Freelance Employee Engagement Specialist Templates

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

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Freelance Employee Engagement Specialist Templates

There is a huge number of templates that someone in the Freelance Employee Engagement 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 Freelance Employee Engagement 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. Monthly Employee Engagement Report
2. Employee Satisfaction Survey Template
3. Training Needs Assessment Template
4. Employee Onboarding Checklist
5. Performance Appraisal Template
6. Employee Recognition Program Template
7. Employee Exit Interview Template
8. Employee Training Evaluation Form
9. Employee Engagement Action Plan Template
10. Employee Newsletter Template

Reports

Reports are often prepared by a Freelance Employee Engagement 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 Satisfaction Survey Report
2. Employee Engagement Index Report
3. Training Needs Assessment Report
4. Employee Turnover Report
5. Performance Appraisal Report
6. Employee Recognition and Rewards Report
7. Employee Training and Development Report
8. Employee Feedback and Suggestions Report
9. Employee Wellness Program Report
10. Employee Communication and Engagement 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 Freelance Employee Engagement Specialist does and how they do it.

1. Employee Onboarding SOP
2. Performance Management SOP
3. Employee Recognition SOP
4. Employee Feedback and Surveys SOP
5. Employee Training and Development SOP
6. Employee Communication SOP
7. Employee Wellness and Benefits SOP
8. Employee Retention and Engagement SOP
9. Employee Exit and Offboarding SOP
10. Employee Engagement Metrics and Reporting SOP

Presentations

Freelance Employee Engagement 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 Employee Engagement Report
2. Training Needs Assessment Presentation
3. Employee Satisfaction Survey Results
4. Leadership Development Workshop Outline
5. Performance Management Best Practices

Legal Docs

There are several key times when a Freelance Employee Engagement 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. Performance Improvement Plan Template
4. Employee Satisfaction Survey Template
5. Termination Letter Template

Health & Safety Templates

Health & Safety templates for a Freelance Employee Engagement 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. Health and Safety Inspection Checklist Template

Calendars

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

1. Monthly Employee Training Calendar
2. Monthly Employee Engagement Calendar
3. Monthly HR Events Calendar
4. Monthly Employee Recognition Calendar
5. Monthly Employee Wellness Calendar

Invoice Templates

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

1. Monthly Employee Engagement Report
2. Training Workshop Invoice
3. HR Consultation Services Invoice
4. Employee Survey Analysis Invoice
5. Team Building Event Invoice

Survey Templates

For a Freelance Employee Engagement Specialist to get insights related to the work they do, they need to send out Freelance Employee Engagement 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. Employee Onboarding Survey
5. Exit Interview Survey

Meeting Agendas

Having premade Freelance Employee Engagement 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 Employee Engagement Review Meeting
2. Team Building Workshop Planning Meeting
3. Performance Evaluation and Feedback Meeting
4. Training Needs Assessment Meeting
5. Employee Recognition and Rewards Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Project Budget Template
3. Travel and Accommodation Budget
4. Marketing and Advertising Budget
5. Professional Development and Training Budget

Dashboards

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

1. Employee Satisfaction Dashboard
2. Performance Metrics Dashboard
3. Training and Development Dashboard
4. Employee Retention Dashboard
5. Employee Engagement Survey Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Employee Engagement 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. Employee Engagement Survey Proposal
2. Training Needs Assessment Proposal
3. Employee Recognition Program Proposal
4. Diversity and Inclusion Training Proposal
5. Performance Management System 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 Freelance Employee Engagement 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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