Personnel Specialist Templates

Personnel Specialist Templates

There is a huge number of templates that someone in the Personnel Specialist 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 Specialist. 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. Performance Evaluation Template
4. Training Needs Assessment Template
5. Employee Onboarding Checklist Template
6. Time and Attendance Spreadsheet Template
7. Employee Exit Interview Template
8. Employee Benefits Enrollment Template
9. Employee Handbook Template
10. HR Metrics Dashboard Template

Reports

Reports are often prepared by a Personnel Specialist 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. Payroll Summary Report
3. Employee Performance Evaluation Report
4. New Hire Report
5. Employee Turnover Report
6. Training Needs Assessment Report
7. Benefits Utilization Report
8. Diversity and Inclusion Report
9. Employee Satisfaction Survey Report
10. Compliance Audit 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 Specialist 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 Benefits Administration SOP
6. Employee Grievance Handling SOP
7. Employee Termination and Offboarding SOP
8. Employee Records Management SOP
9. Employee Recruitment and Selection SOP
10. Employee Policy and Procedure Development SOP

Presentations

Personnel Specialist 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. Benefits and Compensation 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 Specialist 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 Specialist ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Form
2. Workplace Inspection Checklist
3. Emergency Evacuation Plan
4. Hazard Identification Checklist
5. Personal Protective Equipment (PPE) Assessment Form

Calendars

Setting up Personnel Specialist 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. Benefits and Leave Calendar

Invoice Templates

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

1. Employee Payroll Invoice
2. Benefits and Deductions Invoice
3. Recruitment and Hiring Invoice
4. Training and Development Invoice
5. Employee Separation Invoice

Survey Templates

For a Personnel Specialist to get insights related to the work they do, they need to send out Personnel Specialist 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 Personnel Specialist 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 Specialist would need to have budget templates they can used on a monthly, quarterly and yearly basis.

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

Dashboards

Dashboards are a useful way for a Personnel Specialist 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. Employee Engagement Dashboard
5. HR Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Personnel Specialist 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 Management Proposal
4. Employee Benefits Proposal
5. Diversity and Inclusion 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 Specialist 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.