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RIF Complete System

A reduction is three jobs: plan it defensibly, price it in full, and notice it lawfully. This system is all three, in the order they run, with the counsel checkpoints marked.

FormatBundle
Contents8 PDF guides, 3 Excel workbooks, 2 Word documents
UseDownload and keep

$199

  • 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.

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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.

Score positions on the Selection Scorer before any name is said out loud. Criteria first and people second is the order that survives review.

DecisionPlan a reduction
IndustryCross-industry
Files8 PDF guides, 3 Excel workbooks, 2 Word documents
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.

PDF · readRIF and Restructure Planning Field Guide: whether a reduction is the right call, what a defensible one looks like, how the four-fifths rule works, the WARN and OWBPA basics, and how to deliver the decision and steady the team that stays (PDF to read)
Word · editRIF and Restructure Planning Templates: a business case memo, a selection-criteria worksheet, an adverse-impact summary, a manager notification script, a WARN and OWBPA planning checklist, and a separation checklist (Word to edit)
Excel · useRIF and Restructure Planning Workbook: a selection scorer, a four-fifths adverse-impact review, a WARN screen with a 60-day notice count-back, an OWBPA group-disclosure builder, a separation tracker, and definitions (Excel to use)
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 1).
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased (file 11).
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward (file 12).

Also in the download: RIF and Restructuring Savings Planner (Excel, file 4), WARN Threshold and Aggregation Calculator (Excel, file 5), WARN Act Compliance Guide (PDF, file 7), WARN Notice Letter Templates (editable Word, file 8), Plan the Restructure Start Here (PDF, file 9), and RIF and Restructure Planning Templates (editable Word, file 13). Every file is in the same folder, named with the number shown here so the steps below point straight at it. Open these in Word to change the wording for your own company before you use them.

How to use it

Your first 15 minutes

Step 1 is the RIF and Restructure Planning Field Guide, file 6. Work down from there, and by step 5 you track each separation to a clean close.

  1. Read the Field Guide first. It frames whether a reduction is the answer, what a defensible one looks like, and where the legal weight sits.

  2. Set your business reason and decisional unit, then score positions on the Workbook’s Selection Scorer. Choose your criteria before any names go in. Check for adverse impact.

  3. Run your selections through the Adverse-Impact Review by age, sex, and race or ethnicity, and slow down on any group kept at a lower rate. Map timing and paperwork.

  4. Use the WARN Screen and Timeline, the OWBPA Group Disclosure if you are releasing anyone 40 or older, and the templates for the business case, the notification script, and the separation checklist.

  5. Track each separation to a clean close. Use the Separation Tracker for notice, the release, the revocation window, and final pay. A release is not final until the revocation period passes.

RIF Complete System — 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?

8 PDF guides, 3 Excel workbooks, 2 Word documents, 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.

Complete TrueStep HR System — the 96 files in this download shown as a stack of real pages: Excel + Word + PDF, 971 pages in all.
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Complete TrueStep HR System

Every TrueStep HR kit and analytics pack in one place, organized across the full employee lifecycle, from the first job posting to the last day. Built for the people who carry the HR load.

Severance Planning Calculator — the 5 files in this download shown as a stack of real pages: Excel + PDF, 19 pages in all.
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Severance Planning Calculator

Plan severance for a whole reduction in one file. Set your weeks-per-year policy once and list everyone affected. The workbook totals each package and the cost across the group, with accrued time off, benefits, and outplacement on top.