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The full toolkit

All HR tools

Every TrueStep HR calculator, planning workbook, and document kit, grouped the way the work breaks down. One-time purchases, editable files you keep, built from real HR workflows.

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Compliance and Audit Kits

Document kits and checklists for the audit-prone corners of HR: I-9 and wage-hour, AI in hiring, and job-posting transparency. Built for review and defensibility, with editable templates and the source notes behind each requirement.

Compliance kit

AI Hiring and HR Governance Kit

Govern the AI in your hiring: an adoptable use policy, five candidate notices, a vendor bias-audit request, and a tracker that runs the four-fifths check.

from $129View ›
Compliance kit

I-9 and Wage-Hour Audit Kit

Audit I-9 files and exempt classifications: the March 2026 ICE error categories, 2026 salary floors, the three-part exemption test, and counsel-ready summaries.

from $99View ›
Compliance kit

Ontario Job Posting Transparency Pack

Write and document Ontario job postings under the 2026 rules: pay ranges within CAD 50,000, the AI disclosure line, vacancy status, and the 45-day notice.

from $89View ›

Employee Relations and Leave

Kits for the sensitive side of the work: workplace investigations, leave and accommodation, and discipline and termination. Structured templates and decision guides, written conservatively so you slow down at the right moments.

Employee relations

Employee Relations and Workplace Investigations Kit

Take a workplace concern from the first report to a fair, documented finding, with a triage screen, an investigation plan, interview tools, and a case log.

from $99View ›
Employee relations

Leave and Accommodation Kit

Handle an FMLA, ADA, or state leave request from the first conversation to a documented decision, with an eligibility check, hour-based trackers, and templates.

from $99View ›
Employee relations

Discipline and Termination Decision Kit

Make a discipline or termination decision you can defend.

from $89View ›

Hiring and Onboarding

Templates and trackers for bringing people in the door and getting them productive, starting with a referral program kit.

Hiring kit

Employee Referral Program Kit

Launch and run an employee referral program: an adoptable policy, a design worksheet, credit rules, forms, launch comms, and an Excel tracker.

from $49View ›

Retention and Restructuring

Planning tools for keeping the people you have and, when there is no other option, reducing headcount carefully and on the record.

Restructuring kit

RIF and Restructure Planning Kit

Plan a workforce reduction you can stand behind: defensible selection, the four-fifths check, WARN and OWBPA planning, and the manager script.

from $129View ›

HR Calculators

Editable spreadsheet calculators that turn your own numbers into the figure you need: cost per hire, turnover cost, the fully loaded cost of an employee, severance, staffing ratios, and more. Each one is a one-time purchase you download and keep, and it runs in Excel or Google Sheets.

Calculator

Agency vs Internal Recruiter ROI Calculator

Compare an in-house recruiter against agency fees in Excel: total cost each way, cost per hire, and the break-even in hires per year, with overflow handled.

from $39View ›
Calculator

Overtime vs New Hire Planner

Weigh recurring overtime against an added hire in Excel: the cost each way per year, the break-even in weekly overtime hours, and a three-year view.

from $39View ›
Calculator

Pay Structure and Internal Equity Review

A directional pay-equity self-assessment in Excel: compare two groups, see the raw pay gap, then the gap that remains after accounting for time in role.

from $39View ›
Calculator

Salary Band Builder

Build salary bands in Excel: set one market anchor, a midpoint progression, and a range spread, and every grade gets a minimum, midpoint, and maximum.

from $39View ›
Calculator

Absenteeism Cost Calculator

Price unplanned absence in Excel: the cost by department, the coverage ripple, the cost per employee vs the CDC benchmark, and what cutting absence days saves.

from $29View ›
Calculator

Attendance Point System Tracker

Run a no-fault attendance point system for a whole team in Excel.

from $29View ›
Calculator

Cost of Turnover Calculator

Build the real cost of losing one employee in Excel: separation, the open vacancy, recruiting, and onboarding, plus the percent of salary and the annual cost.

from $29View ›
Calculator

Cost Per Hire Calculator

Build your cost per hire in Excel on the SHRM and ANSI standard: external spend plus the recruiter and manager time most teams miss, the split, and the percent of first-year salary.

from $29View ›
Calculator

Employee Cost Calculator

See the true cost of an employee, not just salary.

from $29View ›
Calculator

FTE Headcount Planner

Plan headcount in Excel: turn each team’s workload into required FTE, set it against current staff, and get a hiring plan that separates the gap from attrition.

from $29View ›
Calculator

Merit Increase Matrix

Run merit increases on a two-axis matrix in Excel.

from $29View ›
Calculator

Promotion and Internal Equity Calculator

Price one promotion in Excel: the raise in dollars and percent, where it lands in the new range, how it compares to peers, and the loaded first-year cost.

from $29View ›
Calculator

Recruiter Capacity Planner

Size your recruiting team in Excel: open reqs weighted by complexity show the recruiters you need, who on the roster is over capacity, and what right-sizing adds or saves each year.

from $29View ›
Calculator

Severance Planning Calculator

Model a whole reduction in Excel: list every affected employee under one severance policy and total the cost with accrued time off, benefits, and outplacement.

from $29View ›
Calculator

Shift Staffing Planner

Turn coverage into headcount in Excel: set time off once, list each post, and the workbook returns the relief factor and the people you need to staff it.

from $29View ›
Calculator

Time-to-Fill Cost Calculator

Price your open roles in Excel: each vacancy’s value lost net of the pay you save, the net cost of every open role, and what cutting time to fill would save.

from $29View ›
Calculator

Training ROI Calculator

See whether a training program earns back more than it costs, in Excel.

from $29View ›
Calculator

New Hire Ramp Calculator

See what a new hire costs before they reach full output, in Excel.

from $24View ›
Calculator

Referral Program Tracker

Run an employee referral program in one Excel workbook.

from $24View ›
Calculator

Span of Control Calculator

See how many direct reports each manager carries, in Excel.

from $24View ›
Calculator

Vacancy Cost Calculator

See what open roles cost you in a year, in Excel.

from $24View ›

Analytics Packs

Bundled planning workbooks that group related calculators into a single file, organized around a job to be done: recruiting, workforce planning, or turnover and absence. The bundle costs less than buying the parts separately.

Analytics pack

RIF and Restructuring Savings Planner

Size a reduction before you make it: the severance bill, the full one-time cost, the ongoing savings, and the payback period.

from $89View ›
Analytics pack

Recruiting Analytics Pack

What hiring costs, what open roles cost, how many recruiters your reqs need, and agency versus in-house.

from $79View ›
Analytics pack

Workforce Planning Pack

How many people the workload needs, the staff to cover every shift, overtime versus a new hire, and the true cost of an hour.

from $79View ›
Analytics pack

Turnover and Absence Cost Pack

Put a number on people leaving and people away: the cost of a departure, absence with the coverage ripple, vacancy, and what retention saves.

from $59View ›
With a practitioner

Not sure where to start or want a senior read

Every tool here is a one-time purchase you run yourself. The free scorecard points at the two areas that will give you the most lift next, and the advisory ladder is there when a decision is bigger than a file.

Free scorecard

HR Readiness Scorecard

A six-area scorecard that shows where your HR setup is strong today and the two areas that will give you the most lift next. The Report Review of that result is free, about 20 minutes with a senior HR practitioner.

FreeOpen ›
Kit setup

HR Setup Session

One hour on a screen share once you own the kit. We load your real numbers, walk the outputs together and flag the judgment calls the tool cannot make for you. You leave with it set up and running, not just a plan.

$149See the session ›
For your team

Team Session

The same senior read brought to a manager group or a whole department. Team work is scoped to your group, so it starts with a short conversation. The first priced step is a facilitated 90 minute session.

$499See the options ›
Free guide

The 6 red flags to check before you discipline or fire someone

A five-minute screen to run before you act. Free PDF, sent to your inbox. Unsubscribe anytime.

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