Freelance Human Resources Consultant Templates

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

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Freelance Human Resources Consultant Templates

There is a huge number of templates that someone in the Freelance Human Resources 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 Human Resources 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. Compensation and Benefits Analysis Template
9. Exit Interview Template
10. Training Evaluation Template

Reports

Reports are often prepared by a Freelance Human Resources 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. Payroll Report
2. Employee Turnover Report
3. Recruitment Report
4. Training Needs Analysis Report
5. Performance Appraisal Report
6. Employee Satisfaction Survey Report
7. Benefits Report
8. Compliance Report
9. Diversity and Inclusion Report
10. HR Metrics 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 Human Resources Consultant does and how they do it.

Presentations

Freelance Human Resources 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 Human Resources 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 Human Resources 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

Calendars

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

1. Monthly Task Calendar
2. Employee Training Calendar
3. Recruitment Calendar
4. Performance Evaluation Calendar
5. HR Compliance Calendar

Invoice Templates

Several types of Freelance Human Resources 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 Human Resources Consultant to get insights related to the work they do, they need to send out Freelance Human Resources 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 Human Resources 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. Diversity and Inclusion Committee Meeting
5. HR Policy and Procedure Review Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Client Billing and Payment Tracker Template
3. Project Budget Template
4. Travel and Expense Reimbursement Template
5. Savings and Investment Tracker Template

Dashboards

Dashboards are a useful way for a Freelance Human Resources 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 Human Resources 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. Compensation and Benefits Proposal
5. HR Policy and Procedure 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 Human Resources 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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