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 cost
Caregiver Turnover Cost Workbook
Use an Excel workbook with visible formulas to calculate the cost of one caregiver departure at your rates, total a year of turnover using your roster, and estimate savings at a retention rate you choose.
Run the free Caregiver Turnover Cost Calculator to see what recruiting, paid training, office time spent on exits and replacements, and uncovered schedules cost your home care agency.
$34
- 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
Know what replacing a caregiver costs.
Enter eleven figures from your agency to calculate the annual cost of caregiver turnover.
DecisionControl labor cost
IndustryHome care
Files5 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.
Research and standardsRelated reference note: What caregiver turnover costs a home care agency
Fit
Is this the right fit for your work?
A good fit
- For home care agencies managing labor costs.
- 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.
Word · editTurnover Cost Scripts and Templates: exact wording for exit conversations, following up when a caregiver does not return, and client handoff calls. Includes the departure record, reason buckets, and quarterly review agenda.
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 Turnover Cost Workbook: calculate the cost of one departure and a full year of turnover using your numbers. Includes the departure log, reason ranking, hiring-source block, and annualized rate.
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 Turnover Cost Field Guide: the process behind the system, what one departure really costs, how to keep an honest log, patterns in the first 90 days, and the budget math for improvements you are considering.
How to use it
Your first 15 minutes
Start with The Turnover Cost Field Guide. By step 4, you will be recording every departure in the Departure Log the same week.
Skim the Field Guide, starting with the central idea on page 2. In fifteen minutes, you will understand what you are measuring and why it matters.
Open the Workbook and replace the eleven amber starter figures on the Calculator tab with your own. The cost of one departure and a year of turnover at your rate updates as you type.
Keep the departure record and reason buckets from Scripts & Templates where the phone gets answered so your team can record every exit consistently.
Record every departure in the Departure Log the same week, follow the exit conversation script word for word, and use the Summary tab for your quarterly review.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 5 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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