Freelance Freelance Sourcer Templates

Freelance Freelance Sourcer Templates

There is a huge number of templates that someone in the Freelance Freelance Sourcer 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 Freelance Sourcer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Candidate Sourcing Tracker
2. Job Posting Template
3. Interview Evaluation Form
4. Reference Check Template
5. Offer Letter Template
6. Onboarding Checklist
7. Training Needs Assessment Form
8. Performance Review Template
9. Exit Interview Questionnaire
10. Monthly Report Template

Reports

Reports are often prepared by a Freelance Freelance Sourcer 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. Candidate Sourcing Report
2. Recruitment Metrics Report
3. Talent Pool Analysis Report
4. Job Board Performance Report
5. Diversity Hiring Report
6. Employee Referral Program Report
7. Social Media Recruitment Report
8. Competitor Analysis Report
9. Training Needs Assessment Report
10. Onboarding Effectiveness 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 Freelance Sourcer does and how they do it.

1. Job Posting SOP
2. Candidate Sourcing SOP
3. Resume Screening SOP
4. Interview Coordination SOP
5. Reference Check SOP
6. Background Check SOP
7. Offer Letter SOP
8. Onboarding SOP
9. Candidate Database Management SOP
10. Reporting and Metrics SOP

Presentations

Freelance Freelance Sourcer 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 Recruitment Report
2. Employee Training Progress
3. HR Metrics and Analytics
4. Talent Acquisition Strategy
5. Diversity and Inclusion Initiatives

Legal Docs

There are several key times when a Freelance Freelance Sourcer 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. Offer Letter Template
5. Employee Handbook Template

Health & Safety Templates

Health & Safety templates for a Freelance Freelance Sourcer 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 Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Attendance Record Template

Calendars

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

1. Monthly Task Calendar
2. Client Meeting Calendar
3. Project Deadline Calendar
4. Content Creation Calendar
5. Networking and Professional Development Calendar

Invoice Templates

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

1. Client A Monthly Invoice
2. Client B Monthly Invoice
3. Client C Monthly Invoice
4. Client D Monthly Invoice
5. Client E Monthly Invoice

Survey Templates

For a Freelance Freelance Sourcer to get insights related to the work they do, they need to send out Freelance Freelance Sourcer 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

Meeting Agendas

Having premade Freelance Freelance Sourcer 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. Client Update Meeting
3. Candidate Evaluation Meeting
4. Training and Development Meeting
5. Performance Review Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Project Budget Planner
4. Tax and Deduction Calculator
5. Savings and Investment Tracker

Dashboards

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

1. Candidate Sourcing Dashboard
2. Recruitment Metrics Dashboard
3. Talent Pipeline Dashboard
4. Hiring Funnel Dashboard
5. Diversity and Inclusion Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Freelance Sourcer 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 Recruitment Proposal
2. Training Program Proposal
3. Employee Engagement Proposal
4. HR Policy and Procedure Proposal
5. Talent Acquisition Strategy 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 Freelance Sourcer 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.