Complete TrueStep HR System
Seventeen kits and four analytics packs covering HR from the first job posting to the last day. Built for the people responsible for keeping HR running.
These previews show pages from the files you receive.
System
RIF Complete System
A workforce reduction calls for careful selection planning, a full picture of the cost, and the notices the law requires. The RIF Complete System brings these steps together in order, with checkpoints for counsel.
Start with the free WARN quick check. Answer questions about the site, window, and state in your browser to receive an exposure profile you can review with counsel when considering notice requirements.
$199
- 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
Establish selection criteria on the Selection Scorer before evaluating employees.
Document the business reason and selection criteria before reviewing individual employees.
DecisionPlan a reduction
IndustryCross-industry
Files8 PDF guides, 3 Excel workbooks, 2 Word documents
ReviewRead our published standard for how we develop our tools, and what we cover for their scope and limits.
Research and standardsRead the reference note on WARN Act thresholds, penalties, and the state laws that go further.
Fit
Is this the right fit for your work?
A good fit
- You need to plan a reduction.
- 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.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
PDF · readRIF and Restructure Planning Templates
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 · useRIF and Restructuring Savings Planner
Excel · useWARN Threshold and Aggregation Calculator
PDF · readRIF and Restructure Planning Field Guide: covers whether a reduction is appropriate, what makes a process defensible, how the four-fifths rule works, WARN and OWBPA basics, delivering the decision, and supporting the team that stays.
PDF · readWARN Act Compliance Guide
Word · editWARN Notice Letter Templates (Editable)
PDF · readPlan the Restructure Start Here
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.
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.
How to use it
Your first 15 minutes
The five steps begin with the RIF and Restructure Planning Field Guide and end with tracking each separation through completion.
Begin with the Field Guide to evaluate whether a reduction is appropriate, understand what makes the process defensible, and identify decisions that need legal review.
Document the business reason and decisional unit. Set your criteria before entering employee names into the Workbook's Selection Scorer, then check the results for adverse impact.
Review selection outcomes by age, sex, and race or ethnicity using the Adverse-Impact Review. Examine groups retained at a lower rate, then map the timing and required paperwork.
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.
Use the Separation Tracker to follow each separation through notice, the release, the revocation window, and final pay. A release is not final until the revocation period passes.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 8 PDF guides, 3 Excel workbooks, and 2 Word documents, each named in the What is inside section above. This is a one time purchase delivered as a download.
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 documents, fill in the Excel workbooks, 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. The files arrive as a ZIP download. 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
Related tools for your next step
Explore related tools for the same situation, operating method, or industry.
Severance Planning Calculator
Plan severance for an entire workforce reduction in one file. Set your weeks-per-year policy once and list everyone affected. The workbook calculates each package and the total group cost, including accrued time off, benefits, and outplacement.
RIF and Restructuring Savings Planner
Understand the financial impact before making a workforce reduction. Estimate severance, total one-time costs, ongoing savings, and payback, with every assumption visible.