HR tools built by a senior HR executive · United States

Published standard  ·  Assessments  ·  Contact

HR calculator

Referral Program Tracker

Run an employee referral program end to end in one spreadsheet. Set your bonus rules once, and log every referral as it moves from submitted to hired. Track each bonus to its payout date.

FormatCalculator
Contents4 PDF guides, 1 Excel workbook
UseDownload and keep

$24

  • 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.

Set the bonus and the payout rules on the first tab. Every referral you log after that flows into a payout schedule and a one-page dashboard.

DecisionHire someone
IndustryCross-industry
Files4 PDF guides, 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.

Excel · useReferral Program Tracker: 9 tabs: Start Here, Program Setup, Referral Tracker, Bonus Payout Tracker, Leaderboard, Dashboard, Benchmark, Definitions, and Notes.
PDF · printQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result.
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward.
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased.

How to use it

What this workbook does

This workbook runs an employee referral program without buying software. Set your bonus amounts and rules once, log each referral and its status as it moves from submitted to hired, track every bonus to its payout date, recognize your top referrers on a leaderboard, and read a one-page dashboard that shows referrals, hires, conversion, bonus cost, and the savings versus other hiring channels. It replaces the loose spreadsheets and sticky notes most small employers use to run referrals.

Your first 15 minutesOpen the Referral Program Tracker workbook in Microsoft Excel or a free equivalent such as LibreOffice. The first tab, Start Here, walks you through every tab. Work left to right through the tabs. Set your program on Program Setup, then log referrals on the Referral Tracker and record each hire and its bonus on the Bonus Payout Tracker. Edit only the amber cells; the white cells calculate for you.
Referral Program Tracker — 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 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.

Cost Per Hire Calculator — the 5 files in this download shown as a stack of real pages: Excel + PDF, 13 pages in all.
CalculatorTSHR-004

Cost Per Hire Calculator

Build your real cost to fill a role on the SHRM and ANSI standard. Enter your external recruiting spend and the recruiter and hiring manager hours. The workbook prices the staff time most teams miss.

Time-to-Fill Cost Calculator — the 5 files in this download shown as a stack of real pages: Excel + PDF, 13 pages in all.
CalculatorTSHR-005

Time-to-Fill Cost Calculator

Put a number on the cost of leaving a role open. Enter each role’s salary, the value it produces, and the days it has been open, and the workbook returns the net cost of the vacancy, the cost across every open role, and what hiring faster would save.

Vacancy Cost Calculator — the 5 files in this download shown as a stack of real pages: Excel + PDF, 16 pages in all.
CalculatorTSHR-006

Vacancy Cost Calculator

See what open roles cost you in a year, and what you save by filling them faster or keeping people longer. Enter your headcount, turnover, and time to fill, and this Excel workbook returns the annual vacancy cost, the average seats empty at any moment, and the saving from each lever.