Freelance HR Recruiter Templates

There is a huge number of templates that someone in the Freelance HR Recruiter 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 Recruiter. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Job Description Template
2. Resume Template
3. Interview Evaluation Template
4. Offer Letter Template
5. Onboarding Checklist Template
6. Performance Review Template
7. Training Needs Assessment Template
8. Employee Exit Interview Template
9. HR Metrics Dashboard Template
10. Recruitment Tracker Template

Reports

Reports are often prepared by a Freelance HR Recruiter 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. Monthly Recruitment Report
2. Candidate Sourcing Report
3. Hiring Metrics Report
4. Diversity and Inclusion Report
5. Employee Turnover Report
6. Training Needs Assessment Report
7. Performance Evaluation Report
8. Compensation and Benefits Report
9. HR Compliance Report
10. Succession Planning 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 Recruiter does and how they do it.

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Presentations

Freelance HR Recruiter 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 Recruitment Report
2. Candidate Evaluation Presentation
3. Training Needs Assessment
4. Onboarding Process Overview
5. HR Metrics and Analytics Update

Legal Docs

There are several key times when a Freelance HR Recruiter 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. Offer Letter Template
4. Job Application Template
5. Interview Evaluation Template

Health & Safety Templates

Health & Safety templates for a Freelance HR Recruiter 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 Recruiter calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Recruitment Calendar
2. Interview Schedule Calendar
3. Onboarding Calendar
4. Training and Development Calendar
5. HR Events and Meetings Calendar

Invoice Templates

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

1. Client Recruitment Invoice
2. Candidate Placement Invoice
3. HR Consulting Invoice
4. Training Services Invoice
5. Recruitment Advertising Invoice

Survey Templates

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

Meeting Agendas

Having premade Freelance HR Recruiter 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. Candidate Screening Meeting
3. Hiring Manager Consultation Meeting
4. Onboarding and Orientation Meeting
5. Performance Review Meeting

Budget Templates

To manage finances well, a Freelance HR Recruiter 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. Marketing and Advertising Budget
4. Professional Development and Training Expenses
5. Miscellaneous Business Expenses Tracker

Dashboards

Dashboards are a useful way for a Freelance HR Recruiter to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Recruitment Funnel Dashboard
2. Candidate Pipeline Dashboard
3. Hiring Metrics Dashboard
4. Employee Onboarding Dashboard
5. Performance Management Dashboard

Proposal Templates

For bidding or requesting work, a Freelance HR Recruiter 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. Recruitment Strategy Proposal
2. Job Description Enhancement Proposal
3. Employer Branding Proposal
4. Talent Acquisition Proposal
5. Training and Development 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 Recruiter 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 Recruiter Templates