Freelance Online HR and Training Freelancer Templates
There is a huge number of templates that someone in the Freelance Online HR and Training Freelancer 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 Online HR and Training Freelancer. 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. Training Needs Assessment Template
4. Employee Satisfaction Survey
5. Training Session Agenda
6. Job Description Template
7. HR Policy Manual
8. Training Attendance Sheet
9. Exit Interview Questionnaire
10. Employee Handbook
Reports
Reports are often prepared by a Freelance Online HR and Training Freelancer 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 Performance Report
2. Training Needs Assessment Report
3. Training Evaluation Report
4. Employee Satisfaction Survey Report
5. Recruitment and Hiring Report
6. Employee Turnover Report
7. Training Attendance Report
8. HR Compliance Report
9. Training Budget Report
10. Employee Development 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 Online HR and Training Freelancer does and how they do it.
1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Training Needs Assessment SOP
4. Recruitment and Selection SOP
5. Employee Offboarding SOP
6. HR Policy Development SOP
7. Employee Engagement SOP
8. Training Program Development SOP
9. Compensation and Benefits SOP
10. HR Data Management SOP
Presentations
Freelance Online HR and Training Freelancer 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 Progress Update
3. Performance Evaluation Presentation
4. Diversity and Inclusion Training Workshop
5. Onboarding Orientation Slides
Legal Docs
There are several key times when a Freelance Online HR and Training Freelancer 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 Contract Template
2. Non-Disclosure Agreement Template
3. Employee Handbook Template
4. Performance Evaluation Template
5. Training Agreement Template
Health & Safety Templates
Health & Safety templates for a Freelance Online HR and Training Freelancer 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. Training Attendance Register Template
5. Emergency Evacuation Plan Template
Calendars
Setting up Freelance Online HR and Training Freelancer calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Employee Leave Calendar
3. Performance Review Calendar
4. Recruitment Calendar
5. HR Compliance Calendar
Invoice Templates
Several types of Freelance Online HR and Training Freelancer 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 Onboarding Invoice
5. Performance Management Services Invoice
Survey Templates
For a Freelance Online HR and Training Freelancer to get insights related to the work they do, they need to send out Freelance Online HR and Training Freelancer 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. Onboarding Feedback Survey
5. Exit Interview Survey
Meeting Agendas
Having premade Freelance Online HR and Training Freelancer 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. Training Needs Assessment Meeting
3. Performance Review Meeting
4. Onboarding Orientation Meeting
5. Employee Engagement Meeting
Budget Templates
To manage finances well, a Freelance Online HR and Training Freelancer 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. Training Program Budget
4. Marketing and Advertising Budget
5. Professional Development Budget
Dashboards
Dashboards are a useful way for a Freelance Online HR and Training Freelancer to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Employee Performance Dashboard
2. Training Effectiveness Dashboard
3. Recruitment Metrics Dashboard
4. Employee Engagement Dashboard
5. Learning and Development Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Online HR and Training Freelancer 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. HR Policy and Procedure Proposal
5. Diversity and Inclusion Training 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 Online HR and Training Freelancer 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.