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TrueStep HR tools

Manager development tools

Help managers set expectations, give useful feedback, address performance concerns, and handle employee conversations.

Answer four questions to see which tool fits, what it costs, and why it may help.

What you receive See the price and included files on each product page. Every purchase includes a full refund within 30 days. Request a refund at support@truestephr.com. What we cover

25 results
Performance Review and Calibration Toolkit: preview of 7 Excel, Word, and PDF files totaling 49 pages.
KitTSHR-029

Performance Review and Calibration Toolkit

Bring consistent expectations, ratings, and documentation to performance reviews. Includes a rating scale, feedback scripts, and editable review and goal forms. The calibration worksheet helps you compare ratings across teams before completing reviews.

Training Matrix and Certification Tracker: preview of 5 Excel and PDF files totaling 21 pages.
KitTSHR-044

Training Matrix and Certification Tracker

Track employee training, certification expiration dates, and skills coverage in one Excel workbook. Review completed training, upcoming certification expirations, and skills that only one employee holds. Training status and dashboard results update automatically.

New Manager Kit: preview of 10 Excel, Word, and PDF files totaling 48 pages.
KitTSHR-058

New Manager Kit

Help new managers prepare for their first 90 days, including setting expectations, giving feedback, and handling difficult conversations. Editable templates make the plan easier to put into practice.

New Manager System preview showing 24 Excel, Word, and PDF files totaling 206 pages.
BundleTSHR-059

New Manager System

Help new managers build leadership skills with a development assessment to identify priorities, plus practical kits, conversation scripts, and templates for team leadership.

HR Foundations Bundle preview showing 37 Excel, Word, and PDF files totaling 286 pages.
BundleTSHR-060

HR Foundations Bundle

Get five HR kits in one bundle at a lower price than buying them individually. The kits cover operations, onboarding, pay, employee relations, and policy.

Shift Supervisor Toolkit: preview of 10 Excel, Word, and PDF files totaling 84 pages.
KitTSHR-103

Shift Supervisor Toolkit

Help shift supervisors handle daily management and difficult employee conversations. Includes a playbook, conversation scripts, and bilingual forms.

Foreman Field Toolkit: preview of 7 Excel, Word, and PDF files totaling 42 pages.
KitTSHR-123

Foreman Field Toolkit

Help foremen handle difficult conversations and document jobsite incidents consistently. Get scripts for five jobsite conversations, incident forms in English and Spanish, and a crew record workbook designed for a five-minute weekly update.

Practice Manager Conversations Toolkit: preview of 5 Word and PDF files totaling 30 pages.
KitTSHR-143

Practice Manager Conversations Toolkit

Prepare for five difficult conversations in a dental practice with scripts you can adapt. Includes a process to help the dentist and practice manager agree on expectations and handle employee issues consistently.

Manager Script Library: preview of 7 Excel, Word, and PDF files totaling 101 pages.
KitTSHR-160

Manager Script Library

Prepare for 26 difficult employee conversations with suggested openings and responses to common reactions. Use the ten-minute planner before each conversation and the conversation log to record what happened and identify follow-up items.

Psychological Safety Playbook: preview of 9 Excel, Word, and PDF files totaling 39 pages.
KitTSHR-170

Psychological Safety Playbook

A manager's response can influence whether employees raise concerns early. This playbook covers listening to concerns, responding constructively, and setting clear performance expectations.

Clinic Manager Field Guide: preview of 9 Excel, Word, and PDF files totaling 42 pages.
Field guideTSHR-172

Clinic Manager Field Guide

Plan clinic staffing and improve employee retention. Includes coverage planning for unexpected absences and hiring and retention guidance for an employee's first year.

EQ at Work Field Guide: preview of a spread from the guide included in the download.
Field guideTSHR-EQ-FG-69

EQ at Work Field Guide

Compare your responses to workplace situations with your self-assessment scores. The differences can help you identify development priorities.

HR Role Prep Pack: preview of 13 files, including PDF documents and web tools, totaling 28 PDF pages. Web tools are not included in the page count.
KitTSHR-PREP

HR Role Prep Pack

Practice decisions and conversations from six HR roles through six role simulations. See your readiness profile and use a playbook for each role.

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