Shift Coverage and Call-Off System
A call-off intake process, a workbook for coordinating shift coverage, and scripts for addressing recurring attendance patterns.
These previews show pages from the files you receive.
Home care retention
Caregiver 90-Day Retention System
Give each new caregiver a thoughtful first 90 days. You get a structured plan, check-ins at 30, 60, and 90 days, and stay conversations that help you understand concerns before someone resigns.
The free Caregiver Retention Risk Check uses fifteen questions to show which of five retention areas is most likely to lose caregivers first.
$49
- One-time purchase. Editable files.
- Your download link appears on the confirmation screen and in your receipt. No account needed.
- Request a full refund within 30 days with one email.
- Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.
Checkout takes place on our store at shop.truestephr.com. Any applicable sales tax appears at checkout before you pay. These files provide general HR information, not legal advice.
Need approval first?
Ready to put your tool to work?
Add a one hour Setup Session, $149
Bring your purchased tool and the situation you are working through. A TrueStep HR practitioner will help you set the inputs, make the first decisions, and identify a practical next step.
See the Setup Session →Where to start
See your retention rate. Set the As of date in the Tracker and log every caregiver hired in the last six months.
In ten minutes, you can see your 90-day survival rate on the screen.
DecisionKeep good people
IndustryHome care
Files6 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Fit
Is this the right fit for your work?
A good fit
- You manage caregiver retention at a home care agency.
- You want editable Word and Excel files that stay with your organization.
- You or a manager will run the process and want a clear sequence to follow.
When to consider another option
- For advice about one person's specific circumstances, consult qualified counsel.
- For help running the process, explore our advisory services.
What is inside
Every file in the download, by name.
Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.
PDF · readStart Here: a guide to every file and the order to use them.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Excel · useCaregiver 90-Day Retention Tracker: track every new hire through the 90-day window, record the six check-ins, see your survival rate by recruiter, and calculate what early exits cost.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readThe Caregiver Retention Field Guide: the thinking behind the kit, what an early exit really costs, why caregivers leave before day 90, and how the mentor, the schedule promise, and the six check-ins work together as one system.
PDF · readCaregiver 90-Day Check-In Scripts and Templates
Word · editCaregiver 90-Day Check-In Scripts & Templates: the exact words for the first shift call, the visit 3 debrief, the week 1 schedule check, the day 30, 60, and 90 conversations, plus the mentor sheet, the stability commitments, the going-quiet list, and the early exit conversation.
How to use it
Your first 15 minutes
Begin with The Caregiver Retention Field Guide and follow the steps in order. At step 5, open Scripts & Templates and use the wording almost verbatim.
Skim the Field Guide, starting with the system at a glance. Fifteen minutes gives you an overview of how the system works and why each part matters.
Open the Tracker, set the As of date, and log every caregiver hired in the last six months. In ten minutes, you can see your 90-day survival rate on the Summary tab.
Use the mentor sheet in Scripts & Templates to assign a mentor to your newest hire before their next shift.
Schedule all six check-ins during each caregiver's first 90 days, then record each one in the Tracker as it happens.
At each check-in, open Scripts & Templates and use the wording almost verbatim. If a caregiver started today, the first shift call is tonight.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 6 PDF guides, 1 Word document, and 1 Excel workbook, all named in the What is inside section above. This is a one time purchase, delivered as a download, not a subscription.
Are these the real screenshots?
Yes. The first image shows the file set, and the second and third show actual pages from the current download.
Can I use the files in my business?
Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.
What if I need help applying it?
For help implementing this tool, book a one hour Setup Session for $149. For broader HR support, advisory begins with a short request and a written scope at truestephr.com/pages/advisory. For legal questions, consult qualified counsel.
How do I get the files?
Right after payment, your download link appears on the confirmation screen and again in your email receipt. The files arrive as a ZIP download. No account is needed.
What do I need to open them?
You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.
What if it is not right for us?
Email support@truestephr.com within 30 days for a full refund. No form or explanation is required. The full terms are in the refund policy.
Is this legal advice?
No. It is general HR information and a working method. It is not written to any one state unless the page says so. Where a decision turns on the law, use qualified counsel. See what we cover, and what we do not.
Who may use the files?
One license covers the internal HR work of one legal entity. You may edit the files, brand them, and issue them to your employees. Consultants and groups with several entities need the extended license. See the license.
Extend the system
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