Shift Coverage and Call-Off System
The call-off intake, the coverage workbook that answers who takes the shift, and the scripts for the conversations that follow a pattern.
Previews are taken from the deliverable itself.
Home care retention
Caregiver 90-Day Retention System
Run a new caregiver's first 90 days on purpose. You get a structured plan, check-ins at 30, 60, and 90 days, and the stay conversations that surface a problem before the resignation.
$49
- Editable operating files, not a subscription
- Immediate access through the secure TrueStep HR store
- Built and reviewed under the published TrueStep HR standard
Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.
Need it working, not sitting in Downloads?
Add a one-hour setup session · $149
Bring the purchased tool and your live situation. A TrueStep HR practitioner helps you set the inputs, make the first decisions, and leave with a usable next step.
See the Setup Session →What this closes
A practical system that moves the decision into real work.
Set the As of date in the Tracker and log every caregiver hired in the last six months. Ten minutes, and your real 90-day survival rate is on the screen.
DecisionKeep good people
IndustryHome care
Files6 PDF guides, 1 Word document, 1 Excel workbook
ReviewBuilt to the published release checks; sources and change notes sit beside the catalog.
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 · readThe Caregiver Retention Field Guide: the operating logic 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 run as one system (PDF to read)
Excel · useCaregiver 90-Day Retention Tracker: every new hire through the 90-day window, the six check-ins, your survival rate by recruiter, and what early exits cost (Excel to use)
PDF · readCaregiver 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 (Word to edit)
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 2).
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased (file 4).
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward (file 5).
Also in the download: Caregiver 90-Day Check-In Scripts and Templates (PDF, file 7; editable Word, file 8). Every file is in the same folder, named with the number shown here so the steps below point straight at it. Open these in Word to change the wording for your own company before you use them.
How to use it
Your first 15 minutes
Step 1 is The Caregiver Retention Field Guide, file 6. Work down from there, and by step 5 you open Scripts & Templates and use the words almost verbatim.
Skim the Field Guide, starting with the system at a glance. Fifteen minutes, and you know what you are running and why.
Open the Tracker, set the As of date, and log every caregiver hired in the last six months. Ten minutes, and your real 90-day survival rate is on the Summary tab.
Assign a mentor to your newest hire using the mentor sheet in Scripts & Templates, before their next shift.
Put the six check-ins on the calendar for every hire inside their first 90 days, then log each one in the Tracker as you run it.
When each moment comes, open Scripts & Templates and use the words almost verbatim. The first shift call is tonight if someone started today.
Before you buy
Clear answers to the practical questions.
The point of a product page is to let you judge the work before checkout.
What exactly do I receive?
6 PDF guides, 1 Word document, 1 Excel workbook, each one named in the What is inside section above. The purchase is a download, not a subscription, and the files are yours to keep.
Are these the real screenshots?
Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.
Can I use the files in my business?
The files are designed to be edited for your own internal operations. Review the included license and have legal counsel check decisions that require jurisdiction-specific advice.
What if I need help applying it?
Use the $149 Setup Session for one hour of implementation help on this tool. TrueStep HR does not offer broader consulting engagements. For a legal question, use qualified counsel.
Extend the system
Build on this decision.
These products address the next connected step in the same situation, operating method, or industry.
Home Care HR System
The six caregiver toolkits built to work together, with the system Start Here that runs them in order, under one license.
Complete TrueStep HR System
Every TrueStep HR kit and analytics pack in one place, organized across the full employee lifecycle, from the first job posting to the last day. Built for the people who carry the HR load.