Manager Script Library
The exact words for twenty-six hard conversations, with the replies for what people say back. A planner preps each one in ten minutes, and a log keeps the record and flags the follow-up.
Previews are taken from the deliverable itself.
Home care compliance
Caregiver Credential and Training Tracker
Every credential, training hour, and renewal date in one tracker, with the field guide and the scripts for the expiring-credential conversation.
$29
- 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.
Build the list once: one row per item per caregiver, copied from the files you already hold. Renewals then surface sixty days out instead of on the day.
DecisionPrepare for an audit
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 Credential and Training Field Guide: the operating logic, the As of date, the three- touch renewal sequence, the training-hours plan, the first-shift clearance, and the records check (PDF to read)
Excel · useCaregiver Credential and Training Tracker: one row per item per caregiver with status at a glance, the training hours log with per-person totals against your target, a starter library of common items, and the one-screen summary (Excel to use)
PDF · readCredential & Training Scripts and Templates: the exact words for the three-touch renewal sequence, the annual training plan, and the lapse conversation, plus the first-shift clearance page, the written reminder process, and the quarterly review (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).
Also in the download: Credential and Training 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 Credential and Training Field Guide, file 6. Work down from there, and by step 4 you log completions and hours the week they happen.
Skim the Field Guide, starting with the one idea on page 2. Fifteen minutes, and a lapse stops being a paperwork event and starts being a coverage event you prevent sixty days early.
Build your list once on the Credential Tracker: one row per item per caregiver, copied from the files you already have, with the Common Items tab as the starter library and your licensing contact as the referee.
Set the amber As of date and your Due soon window, and post the reminder sequence where scheduling happens so the three touches run the same way every time.
Log completions and hours the week they happen, and run the quarterly review against the Summary tab: expired to zero, due-soon booked, hours on pace.
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.
Caregiver Hiring Kit
Hire caregivers with large-employer rigor. You get a hiring field guide, a scorecard and pipeline tracker, and the scripts and templates for every step from screen to offer.
Caregiver Pay and Retention Toolkit
The pay math field guide, the workbook that models wages against your bill rates, and the scripts for raise and retention conversations.