Caregiver Credential and Training Tracker

A lapsed credential should be a calendar event, not a crisis. The Credential and Training Field Guide carries the operating logic: the As of date method, the three-touch renewal sequence, the training-hours plan, the first-shift clearance, and the records check. The Excel tracker keeps 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. The Word file carries 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. General information, not legal or tax advice. Editable in Word, Excel, or Google Sheets. One-time purchase.

How this is built. Every TrueStep HR tool is checked against current primary sources, dated, and run through a documented quality and legal review gate before it ships. The catalog is built to one standard by TrueStep HR, led by a senior HR practitioner (SPHR) who has run HR at global scale. 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.