HR tools built by a senior HR executive · United States

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Documents and systems kit

Clinic HR System

The paper layer for a small clinic, installed in one focused month. You get the files, the written policies, the hiring pack, and the onboarding tracks. Trackers keep all of it current.

FormatBundle
Contents7 PDF guides, 3 Word documents, 1 Excel workbook
UseDownload and keep

$129

  • 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.

Run the HR Self-Audit in the workbook before any cleanup. The gaps it finds, in your own numbers, become the build order.

DecisionComplete system
IndustryCross-industry
Files7 PDF guides, 3 Word documents, 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 Clinic HR System Guide: the install manual, one section per system, each ending with what done looks like.
Word · editClinic Policy Manual Template: the policies a small patient-facing operation actually uses, in plain language, with every decision bracketed for you to make.
Word · editClinic Hiring Pack: job description templates, the structured interview kit with a scorecard, the reference check guide, and the credential verification checklist.
Word · editClinic Onboarding System: the before-day-one checklist, clinical and front office tracks, the first- week shadowing plan, and the 30, 60, and 90 day check agendas.
Excel · useClinic HR Operations Workbook: the HR self-audit, the roster with computed credential expiry flags, the attendance log, the coverage map, and a dashboard.
PDF · readTrueStep HR Product License: what you may and may not do with the files you purchased.
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward.
Word · editThe editable versions: Clinic Hiring Pack; Clinic Onboarding System, all in Word, ready to fill in and change. Files 10 and 11.
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 1).

How to use it

Your first 15 minutes

The 5 steps below run in the order they are numbered, and by the last one you book the operating rhythm from Section 9: fifteen minutes monthly.

  1. Run the HR Self-Audit in the workbook cold, before any cleanup. Twenty minutes, and the gaps become your build order.

  2. Read the System Guide sections for your gaps: files first, then the policy manual, then credentials, then attendance, hiring, and onboarding.

  3. Adapt the Word templates as each section calls for them, and get the policy manual reviewed by an employment attorney before rollout.

  4. Load the Workbook: the roster with every credential and expiry date, the attendance log from this week forward, and the coverage map.

  5. Book the operating rhythm from Section 9: fifteen minutes monthly, an audit re-run quarterly, one policy pass a year.

Clinic HR System — the Start Here guide from the download, listing every file and the order to use them.

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?

7 PDF guides, 3 Word documents, 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.

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