HR tools built by a senior HR executive · United States

Published standard  ·  Assessments  ·  Contact

Home care coverage

Shift Coverage and Call-Off System

The call-off intake, the coverage workbook that answers who takes the shift, and the scripts for the conversations that follow a pattern.

FormatBundle
Contents5 PDF guides, 1 Word document, 1 Excel workbook
UseDownload and keep

$44

  • 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 nine amber numbers on the Calculator tab. One broken shift gets a price, and the next 5 a.m. call runs on a system instead of on you.

DecisionControl labor cost
IndustryHome care
Files5 PDF guides, 1 Word document, 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.

PDF · readThe Shift Coverage Field Guide: the operating logic, what a broken shift really costs, the coverage protocol, the attendance conversation ladder, and the prevention moves that shrink next quarter’s call-offs.
Excel · useShift Coverage and Call-Off Workbook: the calculator that prices a covered shift, an uncovered one, and a typical year with your numbers, plus the log, the reason ranking, the repeat-caregiver block, and your coverage rate.
Word · editShift Coverage Scripts and Templates: the exact words for the 90-second intake, the coverage ask, the client call, the thank-you, and the three attendance conversations, plus the one-page call-off policy, the backup roster, and the intake note.
PDF · keepTrueStep HR Product License: what you may and may not do with the files you purchased.
PDF · readUsing This Workbook in Google Sheets: how to upload the file to Google Sheets and exactly what to check afterward.
PDF · readQuick Reference: the whole workbook on one page: what each tab is for, what you enter, and how to read the result (file 2).

How to use it

Your first 15 minutes

Step 1 is The Shift Coverage Field Guide, file 6. Work down from there, and by step 4 you log every call-off in the Call-Off Log the same day.

  1. Skim the Field Guide, starting with the system at a glance. Fifteen minutes, and you know what you are running and why.

  2. Open the Workbook and set the nine amber numbers on the Calculator tab. The cost of one broken shift, and of a typical year, updates as you type.

  3. Fill in the backup roster and post the one-page call-off policy from Scripts & Templates, before the next break, not after.

  4. Log every call-off in the Call-Off Log the same day, run the intake and coverage scripts word for word, and read the Summary tab monthly.

Shift Coverage and Call-Off 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?

5 PDF guides, 1 Word document, 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.