HR tools built by a senior HR executive · United States
Previews are taken from the deliverable itself.
Compliance calendar kit
Put every recurring HR deadline, posting, and record on one calendar with an owner and a date beside it. Run the audit once a year, and keep each record exactly as long as the rules require.
$79
Digital products carry a 30-day money-back guarantee. General HR information, not legal advice.
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See the Setup Session →What this closes
Mark your compliance year on the Calendar tab first. Give every task that reaches you an owner and a due date, and the year stops arriving by surprise.
What is inside
Taken from the kit’s own Start Here guide, so what you see here is what you open after checkout.
How to use it
Step 1 is the HR Compliance Field Guide, file 6. Work down from there, and by step 5 you keep it current.
Read the Field Guide first. It walks through the compliance year, the postings on your wall, how long to keep each record, and the moments worth a phone call.
Open the Workbook and map your year. On the Compliance Calendar, mark which tasks reach you and set an owner and a due date for each, then work the Document and Posting Audit.
Adopt the Records Retention and Destruction Policy. Fill in the shaded fields, confirm your state’s retention periods, name a records officer, and rebrand the footer.
Run the audit and keep the records. Use the Annual HR Compliance Review sheet each year, purge only what is past its period, and record every purge on the Records Destruction Log.
Keep it current. Revisit the calendar and the postings whenever a law or your headcount changes, and confirm the state and local rules everywhere you operate.
Before you buy
The point of a product page is to let you judge the work before checkout.
5 PDF guides, 1 Word document, 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.
Yes. The preview images on this page are taken from the current deliverable, so you can judge the structure and writing before buying.
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.
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.
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