Recruiting Analytics Pack
Calculate cost per hire, vacancy costs, recruiter capacity, and whether an agency or an in-house recruiter makes better financial sense.
These previews show pages from the files you receive.
HR document kit
Employee Referral Program Kit
Build an employee referral program with clear bonus and referral credit rules. Set those rules once, use the policy and launch communications to introduce the program, and track referral costs and savings.
Run the free Employee Referral Program ROI Calculator to see your bonus cost, avoided agency and sourcing spend, net savings, and cost per referral hire. Use those numbers to evaluate the kit before buying.
$49
- One-time purchase. Editable files.
- Your download link appears on the confirmation screen and in your receipt. No account needed.
- Request a full refund within 30 days with one email.
- Licensed for one company's internal HR use. Resale and redistribution are not permitted. Read the license.
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.
Need approval first?
Ready to put your tool to work?
Add a one hour Setup Session, $149
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
Start with the Field Guide's design worksheet: bonus amount, payout timing, and who gets credit.
Use those three decisions to complete the templates that follow.
DecisionHire someone
IndustryCross-industry
Files5 PDF guides, 1 Word document, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRead the reference note behind this tool: Employee referral program ROI
Fit
Is this the right fit for your work?
A good fit
- For hiring through an employee referral program.
- You want editable Word and Excel files that stay with your organization.
- You or a manager will run the process and want a clear sequence to follow.
When to consider another option
- For advice about one person's specific circumstances, consult qualified counsel.
- For rules specific to one state or city, consult the applicable local requirements. This tool is not written for any one state.
- For help running the process, explore our advisory services.
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: an introduction to the materials and the order to use them.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Word · editEditable Templates: the policy, the worksheet, the forms, and the messages from the guide, ready to fill in.
Excel · useEmployee Referral: log each referral, track bonus payouts, and read your program dashboard, pre-filled with a worked example.
PDF · readTrueStep HR Product License: what you may and may not do with your purchased files.
PDF · readUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
PDF · readThe Field Guide: the policy, the design worksheet, the credit rules, the forms, the scripts, the FAQs, and the playbooks.
How to use it
Your first 15 minutes
Begin with the Field Guide in step 1 and open the Tracker in step 4.
Use the Field Guide's design worksheet to set your bonus amount, payout timing, and who gets credit.
In the Editable Templates Word file, fill the bracketed blanks with those choices, and confirm the payroll handling with your provider.
Announce it: send the announcement email or the launch text, and run the manager huddle from the guide.
Open the Tracker, replace the example rows with your referrals, and schedule a weekly time to update it.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 5 PDF guides, 1 Word document, 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.
Are these the real screenshots?
Yes. The first image shows the file set, and the second and third show actual pages from the current download.
Can I use the files in my business?
Yes. You can edit and brand the Word document, fill in the Excel workbook, and read or print the PDF guides for your own internal operations.
What if I need help applying it?
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.
How do I get the files?
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.
What do I need to open them?
You can use Word and Excel, LibreOffice on a computer, or Google Docs and Google Sheets in a browser. The alternatives are free. Any PDF reader opens the guides. See download help.
What if it is not right for us?
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.
Is this legal advice?
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.
Who may use the files?
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
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