Freelance HR Consultant Templates

Looking for Freelance HR Consultant Templates to download? See the main templates that a Freelance HR Consultant would use in their day-to-day work.

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Freelance HR Consultant Templates

There is a huge number of templates that someone in the Freelance HR Consultant 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 Consultant. 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 Performance Evaluation Template
2. Job Description Template
3. Training Needs Assessment Template
4. Employee Satisfaction Survey Template
5. Onboarding Checklist Template
6. HR Policies and Procedures Template
7. Recruitment Tracker Template
8. Training Evaluation Form Template
9. Employee Exit Interview Template
10. HR Budget Template


Reports are often prepared by a Freelance HR Consultant 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 Satisfaction Survey Report
8. HR Compliance Report
9. Succession Planning Report
10. HR Budget Analysis Report


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 Consultant does and how they do it.


Freelance HR Consultant 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. Performance Review Summary
5. Diversity and Inclusion Initiatives Update

Legal Docs

There are several key times when a Freelance HR Consultant 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. Employee Handbook Template
4. Performance Evaluation Template
5. Termination Letter Template

Health & Safety Templates

Health & Safety templates for a Freelance HR Consultant 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. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template


Setting up Freelance HR Consultant 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 Consultant 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 Consultation Invoice
5. HR Policy Development Invoice

Survey Templates

For a Freelance HR Consultant to get insights related to the work they do, they need to send out Freelance HR Consultant 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 Consultant 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 Strategy Meeting
2. Employee Performance Review Meeting
3. Training Needs Assessment Meeting
4. Recruitment and Selection Meeting
5. Employee Engagement and Retention Meeting

Budget Templates

To manage finances well, a Freelance HR Consultant would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Client Billing and Payment Tracker
3. Project Budget Planner
4. Travel and Accommodation Expenses Tracker
5. Professional Development and Training Budget Tracker


Dashboards are a useful way for a Freelance HR Consultant 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 Consultant 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. Recruitment and Selection Proposal
3. Performance Management Proposal
4. HR Policy and Procedure Proposal
5. Employee Engagement and Retention 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 Consultant 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.

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