Freelance HR And Training Assessor Templates
There is a huge number of templates that someone in the Freelance HR And Training Assessor 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 And Training Assessor. 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 Training Assessment Report
2. Employee Performance Evaluation Form
3. Training Needs Analysis Template
4. Training Session Plan
5. HR Policy and Procedure Manual
6. Employee Onboarding Checklist
7. Training Evaluation Survey
8. Job Description Template
9. Training Attendance Sheet
10. Employee Exit Interview Form
Reports
Reports are often prepared by a Freelance HR And Training Assessor 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 Performance Report
2. Training Needs Assessment Report
3. Training Evaluation Report
4. Recruitment and Selection Report
5. Employee Satisfaction Survey Report
6. Training Attendance Report
7. HR Metrics Report
8. Compliance Audit Report
9. Employee Turnover Report
10. Training Cost Analysis 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 And Training Assessor does and how they do it.
1. New Employee Onboarding SOP
2. Performance Appraisal SOP
3. Training Needs Assessment SOP
4. Employee Grievance Handling SOP
5. Recruitment and Selection SOP
6. Employee Termination SOP
7. Training Program Development SOP
8. Employee Engagement SOP
9. HR Policy and Procedure Development SOP
10. Workplace Health and Safety SOP
Presentations
Freelance HR And Training Assessor 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 Training Progress Report
2. Employee Performance Evaluation
3. New Hire Orientation Presentation
4. Diversity and Inclusion Training
5. Leadership Development Workshop
Legal Docs
There are several key times when a Freelance HR And Training Assessor 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 Contract Template
2. Non-Disclosure Agreement Template
3. Performance Appraisal Template
4. Training Needs Assessment Template
5. Employee Handbook Template
Health & Safety Templates
Health & Safety templates for a Freelance HR And Training Assessor 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. Training Needs Assessment Template
5. Emergency Evacuation Plan Template
Calendars
Setting up Freelance HR And Training Assessor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Employee Performance Review Calendar
3. Recruitment and Hiring Calendar
4. Compliance and Legal Calendar
5. Professional Development Calendar
Invoice Templates
Several types of Freelance HR And Training Assessor 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 Performance Assessment Invoice
5. HR Policy Development Invoice
Survey Templates
For a Freelance HR And Training Assessor to get insights related to the work they do, they need to send out Freelance HR And Training Assessor 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 Feedback Survey
5. Exit Interview Survey
Meeting Agendas
Having premade Freelance HR And Training Assessor 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. Training Needs Assessment Meeting
3. Performance Review Meeting
4. Employee Development Planning Meeting
5. HR Policy and Procedure Review Meeting
Budget Templates
To manage finances well, a Freelance HR And Training Assessor 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. Training Program Budget
4. HR Recruitment Budget
5. Professional Development Budget
Dashboards
Dashboards are a useful way for a Freelance HR And Training Assessor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Performance Metrics Dashboard
2. Training Needs Assessment Dashboard
3. Employee Engagement Dashboard
4. Recruitment and Onboarding Dashboard
5. Training Effectiveness Dashboard
Proposal Templates
For bidding or requesting work, a Freelance HR And Training Assessor 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 Needs Assessment Proposal
2. Employee Performance Evaluation Proposal
3. Leadership Development Program Proposal
4. Diversity and Inclusion Training Proposal
5. HR Policy and Procedure Review 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 And Training Assessor 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.