Freelance HR Generalist Templates

Freelance HR Generalist Templates

There is a huge number of templates that someone in the Freelance HR Generalist 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 Generalist. 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. Job Description Template
4. Training Needs Assessment Survey
5. Employee Exit Interview Questionnaire
6. HR Policies and Procedures Manual
7. Employee Handbook Template
8. Recruitment Tracker Spreadsheet
9. Training Attendance Sheet
10. HR Budget Template

Reports

Reports are often prepared by a Freelance HR Generalist 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. Employee Satisfaction Survey Report
6. HR Budget Report
7. Diversity and Inclusion Report
8. Compliance Audit Report
9. HR Analytics Report
10. Compensation and Benefits 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 Generalist does and how they do it.

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Presentations

Freelance HR Generalist 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 Program Overview
3. Diversity and Inclusion Initiatives Update
4. Performance Management Review
5. Recruitment and Onboarding Process Analysis

Legal Docs

There are several key times when a Freelance HR Generalist 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 Generalist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Agenda Template
3. Risk Assessment Template
4. Training Attendance Sheet Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Employee Attendance Calendar
2. Training Schedule Calendar
3. Recruitment Calendar
4. Performance Evaluation Calendar
5. HR Compliance Calendar

Invoice Templates

Several types of Freelance HR Generalist 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 Administration Invoice
5. HR Policy Development Invoice

Survey Templates

For a Freelance HR Generalist to get insights related to the work they do, they need to send out Freelance HR Generalist 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 Generalist 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. Performance Review Meeting
3. New Employee Orientation Meeting
4. Training and Development Meeting
5. Employee Engagement Meeting

Budget Templates

To manage finances well, a Freelance HR Generalist 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 Template
5. Annual Budget Forecast Template

Dashboards

Dashboards are a useful way for a Freelance HR Generalist 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 Generalist 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. Employee Engagement and Retention Proposal
5. HR Policy and Procedure Review 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 Generalist 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.