Freelance Recruiter Templates

Freelance Recruiter Templates

There is a huge number of templates that someone in the Freelance 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 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. Reference Check Template
6. Onboarding Checklist Template
7. Performance Review Template
8. Time Tracking Spreadsheet
9. Invoice Template
10. Client Feedback Survey Template

Reports

Reports are often prepared by a Freelance 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 Activity Report
2. Candidate Sourcing Report
3. Job Posting Performance Report
4. Candidate Screening Report
5. Interview Feedback Report
6. Hiring Manager Feedback Report
7. Offer Acceptance Report
8. Time-to-Fill Report
9. Candidate Quality Report
10. Recruitment 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 Recruiter does and how they do it.

1. Job Posting SOP
2. Resume Screening SOP
3. Interviewing SOP
4. Reference Check SOP
5. Offer Letter SOP
6. Onboarding SOP
7. Performance Evaluation SOP
8. Employee Termination SOP
9. HR Compliance SOP
10. Recruitment Metrics SOP

Presentations

Freelance 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. Client Presentation – Admin & Customer Support Roles
4. Talent Acquisition Strategy Update
5. Training and Development Plan Presentation

Legal Docs

There are several key times when a Freelance 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. Independent Contractor Agreement
2. Non-Disclosure Agreement
3. Employment Application Form
4. Offer Letter Template
5. Background Check Authorization Form

Health & Safety Templates

Health & Safety templates for a Freelance 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 Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Monthly Task Calendar
2. Interview Schedule Calendar
3. Hiring Timeline Calendar
4. Follow-up Reminder Calendar
5. Client Meeting Calendar

Invoice Templates

Several types of Freelance 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. Interview Coordination Invoice
4. Resume Screening Invoice
5. Job Posting Invoice

Survey Templates

For a Freelance Recruiter to get insights related to the work they do, they need to send out Freelance Recruiter surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Job Satisfaction Survey
2. Employee Engagement Survey
3. Training and Development Feedback Survey
4. Performance Evaluation Survey
5. Customer Satisfaction Survey

Meeting Agendas

Having premade Freelance 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 Team Meeting
2. Candidate Screening Meeting
3. Client Consultation Meeting
4. Performance Review Meeting
5. Training and Development Meeting

Budget Templates

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

1. Monthly Income and Expenses Template
2. Client Invoices and Payments Template
3. Marketing and Advertising Expenses Template
4. Professional Development and Training Expenses Template
5. Miscellaneous Expenses Template

Dashboards

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

1. Candidate Pipeline Dashboard
2. Recruitment Metrics Dashboard
3. Hiring Manager Feedback Dashboard
4. Onboarding Progress Dashboard
5. Customer Support Performance Dashboard

Proposal Templates

For bidding or requesting work, a Freelance 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. Monthly Recruitment Proposal
2. Administrative Staffing Proposal
3. Customer Support Team Proposal
4. Virtual Assistant Recruitment Proposal
5. Call Center Staffing 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 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.