Freelance HR Analyst Templates

There is a huge number of templates that someone in the Freelance HR Analyst 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 HR Analyst. 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 HR Report
2. Employee Performance Evaluation
3. Training Needs Assessment
4. Job Description Template
5. Recruitment Tracker
6. Employee Satisfaction Survey
7. HR Budget Spreadsheet
8. Onboarding Checklist
9. Exit Interview Questionnaire
10. HR Policy Manual

Reports

Reports are often prepared by a Freelance HR Analyst 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 Turnover Report
2. Recruitment Metrics Report
3. Training Needs Assessment Report
4. Performance Appraisal Report
5. Compensation and Benefits Analysis Report
6. Diversity and Inclusion Report
7. Employee Engagement Survey Report
8. HR Compliance Report
9. Succession Planning Report
10. HR Analytics Dashboard 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 HR Analyst does and how they do it.

1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Recruitment and Selection SOP
4. Training and Development SOP
5. Employee Benefits Administration SOP
6. HR Policy and Procedure SOP
7. Employee Relations SOP
8. Compensation and Benefits SOP
9. HR Data Management SOP
10. Exit Process SOP

Presentations

Freelance HR Analyst 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 HR Metrics Report
2. Employee Engagement Survey Results
3. Training Needs Assessment
4. Diversity and Inclusion Initiatives Update
5. Performance Management Review

Legal Docs

There are several key times when a Freelance HR Analyst 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. Performance Improvement Plan Template

As a Freelance HR Analyst in the HR & Training industry, I would use a variety of legal templates each month to ensure compliance and protect the interests of my clients. These templates include an Employment Agreement Template, which outlines the terms of employment for new hires, a Non-Disclosure Agreement Template, which protects confidential information, an Independent Contractor Agreement Template, which establishes the terms of engagement for contractors, an Employee Handbook Template, which outlines company policies and procedures, and a Performance Improvement Plan Template, which outlines steps for improving employee performance. By using these templates, I can help my clients navigate the complex legal landscape of HR and ensure that their businesses are protected

Health & Safety Templates

Health & Safety templates for a Freelance HR Analyst 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. Training Attendance Register Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Monthly Work Schedule Calendar
2. Employee Attendance Calendar
3. Training and Development Calendar
4. Recruitment and Hiring Calendar
5. Performance Evaluation Calendar

Invoice Templates

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

1. Monthly HR Consulting Services Invoice
2. Training Workshop Invoice
3. Recruitment Services Invoice
4. Employee Benefits Analysis Invoice
5. HR Policy Development Invoice

Survey Templates

For a Freelance HR Analyst to get insights related to the work they do, they need to send out Freelance HR Analyst 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. Exit Interview Survey
5. Diversity and Inclusion Survey

Meeting Agendas

Having premade Freelance HR Analyst 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 HR Team Meeting
2. Performance Review Meeting
3. Training Needs Assessment Meeting
4. Employee Engagement Meeting
5. Recruitment Strategy Meeting

Budget Templates

To manage finances well, a Freelance HR Analyst 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. Travel and Accommodation Budget
4. Training and Development Budget
5. Marketing and Advertising Budget

Dashboards

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

1. Employee Performance Dashboard
2. Recruitment Metrics Dashboard
3. Training and Development Dashboard
4. Employee Engagement Dashboard
5. HR Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Freelance HR Analyst 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 Employee Training Proposal
2. Recruitment Strategy Proposal
3. Performance Evaluation Proposal
4. Employee Engagement Proposal
5. HR Policy and Procedure 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 HR Analyst 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.

Freelance HR Analyst Templates