HR advisory, assessments, and operating tools for U.S. businesses
These previews show pages from the files you receive.
HR calculator
Manage your employee referral program from start to finish in one spreadsheet. Set your bonus rules once, record every referral from submission through hiring, and track each bonus to its payout date.
Start with the free Employee Referral Program ROI Calculator. It shows your bonus cost, the agency and sourcing spend you avoid, your net savings, and the cost per referral hire. Use those figures to evaluate the financial side of your referral program before you buy.
$24
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.
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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
Each referral you enter feeds the payout schedule and one-page dashboard.
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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
Manage your employee referral program in one workbook without buying software. Set your bonus amounts and rules once, then log each referral and its status from submission through hiring. Track every bonus to its payout date and recognize your top referrers on the leaderboard. The one-page dashboard shows referrals, hires, conversion, bonus cost, and savings compared with other hiring channels. The workbook brings the information together in place of loose spreadsheets and sticky notes.
Before you buy
Find details about file formats, delivery, licensing, and refunds.
You receive 4 PDF guides 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.
Yes. The first image shows the file set, and the second and third show actual pages from the current download.
Yes. You can fill in the Excel workbook for your own internal operations and read or print the PDF guides.
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.
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.
You can use Excel, LibreOffice on a computer, or Google Sheets in a browser. LibreOffice and Google Sheets are free alternatives. Any PDF reader opens the guides. See download help.
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.
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.
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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