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).