Freelance HR And Training Payroll Analyst Templates
There is a huge number of templates that someone in the Freelance HR And Training Payroll 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 And Training Payroll 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. Employee Information Spreadsheet
2. Payroll Spreadsheet
3. Training Schedule Template
4. Performance Review Template
5. Job Description Template
6. Onboarding Checklist Template
7. Time Off Request Form Template
8. Employee Handbook Template
9. Exit Interview Template
10. HR Audit Checklist Template
Reports
Reports are often prepared by a Freelance HR And Training Payroll 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. Payroll Summary Report
2. Employee Attendance Report
3. Training Needs Assessment Report
4. Employee Performance Evaluation Report
5. HR Metrics Report
6. Training Effectiveness Report
7. Employee Turnover Report
8. Compensation and Benefits Report
9. Training Budget Report
10. HR Compliance 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 Payroll Analyst does and how they do it.
1. Employee Onboarding SOP
2. Time and Attendance Tracking SOP
3. Payroll Processing SOP
4. Benefits Administration SOP
5. Performance Management SOP
6. Training and Development SOP
7. Employee Offboarding SOP
8. HR Policy and Procedure SOP
9. Recruitment and Selection SOP
10. Employee Relations SOP
Presentations
Freelance HR And Training Payroll 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 Payroll Analysis Report
2. Employee Training Progress Update
3. HR Metrics and KPIs Dashboard
4. Compensation and Benefits Overview
5. Recruitment and Onboarding Performance Review
Legal Docs
There are several key times when a Freelance HR And Training Payroll 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. Performance Evaluation Template
4. Employee Handbook Template
5. Termination Letter Template
Health & Safety Templates
Health & Safety templates for a Freelance HR And Training Payroll 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 And Training Payroll Analyst calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Payroll Calendar
2. Training Schedule Calendar
3. HR Events Calendar
4. Employee Leave Calendar
5. Compliance Deadlines Calendar
Invoice Templates
Several types of Freelance HR And Training Payroll Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Payroll Invoice
2. Training Services Invoice
3. HR Consulting Invoice
4. Employee Benefits Invoice
5. Recruitment Services Invoice
Survey Templates
For a Freelance HR And Training Payroll Analyst to get insights related to the work they do, they need to send out Freelance HR And Training Payroll 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. Onboarding Feedback Survey
5. Exit Interview Survey
Meeting Agendas
Having premade Freelance HR And Training Payroll 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. Payroll Analysis Review Meeting
3. Training Needs Assessment Meeting
4. Performance Evaluation Meeting
5. Employee Onboarding Meeting
Budget Templates
To manage finances well, a Freelance HR And Training Payroll 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. Training Program Budget
4. HR Recruitment Budget
5. Payroll Analysis Budget
Dashboards
Dashboards are a useful way for a Freelance HR And Training Payroll Analyst 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. Payroll Analysis Dashboard
4. Recruitment Metrics Dashboard
5. HR Compliance Dashboard
Proposal Templates
For bidding or requesting work, a Freelance HR And Training Payroll 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 Training Needs Assessment Proposal
2. Employee Performance Evaluation Proposal
3. Payroll System Upgrade Proposal
4. HR Policy and Procedure Review Proposal
5. Employee Engagement and Retention 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 HR And Training Payroll 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.