Shift Supervisor Toolkit
A practical kit for manufacturing shift supervisors: a daily management playbook, scripts for difficult floor conversations, and bilingual documentation forms.
These previews show pages from the files you receive.
Manufacturing training and certification tracking
Training Matrix and Certification Tracker, Manufacturing Edition
Track plant skills and certifications in one Excel workbook with automatic calculations. See qualified coverage by shift and where it falls below the required minimum.
Use the free Training ROI Calculator to estimate the net benefit and ROI percentage of a training program. Enter participants, cost, hours, and expected productivity gain to see the results.
$49
- 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
Set the Training Requirements and Certification Catalog to match your plant's requirements.
The matrix highlights the gaps based on those requirements.
DecisionPrepare for an audit
IndustryManufacturing
Files4 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 standardsRelated reference note: Training ROI and certification currency
Fit
Is this the right fit for your work?
A good fit
- You are preparing for an audit in manufacturing.
- 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 · editPlant Certification Audit Checklist: a twice-a-year floor walk to verify that the matrix matches your records, with a findings log and a completed example.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Excel · useManufacturing Training Matrix: roster with line and shift, the matrix with certified headcount per shift and coverage flags, a certification catalog, an expiration tracker with a 30/60/90-day dashboard, a skills heat map, cross-training planner, new-hire plan, and calendar.
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.
How to use it
Your first 15 minutes
Set up the workbook in 4 steps, finishing with the monthly five-minute review of training and certification records.
Start with the Employee Roster tab. Enter each person's role, line, and shift. These details determine the coverage totals, so complete them for everyone.
Pick the certifications that apply. Trim the Training Requirements and Certification Catalog tabs to what your plant requires, and enter your own renewal intervals. The sample intervals are examples, not requirements.
Mark current status and dates. Fill in completion dates on the Training Matrix and expiration dates on the Certification Tracker for everything already done. Leave a cell blank if it is not done, or type N/A where a training does not apply to that person.
Run the monthly five-minute review using the Dashboard. Check expired and expiring items, review the coverage flags, and schedule the training or renewals needed. Twice a year, complete the audit checklist walk.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 4 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.
Extend the system
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Manufacturing Compensation and Shift Differential Toolkit
Build a clear pay structure for your plant. Set salary bands for salaried and indirect roles, and calculate shift differentials as part of the regular rate, as federal overtime law requires.