Freelance Employee Integration Manager Templates
There is a huge number of templates that someone in the Freelance Employee Integration Manager 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 Integration Manager. 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 Integration Report
2. New Hire Onboarding Checklist
3. Employee Integration Timeline
4. Training Needs Assessment Template
5. Employee Integration Survey
6. Training Evaluation Form
7. Employee Integration Budget Spreadsheet
8. Training Calendar Template
9. Employee Integration Communication Plan
10. Training Attendance Sheet
Reports
Reports are often prepared by a Freelance Employee Integration Manager 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 Onboarding Report
2. Training Needs Assessment Report
3. Performance Evaluation Report
4. Employee Engagement Survey Report
5. Training Effectiveness Report
6. Employee Turnover Report
7. Diversity and Inclusion Report
8. Compliance Training Report
9. Succession Planning Report
10. HR Metrics and Analytics 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 Integration Manager does and how they do it.
1. New Employee Onboarding SOP
2. Employee Performance Evaluation SOP
3. Employee Training and Development SOP
4. Employee Offboarding SOP
5. Employee Benefits Administration SOP
6. Employee Attendance and Leave Management SOP
7. Employee Grievance Handling SOP
8. Employee Data Management SOP
9. Employee Policy and Procedure Communication SOP
10. Employee Recognition and Rewards SOP
Presentations
Freelance Employee Integration Manager 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 Performance Review Template
2. New Hire Onboarding Presentation Template
3. Training Program Evaluation Template
4. HR Policy and Procedure Update Template
5. Employee Engagement and Satisfaction Survey Results Template
Legal Docs
There are several key times when a Freelance Employee Integration Manager 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. Termination Letter Template
Health & Safety Templates
Health & Safety templates for a Freelance Employee Integration Manager 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 Integration Manager calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Project Calendar
2. Employee Training Calendar
3. HR Events Calendar
4. Team Meeting Calendar
5. Deadlines and Deliverables Calendar
Invoice Templates
Several types of Freelance Employee Integration Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Employee Training Invoice
2. HR Consulting Services Invoice
3. Recruitment and Onboarding Invoice
4. Performance Management Invoice
5. Employee Engagement Workshop Invoice
Survey Templates
For a Freelance Employee Integration Manager to get insights related to the work they do, they need to send out Freelance Employee Integration Manager 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. Onboarding Experience Survey
4. Performance Evaluation Survey
5. Exit Interview Survey
Meeting Agendas
Having premade Freelance Employee Integration Manager 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. Performance Review Meeting
3. Onboarding Meeting
4. Training Workshop Meeting
5. Project Planning Meeting
Budget Templates
To manage finances well, a Freelance Employee Integration Manager 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. Client Billing Template
4. Travel and Expense Reimbursement Template
5. Annual Budget Forecast Template
Dashboards
Dashboards are a useful way for a Freelance Employee Integration Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Employee Performance Dashboard
2. Training Program Dashboard
3. Recruitment Metrics Dashboard
4. Employee Engagement Dashboard
5. HR Analytics Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Employee Integration Manager 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 Onboarding Proposal
2. Diversity and Inclusion Training Proposal
3. Performance Management Proposal
4. Leadership Development Proposal
5. Employee Engagement Survey 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 Integration Manager 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.