Looking for Freelance Freelance Onboarding Specialist Templates to download? See the main templates that a Freelance Freelance Onboarding Specialist would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Freelance Onboarding 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 Freelance Onboarding 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. New Hire Checklist
2. Employee Onboarding Schedule
3. Training Needs Assessment Form
4. Employee Handbook Template
5. Performance Evaluation Form
6. Exit Interview Questionnaire
7. Training Feedback Survey
8. Onboarding Feedback Survey
9. Employee Satisfaction Survey
10. Onboarding Metrics Dashboard
Reports are often prepared by a Freelance Freelance Onboarding 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. New Hire Onboarding Report
2. Training Needs Assessment Report
3. Employee Performance Evaluation Report
4. Onboarding Feedback Report
5. Training Completion Report
6. Employee Satisfaction Survey Report
7. Onboarding Progress Report
8. Training Effectiveness Report
9. Employee Retention Report
10. Onboarding Cost 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 Freelance Onboarding Specialist does and how they do it.
1. New Employee Orientation SOP
2. Employee Handbook SOP
3. Training Program Development SOP
4. Performance Evaluation SOP
5. Onboarding Checklist SOP
6. Exit Interview SOP
7. Employee Benefits SOP
8. HR Policy and Procedure SOP
9. Recruitment and Selection SOP
10. Employee Engagement SOP
Freelance Freelance Onboarding 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 Onboarding Progress Report
2. New Hire Orientation Presentation
3. Training Needs Assessment Template
4. Employee Engagement Survey Results Presentation
5. Performance Review Presentation
There are several key times when a Freelance Freelance Onboarding 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. Termination Letter Template
Health & Safety templates for a Freelance Freelance Onboarding 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 Freelance Onboarding Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Employee Onboarding Calendar
3. HR Events Calendar
4. Performance Review Calendar
5. Compliance Training Calendar
Several types of Freelance Freelance Onboarding Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Onboarding Services Invoice
2. Training Workshop Invoice
3. HR Consultation Invoice
4. Recruitment Services Invoice
5. Employee Orientation Invoice
For a Freelance Freelance Onboarding Specialist to get insights related to the work they do, they need to send out Freelance Freelance Onboarding 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 Freelance Onboarding 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. New Client Onboarding Meeting
2. Team Collaboration Meeting
3. Training Session Planning Meeting
4. Performance Review Meeting
5. Monthly Progress Report Meeting
To manage finances well, a Freelance Freelance Onboarding Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Client Billing Template
3. Project Budget Template
4. Travel and Accommodation Expenses Template
5. Professional Development and Training Budget Template
Dashboards are a useful way for a Freelance Freelance Onboarding Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Onboarding Progress Dashboard
2. Employee Engagement Dashboard
3. Training Completion Dashboard
4. Performance Metrics Dashboard
5. HR Compliance Dashboard
For bidding or requesting work, a Freelance Freelance Onboarding 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. Monthly Training Program Proposal
2. Employee Onboarding Proposal
3. Leadership Development Proposal
4. Performance Management Proposal
5. HR Policy and Procedure 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 Freelance Onboarding 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.
