For most businesses a business journal or attendance sheet template is a basic planning tool. No matter how detailed the list of records may be, the basic task remains to set priorities for daily activity and to keep the event sheets organized. A number of tools may be used for creating an event sheet; however, using a particular template may make it easier for the employee to maintain.
The purpose of these sheets is to help employees prioritize specific daily activities and document their actions and progress toward goals. This helps make the workday more effective and more efficient. Employee performance records can also be used as management tools.
To begin, create a blank form. By using a template the blank sheet will be easy to create. The blank sheets can be used to create a record of all attendance for a specific period of time or project. Either way, the blank form will provide a record of daily activity for the entire period of time for which it will be used.
The blank sheet should be prepared according to the template. Keep in mind that it will be required to customize the template to meet the needs of the customer. It is a good idea to ask for input on the blank sheet from any current customers or clients. Be sure to receive some input on the appropriate content to include on the sheet. It is also possible to request additional data and provide that to the supplier.
Once the blank sheet has been prepared it should be returned to the supplier and provided with instructions for use. The supplier will create a form to record each entry on the sheet. The customer will be asked to fill out the form before the sheet is printed. This ensures that the customer has provided correct data. If no entry is made on the sheet then the blank sheet should be returned to the supplier and provided with instructions for use again.
Once the blank sheet has been returned to the supplier it should be returned to the customer in a timely manner. An updated sheet will be required for each period of time and will need to be made available to the customer. For many customers this requires the ability to access their sheet immediately after purchase. Therefore, a vendor that provides this option should be considered.
Not only is it important to provide a sheet to the customer but it is equally important to keep the sheet current. Customers should be provided with updates on the sheet on a regular basis. However, it is important to make sure that this is available at an affordable price for the customer. Often times a good sheet will not require a large investment but can still be very beneficial to the customer. This includes templates, free reports, etc.
By using a template the employee’s record can be organized and made more effective. A template can be purchased and can be customized to fit the needs of the customer. It also keeps the daily activity records current and provides the opportunity for an easy reference. Both sides benefit when the sheet is used.