HR Policy Starter Pack
Build an employee handbook for your small team with foundation policies, an at-will statement, and key rules that carry real legal weight. Adapt the template to your workplace with guidance from the Field Guide.
These previews show pages from the files you receive.
Compliance calendar kit
HR Compliance Calendar and Document Audit Kit
Bring recurring federal HR deadlines, postings, and records together on one calendar, with an owner and date for each. Complete the audit once a year and keep each record exactly as long as the rules require.
The free HR Compliance Risk Scorecard uses twelve questions to give you a graded assessment of worker classification, wage and hour, hiring, policy, and records.
$79
- 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
Mark your compliance year on the Calendar tab first.
See what needs attention throughout the year, who is responsible, and when each task is due.
DecisionPrepare for an audit
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 notes behind this tool: How long to keep HR records: the federal retention minimums; Required federal labor law posters: the six most employers must display
Fit
Is this the right fit for your work?
A good fit
- You are preparing for an HR document audit.
- 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, this tool flags where state rules commonly apply and what to check.
- 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.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Word · editRecords Retention and Destruction Policy: a short, editable policy with a retention schedule built in, an annual review sheet, and a destruction log.
Excel · useHR Compliance Calendar Workbook: a live calendar of recurring tasks, a posting and records audit, and a retention schedule with an I-9 destruction-date helper.
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 · readHR Compliance Field Guide: the recurring federal calendar, the required postings, what to keep and how long, and how to run an annual audit.
How to use it
Where to start
Start with the HR Compliance Field Guide. The five steps take you from reviewing requirements to maintaining your calendar and records.
Begin with the Field Guide. It covers the compliance year, required workplace postings, how long to keep each record, and when to seek professional guidance.
Open the Workbook to plan your year. On the Compliance Calendar, identify the tasks that apply, assign an owner and due date to each, then complete the Document and Posting Audit.
Prepare the Records Retention and Destruction Policy for adoption. Complete the shaded fields, confirm your state's retention periods, designate a records officer, and add your branding to the footer.
Complete the audit each year using the Annual HR Compliance Review sheet. Purge only records that are past their retention period, and document every purge in the Records Destruction Log.
Review the calendar and postings whenever a law or your headcount changes. Confirm the state and local requirements in every location where you operate.
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.
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