Freelance HR And Training Innovator Templates
There is a huge number of templates that someone in the Freelance HR And Training Innovator 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 Innovator. 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. Performance Evaluation Form
3. Training Needs Assessment Template
4. Employee Satisfaction Survey
5. Training Session Agenda
6. HR Policy Manual
7. Job Description Template
8. Training Evaluation Form
9. Employee Exit Interview Questionnaire
10. Training Budget Spreadsheet
Reports
Reports are often prepared by a Freelance HR And Training Innovator 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. Recruitment and Selection Report
6. Employee Turnover Report
7. Training Budget Report
8. Diversity and Inclusion Report
9. HR Metrics Report
10. Training ROI 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 Innovator does and how they do it.
1. Employee Onboarding SOP
2. Performance Management SOP
3. Training Needs Assessment SOP
4. Recruitment and Selection SOP
5. Employee Engagement SOP
6. HR Policy and Procedure SOP
7. Training Program Development SOP
8. Talent Management SOP
9. Succession Planning SOP
10. Employee Exit Process SOP
Presentations
Freelance HR And Training Innovator 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 Training Progress Update
3. Diversity and Inclusion Workshop Presentation
4. Performance Management Review
5. Onboarding Orientation Slides
Legal Docs
There are several key times when a Freelance HR And Training Innovator 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 Evaluation Template
4. Training Needs Assessment Template
5. Employee Handbook Template
Health & Safety Templates
Health & Safety templates for a Freelance HR And Training Innovator 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 And Training Innovator 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. Employee Onboarding Calendar
5. HR Policy and Compliance Calendar
Invoice Templates
Several types of Freelance HR And Training Innovator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Training Invoice
2. HR Consulting Invoice
3. Workshop Facilitation Invoice
4. Recruitment Services Invoice
5. Employee Development Invoice
Survey Templates
For a Freelance HR And Training Innovator to get insights related to the work they do, they need to send out Freelance HR And Training Innovator 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 Innovator 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 Template
2. Performance Review Meeting Template
3. New Hire Orientation Meeting Template
4. Training Needs Assessment Meeting Template
5. Diversity and Inclusion Meeting Template
Budget Templates
To manage finances well, a Freelance HR And Training Innovator 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. Marketing and Advertising Budget
5. Professional Development Budget
Dashboards
Dashboards are a useful way for a Freelance HR And Training Innovator 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. Employee Engagement Dashboard
5. Learning and Development Dashboard
Proposal Templates
For bidding or requesting work, a Freelance HR And Training Innovator 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. Employee Training and Development Proposal
2. Performance Management System Proposal
3. Diversity and Inclusion Training Proposal
4. Leadership Development Program Proposal
5. HR Policy and Procedure Review Proposal
Get Your Template Made
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