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Field and trades onboarding

Field Onboarding System

Run the first ninety days of a field hire from one kit. A complete first day with no step missed, and the vehicle and tool paperwork most shops never put in place. A compliance tracker, and a thirty, sixty, ninety day ramp with check-ins.

FormatBundle
Contents7 PDF guides, 4 Word documents, 1 Excel workbook
UseDownload and keep

$69

  • 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.

Do the paperwork before the new hire arrives. The compliance tracker and the before-day-one section cover the vehicle and tool documents most shops skip.

DecisionHire someone
IndustryConstruction
Files7 PDF guides, 4 Word documents, 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.

Excel · useField Onboarding Plan Workbook: the thirty, sixty, and ninety day ramp for a field employee, an onboarding checklist from pre-boarding through the first month, and a compliance tracker for I-9, W-4, state new-hire reporting, and the trade items like license, EPA card, OSHA card, and fit test (Excel to use)
PDF · readFirst Day Jobsite Checklist: a step-by-step checklist to run a field hire through day one without a step missed, from before day one through the end of day one and a first-week follow-up (Word to edit)
PDF · readPPE Issue Log: a printable form and rolling log for issuing protective equipment, with the OSHA payment note and a replacement and return trail (Word to edit)
PDF · readCompany Vehicle Agreement: a signature agreement for assigning a company vehicle, with driving record consent, monitoring disclosure, and the personal-use tax note (Word to edit)
PDF · readTool Issue and Return Agreement: a signature agreement for issuing company tools, with an itemized list, return terms, and a separate, optional payroll deduction page gated behind the wage rules (Word to edit)
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased (file 10).
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward (file 11).
FileEditable Word versions: First Day Jobsite Checklist (file 2), PPE Issue Log (file 3), Company Vehicle Agreement (file 4), and Tool Issue and Return Agreement (file 5). Open these in Word to change the wording for your own company before you use them.

How to use it

Your first 15 minutes

Work step 1 below. It is the fastest way to see what you have and how the pieces fit together.

  1. Do the paperwork first. Use the compliance tracker in the workbook and the beforeday-one section of the checklist so nothing is missed before the new hire arrives.

  2. Run the first day. Work the First Day Jobsite Checklist top to bottom with the new hire and the supervisor.

  3. Issue PPE. Use the PPE Issue Log to issue and record protective equipment, and confirm a fit test before any respirator goes out.

  4. Sign the agreements before keys and tools. Have the Company Vehicle Agreement and the Tool Issue and Return Agreement signed before the vehicle or the tools leave the shop.

  5. Run the ramp. Use the thirty, sixty, and ninety day plan in the workbook to move the new hire from ride-along to supervised work to independent work, and to lead eligible.

Field Onboarding System — 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?

7 PDF guides, 4 Word documents, 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.

Crew Attendance and No-Show System — the 10 files in this download shown as a stack of real pages: Excel + Word + PDF, 78 pages in all.
BundleTSHR-121

Crew Attendance and No-Show System

Put one attendance standard across every crew. A points tracker rolls up by crew and by foreman, and a weather-day occurrence type is built in. A missed mandatory jobsite start type is defined and counted.

Construction and Trades HR System — the 46 files in this download shown as a stack of real pages: Excel + Word + PDF, 317 pages in all.
BundleTSHR-130

Construction and Trades HR System

The six field toolkits are built to work together, and two tools run them as one program. A Contractor HR Audit Checklist tells you where to start. A Seasonal Staffing Planner sizes the crews against the work ahead.