Contingent Workforce Headcount and Spend Tracker
Track contingent worker headcount, agency spending, assignments, and tenure alerts in one workbook, including workers outside HRIS headcount.
These previews show pages from the files you receive.
Analytics pack
Workforce Planning Pack
Build a staffing plan around the work that needs to get done. Calculate how many employees the workload requires, how many you need to cover each post, whether overtime or another hire costs less, and the full cost of an hour of labor.
Run the free FTE & Headcount Planning Calculator first. Enter your annual workload to estimate the full-time equivalents you need, accounting for PTO, holidays, and utilization. You can see your staffing estimate before buying the pack.
$79
- One-time purchase. Editable Excel workbook.
- 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
Begin with the workload, not the headcount.
Four planning tools cover headcount, shift staffing, overtime versus hiring, and the full cost of an hour of labor.
DecisionControl labor cost
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.
Fit
Is this the right fit for your work?
A good fit
- You need to control labor cost.
- You want an Excel workbook you can run again as your figures change.
- You will enter your own figures and want each tab explained.
When to consider another option
- For legal or tax advice about your result, consult a qualified adviser.
- For help running the analysis, 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 · printQuick Reference: the whole workbook on one page, including what each tab does, what to enter, and how to read the result.
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.
Excel · useWorkforce Planning Pack: 8 tabs: Start Here, FTE and Headcount, Shift Staffing, Overtime vs New Hire, Labor Burden, Benchmarks, Summary, and Notes.
How to use it
What this workbook does
Use four analyses to build your staffing plan. FTE and Headcount calculates the employees your annual workload requires and the hires needed to close the gap. Shift Staffing shows how many employees you need to cover each post after accounting for time off. Overtime vs New Hire compares overtime costs with the expense of adding an employee. Labor Burden calculates the fully loaded cost of a role, including expenses beyond wages.
Your first 15 minutesOpen the Workforce Planning Pack workbook in Microsoft Excel or a free equivalent such as LibreOffice. The Start Here tab explains how to use each worksheet. Begin with FTE and Headcount, entering your workload assumptions in the amber cells to calculate staffing needs. As you complete the other analyses, the Summary tab brings the results together.
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
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