Caregiver Pay and Retention Toolkit

Every caregiver pay decision affects your margins. Knowing the numbers helps you decide what the business can support.

What is inside

• The Pay and Retention Field Guide (12 pages). Covers margin calculations, the local market log, pay positioning decisions, raise breakeven, and the counter-offer playbook.
• Caregiver Pay and Margin Workbook. Shows what remains from one billed hour, keeps a wage comparison log with your local median, and calculates a raise against the cost of departures it would prevent. Includes the six-lever summary. Works in Excel or Google Sheets.
• Caregiver Pay Scripts and Templates. Scripts for giving a raise well, handling a counter-offer, and explaining an honest not-now. Also includes the twice-a-year review, wage capture sheet, and whole-deal one-pager. 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

• Begin with the Pay and Retention Field Guide. It explains the margin calculations, pay positioning decisions, raise breakeven, and counter-offer playbook.
• Enter your numbers in the margin workbook. See what remains from one billed hour, compare wages with your local median, and calculate a raise against the cost of departures it would prevent.
• Use the scripts for each pay conversation. They cover giving a raise well, handling a counter-offer, and explaining an honest not-now.

Who this is for and other options

Built for

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

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 scheduling and 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 appears immediately after checkout. Your email receipt includes the same link. Open Start Here, then the Pay and Retention Field Guide for the margin calculations. For questions or help getting set up, 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 kit provides working tools and editable templates for clear, consistent, and defensible pay decisions. It is general HR information, not legal advice or a substitute for qualified counsel. Wage, overtime, exempt classification, pay transparency, and equal pay rules vary by state and change over time. A pay structure can create exposure it was meant to prevent. Have your pay rates, increases, and classifications reviewed against applicable law before finalizing them.

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