Personnel Coordinator Templates

Personnel Coordinator Templates

There is a huge number of templates that someone in the Personnel Coordinator 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 Personnel Coordinator. 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 Information Template
2. Job Application Template
3. Interview Evaluation Template
4. Employee Onboarding Checklist Template
5. Performance Review Template
6. Training Needs Assessment Template
7. Attendance Tracker Template
8. Employee Exit Interview Template
9. HR Budget Template
10. Employee Satisfaction Survey Template

Reports

Reports are often prepared by a Personnel Coordinator 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 Attendance Report
2. New Hire Report
3. Termination Report
4. Training and Development Report
5. Performance Evaluation Report
6. Employee Benefits Report
7. Employee Turnover Report
8. Diversity and Inclusion Report
9. Employee Satisfaction Survey Report
10. HR Metrics 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 Personnel Coordinator does and how they do it.

1. New Employee Onboarding SOP
2. Employee Performance Evaluation SOP
3. Employee Leave Management SOP
4. Employee Training and Development SOP
5. Employee Grievance Handling SOP
6. Employee Termination and Exit Process SOP
7. Employee Benefits Administration SOP
8. Employee Attendance and Timekeeping SOP
9. Employee Records Management SOP
10. Employee Policy and Procedure Communication SOP

Presentations

Personnel Coordinator 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 Employee Performance Review Template
2. New Hire Orientation Presentation Template
3. Employee Benefits Overview Template
4. Diversity and Inclusion Training Template
5. HR Policy and Procedure Update Template

Legal Docs

There are several key times when a Personnel Coordinator 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. Termination Letter Template
5. Employee Handbook Template

Health & Safety Templates

Health & Safety templates for a Personnel Coordinator ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Agenda Template
3. Workplace Inspection Checklist Template
4. Employee Training Record Template
5. Hazard Identification and Risk Assessment Template

Calendars

Setting up Personnel Coordinator 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 Personnel Coordinator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Employee Payroll Invoice
2. Recruitment Services Invoice
3. Training and Development Invoice
4. Benefits and Compensation Invoice
5. HR Consulting Services Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Performance Evaluation Survey
3. Training Needs Assessment Survey
4. Exit Interview Survey
5. Diversity and Inclusion Survey

Meeting Agendas

Having premade Personnel Coordinator 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 Staff Meeting
2. Performance Review Meeting
3. New Employee Orientation Meeting
4. Training and Development Meeting
5. HR Policy and Procedure Review Meeting

Budget Templates

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

1. Monthly Payroll Budget Template
2. Recruitment and Hiring Budget Template
3. Training and Development Budget Template
4. Employee Benefits Budget Template
5. HR Administration Budget Template

Dashboards

Dashboards are a useful way for a Personnel Coordinator 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. Attendance and Leave Management Dashboard
5. HR Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Personnel Coordinator 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 Hiring Proposal
3. Performance Evaluation and Appraisal Proposal
4. Employee Benefits and Compensation Proposal
5. Employee Engagement and Retention 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 Personnel Coordinator 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.