Caregiver Turnover Cost Workbook

Every caregiver departure has a cost. This workbook helps you calculate what turnover costs your agency using your own numbers.

What is inside

• The Turnover Cost Field Guide (12 pages). Covers the full cost of one departure, keeping an accurate departure log, recognizing the first-90-days pattern, and calculating a budget for improvements you are considering.
• Caregiver Turnover Cost Workbook. Calculate the cost of one departure and a full year of turnover using your numbers. Includes the departure log, reason ranking, hiring-source block, and annualized rate. Works in Excel or Google Sheets.
• Turnover Cost Scripts and Templates. Scripts for the exit conversation, the did-not-return follow-up, and the client handoff call, plus the departure record, reason categories, and quarterly review agenda. 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 Turnover Cost Field Guide. It explains how to keep an accurate departure log, recognize the first-90-days pattern, and budget for improvements you are considering.
• Enter your numbers in the workbook. Calculate the cost of one departure and a full year of turnover, then track departures, reasons for leaving, and your annualized rate.
• Use the provided scripts for each departure. They cover the exit conversation, the did-not-return follow-up, and the client handoff call.

Who this is for and other options

Built for

• A home care agency owner or administrator who wants to understand what caregiver turnover costs.
• An operator who wants to compare turnover costs with the cost of potential improvements.

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 the first-90-days pattern, the Caregiver 90-Day Retention System follows every new hire through the period when most caregivers leave, with six check-in scripts.

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, read the Turnover Cost Field Guide, and enter your numbers in the Caregiver Turnover Cost Workbook. 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 planning and analysis model produces estimates based entirely on the inputs and assumptions you enter. Use those estimates to support decisions, rather than as accounting, tax, or legal conclusions. Check the assumptions against your own data. Have qualified counsel review decisions involving pay, headcount, or separation against applicable law before acting. General information, not legal, tax, or financial advice.

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