Time, Attendance & Schedule Kit for Small Business Managers

PTO requests on sticky notes. Timecards corrected over text. 

The on-call rotation lives in someone's head. Nobody can agree 

on what counts as a no-call/no-show. And when it snows, half 

the crew calls in and the other half shows up and you're not 

sure who to pay for what.

If any of that sounds familiar, this kit fixes it.

15 forms, policies, and trackers that handle the operational 

side of managing people — the boring stuff that quietly causes 

80% of payroll problems, payroll audits, and "wait, did you 

approve that overtime?" arguments.

Built from 20+ years of real HR experience in field and trades 

small business.

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WHAT'S INSIDE

The umbrella policy:

- Time & Attendance Policy — the anchor doc that ties everything 

  else together

The forms (one-pagers, fillable in Word and Google Docs):

- PTO Request Form (vacation, sick, personal, unpaid)

- Schedule Change Request Form

- Timecard Correction Form — with the manager justification 

  field that most templates miss (auditors love this)

- Overtime Pre-Approval Form — the form that actually saves you 

  money

The procedural docs:

- Meal & Rest Break Acknowledgment (with state-law caution)

- Call-Out Procedure — employee-facing, prevents confusion

- No-Call No-Show Documentation — manager-facing, builds the 

  paper trail

- On-Call Policy Template — with FLSA caveat baked in

- Weather & Emergency Closure Policy — exempt vs. non-exempt pay 

  treatment, unsafe-work language, broad scope (weather, jobsite, 

  power, emergency)

The manager tools:

- Timekeeping Audit Checklist — print and tape to the payroll 

  folder; run it every pay period

- Manager Quick Reference — "which form do I use" decision table, 

  coach/document/write-up table, weather decision flow

The bonus:

- Attendance Incident Tracking Log (.xlsx) — Excel workbook with 

  dropdowns for issue type and manager action, 200 pre-formatted 

  rows, auto-calculated summary tab with date-range filter

Plus: Edit Instructions & Google Docs Access Links

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WHO IT'S FOR

Small business owners, office managers, and managers in:

- Construction, roofing, HVAC, plumbing, electrical

- Field service and home services

- Landscaping, lawn care, tree work, snow removal

- Warehouse, distribution, light manufacturing

- Any small business juggling office + field employees

If you're doing payroll on Thursday and you have no idea why 

Mike's timecard says 53 hours, this kit was built for you.

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WHY IT'S DIFFERENT

Most time & attendance templates online were written for office 

environments — a 9-to-5 with one shift, one location, and no 

weather days. This kit was built for the messier reality of 

field and trades.

The Weather & Emergency Closure Policy actually addresses 

exempt vs. non-exempt pay treatment, reporting-time pay, and 

OSHA refusal-of-unsafe-work language — not just "we'll let 

you know if we're closed."

The On-Call Policy has the FLSA caveat at the top so you 

don't accidentally violate wage law by restricting an 

employee's movement.

The No-Call No-Show form cross-references the formal write-up 

process (in the Manager Survival Kit) so you know exactly 

when "we tried calling him" becomes "we're terminating for 

job abandonment."

Plain English. Real-world. No corporate fluff.

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WHAT YOU GET

Instant digital download. Use it today.

- 14 editable Microsoft Word documents (.docx)

- 1 working Excel tracker (.xlsx) with dropdowns and 

  auto-calculated summary

- Google Docs and Google Sheets compatible (links included)

- US Letter size, Arial, print-ready

Works with Microsoft Word, Microsoft Excel, Google Docs, and 

Google Sheets, on Windows, Mac, Chromebook, and iPad.

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PAIRS WITH

- Manager Survival Kit — when "we need to talk about your 

  attendance" turns into a write-up or PIP

- Hiring & Onboarding Kit — set the time & attendance 

  expectations from day one

Bundle available — see the shop.

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IMPORTANT

These templates are for informational and operational use only. 

They are not legal advice. Wage and hour rules — including 

overtime, meal/rest breaks, on-call compensation, reporting 

time pay, and final pay — vary significantly by state. 

California, New York, Massachusetts, Washington, and Oregon 

have particularly strict requirements. Before adopting any of 

these policies, have them reviewed by an employment attorney 

familiar with your state.

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INSTANT DOWNLOAD:

Files are delivered the moment your payment processes. No waiting. No shipping. Open them in Word or save copies to Google Docs and edit there.

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DISCLAIMER: These templates are provided for informational and operational use only. They do not constitute legal advice. Employment law varies by state, country, and situation. Before terminating an employee, finalizing an offer, conducting a background check, or handling a sensitive matter consult a qualified employment attorney or your HR/legal counsel.

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ALL SALES ARE FINAL — digital downloads cannot be returned, but if you have any issue with your files, message me and I'll make it right.

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Questions before you buy? Email me. I'm a real person and I read every message.