HR advisory, assessments, and operating tools for U.S. businesses
These previews show pages from the files you receive.
Tracker workbook
Keep contingent workers visible alongside your employee headcount. One workbook brings together the assignment roster, agency spending, and early-warning flags, including workers outside the HRIS.
Compare agency billing, payrolling, and your own payroll with and without benefits using the free Staffing Agency vs Payroll Cost Calculator.
$29
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?
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
Enter each worker's start date and rate to see which assignments need a decision and when.
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What is inside
Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.
How to use it
Contingent workers usually sit outside HRIS headcount, making it harder to see how many temporary workers are on assignment, what agencies cost each year, and how long assignments have lasted. This tracker brings that information together. The Assignment Roster lists every contingent assignment with its department, site, agency, start date, and cost. Department and Site Mix shows the ratio of full-time employees to temporary workers by department and site. Agency Spend totals annualized costs by vendor. The Conversion Watchlist shows the remaining buyout fee for each candidate. Each assignment carries a tenure flag against a cap you set, so you can review long-running arrangements before they become a co-employment concern.
Before you buy
Find details about file formats, delivery, licensing, and refunds.
You receive 4 PDF guides 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.
Yes. The first image shows the file set, and the second and third show actual pages from the current download.
Yes. You can fill in the Excel workbook for your own internal operations and read or print the PDF guides.
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.
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.
You can use Excel, LibreOffice on a computer, or Google Sheets in a browser. LibreOffice and Google Sheets are free alternatives. Any PDF reader opens the guides. See download help.
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.
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.
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
Explore related tools for the same situation, operating method, or industry.
Build a staffing plan around the work that needs to get done. Calculate how many employees the workload requires, how many you need to cover each post, whether overtime or another hire costs less, and the full cost of an hour of labor.
Know how your agency costs compare before the next conversation. Use sourced benchmarks to evaluate quotes, an agency scorecard to review performance, and the included agreement and policy to prepare the terms.
An Excel workbook with visible formulas for caregiver departure costs, annual costs for your roster, and potential savings at your chosen retention rate.
