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. Employee Onboarding Checklist Template
4. Payroll Spreadsheet Template
5. Employee Benefits Summary Template
6. Training Needs Assessment Template
7. Exit Interview Questionnaire Template
8. Recruitment Tracker Spreadsheet Template
9. Employee Satisfaction Survey Template
10. HR Policies and Procedures Template

Reports

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 and Hiring Report
3. Training and Development Report
4. Performance Appraisal Report
5. Compensation and Benefits Report
6. Employee Satisfaction Survey Report
7. Compliance and Legal Report
8. HR Metrics and Analytics Report
9. Diversity and Inclusion Report
10. HR Budget and Expenses 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 Consultant does and how they do it.

Presentations

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 Financial Performance Review
2. Employee Engagement and Satisfaction Survey Results
3. Talent Acquisition and Recruitment Strategy
4. Diversity and Inclusion Initiatives Update
5. Training and Development Program Evaluation

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. Independent Contractor Agreement Template
4. Employee Handbook 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 Audit Checklist Template

Calendars

Setting up Freelance HR Consultant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Employee Attendance Calendar
3. Payroll Calendar
4. Recruitment Calendar
5. Training and Development 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 Retainer Invoice: This invoice is used to bill clients for a set monthly fee for ongoing HR consulting services.
2. Hourly Consulting Invoice: This invoice is used to bill clients for hourly consulting services provided on an as-needed basis.
3. Expense Reimbursement Invoice: This invoice is used to bill clients for any expenses incurred on their behalf, such as travel or supply costs.
4. Project-Based Invoice: This invoice is used to bill clients for HR consulting services provided for a specific project or initiative.
5. Training and Development Invoice: This invoice is used to bill clients for HR training and development services provided, such as workshops or seminars

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. Performance Evaluation Survey
3. Training Needs Assessment Survey
4. Diversity and Inclusion Survey
5. Exit Interview 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 Finance and Accounting Team Meeting
2. HR Strategy and Planning Meeting
3. Performance Review and Feedback Meeting
4. Recruitment and Hiring Committee Meeting
5. Diversity and Inclusion Task Force 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. Tax Deduction Tracker
5. Savings and Investment Tracker

Dashboards

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. Compensation and Benefits Dashboard
5. HR Compliance 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. Monthly Recruitment Proposal
2. Employee Training and Development Proposal
3. Performance Management Proposal
4. Compensation and Benefits Proposal
5. HR Policy and Compliance 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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