Clinic HR System

Put the HR documents and tracking tools for your small clinic, home health agency, or senior care operation in place over one focused month. The 11-page System Guide explains the setup, three editable Word files provide the documents, and one workbook supports your ongoing monthly review.

What is inside

• Clinic HR System Guide (11 pages). A practical setup guide explaining what to put in place, the order to follow, and which documents need employment attorney review before rollout.
• Policy Manual Template. A plain-language policy manual with every decision bracketed for you to adapt to your operation. Editable Word document.
• Hiring Pack. Job description templates, a structured interview scorecard, a reference check guide, and a credential verification checklist. Editable Word document.
• Onboarding System. Separate clinical and front office tracks, with check-in agendas for days 30, 60, and 90. Editable Word document.
• Clinic HR Operations Workbook. Includes the HR self-audit, credential roster with calculated expiration flags, attendance log, coverage map, and a dashboard for a fifteen-minute monthly review. Works in Excel or Google Sheets.
• 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 HR Self-Audit in the workbook. Use the results to decide which parts of the system to set up first.
• Use the System Guide sections that match your self-audit results. The guide explains the setup order and identifies documents for counsel to review before rollout.
• Customize the policy manual. Work through each bracketed decision, adapt the policies to your operation, and have the manual reviewed before adoption.
• Put your hiring and onboarding tools in place. Give the hiring team the scorecard, reference check, and credential verification tools, then follow the appropriate onboarding track for each new hire.
• Complete your monthly review. Spend fifteen minutes checking the self-audit score, credential expiration flags, attendance, and coverage in the workbook.

Who this is for and other options

Built for

• A clinic owner or administrator managing HR alongside other responsibilities who wants organized documents and a consistent monthly review.
• A home health or senior care operator bringing policies and employee credential records into one organized HR system.
• An office manager responsible for HR who wants the policy manual, hiring tools, and operations tracker in one purchase.

If you are looking for

• For a home care agency focused on caregivers, call-offs, and 90-day retention, see the Home Care HR System.
• A personalized development guide for the person running the clinic. The Clinic Manager Field Guide is built from your own assessment results.

Before you buy

What format is it and can I edit it?

A PDF guide, three editable Word documents, and an editable Excel workbook that also works in Google Sheets. General information, not legal advice. One-time purchase.

Does this cover clinical work?

No. This system covers HR for the operation. Clinical scope, supervision, and licensure remain the responsibility of qualified clinicians under applicable state rules, as explained in the guide.

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, and your email receipt includes the same link. Begin with the Start Here file, then complete the HR Self-Audit in the workbook. For questions or setup help, email support@truestephr.com.

Built for practical use. Every TrueStep HR tool is dated and released under the published TrueStep HR standard. The system includes a bracketed policy manual 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

These working tools and editable templates help you build clear, consistent, and defensible HR policies. Use the handbook and policy templates as starting points, adapting them to your workplace before adoption. A handbook can create unintended obligations, and leave, wage, overtime, sick-time, and final-pay rules vary by state and change over time. Have qualified counsel review your handbook and policies against applicable law before adoption. General HR information, not legal advice.

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