Timekeeper Templates

Timekeeper Templates

There is a huge number of templates that someone in the Timekeeper 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 Timekeeper. 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. Attendance Tracker
4. Overtime Calculation Sheet
5. Leave Request Form
6. Employee Schedule Template
7. Time Off Calendar
8. Timesheet Approval Form
9. Timekeeping Audit Checklist
10. Monthly Timekeeping Report

Reports

Reports are often prepared by a Timekeeper 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 and Absence Report
4. Timesheet Summary Report
5. Payroll Report
6. Labor Cost Analysis Report
7. Project Time Allocation Report
8. Employee Productivity Report
9. Time Off Accrual Report
10. Compliance and 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 Timekeeper does and how they do it.

1. Timekeeping SOP
2. Payroll Processing SOP
3. Overtime Approval SOP
4. Leave Request SOP
5. Attendance Tracking SOP
6. Time Off Request SOP
7. Timecard Correction SOP
8. Timekeeping Audit SOP
9. Timekeeping Training SOP
10. Timekeeping Policy Review SOP

Presentations

Timekeeper 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 Timekeeping Report
2. Employee Attendance Summary
3. Overtime Analysis Presentation
4. Timekeeping System Updates
5. Timekeeping Best Practices Training

Legal Docs

There are several key times when a Timekeeper 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. Timesheet Template
4. Invoice Template
5. Expense Report Template

Health & Safety Templates

Health & Safety templates for a Timekeeper 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 Timekeeper calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Attendance Calendar
2. Payroll Calendar
3. Leave and Vacation Calendar
4. Meeting and Event Calendar
5. Task and Deadline Calendar

Invoice Templates

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

1. Monthly Timekeeping Invoice
2. Overtime Hours Invoice
3. Vacation and Sick Leave Invoice
4. Holiday Pay Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Time Management Effectiveness Survey
3. Attendance and Punctuality Survey
4. Workload and Task Distribution Survey
5. Communication and Collaboration Survey

Meeting Agendas

Having premade Timekeeper 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 Template
2. Performance Review Meeting Template
3. Budget Planning Meeting Template
4. Training and Development Meeting Template
5. Project Status Update Meeting Template

Budget Templates

To manage finances well, a Timekeeper 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 Transportation Budget Template
5. Training and Development Budget Template

Dashboards

Dashboards are a useful way for a Timekeeper 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 Timekeeper 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 Timekeeping Efficiency Proposal
2. Employee Attendance Tracking Proposal
3. Time Management Training Proposal
4. Timekeeping Software Upgrade Proposal
5. Timekeeping Audit and Compliance 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 Timekeeper 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.