Manager Script Library
Find the words for twenty-six hard conversations, including replies to what employees may say back. Use the ten-minute planner to prepare for each conversation, then the log to record what happened and flag follow-up.
These previews show pages from the files you receive.
Complete home care system
Home Care HR System
Bring six caregiver toolkits together in one system. The system Start Here guide shows which kit to use first and what comes next. One license covers the bundle.
The free Caregiver Retention Risk Check uses fifteen questions to show which of five retention areas is most likely to lose caregivers first.
$129
Bought separately: $244. The bundle: $129.
Priced from the six products inside: Caregiver Hiring Kit $39, Caregiver 90-Day Retention System $49, Shift Coverage and Call-Off System $44, Caregiver Pay and Retention Toolkit $49, Caregiver Turnover Cost Workbook $34, Caregiver Credential and Training Tracker $29.
- 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 your next caregiver hire using the scored screen and interview in kit 1.
Use the six kits in order, starting with caregiver hiring and ending with credential and training records.
DecisionComplete system
IndustryHome care
Files16 PDF guides, 6 Word documents, 6 Excel workbooks
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: What caregiver turnover costs a home care agency
Fit
Is this the right fit for your work?
A good fit
- You want all six caregiver toolkits working together as one HR system for your home care agency.
- 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 kit 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.
In the kit1. Caregiver Hiring Kit: the hiring field guide, weighted interview scorecard, applicant pipeline that calculates your days to first shift, and scripts from phone screen to offer call. Begin with Caregiver Hiring Kit Start Here.
In the kit2. Caregiver 90-Day Retention System: the retention field guide, a tracker for every new hire through the 90-day window, and six check-in scripts for the period when most caregivers leave. Follow Caregiver 90 Day Retention System Start Here.
In the kit3. Shift Coverage and Call-Off System: the coverage field guide, a workbook that calculates the cost of a broken shift and tracks every call-off, and scripts for intake, the coverage ask, and the client call. Use Shift Coverage and Call Off System Start Here.
In the kit4. Caregiver Pay and Retention Toolkit: the pay field guide, margin and raise workbook with the local wage comparison log, and scripts for handling raise and counter-offer conversations. Begin with Caregiver Pay and Retention Toolkit Start Here.
In the kit5. Caregiver Turnover Cost Workbook: the turnover field guide, a calculator that uses your numbers to calculate the cost of one departure and a full year of departures, and scripts for the exit conversation and client handoff. Use Caregiver Turnover Cost Workbook Start Here.
In the kit6. Caregiver Credential and Training Tracker: the credential field guide, a tracker that follows every renewal using one As of date, and scripts for the three-touch renewal sequence. Begin with Caregiver Credential and Training Tracker Start Here.
Full file list, 28 files
- PDFStart Here: a guide to every file and the order to use them.
- PDFQuick Reference: the whole workbook in brief: what each tab is for, what you enter, and how to read the result.
- ExcelCaregiver Hiring Scorecard and Pipeline
- ExcelCaregiver 90 Day Retention Tracker
- ExcelShift Coverage and Call Off Workbook
- ExcelCaregiver Pay and Margin Workbook
- ExcelCaregiver Turnover Cost Workbook
- ExcelCaregiver Credential and Training Tracker
- PDFThe Caregiver Retention Field Guide
- PDFThe Pay and Retention Field Guide
- PDFThe Credential and Training Field Guide
- PDFThe Turnover Cost Field Guide
- PDFThe Caregiver Hiring Field Guide
- PDFThe Shift Coverage Field Guide
- PDFCaregiver Hiring Kit Start Here
- PDFCaregiver 90 Day Retention System Start Here
- PDFShift Coverage and Call Off System Start Here
- PDFCaregiver Pay and Retention Toolkit Start Here
- PDFCaregiver Turnover Cost Workbook Start Here
- PDFCaregiver Credential and Training Tracker Start Here
- PDFTrueStep HR Product License: what you may and may not do with your purchased files.
- PDFUsing This Workbook in Google Sheets: how to upload the file and what to check afterward.
- WordCaregiver 90-Day Check-In Scripts and Templates
- WordCaregiver Pay Scripts and Templates
- WordCredential and Training Scripts and Templates
- WordTurnover Cost Scripts and Templates
- WordCaregiver Hiring Scripts and Templates
- WordShift Coverage Scripts and Templates
How to use it
Your first 15 minutes
Follow the 6 steps in order. By kit 6, you will have organized your credential records in the tracker and can move beyond the credential binder.
Make hiring more consistent (kit 1). Read the hiring field guide, use the template to prepare your posting, and take your next applicant through the scored screen and interview. Each kit has its own Start Here guide with the detailed steps.
Support caregivers through their first 90 days (kit 2). Add every caregiver hired in the last six months to the retention tracker, assign a mentor to your newest hire, and schedule the six check-ins.
Plan for shift coverage (kit 3). Enter your numbers in the coverage calculator, complete the backup roster, and post the one-page call-off policy so the process is in place before the next broken shift.
Review caregiver pay (kit 4). Calculate your margin per billed hour, start the local wage comparison log this week, and compare the next raise with the cost of the departures it would prevent.
Measure turnover costs (kit 5). Calculate the cost of one departure and a full year of departures using your figures. Record every exit consistently so the reason ranking shows where to focus next.
Move your credential tracking into the workbook (kit 6). Build your list once, set the As of date and Due soon window, and use the three-touch renewal sequence to follow up on renewals.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
16 PDF guides, 6 Word documents, 6 Excel workbooks, each one named in the What is inside section above. The purchase is 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 documents, fill in the Excel workbooks, 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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