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Home care pay

Caregiver Pay and Retention Toolkit

$49 Go to price and purchase

Compare caregiver wages with your client bill rates, model pay decisions, and prepare for raise and retention conversations with the field guide, workbook, and scripts.

FormatKit
Contents6 PDF guides, 1 Word document, 1 Excel workbook
UseInstant download

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?

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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

Enter your rate, wage, and payroll load in the Calculator.

Compare the cost of a raise with what caregiver turnover already costs your agency, rather than treating the raise as an expense on its own.

DecisionSet pay and raises
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

  • For home care agencies making caregiver pay and raise decisions.
  • 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 Pay and Margin Workbook: see what remains from one billed hour, compare wages with your local median in the wage comparison log, and calculate the cost of a raise against the departures it would prevent. Includes the six-lever 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 Pay and Retention Field Guide: margin calculations, the local market log, the position decision, raise breakeven, and the counter-offer playbook.
PDF · readCaregiver Pay Scripts and Templates
Word · editCaregiver Pay Scripts & Templates: exact wording for communicating a raise, handling a counter-offer, and explaining when a raise is not possible yet. Also includes the twice-a-year review, wage capture, and whole-deal one-pager.

How to use it

Your first 15 minutes

Begin with The Pay and Retention Field Guide. By step 4, you will be using the Summary tab to review your pay decisions.

  1. Start with the central idea on page 2 of the Field Guide. In fifteen minutes, you can see how the cost of caregiver turnover changes the way you evaluate a raise.

  2. Open the Workbook and enter your rate, wage, and payroll provider's load figure in the amber cells on the Calculator. Your margin per billed hour updates as you type.

  3. Start the Wage Comparison Log this week. Record every job posting, applicant quote, and pay rate mentioned during an exit conversation. After five rows, you have a local median to compare with your pay rates.

  4. Before making a pay decision, review the Summary tab and run the raise blocks. Then use the wording in Scripts & Templates for the raise conversation, a counter-offer, or explaining why a raise is not possible yet.

Caregiver Pay and Retention Toolkit: the Start Here guide from the download, listing every file and the order to use them.

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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