HR tools built by a senior HR executive · United States

Published standard  ·  Assessments  ·  Contact

Trade license and certification tracking

License and Certification Tracker, Trades Edition

One register where days to expiration and status calculate on every row. A blocks-work flag pushes the cards that stop a job to the top.

FormatKit
Contents4 PDF guides, 1 Word document, 1 Excel workbook
UseDownload and keep

$49

  • 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.

Trim the Requirement Catalog to the licenses and cards your trades actually carry. Renewal dates start counting from the moment you do.

DecisionPrepare for an audit
IndustryConstruction
Files4 PDF guides, 1 Word document, 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.

Word · editLicense-Verification-Log-and-Renewal-Checklist: the quarterly sight-check walk, a printable verification log, the 90, 60, 30 day renewal countdown, and a completed example from a fictional contractor.
FileLicense-Verification-Log-and-Renewal-Checklist: the quarterly sight-check walk, a PDF · FILL printable verification log, the 90, 60, 30 day renewal countdown, and a completed example from a fictional contractor.
Excel · useTrades-License-Certification-Tracker: one register for trade licenses, EPA Section 608 certifications, OSHA 10 and 30 hour cards, and equipment qualifications, with expiration bands, a blocks-work flag, a per-person rollup, crew coverage, and a stops-work-first dashboard.
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased.
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward.
FileEditable Word versions: License-Verification-Log-and-Renewal-Checklist (file 1). Open these in Word to change the wording for your own company before you use them.

How to use it

Use it in this order

The 4 steps below run in the order they are numbered, and by the last one you run the five-minute monthly review.

  1. Load your roster. Open the Crew Roster tab and enter your people, their crew, their role or trade, and their foreman. The sample names belong to Beacon Mechanical and Sons, a fictional contractor; type over them.

  2. Pick the requirements for each role. On the Requirement Catalog, replace the sample rows with the licenses, cards, and certifications your work requires. Jurisdiction and renewal interval are your entries; confirm both with the issuing body.

  3. Enter the cards and dates. On the License and Card Register, log each item per person: the number, the issuing body, the dates, and whether a lapse blocks work. Sight each card once and record it in Verified On and Verifier.

  4. Run the five-minute monthly review. Open the Dashboard, handle anything under Stops work first before the next shift, move renewals along the Renewal Pipeline, and run the quarterly walk with the License Verification Log and Renewal Checklist.

License and Certification Tracker, Trades Edition — 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?

4 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.

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.

Foreman Field Toolkit — the 7 files in this download shown as a stack of real pages: Excel + Word + PDF, 41 pages in all.
KitTSHR-123

Foreman Field Toolkit

Give the field leader the words and the paper trail. You get scripts for the five hardest jobsite conversations and incident forms in English and Spanish. One workbook keeps the crew record current in five minutes a week.