Caregiver Turnover Cost Workbook
An Excel workbook with visible formulas for caregiver departure costs, annual costs for your roster, and potential savings at your chosen retention rate.
These previews show pages from the files you receive.
Home care coverage
Shift Coverage and Call-Off System
Handle call-offs with a consistent intake process, a workbook for coordinating coverage, and scripts for recurring attendance conversations.
Run the free Caregiver Unfilled Shift Cost Calculator to compare the cost of one uncovered shift with the cost of covering it. You can also see what a typical year of call-offs costs your agency.
$44
- 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
Enter your nine figures in the amber cells on the Calculator tab.
See what an uncovered shift costs and follow a clear process when the next 5 a.m. call-off comes in.
DecisionControl labor cost
IndustryHome care
Files5 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: What caregiver turnover costs a home care agency
Fit
Is this the right fit for your work?
A good fit
- For home care agencies managing labor costs.
- 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 · editShift Coverage Scripts and Templates: exact wording for the 90-second intake, coverage requests, client calls, thank-you messages, and three attendance conversations. Also includes the one-page call-off policy, backup roster, and intake note.
PDF · readQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
Excel · useShift Coverage and Call-Off Workbook: calculate the cost of a covered shift, an uncovered shift, and a typical year using your numbers. Includes the log, reason ranking, repeat-caregiver block, and coverage rate.
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.
PDF · readThe Shift Coverage Field Guide: the process behind the system, the true cost of an uncovered shift, the coverage protocol, the attendance conversation ladder, and ways to reduce call-offs next quarter.
How to use it
Your first 15 minutes
Start with The Shift Coverage Field Guide. By step 4, you will be recording every call-off in the Call-Off Log the same day.
Skim the Field Guide, starting with the system at a glance. In fifteen minutes, you will understand the process and how the pieces fit together.
Open the Workbook and enter your nine numbers in the amber cells on the Calculator tab. The cost of one uncovered shift and the cost of a typical year both update as you type.
Fill in the backup roster and post the one-page call-off policy from Scripts & Templates so both are ready for the next call-off.
Record every call-off in the Call-Off Log the same day, follow the intake and coverage scripts word for word, and review the Summary tab monthly.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 5 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. 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
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