Workforce Planning Pack
Plan the staffing with numbers you can defend. How many people the workload needs, how many cover the posts, whether to hire or run overtime, and what an hour really costs.
Previews are taken from the deliverable itself.
HR document kit
Staffing Agency Management Kit
Walk into the agency conversation with the numbers already in hand. The kit gives you the agreement, the policy, and the scorecard. Sourced benchmarks let you challenge a quote.
$59
- 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 your markup band from the Benchmark Reference before the next quote lands. Every scorecard, agreement and policy here is measured against that band.
DecisionControl labor cost
IndustryCross-industry
Files5 PDF guides, 2 Word documents, 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 · readStart Here (this file): orientation and the order of use.
PDF · read8 - Markup Benchmark Reference: the band everything else uses, from survey data that describes markets (PDF to read)
Excel · use5 - Agency Scorecard and Markup Workbook: the agency scorecard and the Markup Check tab, pre-filled with a worked example (Excel to use)
Word · edit3 - Agency Partner Agreement and Rules of Engagement (Editable): a working draft written for counsel review, including the markup transparency clause (Word to edit)
Word · edit4 - Contingent Workforce Policy Template (Editable): the policy draft, for counsel review before it is adopted (Word to edit)
PDF · readUsing This Workbook in Google Sheets: how to upload the workbook to Google Sheets and exactly what to check afterward (PDF to read)
PDF · readTrueStep HR Product License: what you may and may not do with the files you purchased (PDF to keep)
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 30 minutes
Step 1 is the Markup Benchmark Reference, file 8; step 4 is the Agency Partner Agreement and Rules of Engagement, file 3.
Read 1 - Markup Benchmark Reference first and set your band; it explains the band everything else uses.
Open 2 - Agency Scorecard and Markup Workbook in Microsoft Excel or a free equivalent such as LibreOffice, enter last quarter’s numbers for the agencies you use most, and read the standings.
Run your newest rate quote through the Markup Check tab.
Take the markup transparency clause from 3 - Agency Partner Agreement and Rules of Engagement into your next agency conversation, and have qualified employment counsel review the finished documents for your state before anything is signed or adopted.
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, 2 Word documents, 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.
Contingent Workforce Headcount and Spend Tracker
Contingent workers sit outside the HRIS, so nobody owns the number. This tracker is the roster, the spend view, and the early-warning flags in one file.
Caregiver Turnover Cost Workbook
Open-formula Excel that prices a departure at your rates, totals a year at your roster, and shows the savings at a target retention rate.