Looking for Freelance Financial HR Advisor Templates to download? See the main templates that a Freelance Financial HR Advisor would use in their day-to-day work.
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Freelance Financial HR Advisor Templates
Contents
Freelance Financial HR Advisor Templates
There is a huge number of templates that someone in the Freelance Financial HR Advisor 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 Financial HR Advisor. 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 Financial Report
2. Budget Spreadsheet
3. Payroll Summary
4. Employee Performance Evaluation
5. Expense Reimbursement Form
6. Timesheet Template
7. Job Offer Letter
8. Employee Handbook
9. Training Plan
10. Performance Improvement Plan
Reports
Reports are often prepared by a Freelance Financial HR Advisor 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 Benefits Report
3. Time and Attendance Report
4. Expense Report
5. Accounts Payable Report
6. Accounts Receivable Report
7. Balance Sheet Report
8. Income Statement Report
9. Cash Flow Statement Report
10. Budget vs. Actual 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 Financial HR Advisor does and how they do it.
1. Employee Onboarding SOP
2. Payroll Processing SOP
3. Performance Appraisal SOP
4. Benefits Administration SOP
5. Recruitment and Selection SOP
6. Training and Development SOP
7. Employee Relations SOP
8. Exit Process SOP
9. HR Policy and Procedure SOP
10. Compliance and Audit SOP
Presentations
Freelance Financial HR Advisor 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 Performance Review
2. Employee Compensation and Benefits Overview
3. Talent Acquisition and Recruitment Strategy
4. Training and Development Program Evaluation
5. HR Policy and Compliance Update
Legal Docs
There are several key times when a Freelance Financial HR Advisor 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 Financial HR Advisor 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 Financial HR Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Payroll Calendar
3. Benefits Calendar
4. Tax Calendar
5. Training Calendar
Invoice Templates
Several types of Freelance Financial HR Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Consulting Services Invoice
2. Payroll Processing Invoice
3. Tax Preparation Invoice
4. Financial Analysis Report Invoice
5. HR Advisory Services Invoice
Survey Templates
For a Freelance Financial HR Advisor to get insights related to the work they do, they need to send out Freelance Financial HR Advisor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Satisfaction Survey
2. Performance Evaluation Survey
3. Training Needs Assessment Survey
4. Compensation and Benefits Survey
5. Exit Interview Survey
Meeting Agendas
Having premade Freelance Financial HR Advisor 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 Financial Performance Review
2. HR Policy and Procedure Update
3. Employee Benefits and Compensation Discussion
4. Talent Acquisition and Recruitment Strategy
5. Training and Development Plan Review
Budget Templates
To manage finances well, a Freelance Financial HR Advisor 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. Savings and Investment Tracker
4. Debt Repayment Plan Template
5. Tax Planning Worksheet
Dashboards
Dashboards are a useful way for a Freelance Financial HR Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Financial Performance Dashboard
2. Employee Engagement Dashboard
3. Recruitment and Hiring Dashboard
4. Compensation and Benefits Dashboard
5. Training and Development Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Financial HR Advisor 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 Budget Proposal
2. Employee Compensation Proposal
3. Performance Incentive Proposal
4. Training and Development Proposal
5. HR Policy and Procedure Proposal
Get Your Template Made
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