Occupational Analyst Templates

Occupational Analyst Templates

There is a huge number of templates that someone in the Occupational Analyst 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 Occupational Analyst. 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 Analysis Template
2. Competency Assessment Template
3. Performance Evaluation Template
4. Training Needs Analysis Template
5. Workforce Planning Template
6. Job Description Template
7. Salary Survey Template
8. Succession Planning Template
9. Employee Satisfaction Survey Template
10. HR Metrics Dashboard Template

Reports

Reports are often prepared by a Occupational Analyst 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 Turnover Report
2. Recruitment and Hiring Report
3. Training and Development Report
4. Performance Evaluation Report
5. Compensation and Benefits Report
6. Workforce Planning Report
7. Diversity and Inclusion Report
8. Employee Engagement Report
9. Succession Planning Report
10. HR Metrics and Analytics 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 Occupational Analyst does and how they do it.

1. Job Analysis SOP
2. Recruitment SOP
3. Interviewing SOP
4. Performance Evaluation SOP
5. Training and Development SOP
6. Employee Onboarding SOP
7. Compensation and Benefits SOP
8. Employee Relations SOP
9. Succession Planning SOP
10. HR Metrics and Reporting SOP

Presentations

Occupational Analyst 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 Workforce Analysis
2. Employee Engagement Report
3. Training and Development Overview
4. Recruitment Metrics Dashboard
5. Diversity and Inclusion Update

Legal Docs

There are several key times when a Occupational Analyst 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. Performance Evaluation Template
4. Job Description Template
5. Employee Handbook Template

Health & Safety Templates

Health & Safety templates for a Occupational Analyst 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. Training Attendance Record Template
5. Emergency Evacuation Plan Template

Calendars

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

1. Employee Attendance Calendar
2. Training and Development Calendar
3. Recruitment and Hiring Calendar
4. Performance Evaluation Calendar
5. Employee Benefits and Leave Calendar

Invoice Templates

Several types of Occupational Analyst invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Employee Payroll Invoice
2. Recruitment Services Invoice
3. Training and Development Invoice
4. Consulting Services Invoice
5. HR Software Subscription Invoice

Survey Templates

For a Occupational Analyst to get insights related to the work they do, they need to send out Occupational Analyst 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 Occupational Analyst 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 Performance Review Meeting
2. Team Collaboration Meeting
3. Training and Development Meeting
4. Employee Engagement Meeting
5. Recruitment and Hiring Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Salary and Benefits Budget Template
3. Training and Development Budget Template
4. Recruitment and Hiring Budget Template
5. Employee Engagement and Retention Budget Template

Dashboards

Dashboards are a useful way for a Occupational Analyst 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. Diversity and Inclusion Dashboard
5. Compensation and Benefits Dashboard

Proposal Templates

For bidding or requesting work, a Occupational Analyst 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. Job Analysis Proposal
2. Employee Training Proposal
3. Performance Evaluation Proposal
4. Compensation and Benefits Proposal
5. Workforce Planning 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 Occupational Analyst 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.