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.
Training and certification tracking
Training Matrix and Certification Tracker
Track employee training, certification expirations, skills coverage, and training gaps in one Excel file. See who is trained, what is expiring, and which jobs depend on a single qualified employee. The workbook calculates status and dashboard results for you.
Want to put a number on your training investment? Run the free Training ROI Calculator. Enter participants, cost, hours, and expected productivity gain to see the net benefit and ROI percentage of a training program.
$49
- 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
Start with the Employee Roster tab: name, department, role, supervisor.
The workbook uses those entries to connect each employee to training requirements, due dates, and expiration dates.
DecisionDevelop your managers, Prepare for an audit
IndustryCross-industry
Files4 PDF guides, 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: Training ROI and certification currency
Fit
Is this the right fit for your work?
A good fit
- See who is trained, what is expiring, and where coverage depends on one employee.
- You want an Excel workbook and written guides 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.
Excel · useTraining Matrix and Certification Tracker: the employee roster, a training requirements list with renewal intervals, the completion matrix with per-person progress, a certification tracker with expiration dates and a days-to-expiration status, a skills heat map, cross-training planner, new-hire training plan, training calendar, and a coverage and completion dashboard.
PDF · readTrueStep HR Product License: the license that governs your purchase.
PDF · readUsing This Workbook in Google Sheets: instructions for using the workbook in Google Sheets instead of Excel.
How to use it
Your first 15 minutes
Follow these 4 steps to set up the workbook and begin your monthly five-minute review.
Enter your roster. Open the Employee Roster tab and add each employee's name, department, role, and supervisor.
Choose the training and certifications your workplace requires. Adjust the Training Requirements tab and enter your renewal intervals. The sample intervals are examples, not requirements.
Record current status and dates. Enter completion dates on the Training Matrix and expiration dates on the Certification Tracker for everything already completed. Leave a cell blank if training is not done, or enter N/A when it does not apply to that employee.
Complete your monthly five-minute review. Open the Dashboard, check expired and expiring items, review coverage and completion, and schedule the training or renewals that are needed.
Before you buy
Questions about your purchase
Find details about file formats, delivery, licensing, and refunds.
What exactly do I receive?
You receive 4 PDF guides 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 fill in the Excel workbook for your own internal operations and read or print the PDF guides.
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. All files arrive as one ZIP. No account is needed.
What do I need to open them?
You can use Excel, LibreOffice on a computer, or Google Sheets in a browser. LibreOffice and Google Sheets are free alternatives. 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.
HR Foundations Bundle
Build a practical HR foundation as your company grows. Five core kits cover operations, onboarding, pay, employee relations, and policy, together at a lower price than buying them separately.
People Manager Toolkit
Organize one-on-ones, employee feedback, performance discussions, and documentation with practical tools you can use consistently and share with another manager.