Caregiver Credential and Training Tracker

A lapsed credential should be a calendar event, not a crisis.

What is inside

• The Credential and Training Field Guide (12 pages). The As of date method, the three-touch renewal sequence, the training-hours plan, the first-shift clearance, and the records check.
• Caregiver Credential and Training Tracker. One row per item per caregiver with status at a glance, 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. The exact words for the three-touch renewal sequence, the annual training plan, and the lapse conversation, plus 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: what each tab is for, what you enter, and how to read the result.

The order to work in

• Read the Credential and Training Field Guide first. It carries the As of date method, the three-touch renewal sequence, and the first-shift clearance.
• Load the tracker once and set the As of date. It keeps one row per item per caregiver with status at a glance and the training hours log against your target.
• Run the renewals with the exact words. The three-touch renewal sequence, the annual training plan, and the lapse conversation are written out.

Who it is built for and where to go if that is not you

Built for

• A scheduler or office lead who needs credentials in one place instead of three spreadsheets and a wall calendar.
• A home care agency owner or administrator who wants a lapsed credential to be a calendar event, not a crisis.

If you are looking for

• The whole system rather than one piece. The Home Care HR System runs hiring, the first 90 days, shift coverage, pay, turnover cost, and credentials as one operation, with one product license; this kit is one of the six inside it.
• The other half of the scheduler's job. The Shift Coverage and Call-Off System prices 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. Everything is editable and yours to keep. 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. See the refund policy for the full terms.

What happens after I buy?

Checkout delivers an instant download link, and a receipt with the same link arrives by email. Open the Credential and Training Field Guide first; it carries the As of date method. Questions or want a hand getting set up? Email support@truestephr.com.

How this is built. Every TrueStep HR tool is checked against current primary sources, dated, and run through a documented quality review gate before it ships. The whole catalog is built to that one standard. A generic template or an AI draft gives you a starting point. This kit gives you a verified working system with the exact scripts and a recalculating workbook, ready 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 Extract All on Windows, double-click on a Mac), and open the Start Here file first. PDFs open in any reader, and the editable files work in Microsoft Word and Excel or their free equivalents, including LibreOffice and Google Docs and Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

This tool is a planning and analysis model. Its outputs depend entirely on the inputs and assumptions you enter, and they are estimates for decision support, not accounting, tax, or legal conclusions. It is not legal, tax, or financial advice, and it is not a substitute for qualified counsel on your specific situation. Check the assumptions against your own data and have any decision with pay, headcount, or separation consequences reviewed against applicable law before you act on it.

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