Manager Script Library
Find the words for twenty-six hard conversations, including replies to what employees may say back. Use the ten-minute planner to prepare for each conversation, then the log to record what happened and flag follow-up.
These previews show pages from the files you receive.
Home care compliance
Caregiver Credential and Training Tracker
Keep every caregiver credential, training hour, and renewal date in one place. The field guide and scripts help you prepare for conversations about expiring credentials.
The free HR Compliance Risk Scorecard uses twelve questions to give you a graded assessment of worker classification, wage and hour, hiring, policy, and records.
$29
- 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
Build your credential list once, with one row per item per caregiver, using the records you already have.
See upcoming renewals sixty days before they are due.
DecisionPrepare for an audit
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 are preparing caregiver credential and training records for an audit.
- 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 rules specific to one state or city, consult the applicable local requirements. This tool is not written for any one state.
- 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 Credential and Training Tracker: one row per item per caregiver, with status at a glance. Includes a training hours log with per-person totals against your target, a starter library of common items, and a one-screen summary.
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 Credential and Training Field Guide: guidance on how the tracker works, setting the As of date, following the three-touch renewal sequence, planning training hours, handling first-shift clearance, and checking records.
PDF · readCredential and Training Scripts and Templates
Word · editCredential & Training Scripts and Templates: scripts for the three-touch renewal sequence, annual training plan, and lapse conversation, plus the first-shift clearance page, written reminder process, and quarterly review.
How to use it
Your first 15 minutes
Begin with The Credential and Training Field Guide. Follow the four steps in order, ending with recording completions and training hours the week they happen.
Start with the key idea on page 2 of the Field Guide. Spend fifteen minutes understanding how a credential lapse can affect coverage and how to plan for renewals sixty days in advance.
Build your list once in the Credential Tracker, with one row per item per caregiver. Copy the details from your existing files, use the Common Items tab as your starter library, and confirm requirements with your licensing contact.
Set the amber As of date and your Due soon window. Post the reminder sequence where scheduling happens so all three touches follow the same process every time.
Log completions and training hours the week they happen. Use the Summary tab for your quarterly review: expired credentials at zero, due-soon renewals booked, and training hours on pace.
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. All files arrive as one ZIP. 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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