Freelance HR and Training E-Learning Expert Templates

Looking for Freelance HR and Training E-Learning Expert Templates to download? See the main templates that a Freelance HR and Training E-Learning Expert would use in their day-to-day work.

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Freelance HR and Training E-Learning Expert Templates

There is a huge number of templates that someone in the Freelance HR and Training E-Learning Expert 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 E-Learning Expert. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Employee Onboarding Checklist
2. Training Needs Assessment Form
3. Performance Evaluation Template
4. Training Session Plan
5. Employee Satisfaction Survey
6. HR Policy Manual
7. Training Attendance Sheet
8. Job Description Template
9. Training Evaluation Form
10. Employee Exit Interview Form

Reports

Reports are often prepared by a Freelance HR and Training E-Learning Expert 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. Employee Satisfaction Survey Report
5. Onboarding Effectiveness Report
6. Compliance Training Completion Report
7. Employee Turnover Report
8. Training Cost Analysis Report
9. Training ROI Report
10. HR Metrics 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 and Training E-Learning Expert does and how they do it.

1. Employee Onboarding SOP
2. Performance Management SOP
3. Training Needs Assessment SOP
4. Training Program Development SOP
5. Recruitment and Selection SOP
6. Employee Offboarding SOP
7. HR Policy and Procedure Development SOP
8. Employee Engagement and Retention SOP
9. Diversity and Inclusion SOP
10. HR Metrics and Reporting SOP

Presentations

Freelance HR and Training E-Learning Expert 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 Report Template
2. Employee Performance Review Template
3. New Hire Orientation Template
4. Leadership Development Workshop Template
5. Diversity and Inclusion Training Template

Legal Docs

There are several key times when a Freelance HR and Training E-Learning Expert 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. Performance Evaluation Template
4. Training Needs Assessment Template
5. Employee Handbook Template

Health & Safety Templates

Health & Safety templates for a Freelance HR and Training E-Learning Expert 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 E-Learning Expert 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 Training Calendar
5. HR Policy and Procedure Review Calendar

Invoice Templates

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

1. Monthly Training Services Invoice
2. HR Consulting Invoice
3. E-Learning Course Invoice
4. Workshop Facilitation Invoice
5. Training Material Development Invoice

Survey Templates

For a Freelance HR and Training E-Learning Expert to get insights related to the work they do, they need to send out Freelance HR and Training E-Learning Expert 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. Diversity and Inclusion Survey

Meeting Agendas

Having premade Freelance HR and Training E-Learning Expert 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. Onboarding Orientation Meeting
5. Employee Engagement Meeting

Budget Templates

To manage finances well, a Freelance HR and Training E-Learning Expert 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. Marketing and Advertising Budget
4. Training Program Budget
5. Professional Development Budget

Dashboards

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

1. Employee Performance Dashboard
2. Training Effectiveness Dashboard
3. Recruitment Metrics Dashboard
4. Learning Management System (LMS) Dashboard
5. HR Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Freelance HR and Training E-Learning Expert 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. Diversity and Inclusion Training Proposal

Get Your Template Made

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