Field Onboarding System
Organize a field hire's first ninety days with one kit. You get a checklist for the first day, vehicle and tool paperwork, a compliance tracker, and a thirty, sixty, ninety day ramp with check-ins.
These previews show pages from the files you receive.
Construction and trades hiring
Construction and Trades Hiring Kit
Give each trades candidate a consistent process, from a job posting to a fifteen-minute screen and a structured interview with a score.
See what an open role costs with the free Time-to-Fill Cost Calculator. It uses the cost-of-vacancy method: daily value of the role times days to fill, minus pay saved while the position is open.
$59
- 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
Choose the job description, set the trade and pay range, and post it.
Job descriptions are included for foremen, journeymen, apprentices, and technicians.
DecisionHire someone
IndustryConstruction
Files9 PDF guides, 3 Word documents, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRead the reference note behind this tool: What turnover costs in the trades
Fit
Is this the right fit for your work?
A good fit
- You are hiring for a construction role and want a consistent process from posting through offer.
- 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.
Word · editField Job Descriptions: ready-to-post descriptions for foreman, journeyman, apprentice, service technician, and installer roles, written for HVAC, plumbing, and electrical contractors.
Word · editBilingual Employment Application: a full application for a field workforce, with English and Spanish side by side.
Word · editRide-Along Evaluation Form: a structured scoresheet for a working interview in the truck or on the jobsite.
Excel · useHiring Workbook: a candidate tracker, an interview scoring sheet, and a role skills checklist.
PDF · readHiring in the Trades Field Guide: guidance from posting through offer, including essential legal considerations.
PDF · readApprentice Pipeline Guide: how to build a steady trainee pipeline, set wage steps, and retain apprentices beyond their first year.
PDF · readField Job Descriptions
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 · readBilingual Employment Application
PDF · readRide-Along Evaluation Form
How to use it
Your first 15 minutes
Start with the Hiring in the Trades Field Guide. By step 6, you are building your apprentice pipeline.
Begin with the Field Guide. It covers the hiring process from application questions through working interview pay, including the legal requirements along the way.
Prepare the job posting. Open Field Job Descriptions, choose the role, set the trade and pay range, and post it. Shaded brackets show where to enter your details.
Collect applications. The Bilingual Employment Application has English and Spanish side by side, making it accessible to more field candidates. Print it for the shop counter or complete it on a tablet.
Screen and track candidates. Record every applicant in the Hiring Workbook so you can follow their progress and see who needs a response.
Evaluate the working interview. Use the Ride-Along Evaluation Form to score each candidate against the same standard, then use the recorded observations to make your decision.
Build your apprentice pipeline. When an experienced journeyman is hard to find, use the Apprentice Pipeline Guide to develop one. The wage step plan makes the costs clear.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 9 PDF guides, 3 Word documents, and 1 Excel workbook, all listed 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 documents, 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
Related tools for your next step
Explore related tools for the same situation, operating method, or industry.
Foreman Field Toolkit
Give foremen scripts for the five hardest jobsite conversations and incident forms in English and Spanish. One workbook keeps the crew record current in five minutes a week.
License and Certification Tracker, Trades Edition
Track licenses and certifications in one register with calculated status and days to expiration. Flag credentials that block work so they appear first.