Freelance Finance Payroll Administrator Templates
There is a huge number of templates that someone in the Freelance Finance Payroll Administrator 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 Finance Payroll Administrator. 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 Payroll Summary
2. Employee Timesheet
3. Payroll Register
4. Payroll Deductions Worksheet
5. Payroll Tax Calculation Worksheet
6. Payroll Reconciliation Report
7. Employee Expense Report
8. Financial Statement Template
9. Budgeting Spreadsheet
10. Accounts Payable Aging Report
Reports
Reports are often prepared by a Freelance Finance Payroll Administrator 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. Payroll Summary Report
2. Employee Earnings Report
3. Tax Withholding Report
4. Deductions Report
5. Time and Attendance Report
6. Payroll Tax Liability Report
7. Payroll Expense Report
8. Employee Benefits Report
9. Payroll Reconciliation Report
10. Payroll Audit 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 Finance Payroll Administrator does and how they do it.
1. Payroll Processing SOP
2. Tax Calculation SOP
3. Employee Onboarding SOP
4. Timekeeping and Attendance SOP
5. Benefits Administration SOP
6. Payroll Reconciliation SOP
7. Payroll Reporting SOP
8. Garnishment Processing SOP
9. Payroll Compliance SOP
10. Payroll System Maintenance SOP
Presentations
Freelance Finance Payroll Administrator 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 Financial Report Template
2. Payroll Summary Template
3. Budget Analysis Template
4. Expense Tracking Template
5. Cash Flow Projection Template
Legal Docs
There are several key times when a Freelance Finance Payroll Administrator 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. Payroll Deduction Authorization Template
5. Wage Garnishment Authorization Template
Health & Safety Templates
Health & Safety templates for a Freelance Finance Payroll Administrator 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 Finance Payroll Administrator calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Payroll Calendar
2. Accounts Payable Calendar
3. Accounts Receivable Calendar
4. Budgeting Calendar
5. Tax Filing Calendar
Invoice Templates
Several types of Freelance Finance Payroll Administrator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Client Invoice: This invoice is used to bill clients for the services provided during the month.
2. Vendor Invoice: This invoice is used to request payment from vendors for goods or services purchased.
3. Employee Expense Invoice: This invoice is used to reimburse employees for business-related expenses incurred during the month.
4. Tax Invoice: This invoice is used to document and collect taxes owed to the government.
5. Consultant Invoice: This invoice is used to bill clients for consulting services provided during the month
Survey Templates
For a Freelance Finance Payroll Administrator to get insights related to the work they do, they need to send out Freelance Finance Payroll Administrator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey
2. Expense Reimbursement Survey
3. Time and Attendance Survey
4. Benefits and Compensation Survey
5. Financial Reporting Survey
Meeting Agendas
Having premade Freelance Finance Payroll Administrator 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 Payroll Review Meeting
2. Budget Planning Meeting
3. Financial Reporting Meeting
4. Tax Compliance Meeting
5. Client Consultation Meeting
Budget Templates
To manage finances well, a Freelance Finance Payroll Administrator would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expense Tracker
2. Budget Forecasting Template
3. Cash Flow Statement Template
4. Savings and Investment Tracker
5. Debt Repayment Plan Template
Dashboards
Dashboards are a useful way for a Freelance Finance Payroll Administrator to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Payroll Expenses Dashboard
3. Cash Flow Analysis Dashboard
4. Budget Variance Dashboard
5. Employee Benefits Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Finance Payroll Administrator 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 Payroll Processing Proposal
2. Tax Compliance and Reporting Proposal
3. Financial Analysis and Reporting Proposal
4. Budgeting and Forecasting Proposal
5. Payroll System Implementation 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 Finance Payroll Administrator 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.