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TrueStep HR tools

HR tools and systems

Find practical tools for hiring, pay, employee relations, workforce planning, and everyday HR work. Browse by situation, format, or industry. Each product shows what is included and what it costs.

Answer four questions to find a tool that fits your situation. See its price and how it can help with the work ahead.

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

118 results
Employee Cost Calculator: a preview of the 5 files in this download. Excel + PDF, 10 pages in all.
CalculatorTSHR-001

Employee Cost Calculator

Calculate employee costs beyond wages, including payroll taxes, benefits, workers' compensation, paid time off, and overhead. See total annual, monthly, and fully loaded hourly costs.

Labor Burden Rate Calculator: a preview of the 5 files in this download. Excel + PDF, 12 pages in all.
CalculatorTSHR-002

Labor Burden Rate Calculator

Price jobs and prepare bids using your fully burdened hourly labor rate. Calculate total hourly labor cost and the multiplier on base pay from employer costs and productive hours.

Cost Per Hire Calculator preview showing the 5 files in the download. Excel + PDF, 10 pages in all.
CalculatorTSHR-004

Cost Per Hire Calculator

See your recruiting costs using the SHRM and ANSI cost-per-hire method, including external recruiting expenses and the cost of recruiter and hiring manager time.

Time-to-Fill Cost Calculator preview showing the 5 files in the download. Excel + PDF, 10 pages in all.
CalculatorTSHR-005

Time-to-Fill Cost Calculator

See what an open position costs using salary, the value the role produces, and days vacant. Get the net cost for each vacancy, the total across open roles, and potential savings from faster hiring.

Vacancy Cost Calculator preview showing the 5 files in the download. Excel + PDF, 11 pages in all.
CalculatorTSHR-006

Vacancy Cost Calculator

See what vacancies cost over a year using your headcount, turnover, and time to fill. The workbook calculates annual costs, the average number of unfilled positions, and potential savings from faster hiring or improved retention.

Attendance Point System Tracker: preview of the 5 Excel and PDF files, 13 pages in all.
CalculatorTSHR-008

Attendance Point System Tracker

Manage no-fault attendance points for your team in one workbook, with protected absences excluded from point calculations. Set the policy once and log each occurrence.

Shift Staffing Planner: a preview of the 5 files in this download. Excel + PDF, 10 pages in all.
CalculatorTSHR-010

Shift Staffing Planner

Calculate how many employees you need to cover each shift. Set your time-off assumptions once, then list the posts that need coverage.

Overtime vs New Hire Planner: a preview of the 5 files in this download. Excel + PDF, 11 pages in all.
CalculatorTSHR-011

Overtime vs New Hire Planner

Compare recurring overtime with the fully loaded cost of hiring another employee. Enter the extra hours per week, pay rates, benefits load, and one-time hiring cost to see how the options compare.

Recruiter Capacity Planner: a preview of the 5 files in this download. Excel + PDF, 12 pages in all.
CalculatorTSHR-012

Recruiter Capacity Planner

See how many recruiters your hiring workload requires and how the work could be distributed. The estimate accounts for open positions, hiring complexity, and current staffing.

New Hire Ramp Calculator: a preview of the 5 files in this download. Excel + PDF, 11 pages in all.
CalculatorTSHR-014

New Hire Ramp Calculator

Estimate the cost of bringing a new hire to full productivity. Use salary, ramp time, and starting productivity to calculate ramp costs and potential savings from a faster ramp.

Training ROI Calculator: a preview of the 5 files in this download. Excel + PDF, 11 pages in all.
CalculatorTSHR-015

Training ROI Calculator

Estimate the financial return on a training program. Enter program costs, employee time, and expected productivity improvements to compare the investment with its potential benefits.

HR Staffing Ratio Calculator: a preview of the 5 files in this download. Excel + PDF, 11 pages in all.
CalculatorTSHR-016

HR Staffing Ratio Calculator

Compare your HR staffing ratio with a benchmark for organizations of similar size. Enter employee headcount and HR staffing to calculate your ratio, the difference from your chosen target, and HR cost per employee.

Span of Control Calculator: a preview of the 5 files in this download. Excel + PDF, 11 pages in all.
CalculatorTSHR-017

Span of Control Calculator

Calculate the average number of direct reports per manager using employee and manager counts. Then model how changes to your management structure affect costs.

Salary Band Builder: a preview of the 5 files in this download. Excel + PDF, 11 pages in all.
CalculatorTSHR-018

Salary Band Builder

Build salary ranges from market pay data. Enter a market pay anchor, grade progression, and range spread. The workbook creates minimums, midpoints, and maximums for each grade and shows where employees fall within their ranges.

Merit Increase Matrix: a preview of the 5 files in this download. Excel + PDF, 13 pages in all.
CalculatorTSHR-019

Merit Increase Matrix

Plan merit increases using performance ratings and employees' positions within their salary ranges. Set your matrix and enter employee information to calculate proposed increases, total costs, and how the plan fits your budget.

Promotion and Internal Equity Calculator: a preview of the 5 files in this download. Excel + PDF, 14 pages in all.
CalculatorTSHR-020

Promotion and Internal Equity Calculator

Review a proposed promotion before finalizing pay. Enter the employee's current salary, new grade and range, proposed pay, and peer salaries. See the increase, position within the new range, comparison with peers, and first-year cost.

Severance Planning Calculator: a preview of the 5 files in this download. Excel + PDF, 13 pages in all.
CalculatorTSHR-022

Severance Planning Calculator

Estimate severance costs for a workforce reduction in one workbook. Set your weeks-per-year policy, enter affected employees, and calculate individual packages and total costs, including accrued time off, benefits, and outplacement.

Referral Program Tracker: a preview of the 5 files in this download. Excel + PDF, 15 pages in all.
CalculatorTSHR-023

Referral Program Tracker

Track employee referrals from submission through hiring and bonus payment. Set your bonus rules, record each referral's progress, and monitor payout dates in one spreadsheet.

Recruiting Analytics Pack: a preview of the 5 files in this download. Excel + PDF, 14 pages in all.
KitTSHR-024

Recruiting Analytics Pack

See your recruiting costs and capacity together. Compare cost per hire, vacancy cost, recruiter capacity, and agency versus internal recruiting costs in one workbook.

Workforce Planning Pack: a preview of the 5 files in this download. Excel + PDF, 13 pages in all.
KitTSHR-025

Workforce Planning Pack

Build a staffing plan using workload and cost assumptions. Calculate headcount needs, plan shift coverage, compare overtime with hiring, and estimate fully burdened hourly labor costs.

Turnover and Absence Cost Pack: a preview of the 5 files in this download. Excel + PDF, 14 pages in all.
KitTSHR-026

Turnover and Absence Cost Pack

Calculate the combined cost of turnover, vacant positions, and unplanned absences, including replacement and coverage expenses. Then estimate the savings from better retention.

RIF and Restructuring Savings Planner: preview of all 5 Excel and PDF files, 14 pages in all.
KitTSHR-027

RIF and Restructuring Savings Planner

Model the financial impact of a proposed workforce reduction. Estimate severance and other one-time expenses, calculate ongoing savings, and identify the payback period. Document the assumptions behind your estimates.

People Manager Toolkit: a preview of the 8 files in this download. Excel + Word + PDF, 62 pages in all.
KitTSHR-028

People Manager Toolkit

Help managers handle one-on-ones, feedback, employee conversations, and documentation with ready-to-use guidance and forms. Give them a consistent approach to everyday team management.

New Hire Onboarding 30-60-90 Kit: a preview of the 7 files in this download. Excel + Word + PDF, 40 pages in all.
KitTSHR-031

New Hire Onboarding 30-60-90 Kit

Plan a new employee's first 90 days, from accepted offer through early performance check-ins. Enter the start date to calculate review dates and applicable compliance deadlines.

Employee Referral Program Kit: a preview of the 7 files in this download. Excel + Word + PDF, 45 pages in all.
KitTSHR-032

Employee Referral Program Kit

Set up an employee referral program with clear bonus and referral credit rules. The kit includes an editable policy, launch communications, and a tracker for referrals, payouts, costs, and estimated savings.

Candidate Ghosting Prevention Kit: preview showing the 6 files in this download. Excel + PDF, 43 pages in all.
KitTSHR-033

Candidate Ghosting Prevention Kit

Keep interviews, manager feedback, and offers on schedule. Use the candidate risk score to spot delays, ready-to-send messages to stay in touch, and a stage-by-stage timeline to guide hiring.

Compensation Toolkit: preview showing the 8 files in this download. Excel + PDF, 30 pages in all.
KitTSHR-034

Compensation Toolkit

Build salary ranges and plan merit increases using documented assumptions. The Salary Band Builder creates pay grades from market data and shows employee placement within ranges. The Merit Increase Matrix compares proposed increases with your budget.

HR Policy Starter Pack: preview showing the 7 files in this download. Excel + Word + PDF, 41 pages in all.
KitTSHR-035

HR Policy Starter Pack

Build an employee handbook for a small team with foundational policies and an at-will statement. The Field Guide explains which provisions carry legal significance.

Leave and Accommodation Kit preview showing the 6 included files. Excel + Word + PDF, 46 pages in all.
KitTSHR-039

Leave and Accommodation Kit

Handle employee leave and accommodation requests from the first conversation through a documented decision. The kit includes guidance and forms to record requests, discussions, and outcomes.

RIF / Restructure Planning Kit: a preview of the 8 files in this download. Excel + Word + PDF, 55 pages in all.
KitTSHR-042

RIF / Restructure Planning Kit

Plan a workforce reduction with documented selection criteria, an adverse impact review, notice requirements, employee communication tools, and guidance on when to involve counsel.

HR Operations Binder: a preview of the 22 files in this download. Excel + Word + PDF, 113 pages in all.
KitTSHR-043

HR Operations Binder

Keep core HR work organized from hiring through employee exits. The binder contains 22 files, including 11 editable Word and Excel tools for recurring HR processes.

Training Matrix and Certification Tracker: a preview of the 5 files in this download. Excel + PDF, 17 pages in all.
KitTSHR-044

Training Matrix and Certification Tracker

Track employee training, certifications, expiration dates, and skills coverage in Excel. Status indicators and a dashboard highlight upcoming renewals and positions that depend on one employee's qualifications.

I-9 and Wage-Hour Audit Kit: a preview of the 8 files in this download. Excel + PDF + web tools, 20 pages in all. Web tools are not counted.
KitTSHR-045

I-9 and Wage-Hour Audit Kit

Review I-9 documentation and exempt employee classifications. Check each I-9 using ICE inspection categories, review classifications against salary and duties criteria, and identify findings that warrant legal review.

US State Pay Transparency Pack: a preview of the 11 files in this download. Excel + Word + PDF + web tools, 35 pages in all. Web tools are not counted.
KitTSHR-046

US State Pay Transparency Pack

Review job postings against the state requirements covered in the pack's dated reference list. Build documented good-faith pay ranges, prepare posting language, organize records, and track complaints.

AI Hiring and HR Governance Kit preview showing 9 files in Excel, Word, PDF, and web formats. 26 pages in all, web tools not counted.
KitTSHR-047

AI Hiring and HR Governance Kit

Organize oversight of AI tools used in hiring and HR decisions. The kit includes an editable policy, candidate notice materials, vendor audit documentation, and a four-fifths rule analysis using your hiring data.

PWFA and PUMP Accommodation Kit preview showing 12 files in Excel, Word, PDF, and web formats. 41 pages in all, web tools not counted.
KitTSHR-048

PWFA and PUMP Accommodation Kit

Handle pregnancy and nursing accommodation requests from the first conversation through a documented decision. Includes an editable policy and bilingual form for recording requests and outcomes.

Ontario Job Posting Transparency Pack: preview of the 8 files in the download. Excel + Word + PDF + web tools, 21 pages in all. Web tools are not counted.
KitTSHR-049

Ontario Job Posting Transparency Pack

Prepare Ontario job postings using the 2026 requirements. You receive a posting template, ready-to-use AI disclosure language, and a tracker for pay ranges, 45-day deadlines, and three-year recordkeeping periods.

EU Pay Transparency Readiness Toolkit: preview of the 7 files in the download. Excel + Word + PDF, 31 pages in all.
KitTSHR-051

EU Pay Transparency Readiness Toolkit

Prepare for the EU Pay Transparency Directive by identifying requirements, organizing pay data, and reviewing differences against the directive's 5% threshold. Use the country-specific and legal review trackers to manage the work.

EU Job Architecture and Equal Value Work Kit: a preview of the 7 files in this download. Excel + Word + PDF, 29 pages in all.
KitTSHR-052

EU Job Architecture and Equal Value Work Kit

Build a job structure using objective criteria for equal work and work of equal value. Evaluate roles across four factors, group comparable positions, and review pay differences to support documented compensation decisions.

EU Job Posting Pay Range Pack: a preview of the 8 files in this download. Excel + Word + PDF, 30 pages in all.
KitTSHR-053

EU Job Posting Pay Range Pack

Build documented pay ranges for EU job postings using objective criteria. Prepare posting language, brief recruiters, and track each position through review and publication.

EU HR AI Risk Checklist: a preview of the 8 files in this download. Excel + Word + PDF, 32 pages in all.
KitTSHR-055

EU HR AI Risk Checklist

Review the AI used in hiring and employee decisions against EU AI Act risk categories. Organize oversight responsibilities, employee notices, and supporting records.

Global Employer EU Readiness Bundle: a preview of the 27 files in this download. Excel + Word + PDF, 137 pages in all.
BundleTSHR-056

Global Employer EU Readiness Bundle

Prepare for the EU Pay Transparency Directive and EU AI Act requirements with a coordinated set of tools. The suggested sequence takes you through reviewing requirements, evaluating risks, documenting decisions, and preparing materials for legal review.

New Manager Kit: a preview of the 10 files in this download. Excel + Word + PDF, 42 pages in all.
KitTSHR-058

New Manager Kit

Give new managers a practical plan for their first 90 days. The kit includes templates and conversation guides for common leadership responsibilities, employee discussions, and team decisions.

New Manager System preview showing 22 Excel, Word, and PDF files totaling 203 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 covering the core areas of team leadership.

HR Foundations Bundle preview showing 37 Excel, Word, and PDF files totaling 258 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.

Staffing Agency Management Kit: a preview of the 8 files in this download. Excel + Word + PDF, 32 pages in all.
KitTSHR-069

Staffing Agency Management Kit

Compare staffing agency terms and costs before making a decision. The kit includes an agreement, a policy, and an agency scorecard, along with sourced benchmarks for evaluating agency quotes.

WARN Act Compliance Toolkit preview showing 7 Excel, Word, and PDF files, 30 pages in all.
KitTSHR-084

WARN Act Compliance Toolkit

Review planned employment losses and potential WARN notice requirements before setting reduction dates. Check 30-day and 90-day periods, flag issues for counsel, and prepare draft notices.

RIF Complete System preview showing 13 Excel, Word, and PDF files, 94 pages in all.
SystemTSHR-085

RIF Complete System

Coordinate employee selection, financial planning, and notice preparation for a workforce reduction. Three connected components show the suggested order of work and identify decisions for legal review.

Plant Onboarding System: a preview of the 12 files in this download. Excel + Word + PDF, 74 pages in all.
SystemTSHR-102

Plant Onboarding System

Plan an operator's first 90 days with one kit covering pre-boarding steps, a first-day checklist designed for plant operations, and a safety orientation with a signed record.

Shift Supervisor Toolkit: a preview of the 10 files in this download. Excel + Word + PDF, 80 pages in all.
KitTSHR-103

Shift Supervisor Toolkit

Help shift supervisors manage daily operations and employee conversations with a practical playbook, conversation scripts, and bilingual documentation forms.

Manufacturing Hiring Kit: a preview of the 10 files in this download. Word + PDF, 62 pages in all.
KitTSHR-104

Manufacturing Hiring Kit

Use structured interviews and skills checks to evaluate manufacturing candidates. The kit includes a job description, hands-on skills checklist, scored interview, and bilingual application.

Crew Attendance and No-Show System: preview of the 10 Excel, Word, and PDF files, 71 pages in all.
SystemTSHR-121

Crew Attendance and No-Show System

Set a consistent attendance standard across crews. The points tracker shows totals by crew and foreman, includes a weather-day occurrence type, and counts missed mandatory jobsite starts under their own occurrence type.

Foreman Field Toolkit: a preview of the 7 files in this download. Excel + Word + PDF, 40 pages in all.
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Foreman Field Toolkit

Give foremen scripts for the five hardest jobsite conversations and incident forms in English and Spanish. The workbook keeps crew records current with a five-minute weekly review.

Field Onboarding System: a preview of the 12 files in this download. Excel + Word + PDF, 39 pages in all.
SystemTSHR-125

Field Onboarding System

Organize a field employee's first 90 days with a consistent process. The system includes a first-day checklist, vehicle and tool documentation, a compliance tracker, and check-ins at 30, 60, and 90 days.

Construction and Trades HR System: preview showing all 46 files in the download. Excel + Word + PDF, 285 pages in all.
BundleTSHR-130

Construction and Trades HR System

Combine six field toolkits with an HR audit checklist and seasonal staffing planner. Use the Contractor HR Audit Checklist to identify priorities and the Seasonal Staffing Planner to estimate crew needs for upcoming work.

Dental Practice HR Starter System: a preview of the 8 files in this download. Excel + Word + PDF, 48 pages in all.
SystemTSHR-141

Dental Practice HR Starter System

Set up the HR foundations for your dental practice over a weekend. The field guide explains what belongs in a practice manual, and the editable template gives you a starting point. Use the workbook to track implementation and the file setup guide to organize personnel records.

Dental Hiring Kit: a preview of the 7 files in this download. Word + PDF, 43 pages in all.
KitTSHR-142

Dental Hiring Kit

Bring consistency to dental practice hiring. The kit includes complete job descriptions for three core positions, a working interview guide with pay considerations, and a credential checklist to complete before patient-facing work begins.

Practice Manager Conversations Toolkit: a preview of the 5 files in this download. Word + PDF, 31 pages in all.
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.

Dental Onboarding System: a preview of the 8 files in this download. Word + PDF, 46 pages in all.
SystemTSHR-144

Dental Onboarding System

Plan a new hire’s first 90 days with a credential checklist to complete before the first patient day. Separate onboarding plans cover clinical and front office employees.

Dental Practice HR System: a preview of the 32 files in this download. Excel + Word + PDF, 201 pages in all.
BundleTSHR-150

Dental Practice HR System

Bring dental practice HR together with five connected toolkits, a Practice HR Self Audit to identify where to start, and an Annual HR Calendar for Practices to organize recurring work. One license covers the complete bundle.

Manager Script Library: preview of 7 Excel, Word, and PDF files totaling 103 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.

Caregiver Hiring Kit: preview showing the 7 files in this download. Excel + Word + PDF, 30 pages in all.
KitTSHR-161

Caregiver Hiring Kit

Hire caregivers with a structured process. The kit includes a hiring field guide, scorecard, pipeline tracker, and scripts and templates for every step from screening through the offer.

Caregiver 90-Day Retention System: preview showing the 8 files in this download. Excel + Word + PDF, 37 pages in all.
SystemTSHR-162

Caregiver 90-Day Retention System

Support a new caregiver through the first 90 days with a structured plan and check-ins at 30, 60, and 90 days. Stay conversation guides help identify concerns early enough to respond.

Caregiver Turnover Cost Workbook: preview of the 7 Excel, Word, and PDF files in the download, 29 pages in all.
KitTSHR-165

Caregiver Turnover Cost Workbook

Estimate caregiver turnover costs and potential savings at your chosen retention rate using your pay rates and workforce size. The Excel workbook includes visible formulas you can check.

Psychological Safety Playbook: a preview of the 9 files in this download. Excel + Word + PDF, 41 pages in all.
KitTSHR-170

Psychological Safety Playbook

How managers respond when employees raise concerns shapes whether others feel comfortable speaking up. This kit gives managers practical conversations and follow-up tools to support open communication and accountability.

Conflict at Work Playbook: a preview of the 8 files in this download. Excel + Word + PDF, 35 pages in all.
KitTSHR-171

Conflict at Work Playbook

Address workplace conflict early with clear conversations and practical follow-up. Use the guide to prepare for difficult discussions, work through concerns, and agree on next steps.

Clinic Manager Field Guide: preview of the 9 Excel, Word, and PDF files in the download, 44 pages in all.
Field guideTSHR-172

Clinic Manager Field Guide

Manage clinic staffing, scheduling, and retention with tools for planning call-out coverage and supporting new hires through their first year.

Clinic HR System preview showing 11 Excel, Word, and PDF files, 56 pages in all.
SystemTSHR-173

Clinic HR System

Set up clinic HR forms and workflows with a one-month plan. The system includes editable forms, written policies, hiring materials, onboarding plans, and workbooks for tracking completion and follow-up.

Service Tech Hiring Kit: preview of all 7 files. Excel + Word + PDF, 30 pages in all.
KitTSHR-181

Service Tech Hiring Kit

Hire service technicians with a consistent process. The kit includes a hiring field guide, scorecard, pipeline tracker, scripts, and templates for every step from screening through the offer.

Tech First-Year Retention System: preview of all 8 files. Excel + Word + PDF, 42 pages in all.
SystemTSHR-182

Tech First-Year Retention System

Support a new technician through the first year with a 30, 60, and 90 day plan, a first-year tracker, and check-in scripts that help managers identify and respond to concerns early.

Home Services HR System preview showing the 34 download files in Excel, Word, and PDF formats, 215 pages in all.
BundleTSHR-190

Home Services HR System

Manage technician HR work with six connected toolkits under one license. The Start Here guide shows where to begin and what comes next.

EQ at Work Field Guide: a spread from the guide you receive.
Field guideTSHR-EQ-FG-69

EQ at Work Field Guide

Explore your EQ at Work assessment results from two perspectives: how you handle real situations and how you see yourself. Understand where those two perspectives align and where they differ.

HR Role Prep Pack: a preview of the 13 files in this download. PDF + web tools, 28 pages in all. Web tools are not counted.
KitTSHR-PREP

HR Role Prep Pack

Practice realistic HR decisions through six role simulations. Review a readiness profile based on your decisions, then use the accompanying playbooks to prepare for role-specific interviews.

Your Work Style Field Guide: a spread from the guide you receive.
Field guideTSHR-WSP-FG-39

Work Style Field Guide

See what your Work Style Profile results mean for your everyday work. Use your scores to recognize your strengths, identify areas to develop, and build a plan with recommended actions.

Manager's Self-Awareness Pack: a spread from the guide you receive.
KitTSHR-WSP-MP-69

Manager's Self-Awareness Pack

Explore how your work style influences your delegation, feedback, conflict management, and decisions. The pack uses your Work Style Profile results to connect personality insights with everyday management decisions.

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