Caregiver Credential and Training Tracker

Keep caregiver credentials, renewal dates, and training hours organized in one place so you can plan ahead.

What is inside

• The Credential and Training Field Guide (12 pages). Covers the As of date method, the three-touch renewal sequence, the training-hours plan, first-shift clearance, and records check.
• Caregiver Credential and Training Tracker. Keep one row per item per caregiver, with status visible at a glance. Includes the training hours log with per-person totals against your target, a starter library of common items, and the one-screen summary. Works in Excel or Google Sheets.
• Credential and Training Scripts and Templates. Wording for the three-touch renewal sequence, the annual training plan, and the lapse conversation. Also includes the first-shift clearance page, the written reminder process, and the quarterly review. Editable Word document.
• Quick Reference (PDF). The whole workbook on one page, including what each tab is for, what you enter, and how to read the result.

Where to begin

• Start with the Credential and Training Field Guide. It explains the As of date method, the three-touch renewal sequence, and first-shift clearance.
• Set up the tracker once and enter the As of date. Keep one row per item per caregiver to see status at a glance and track training hours against your target.
• Follow the three-touch renewal sequence using the provided wording. The annual training plan and lapse conversation are also written out.

Who this is for and other options

Built for

• A scheduler or office lead who wants caregiver credentials in one place rather than spread across three spreadsheets and a wall calendar.
• A home care agency owner or administrator who wants a clear view of upcoming credential renewals and training requirements.

If you are looking for

• The complete Home Care HR System. It brings hiring, the first 90 days, shift coverage, pay, turnover cost, and credentials together as one operation under one product license. This kit is one of the six included in the system.
• For shift coverage, the Shift Coverage and Call-Off System calculates the cost of a broken shift and tracks every call-off.

Before you buy

What format is it and can I edit it?

A 12-page PDF field guide, an editable Word file, and an Excel workbook, with a Google Sheets guide included. The Word and Excel files are editable. General information, not legal or tax advice. One-time purchase.

What is the refund policy?

Digital products are covered by a 30-day money-back guarantee. To request a refund, email support@truestephr.com or reply to your receipt within 30 days of purchase.

What happens after I buy?

Your download link is available immediately after checkout. Your email receipt includes the same link. Open Start Here, then read the Credential and Training Field Guide for the As of date method. For questions or setup help, email support@truestephr.com.

How this is built. Every TrueStep HR tool carries a date and is released under the published TrueStep HR standard. A generic template gives you a starting point. This kit gives you a working system with the exact scripts and a recalculating workbook, ready to use the same hour you download it.

How the download works

Your files arrive as a single ZIP download, best opened on a computer. Save it, extract it (right-click and select Extract All on Windows, or double-click on a Mac), then open the Start Here file first. PDFs open in any reader, and editable files work in Microsoft Word and Excel or free equivalents, including LibreOffice, Google Docs, and Google Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

This tracker supports recordkeeping. Its flags depend entirely on the dates you enter and do not establish legal compliance. Check its assumptions against your data. This is not legal, tax, or financial advice. Have qualified counsel review decisions affecting pay, headcount, or separation under applicable law before you act.

Built to the TrueStep HR standard. Backed by a 30-day money-back guarantee. Questions: support@truestephr.com.