Run a no-fault point system for a whole team in one file. Set the policy once, log each occurrence, and the workbook ages points off after your window and shows each person’s active points, current stage, and who has reached a discipline step.
A working tracker, not a blank grid
Set your point values, an As of date, a rolling window, and your verbal, written, final, and termination-review thresholds on the Point Policy tab. Log one row per occurrence with a date, a type from the dropdown, and a protected flag; the points, whether the occurrence still counts inside your window, and the points counted calculate automatically. An Employee Summary rolls every person up to active points, a current stage, the points to their next step, and an On track or Action needed status, and counts how many have reached a step. A Benchmark tab holds typical absence rates and common point values from BLS, the EEOC, and SHRM, lists the protected-leave types you must never count, and it opens on a worked example so the logic is clear before you change anything.
A point system is only as fair as the leave it leaves out
A no-fault policy keeps attendance consistent: the same occurrence earns the same points for everyone, so no one has to justify an absence and discipline rests on a documented record applied the same way for all. Points roll off once an occurrence passes your window, so a clean stretch recovers and no old absence counts forever. The one thing that turns a no-fault system into legal exposure is counting time the law protects, which the workbook handles with a protected flag (see the FAQ below).
Built for
- An owner or operations manager running attendance across an hourly team who wants one consistent, documented system instead of a folder of one-off spreadsheets.
- An HR generalist who has to keep a point policy applied the same way for everyone and be able to show the record behind any warning or termination.
- A manager who needs to see who has reached a discipline step and who is close, without rebuilding the math by hand every time someone misses a shift.
If you are looking for the dollar cost of the absences this tracks, broken out by department against a national benchmark, the Absenteeism Cost Calculator prices that. For the write-ups, scripts, and final-pay steps to act on a high-point record, see the Discipline and Termination Decision Kit.
Before you buy
What format is it, and can I edit it?
It is one Excel workbook that also works in Google Sheets. Every point value, threshold, and formula is editable, and the file is yours to keep; add occurrences or employees by inserting rows, and duplicate the file to run a second location. Checkout delivers an instant download link, with the same link emailed on your receipt.
What does the paid workbook do that a free calculator does not?
This workbook runs the whole team in one file: it logs each occurrence with a date, ages points off automatically once they pass your rolling window, flags protected leave so it counts zero, and rolls every person up to active points, a current stage, and an On track or Action needed status. It is a file you keep, with open formulas and a sourced benchmark tab, so you set the policy to your operation, hold the record a warning rests on, and read where the whole team stands on one page. A quick browser calculator scores one employee; this runs the whole roster and keeps the record.
What counts as a protected absence I should not point?
Time off protected by law cannot add points, even under a no-fault policy: leave under the FMLA, an ADA accommodation, the Pregnant Workers Fairness Act, workers’ compensation, military duty under USERRA, jury duty, and state or local protected-leave or paid-sick-leave laws. Mark those occurrences as protected so they count zero. Counting protected leave, or disciplining someone for it, is where employers draw interference and discrimination claims, so identify and exclude it first and confirm your state and local rules, which vary and change.
What is the refund policy?
Digital products are covered by a 14-day money-back guarantee. See the refund policy for the full terms. Questions? Email support@truestephr.com.
This gives a consistent read on attendance, not a legal decision. It does not judge whether an occurrence is protected or decide who to discipline; confirm what is protected under federal, state, and local law, and apply your policy the same way for everyone.
How the download works
Your files arrive as a single ZIP download, best opened on a computer: save it, extract it (right-click and Extract All on Windows, double-click on a Mac), and open the Start Here file first. PDFs open in any reader, and the editable files work in Microsoft Word and Excel or their free equivalents, including LibreOffice and Google Docs and Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.
Scope
This kit is a set of working tools and editable templates for handling performance, conduct, and people decisions in a clear, consistent, and defensible way. It is not legal advice, and it is not a substitute for qualified counsel on your specific situation. Conversations about performance, pay, and conduct can carry legal consequences, and discipline, documentation, and termination rules vary by state. Where a matter is heading toward discipline or separation, or where an employee raises a complaint about harassment, discrimination, retaliation, or safety, have the facts and your next step reviewed against applicable law before you act.