Time Clerk Templates

Time Clerk Templates

There is a huge number of templates that someone in the Time Clerk 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 Time Clerk. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Timesheet
2. Payroll Spreadsheet
3. Employee Attendance Tracker
4. Overtime Calculation Sheet
5. Leave Request Form
6. Time Off Calendar
7. Employee Performance Evaluation Template
8. Training Schedule Spreadsheet
9. Monthly Report Template
10. Staff Schedule Template

Reports

Reports are often prepared by a Time Clerk 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. Overtime Report
3. Leave Balances Report
4. Timesheet Accuracy Report
5. Absenteeism Report
6. Payroll Summary Report
7. Employee Productivity Report
8. Time Off Request Report
9. Late Arrival Report
10. Employee Schedule 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 Time Clerk does and how they do it.

1. Employee Time Tracking SOP
2. Payroll Processing SOP
3. Attendance Management SOP
4. Overtime Calculation SOP
5. Leave Request Processing SOP
6. Timesheet Submission SOP
7. Time Off Approval SOP
8. Timecard Correction SOP
9. Time Reporting SOP
10. Time Audit SOP

Presentations

Time Clerk 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 Time and Attendance Report
2. Payroll Summary Report
3. Employee Absence Report
4. Overtime Report
5. Time Off Request Form

Legal Docs

There are several key times when a Time Clerk 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. Employee Timesheet Template
2. Payroll Deduction Authorization Form
3. Vacation Request Form
4. Employee Performance Evaluation Template
5. Employee Termination Letter Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Meeting Minutes Template
3. Workplace Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Payroll Calendar
2. Employee Schedule Calendar
3. Meeting Calendar
4. Vacation and Time-off Calendar
5. Project Deadline Calendar

Invoice Templates

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

1. Monthly Employee Timesheet Invoice
2. Overtime Hours Invoice
3. Vacation and Sick Leave Invoice
4. Expense Reimbursement Invoice
5. Monthly Payroll Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Time and Attendance Survey
3. Workload Assessment Survey
4. Training Needs Assessment Survey
5. Performance Evaluation Survey

Meeting Agendas

Having premade Time Clerk 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. Departmental Performance Review
3. Budget Planning Meeting
4. Training and Development Session
5. Employee Recognition and Rewards Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Payroll Budget Template
3. Office Supplies Budget Template
4. Travel and Entertainment Budget Template
5. Training and Development Budget Template

Dashboards

Dashboards are a useful way for a Time Clerk to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Employee Attendance Dashboard
2. Overtime Tracking Dashboard
3. Leave Management Dashboard
4. Payroll Summary Dashboard
5. Time and Attendance Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Time Clerk 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. Monthly Payroll Proposal
2. Overtime Tracking Proposal
3. Employee Attendance Proposal
4. Time and Attendance System Upgrade Proposal
5. Workforce Management 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 Time Clerk 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.