Complete TrueStep HR System
Every TrueStep HR kit and analytics pack in one place, organized across the full employee lifecycle, from the first job posting to the last day. Built for the people who carry the HR load.
Previews are taken from the deliverable itself.
Training and certification tracking
Training Matrix and Certification Tracker
Track employee training, certification expirations, skills coverage, and training gaps in one Excel file. It answers three questions a list cannot: who is trained, what is expiring, and where one person is the only one who can do the job, with the status and the dashboard calculated for you.
$49
- 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.
Load the Employee Roster tab first: name, department, role, supervisor. Every requirement, due date and expiry in the workbook keys off those rows.
DecisionDevelop your managers, Prepare for an audit
IndustryCross-industry
Files4 PDF guides, 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.
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 (Excel to use)
PDF · readUsing This Workbook in Google Sheets (file 5): the guide for working the workbook in Google Sheets instead of Excel.
PDF · readTrueStep HR Product License (file 4): the license that governs your purchase.
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
The 4 steps below run in the order they are numbered, and by the last one you run the monthly five-minute review.
Load the roster. Open the Employee Roster tab and enter your people with their department, role, and supervisor.
Pick the trainings and certifications that apply. Trim the Training Requirements tab to what your workplace requires, and enter your own renewal intervals. The sample intervals are examples, not requirements.
Mark current status and dates. Fill in completion dates on the Training Matrix and expiration dates on the Certification Tracker for everything already done. Leave a cell blank if it is not done.
Run the monthly five-minute review. Open the Dashboard, work the expired and expiring items, check coverage and completion, and book what needs booking.
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?
4 PDF guides, 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.
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