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Kit

Discipline and Termination Decision Kit

Make, document, and deliver a discipline or termination decision you can defend, without guessing through the hardest call you make.

FormatKit
Contents6 PDF guides, 1 Word document, 1 Excel workbook
UseDownload and keep

$89

  • 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 Red Flag Screen before anything else, every time. It catches the timing and protected-activity problems that turn a routine termination into a claim.

DecisionHandle an employee issue
IndustryCross-industry
Files6 PDF guides, 1 Word document, 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.

Word · editThe Decision Kit: the Start Here, the Decision Flow, the Red Flag Screen, the Readiness Checklist, the Decision Memo, and the meeting scripts (PDF to read, with an editable Word version)
In the kitBonus: The Red Flag Check: the quick free guide to the situations that need a second look (PDF to read)
Excel · useTermination and Offboarding Tracker: the offboarding checklist with the final-pay steps and a worked example (Excel to use)
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 2).
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased (file 6).
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward (file 7).

Also in the download: Discipline and Termination Decision Kit (editable Word, file 4) and The Red Flag Check (Bonus) (PDF, file 10). Every file is in the same folder, named with the number shown here so the steps below point straight at it. Open these in Word to change the wording for your own company before you use them.

How to use it

Your first 15 minutes

Step 1 is the Decision Kit PDF. Work down from there, and by step 5 you edit the Word file to match your company policy and wording.

  1. Open the Decision Kit PDF and read Start Here and the Decision Flow.

  2. When a real situation comes up, run the Red Flag Screen first, every time.

  3. Work the Readiness Checklist, complete the Decision Memo, and use the meeting script that fits.

  4. Close the separation with the Termination and Offboarding Tracker, from notice through final pay.

  5. Edit the Word file to match your company policy and wording.

Discipline and Termination Decision Kit — 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?

6 PDF guides, 1 Word document, 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.

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