Freelance HR Data Analyst Templates

There is a huge number of templates that someone in the Freelance HR Data 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 Data 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 Performance Dashboard
2. Recruitment Tracker
3. Training Needs Assessment Form
4. Employee Satisfaction Survey
5. HR Metrics Report
6. Onboarding Checklist
7. Exit Interview Questionnaire
8. Compensation and Benefits Analysis
9. Employee Engagement Survey
10. HR Budget Spreadsheet

Reports

Reports are often prepared by a Freelance HR Data 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. Employee Turnover Report
2. Recruitment Metrics Report
3. Training Needs Assessment Report
4. Performance Appraisal Report
5. Diversity and Inclusion Report
6. Compensation and Benefits Analysis Report
7. Employee Engagement Survey Report
8. HR Analytics Dashboard
9. Compliance and Legal Report
10. HR Budget and Cost Analysis 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 Data Analyst does and how they do it.

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Presentations

Freelance HR Data 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 HR Metrics Report
2. Employee Engagement Analysis
3. Training Needs Assessment
4. Diversity and Inclusion Dashboard
5. Recruitment and Hiring Trends

Legal Docs

There are several key times when a Freelance HR Data 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. Independent Contractor Agreement Template
4. Employee Handbook Template
5. Performance Evaluation Template

Health & Safety Templates

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

Calendars

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

1. Monthly Employee Attendance Calendar
2. Training Schedule Calendar
3. Recruitment Timeline Calendar
4. Performance Evaluation Calendar
5. HR Department Meeting Calendar

Invoice Templates

Several types of Freelance HR Data Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly HR Data Analysis Report
2. Employee Performance Evaluation Invoice
3. Training Needs Assessment Invoice
4. HR Metrics and Analytics Invoice
5. Compensation and Benefits Analysis Invoice

Survey Templates

For a Freelance HR Data Analyst to get insights related to the work they do, they need to send out Freelance HR Data 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. Exit Interview Survey
5. Diversity and Inclusion Survey

Meeting Agendas

Having premade Freelance HR Data 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 Data Analysis Meeting
2. HR Training Needs Assessment Meeting
3. Employee Performance Review Meeting
4. HR Metrics and Reporting Meeting
5. HR Strategy and Planning Meeting

Budget Templates

To manage finances well, a Freelance HR Data 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. Client Billing Template
4. Travel and Expense Reimbursement Form
5. Annual Budget Forecast Template

Dashboards

Dashboards are a useful way for a Freelance HR Data Analyst 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 Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Freelance HR Data 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 Employee Performance Analysis Proposal
2. HR Training Needs Assessment Proposal
3. Compensation and Benefits Review Proposal
4. Diversity and Inclusion Program Proposal
5. Employee Engagement Survey 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 Data 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.

Freelance HR Data Analyst Templates