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HR document kit

Employee Referral Program Kit

Launch an employee referral program you can run and defend, without making up the rules as you go. It sets the bonus and the credit rules once, gives you the policy and the comms to launch it, and includes the tracker that shows what each referral costs and what it saves.

FormatKit
Contents5 PDF guides, 1 Word document, 1 Excel workbook
UseDownload and keep

$49

  • 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.

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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.

Work the design worksheet in the Field Guide first: bonus amount, payout timing, and who gets credit. Those three choices fill every template that follows.

DecisionHire someone
IndustryCross-industry
Files5 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.

PDF · readStart Here (this file): orientation and the order of use.
PDF · readThe Field Guide: the policy, the design worksheet, the credit rules, the forms, the scripts, the FAQs, and the playbooks (PDF to read)
Word · editEditable Templates: the policy, the worksheet, the forms, and the messages from the guide, ready to fill in (Word to edit)
Excel · useEmployee Referral: log each referral, track bonus payouts, and read your program dashboard, pre-filled with a worked example.
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 · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward. File 6.
PDF · readTrueStep HR Product License: what you may and may not do with the files you purchased. File 5.

How to use it

Your first 15 minutes

Step 1 is the Field Guide, file 7. Work down from there, and by step 4 you open the Tracker.

  1. Open the Field Guide and work the design worksheet: set your bonus amount, the payout timing, and who gets credit.

  2. In the Editable Templates Word file, fill the bracketed blanks with those choices, and confirm the payroll handling with your provider.

  3. Announce it: send the announcement email or the launch text, and run the manager huddle from the guide.

  4. Open the Tracker, replace the example rows with your referrals, and set a standing weekly slot to update it.

Employee Referral Program 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?

5 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.

These products address the next connected step in the same situation, operating method, or industry.