelance Career Document Specialist ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Checklist Template
Setting up Freelance Career Document Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Training Schedule Calendar
3. HR Events Calendar
4. Deadlines and Deliverables Calendar
5. Client Meeting Calendar
Several types of Freelance Career Document Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly HR Training Invoice
2. Employee Onboarding Invoice
3. HR Policy Development Invoice
4. Training Material Creation Invoice
5. HR Consultation Services Invoice
For a Freelance Career Document Specialist to get insights related to the work they do, they need to send out Freelance Career Document Specialist surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Performance Evaluation Survey
4. Onboarding Experience Survey
5. Exit Interview Survey
Having premade Freelance Career Document 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 HR Team Meeting
2. Training Needs Assessment Meeting
3. Performance Review Meeting
4. Onboarding Orientation Meeting
5. Employee Engagement Meeting
To manage finances well, a Freelance Career Document Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Client Project Budget Template
3. Business Expenses Template
4. Savings and Investment Tracker
5. Tax Preparation Template
Dashboards are a useful way for a Freelance Career Document Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Employee Performance Dashboard
2. Training Program Effectiveness Dashboard
3. HR Metrics and KPIs Dashboard
4. Employee Engagement and Satisfaction Dashboard
5. Recruitment and Onboarding Dashboard
For bidding or requesting work, a Freelance Career Document 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. Training Program Proposal
2. Employee Handbook Proposal
3. Performance Evaluation Proposal
4. Recruitment Strategy Proposal
5. Diversity and Inclusion Training Proposal
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 Freelance Career Document 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.
