Workforce Planning Pack
Plan the staffing with numbers you can defend. How many people the workload needs, how many cover the posts, whether to hire or run overtime, and what an hour really costs.
Previews are taken from the deliverable itself.
Tracker workbook
Contingent Workforce Headcount and Spend Tracker
Contingent workers sit outside the HRIS, so nobody owns the number. This tracker is the roster, the spend view, and the early-warning flags in one file.
$29
- 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.
Enter every contingent worker, one row each. Add a start date and a rate. The tracker shows which engagements need a decision, and when.
DecisionControl labor cost
IndustryCross-industry
Files4 PDF guides, 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.
Excel · useContingent Workforce Headcount & Spend Tracker: 7 tabs: Start Here, Assignment Roster, Department and Site Mix, Agency Spend, Conversion Watchlist, Assumptions and Sources, and Notes.
PDF · printQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result.
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward.
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased.
Also in the download: Contingent Workforce Headcount and Spend Tracker (Excel, file 5). Every file is in the same folder, named with the number shown here so the steps below point straight at it.
How to use it
What this workbook does
Contingent workers usually sit outside the HRIS headcount, which is how a company ends up unsure how many temps it has, what the agency spend runs per year, and how long each assignment has quietly stretched. This tracker is the management surface for that population: a living roster of every contingent assignment with its department, site, agency, start date, and cost; a mix view of the fulltime versus temp ratio by department and by site; an agency view that totals annualized spend by vendor; and a conversion watchlist that prices the buyout fee still owed on each candidate. Each assignment carries a tenure flag against a cap you set, so long-running assignments surface before they become a co-employment conversation.
Your first 15 minutesOpen the Contingent Workforce Headcount & Spend Tracker workbook in Microsoft Excel or a free equivalent such as LibreOffice. The first tab, Start Here, walks you through every tab. On the Assignment Roster tab, set the as-of date and your tenure cap, then list each contingent worker with the pay rate, markup, and weekly hours from the agency agreement. The months-on-assignment column, the tenure flags, and the annualized spend update as you type. Edit only the amber cells; the white cells calculate for you.
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?
4 PDF guides, 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.
Extend the system
Build on this decision.
These products address the next connected step in the same situation, operating method, or industry.
Staffing Agency Management Kit
Walk into the agency conversation with the numbers already in hand. The kit gives you the agreement, the policy, and the scorecard. Sourced benchmarks let you challenge a quote.
Caregiver Turnover Cost Workbook
Open-formula Excel that prices a departure at your rates, totals a year at your roster, and shows the savings at a target retention rate.