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Complete system

Complete TrueStep HR System

$749 Go to price and purchase

Seventeen kits and four analytics packs covering HR from the first job posting to the last day. Built for the people responsible for keeping HR running.

FormatBundle
Contents51 PDF guides, 24 Excel workbooks, 21 Word documents
UseInstant download

Start with the free HR Operating System Readiness Scorecard. Twelve questions show which part of your HR setup to build next.

$749

Bought separately: $1,639. The bundle: $749.

The $1,639 separate-purchase total comes from the 21 products listed under What is inside, with each individual price shown there.

  • 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.

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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

Start with the HR work in front of you.

For the full rollout, the Program Guide (file 27) shows you the recommended order.

DecisionControl labor cost, Develop your managers, Handle an employee issue, Hire someone, Keep good people, Plan a reduction, Prepare for an audit, Set pay and raises
IndustryCross-industry
Files51 PDF guides, 24 Excel workbooks, 21 Word documents
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 want the seventeen core kits and four analytics packs together, covering HR from hiring through exit.
  • 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.
  • You are looking for the industry editions or the state, EU, Ontario and Mexico packs. Those are sold separately.
  • 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

Seventeen kits and four analytics packs, by file.

The file counts come from the download itself. Each kit is also sold individually and has its own Start Here guide. Each row shows the individual product price.

KitJD Classification and Pay Transparency Kit $59 on its own4 files: 1 Word, 1 Excel, 2 PDF (files 9, 31, 48 and 86).
KitNew Hire Onboarding 30-60-90 Kit $59 on its own5 files: 1 Word, 1 Excel, 3 PDF (files 1, 24, 32, 49 and 87).
KitCandidate Ghosting Prevention Kit $49 on its own4 files: 1 Excel, 3 PDF (files 7, 28, 29 and 84).
KitEmployee Referral Program Kit $49 on its own4 files: 1 Word, 1 Excel, 2 PDF (files 8, 30, 47 and 85).
KitPeople Manager Toolkit $79 on its own6 files: 1 Word, 1 Excel, 4 PDF (files 4, 10, 33, 34, 88 and 100).
KitPerformance Review and Calibration Toolkit $79 on its own4 files: 1 Word, 1 Excel, 2 PDF (files 11, 35, 50 and 89).
KitTraining Matrix and Certification Tracker $49 on its own1 file: 1 Excel (file 12).
KitCompensation Toolkit $89 on its own5 files: 2 Excel, 3 PDF (files 13, 14, 36, 46 and 90).
KitHR Policy Starter Pack $89 on its own4 files: 1 Word, 1 Excel, 2 PDF (files 17, 39, 54 and 93).
KitHR Compliance Calendar and Document Audit Kit $79 on its own5 files: 1 Word, 1 Excel, 3 PDF (files 16, 38, 52, 53 and 92).
KitAI in HR Policy and Risk Checklist $89 on its own4 files: 1 Word, 1 Excel, 2 PDF (files 15, 37, 51 and 91).
KitEmployee Relations and Workplace Investigations Kit $99 on its own4 files: 1 Word, 1 Excel, 2 PDF (files 19, 42, 57 and 95).
KitLeave and Accommodation Kit $99 on its own4 files: 1 Word, 1 Excel, 2 PDF (files 20, 43, 58 and 96).
KitDiscipline and Termination Decision Kit $89 on its own6 files: 1 Word, 1 Excel, 4 PDF (files 18, 40, 41, 55, 56 and 94).
KitRetention and Stay Interview Action Kit $69 on its own5 files: 1 Word, 1 Excel, 3 PDF (files 22, 45, 61, 98 and 101).
KitRIF and Restructure Planning Kit $129 on its own5 files: 1 Word, 1 Excel, 3 PDF (files 2, 21, 44, 97 and 102).
KitHR Operations Binder $79 on its own18 files: 8 Word, 3 Excel, 7 PDF (files 3, 6, 23, 25, 26, 59, 60, 65, 66, 67, 99, 103, 104, 105, 106, 107, 108 and 109).
Analytics packRecruiting Analytics Pack $79 on its own1 file: 1 Excel (file 63).
Analytics packWorkforce Planning Pack $79 on its own1 file: 1 Excel (file 64).
Analytics packTurnover and Absence Cost Pack $59 on its own1 file: 1 Excel (file 5).
Analytics packRIF and Restructuring Savings Planner $89 on its own1 file: 1 Excel (file 62).
SystemStart Here, Program Guide, license and Google Sheets help 4 files: 4 PDF (files 0, 27, 82 and 83).
Full file list, 96 files, by number
  1. PDFStart Here file 0
  2. PDFOnboarding and the First 90 Days Field Guide (another version of file 32) file 1
  3. PDFRIF and Restructure Planning Templates file 2
  4. PDFOnboarding and New Hire Pack file 3
  5. PDFManager Scripts and Templates file 4
  6. ExcelTurnover and Absence Cost Pack file 5
  7. PDFPTO Request Form file 6
  8. ExcelCandidate Ghosting Prevention Tracker file 7
  9. ExcelEmployee Referral Program Workbook file 8
  10. ExcelJD Classification Workbook file 9
  11. ExcelManager Toolkit Workbook file 10
  12. ExcelPerformance Calibration Workbook file 11
  13. ExcelTraining Matrix and Certification Tracker file 12
  14. ExcelSalary Band Builder file 13
  15. ExcelMerit Increase Matrix file 14
  16. ExcelAI Risk Workbook file 15
  17. ExcelHR Compliance Calendar Workbook file 16
  18. ExcelSmall Business HR Policy Starter Workbook file 17
  19. ExcelTermination and Offboarding Tracker file 18
  20. ExcelInvestigations Workbook file 19
  21. ExcelLeave and Accommodation Workbook file 20
  22. ExcelRIF and Restructure Planning Workbook file 21
  23. ExcelRetention and Stay Interview Workbook file 22
  24. ExcelCandidate Tracker file 23
  25. ExcelNew Hire Onboarding 30-60-90 Plan Workbook file 24
  26. ExcelEmployee Records System file 25
  27. ExcelPTO and Leave Tracker file 26
  28. PDFProgram Guide (overview and roadmap) file 27
  29. PDFCandidate Ghosting Prevention Playbook file 28
  30. PDFCandidate Ghosting Scripts and Templates file 29
  31. PDFEmployee Referral Program Field Guide file 30
  32. PDFJD, Classification and Pay Transparency Field Guide file 31
  33. PDFNew Hire Onboarding 30-60-90 Field Guide file 32
  34. PDFThe Manager’s Playbook file 33
  35. PDFManager Quick Reference file 34
  36. PDFPerformance Review Field Guide file 35
  37. PDFMerit Increase Matrix Guide file 36
  38. PDFAI in HR Field Guide file 37
  39. PDFHR Compliance Field Guide file 38
  40. PDFSmall Business HR Policy Starter Field Guide file 39
  41. PDFDiscipline and Termination Decision Kit file 40
  42. PDFThe Red Flag Check (bonus) file 41
  43. PDFEmployee Relations and Workplace Investigations Field Guide file 42
  44. PDFLeave and Accommodation Field Guide file 43
  45. PDFRIF and Restructure Planning Field Guide file 44
  46. PDFRetention and Stay Interview Field Guide file 45
  47. PDFSalary Band Builder Guide file 46
  48. WordEmployee Referral Program Editable Templates file 47
  49. WordJD, Classification and Pay Transparency Editable Templates file 48
  50. WordNew Hire Onboarding 30-60-90 Editable Templates file 49
  51. WordEditable Review and Calibration Forms file 50
  52. WordAI in HR Policy and Checklists file 51
  53. PDFHR Compliance Field Guide (another version of file 38) file 52
  54. WordRecords Retention and Destruction Policy file 53
  55. WordEmployee Handbook Template file 54
  56. PDFThe Red Flag Check (another version of file 41) file 55
  57. WordDiscipline and Termination Decision Kit, editable file 56
  58. WordEmployee Relations and Workplace Investigations Editable Templates file 57
  59. WordLeave and Accommodation Editable Templates file 58
  60. PDFHR Operations Binder Start Here Guide file 59
  61. PDFHR Operations Binder Index and Contents file 60
  62. PDFStay Interview Templates and Scripts file 61
  63. ExcelRIF and Restructuring Savings Planner file 62
  64. ExcelRecruiting Analytics Pack file 63
  65. ExcelWorkforce Planning Pack file 64
  66. PDFEmployee Change Forms file 65
  67. PDFManager Documentation and Scripts file 66
  68. PDFOffboarding Pack file 67
  69. PDFTrueStep HR Product License file 82
  70. PDFUsing This Workbook in Google Sheets file 83
  71. PDFCandidate Ghosting Prevention Start Here file 84
  72. PDFEmployee Referral Program Start Here file 85
  73. PDFJD Classification and Pay Transparency Start Here file 86
  74. PDFNew Hire Onboarding 30-60-90 Start Here file 87
  75. PDFPeople Manager Toolkit Start Here file 88
  76. PDFPerformance Review and Calibration Start Here file 89
  77. PDFCompensation Toolkit Start Here file 90
  78. PDFAI in HR Policy and Risk Start Here file 91
  79. PDFHR Compliance Calendar and Document Audit Start Here file 92
  80. PDFSmall Business HR Policy Starter Start Here file 93
  81. PDFDiscipline and Termination Decision Start Here file 94
  82. PDFEmployee Relations and Workplace Investigations Start Here file 95
  83. PDFLeave and Accommodation Start Here file 96
  84. PDFRIF and Restructure Planning Start Here file 97
  85. PDFRetention and Stay Interview Start Here file 98
  86. WordHiring and Offer Pack file 99
  87. WordManager Scripts and Templates file 100
  88. WordStay Interview Templates and Scripts file 101
  89. WordRIF and Restructure Planning Templates file 102
  90. WordHR Operations Binder Start Here Guide file 103
  91. WordOnboarding and New Hire Pack file 104
  92. WordPTO Request Form file 105
  93. WordEmployee Change Forms file 106
  94. WordManager Documentation and Scripts file 107
  95. WordOffboarding Pack file 108
  96. WordHR Operations Binder Index and Contents file 109

File numbers run from 0 to 109. Numbers 68 to 81 are not used.

All files are in one download folder, numbered to match this list and the steps below.

How to use it

Your first 15 minutes

Step 1 starts with the Program Guide (file 27). Follow the sequence to step 4, where you can use the analytics packs (files 5, 62, 63 and 64) whenever you need a figure.

  1. Read the Program Guide (file 27) first. It maps every part of HR to the right tool and gives you a rollout order.

  2. For a specific HR issue, choose the matching kit above and follow that kit’s own Start Here guide. You can focus on that kit.

  3. For a full HR rollout, follow the sequence in the Program Guide: start with policy and compliance, then hiring, pay, managers, and the sensitive systems.

  4. Reach for the analytics packs (files 5, 62, 63 and 64) whenever you need a figure, and use the HR Operations Binder as the home for your records.

Complete TrueStep HR System: 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?

51 PDF guides, 24 Excel workbooks, 21 Word documents, each one named in the What is inside section above. The purchase is 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 documents, fill in the Excel workbooks, 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. The files arrive as a ZIP download. 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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