Looking for Freelance Talent Engagement Advisor Templates to download? See the main templates that a Freelance Talent Engagement Advisor would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Freelance Talent Engagement Advisor role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Freelance Talent Engagement Advisor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Talent Acquisition Report
2. Candidate Evaluation Spreadsheet
3. Onboarding Checklist
4. Performance Review Template
5. Training Needs Assessment Form
6. Employee Satisfaction Survey
7. Exit Interview Questionnaire
8. HR Policy and Procedure Manual
9. Job Description Template
10. Talent Engagement Strategy Document
Reports are often prepared by a Freelance Talent Engagement Advisor 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 Talent Acquisition Report
2. Employee Engagement Survey Report
3. Training Needs Assessment Report
4. Performance Evaluation Report
5. Diversity and Inclusion Metrics Report
6. Talent Retention Analysis Report
7. Compensation and Benefits Analysis Report
8. Learning and Development Effectiveness Report
9. Succession Planning Report
10. HR Analytics Dashboard Report
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 Talent Engagement Advisor does and how they do it.
1. New Hire Onboarding SOP
2. Performance Evaluation SOP
3. Employee Offboarding SOP
4. Recruitment Process SOP
5. Training and Development SOP
6. Employee Benefits Administration SOP
7. Employee Grievance Handling SOP
8. HR Policy and Procedure SOP
9. Talent Acquisition SOP
10. Employee Engagement and Retention SOP
Freelance Talent Engagement Advisor 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 Talent Acquisition Report
2. Employee Engagement Survey Results
3. Diversity and Inclusion Training Program
4. Performance Review and Goal Setting
5. Leadership Development Workshop
There are several key times when a Freelance Talent Engagement Advisor 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. Termination Letter Template
Health & Safety templates for a Freelance Talent Engagement Advisor 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
Setting up Freelance Talent Engagement Advisor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Task Calendar
2. Meeting Schedule Calendar
3. Content Creation Calendar
4. Recruitment Calendar
5. Training and Development Calendar
Several types of Freelance Talent Engagement Advisor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Talent Acquisition Invoice
2. Training Program Invoice
3. HR Consulting Services Invoice
4. Recruitment Campaign Invoice
5. Employee Onboarding Invoice
For a Freelance Talent Engagement Advisor to get insights related to the work they do, they need to send out Freelance Talent Engagement Advisor 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 Experience Survey
5. Exit Interview Survey
Having premade Freelance Talent Engagement Advisor 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 Performance Review Meeting
2. Talent Acquisition Strategy Meeting
3. Employee Development and Training Meeting
4. Diversity and Inclusion Committee Meeting
5. HR Policy and Compliance Review Meeting
To manage finances well, a Freelance Talent Engagement Advisor 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. Project Budget Planner
4. Tax and Deduction Calculator
5. Savings and Investment Tracker
Dashboards are a useful way for a Freelance Talent Engagement Advisor to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Talent Acquisition Dashboard
2. Employee Engagement Dashboard
3. Training and Development Dashboard
4. Performance Management Dashboard
5. HR Metrics Dashboard
For bidding or requesting work, a Freelance Talent Engagement Advisor 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 Talent Acquisition Proposal
2. Employee Training and Development Proposal
3. Performance Management Enhancement Proposal
4. Diversity and Inclusion Initiative Proposal
5. Employee Engagement and Retention Proposal
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