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Hiring & Teams

How to Write an Employee Handbook for a Small Crew

A crew handbook is ten pages on how your company works, not a legal binder. What goes in it, what the law decides, and how to keep it short.

Dallas Whitecalf

9 min read

An experienced tradesperson demonstrating a saw setup to a new team member inside a partly framed house

The short answer: a handbook for a small trade crew is ten or so pages that write down how your company already works: hours and pay, safety, the van and the tools, how a job is left, how to talk to clients, what happens when something goes wrong. Write it in plain language, keep it short enough that people read it, and have the parts that touch employment law checked against the rules where you operate, because those rules differ by province, state and country and the handbook cannot override them.

Most small contractors do not have a handbook, and for the first two or three hires that is fine. The owner is on every job, the rules live in the owner's head, and everybody learns them by watching. The trouble starts when the crew grows past the point where you can be everywhere. The same question gets three different answers, a new hire learns the habits of whoever they happened to be paired with, and the first serious disagreement about pay, time off or a damaged tool has nothing written to point to.

A handbook fixes that. Not a binder of policies copied from a large company, but a short document that says how this company works.

What a handbook is for

A good crew handbook does three jobs.

It answers the repeat questions once, in writing: when payday is, how overtime is approved, who to call when you are sick, whether the van can go home at night. Every answer you write down is a phone call you stop taking.

It sets the standard for the work: how a site is protected, how it is left at the end of the day, what gets photographed, how you speak to a client in their own house. This is the part that protects your reputation when you are not there.

It makes the hard conversations fairer. When somebody is late for the fourth time, or a tool goes missing, a written rule that everyone received turns an argument about what you meant into a conversation about what was agreed.

What it is not: a contract that removes anyone's legal rights, or a replacement for the employment standards that apply where you work. Those set the floor, and the handbook sits on top of them.

What the law decides, and what you decide

Split the content in two before you write anything.

The law decides minimum wage, overtime thresholds, statutory holidays, vacation entitlement, sick leave, breaks, notice and termination, workers' compensation and many safety duties. These vary between provinces, states, Australia and New Zealand, and they change. Your handbook should describe how your company applies them, for example "overtime is paid as required by the employment standards where you work, and must be approved by the crew lead before it is worked", and it should not state a number you are not sure of.

You decide almost everything else: start times, how jobs are assigned, the van and tool rules, phone use on site, dress, how clients are spoken to, how the site is left, how photos and job notes are recorded, how time is tracked. This is most of the handbook, and it is where your company's character lives.

Before you hand it out, have someone who knows employment law where you operate read the first part. An hour of an employment lawyer's or HR advisor's time is cheap next to a handbook that promised something the law does not allow, or took away something it requires.

The sections a small crew actually needs

Keep it to what people will need in their first month. A workable outline:

  1. Welcome and how we work. Half a page. What the company does, who the clients are, and the two or three things you care about most, in your own words.
  2. Hours, time tracking and pay. Start times, how hours are recorded, when and how you are paid, how overtime is approved, and who to tell if a payslip looks wrong.
  3. Time off and absence. How to book vacation, how to report sickness and by when, and what happens if you simply do not turn up.
  4. Safety. Your safety rules in plain terms: required protective equipment, the stop-work rule, how incidents and near misses are reported, first aid, and the specific hazards of your trade.
  5. Vans, tools and equipment. Who can drive, what the van is used for, what happens to tickets and damage, how company tools are signed out and what happens when one goes missing.
  6. On the job. How a site is protected and left, what is photographed, how materials are handled, and how the job record is kept up to date.
  7. Working with clients. How to introduce yourself, what you can and cannot promise, and who handles price questions and complaints.
  8. Conduct. Respect on site, harassment, alcohol and drugs, phones and social media, and confidentiality about clients' homes.
  9. Problems and discipline. How concerns are raised, how a warning works, and what leads to dismissal.
  10. Acknowledgement. A page the team member signs to confirm they received and read it.

Ten sections, most of them a page or less. If a section runs to three pages, it is probably trying to cover a situation that has happened once.

Write it the way you talk

The handbook will be read on a phone in a van at lunch, if it is read at all. Write it that way.

  • Short sentences and plain words. "Be on site by 7:30. If you are going to be late, call your crew lead before 7:00." Not "Punctuality is an expectation of all personnel."
  • Say why. "We photograph every wall before it is closed, because that photo is the only record of what is inside it." A rule with a reason gets followed; a rule without one gets negotiated.
  • Use your own examples. The client's dog, the driveway that must stay clear, the time a ladder slipped. Real examples stick.
  • Translate if your crew needs it. If some of your team read another language more comfortably, a translated version is worth the effort. Say which version governs if they differ.

Handing it out and keeping it alive

A handbook nobody receives is a file on your laptop.

Give it to every new team member before their first day, as part of onboarding a new crew member, and walk through the safety section in person. Get the acknowledgement page signed and keep it.

Give it to the existing crew too, with a short meeting. Tell them what is new and what is simply written down for the first time. People accept a rule more easily when they hear that it was always the rule.

Review it once a year, and whenever something goes wrong that the handbook should have covered. Date every version, keep the old ones, and tell the crew when it changes. A handbook that describes how the company worked three years ago teaches people to ignore it.

The mistakes that make a handbook worthless

Copying a large company's policies. A forty-page template full of departments you do not have tells the crew the document is not about them.

Promising what you do not do. If the handbook says every overtime hour is approved in advance and nobody ever asks, the written rule is now evidence against you rather than for you.

Putting numbers in that the law sets. Write "as required by employment standards" and let the law carry the number, unless you are sure and willing to update it.

Writing it and never enforcing it. A rule applied to one team member and ignored for another is worse than no rule.

Where Zeus fits

Several handbook sections describe things a crew does every day on a phone, and they are easier to follow when the phone does them the same way for everybody. Each team member has their own login, and you choose what each level can see, so the rule about who sees prices and client details is a setting rather than a paragraph somebody has to remember. They clock in and out against the job they are standing on, so the hours section of the handbook matches the record. Photos go onto the job, matched to the address, so "photograph every wall before it is closed" has a place to land. The schedule is visible to the whole crew, so nobody has to phone you to find out where they are tomorrow.

How the team side fits together is on the crew and supply pages, and the guide to roles and permissions on the crew covers setting the levels. Everything else Zeus does is listed on one page. It costs nothing to start and does not expire, and the pricing page shows what the paid sizes add. Put it on the crew's phones the same week the handbook goes out.

Ten pages will not make anyone a good team member. What they do is make sure a good team member knows the rules on day one instead of week six, and that the rules are the same whichever crew they started with.

Frequently asked questions

Do small businesses legally need an employee handbook?

Usually not as a single document, but many of the things a handbook contains are required to be communicated in writing somewhere, such as certain safety policies, harassment policies or pay information, depending on where you operate. Check the employment standards and workplace safety rules in your province, state or country, and use the handbook as the place those written policies live.

How long should an employee handbook be?

For a crew of two to fifteen, about ten pages. Long enough to cover hours and pay, safety, vans and tools, the job standard, clients, conduct and discipline, and short enough that people actually read it. If it runs past twenty pages, it is probably copied from a company much larger than yours.

Can a handbook change someone's employment contract?

It can affect it, and that is exactly why the employment-law parts should be checked before you hand it out. A handbook cannot take away rights that employment standards guarantee, and in some places statements in a handbook can be treated as promises. Have an employment lawyer or HR advisor where you operate review it, especially the sections on pay, time off, discipline and termination.

How often should I update the handbook?

Once a year, and whenever something happens that it should have covered. Date each version, keep the old ones, tell the crew what changed, and get a fresh acknowledgement when a change is significant.

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About the Author

Dallas Whitecalf

Contributing Editor, Trades and Crew

Dallas is a carpenter from Saskatoon who ran his own framing crew for the better part of twenty years, hiring, training, and periodically losing good people to outfits paying two dollars an hour more. Plains Cree and a lifelong Saskatchewan tradesman, he has taken on more apprentices than he can reliably count and has settled views on which ones work out and why. He writes for the Zeus Resource Center about hiring, apprenticeship, and keeping a crew together — mostly the unglamorous parts, like whether anybody thought to show the new kid where the washroom is on day one.

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