Looking for Freelance Onboarding Specialist Templates to download? See the main templates that a Freelance Onboarding Specialist would use in their day-to-day work.
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Freelance Onboarding Specialist Templates
Contents
Freelance Onboarding Specialist Templates
There is a huge number of templates that someone in the Freelance Onboarding Specialist 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 Onboarding Specialist. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. New Employee Onboarding Checklist
2. Training Needs Assessment Form
3. Employee Performance Evaluation Template
4. Training Session Feedback Form
5. Employee Handbook Template
6. Onboarding Survey Template
7. Training Schedule Template
8. Job Description Template
9. Training Attendance Sheet
10. Onboarding Timeline Template
Reports
Reports are often prepared by a Freelance Onboarding Specialist 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. New Hire Onboarding Report
2. Training Needs Assessment Report
3. Onboarding Completion Report
4. Employee Satisfaction Survey Report
5. Training Effectiveness Report
6. Onboarding Feedback Report
7. Compliance Training Report
8. Onboarding Timeline Report
9. Employee Retention Report
10. Onboarding 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 Onboarding Specialist does and how they do it.
1. New Employee Orientation SOP
2. Employee Handbook SOP
3. Training Program Development SOP
4. Onboarding Checklist SOP
5. Performance Evaluation SOP
6. Exit Interview SOP
7. Employee Benefits Enrollment SOP
8. HR Policy and Procedure SOP
9. Employee Records Management SOP
10. Employee Engagement Activities SOP
Presentations
Freelance Onboarding Specialist 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. New Hire Orientation Template
2. Employee Benefits Overview Template
3. Performance Review Template
4. Training Program Evaluation Template
5. HR Policy Update Template
Legal Docs
There are several key times when a Freelance Onboarding Specialist 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. Offer Letter Template
Health & Safety Templates
Health & Safety templates for a Freelance Onboarding Specialist 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. Personal Protective Equipment (PPE) Checklist Template
Calendars
Setting up Freelance Onboarding Specialist calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Employee Onboarding Calendar
3. HR Events Calendar
4. Performance Review Calendar
5. Compliance Training Calendar
Invoice Templates
Several types of Freelance Onboarding Specialist invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Onboarding Services Invoice
2. Training Program Invoice
3. HR Consultation Invoice
4. Employee Orientation Invoice
5. Recruitment Services Invoice
Survey Templates
For a Freelance Onboarding Specialist to get insights related to the work they do, they need to send out Freelance Onboarding Specialist 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. Onboarding Experience Survey
4. Performance Evaluation Survey
5. Exit Interview Survey
Meeting Agendas
Having premade Freelance Onboarding Specialist 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. Onboarding Kickoff Meeting
2. Training Needs Assessment Meeting
3. New Hire Orientation Meeting
4. Performance Review Meeting
5. Team Building Workshop Meeting
Budget Templates
To manage finances well, a Freelance Onboarding Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Income and Expenses Template
2. Project Budget Template
3. Marketing and Advertising Budget Template
4. Travel and Accommodation Budget Template
5. Training and Development Budget Template
Dashboards
Dashboards are a useful way for a Freelance Onboarding Specialist to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. New Hire Onboarding Progress Dashboard
2. Employee Engagement and Satisfaction Dashboard
3. Training and Development Completion Dashboard
4. Performance Management Dashboard
5. Diversity and Inclusion Metrics Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Onboarding Specialist 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 Training Program Proposal
2. Employee Onboarding Proposal
3. Leadership Development Proposal
4. Performance Improvement Proposal
5. HR Policy and Procedure Proposal
Get Your Template Made
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