COVID-19 Small Business Playbook

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We created a one-stop-shop of all important information around COVID-19 and how it affects you and your business. We simplified it down to a 5-step process of everything you need to do to protect your workers and your business.

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1 Enact remote work company policies

For stay-at-home orders, you need 2 policies in place to ensure that you protect your workers and your business as they work from home.

 Telecommuting Policy

This policy governs telecommute workers, and specifically, clarifies that it’s the worker’s responsibility to provide a safe working environment (i.e. a home office).

Otherwise, the employer could be liable for on-the-job injuries claims.

Download Free Template

 Bring-Your-Own-Device Policy

This policy governs how workers use personal equipment to do their jobs, which especially affects telecommute workers.

This policy covers things like data security, data privacy, and equipment reimbursements. Specifically, certain states (i.e. California) require employers to reimburse certain expenses for telecommute workers. This policy gives you the reimbursement formula based on 8hrs/day.

Download Free Template


2 Comply with COVID-19 paid leave laws

As part of the Families First Coronavirus Response Act ("FFCRA"), businesses with less than 500 employees must provide paid leave to workers.

 Notification Requirements

Businesses must notify employees of the FFCRA by April 1, 2020.

For telecommute workers, employers must either email the notice to employees or post the notice on an internal intranet.

Download FFCRA Poster


Businesses must provide up to 80 hours of paid sick leave to eligible employees who need to take leave from work for certain specified reasons related to COVID-19.

Businesses must provide up to 10 weeks of paid, and 2 weeks unpaid, emergency family and medical leave to eligible employees who need to care for his/her children whose school or place of care is closed or whose child care provider is unavailable for reasons related to COVID-19.

 Tax Credit

To qualify for IRS tax credits for providing paid sick leave, businesses must comply with IRS requirements.

Businesses must collect proper answers & statements from employees that support the COVID-19 related-reason for the leave.


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3 Apply for financial relief

As part of the Coronavirus Aid, Relief, and Economic Security ("CARES") Act, there are 4 relief programs available from the Small Business Administration for small businesses impacted by COVID-19.

I Paycheck Protection Program »

This loan program provides loan forgiveness for retaining employees by temporarily expanding the traditional SBA 7(a) loan program.

If you're having trouble getting your application submitted, try Divvy » 

II EIDL Loan Advance »

This loan advance will provide up to $10,000 of economic relief to businesses that are currently experiencing temporary difficulties.

III SBA Express Bridge Loan »

Enables small businesses who currently have a business relationship with an SBA Express Lender to access up to $25,000 quickly.

IV SBA Debt Relief »

The SBA is providing a financial reprieve to small businesses during the COVID-19 pandemic.


4 Clarify your business processes

Make sure your business processes are crystal clear, because when people are working remotely, they can't just quickly walk over to someone's office to ask a question.

Here are 4 things that you need to do to make sure everyone is on the same page.

Clarify what to do

Instead of having tasks scattered across emails, phone calls, and files, have one central, master list of what needs to be done.

Clarify how to do it

Give clear, concrete instructions for how to do something to minimize confusion and questions.

Clarify who's next

Streamline or automate hand-offs to minimize idle time due to everyone waiting for the next status meeting.

Clarify how to track progress

Track progress and analyze performance to identify and eliminate roadblocks and bottlenecks.

Need help implementing and automating policies and processes? Signup now »


5 Start planning for when workers return

When stay-at-home orders expire, your workers will be returning back to the office. Make sure you provide a safe workplace and protect everyone in the office.

 Stay-at-Home Expiration

By the end of April, stay-at-home orders will expire for 27 states.

Find out when stay-at-home orders expire for your state »

 Planning your worker return process

Be proactive and start planning your return process by answering these 5 key questions:

  1. When will you allow workers to return to the office?
  2. Will everyone be returning at the same time?
  3. Will workers be required to be tested and verified to be COVID-19 free before they can come back?
  4. Will workers be required to adhere to social distancing?
  5. What will your workplace sanitization policy be?
 Maintaining a safe workplace

When's the last time everyone cleaned their workspace?

To protect workers from COVID-19, OSHA and CDC provide guidance for businesses on how to maintain a safe workplace:


The information provided herein does not constitute professional legal, tax, or accounting advice. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation and for your particular state(s) of operation.