Talent Manager Templates

Talent Manager Templates

There is a huge number of templates that someone in the Talent Manager 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 Talent Manager. 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 Performance Review Template
2. Job Description Template
3. Recruitment Tracker Spreadsheet
4. Training Needs Assessment Template
5. Employee Onboarding Checklist Template
6. Salary Review Spreadsheet
7. Exit Interview Template
8. Employee Satisfaction Survey Template
9. Succession Planning Template
10. HR Metrics Dashboard Spreadsheet

Reports

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

1. Recruitment SOP
2. Onboarding SOP
3. Performance Management SOP
4. Employee Development SOP
5. Compensation and Benefits SOP
6. Employee Relations SOP
7. Succession Planning SOP
8. Talent Acquisition SOP
9. Training and Development SOP
10. HR Compliance SOP

Presentations

Talent Manager 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 Performance Review Template
2. Employee Training and Development Template
3. Recruitment and Hiring Template
4. Succession Planning Template
5. Employee Engagement and Satisfaction Template

Legal Docs

There are several key times when a Talent Manager 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 Talent Manager 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. Workplace Inspection Checklist Template

Calendars

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

1. Employee Schedule Calendar
2. Performance Review Calendar
3. Recruitment Calendar
4. Training and Development Calendar
5. Leave and Vacation Calendar

Invoice Templates

Several types of Talent Manager 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. Performance Management Invoice
3. Training and Development Invoice
4. Employee Benefits Invoice
5. HR Consulting Services Invoice

Survey Templates

For a Talent Manager to get insights related to the work they do, they need to send out Talent Manager 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 Talent Manager 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. New Hire Orientation Meeting
3. Leadership Development Meeting
4. Employee Engagement Meeting
5. Succession Planning Meeting

Budget Templates

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

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

Dashboards

Dashboards are a useful way for a Talent Manager 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. Employee Engagement Dashboard

Proposal Templates

For bidding or requesting work, a Talent Manager 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. Talent Acquisition Proposal
2. Employee Development Proposal
3. Performance Management Proposal
4. Succession Planning 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 Talent Manager 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.