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Field and trades onboarding

Field Onboarding System

$69 Go to price and purchase

Organize a field hire's first ninety days with one kit. You get a checklist for the first day, vehicle and tool paperwork, a compliance tracker, and a thirty, sixty, ninety day ramp with check-ins.

FormatSystem
Contents7 PDF guides, 4 Word documents, 1 Excel workbook
UseInstant download

The free New Hire Ramp Calculator shows what a hire costs before reaching full rate and estimates what faster onboarding could save.

$69

  • 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?

Email this page

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

Prepare the paperwork before the first day.

The compliance tracker and before-day-one section help you prepare the vehicle and tool documents before the new hire arrives.

DecisionHire someone
IndustryConstruction
Files7 PDF guides, 4 Word documents, 1 Excel workbook
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.

Fit

Is this the right fit for your work?

A good fit

  • You are hiring someone in construction and planning their first ninety days with one kit.
  • 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: a guide to every file and the order to use them.
Word · editFirst Day Jobsite Checklist: a step-by-step checklist covering preparation before day one, the employee's first day, and a first-week follow-up.
Word · editPPE Issue Log: a printable form and rolling log for issuing protective equipment, including the OSHA payment note and a record of replacements and returns.
Word · editCompany Vehicle Agreement: a signature agreement for assigning a company vehicle, with driving record consent, monitoring disclosure, and the personal-use tax note.
Word · editTool Issue and Return Agreement: a signature agreement for issuing company tools, with an itemized list, return terms, and a separate, optional payroll deduction page that can be used only when wage rules allow it.
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 trade requirements like license, EPA card, OSHA card, and fit test.
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 · readFirst Day Jobsite Checklist
PDF · readPPE Issue Log
PDF · readCompany Vehicle Agreement
PDF · readTool Issue and Return Agreement

How to use it

Your first 15 minutes

Start with step 1 below to see what is included and how the pieces fit together.

  1. Prepare the paperwork first. Use the compliance tracker in the workbook and the before-day-one section of the checklist to organize the required documents before the new hire arrives.

  2. Walk through the first day together. The new hire and supervisor follow the First Day Jobsite Checklist from start to finish.

  3. Issue PPE. Record protective equipment in the PPE Issue Log and confirm a fit test before issuing any respirator.

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

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

Field Onboarding System: the Start Here guide from the download, listing every file and the order to use them.

Before you buy

Questions about your purchase

Find details about file formats, delivery, licensing, and refunds.

What exactly do I receive?

You receive 7 PDF guides, 4 Word documents, and 1 Excel workbook, each one named in the What is inside section above. This is a one time purchase delivered as a download.

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 documents, 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. The files arrive as a ZIP download. 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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