Caregiver Pay and Retention Toolkit

Pay decisions in home care come down to margin math.

What is inside

• The Pay and Retention Field Guide (12 pages). The margin math, the local market log, the position decision, the raise breakeven, and the counter-offer playbook.
• Caregiver Pay and Margin Workbook. Shows what one billed hour leaves you, keeps the wage comparison log with your local median, prices a raise against the departures it would prevent, and closes with the six-lever summary. Works in Excel or Google Sheets.
• Caregiver Pay Scripts and Templates. The exact words for giving a raise well, the counter-offer moment, and the honest not-now, plus the twice-a-year review, the wage capture sheet, and the whole-deal one-pager. 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 Pay and Retention Field Guide first. It carries the margin math, the position decision, the raise breakeven, and the counter-offer playbook.
• Work the margin workbook. It shows what one billed hour leaves you, keeps the wage comparison log with your local median, and prices a raise against the departures it would prevent.
• Have the pay conversations with the exact words. Giving a raise well, the counter-offer moment, and the honest not-now are written out.

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

Built for

• A home care agency owner or administrator whose pay decisions come down to margin math.
• An operator who wants the margin and raise workbook working against the local wage comparison log.

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 schedule next to the pay line. 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 Pay and Retention Field Guide first; it carries the margin math. 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 kit is a set of working tools and editable templates for making pay decisions in a clear, consistent, and defensible way. It is not legal advice, and it is not a substitute for qualified counsel on your specific situation. Wage, overtime, exempt classification, pay transparency, and equal pay rules vary by state and change over time, and a pay structure can create exposure it was meant to prevent. Have your bands, your increases, and your classifications reviewed against applicable law before you finalize them.

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