Home Care HR System

Bring the core HR work of a home care agency together with six kits covering hiring, the first 90 days, shift coverage, pay, turnover cost, and credentials. One product license and one Google Sheets guide cover the full system.

What is inside

• Caregiver Hiring Kit. Includes the weighted interview scorecard, the applicant pipeline that calculates your days to first shift, and scripts for conversations from phone screen to offer call.
• Caregiver 90-Day Retention System. Follows every new hire through the first 90 days, when most caregivers leave, with six check-in scripts.
• Shift Coverage and Call-Off System. Calculates the cost of a broken shift and tracks every call-off.
• Caregiver Pay and Retention Toolkit. Includes the margin and raise workbook with the local wage comparison log.
• Caregiver Turnover Cost Workbook. Calculates the cost of one departure and a full year of turnover using your numbers.
• Caregiver Credential and Training Tracker. Tracks every renewal from one As of date using the three-touch renewal sequence.

Where to begin

• Start with hiring. Review the hiring field guide, rebuild your posting from the template, and use the scored screen and interview with your next applicant.
• Plan the first 90 days. Add every caregiver hired in the last six months to the retention tracker, assign a mentor to your newest hire, and schedule the six check-ins.
• Prepare for call-offs. Enter your numbers in the coverage calculator, complete the backup roster, and post the one-page call-off policy before the next broken shift.
• Review your pay position. Calculate your margin per billed hour, start the local wage comparison log, and compare the cost of the next raise with the departures it would prevent.
• Calculate turnover costs. Price one departure and a full year of turnover using your figures, then record each exit consistently so the reason ranking shows what to fix next.
• Organize credential renewals. Build the credential list once, set the As of date and the Due soon window, and follow the three-touch renewal sequence.

Who this is for and other options

Built for

• A home care agency owner or administrator focused on caregiver retention during the first 90 days and reducing time spent on coverage scrambles.
• A scheduler or office lead who wants to manage call-offs, coverage costs, and credentials together rather than across three spreadsheets and a wall calendar.
• An operator who wants the hiring, retention, pay, and credential tools together in one system under one license.

If you are looking for

• For clinic or home health operations, the Clinic HR System includes a policy manual and clinical onboarding tracks.
• Each kit is also available separately: the Caregiver Hiring Kit, the Caregiver 90-Day Retention System, the Shift Coverage and Call-Off System, the Caregiver Pay and Retention Toolkit, the Caregiver Turnover Cost Workbook, and the Caregiver Credential and Training Tracker.

Before you buy

What format is it and can I edit it?

Six 12-page PDF field guides, six editable Word files containing scripts and templates, and six Excel workbooks. Each kit has its own Start Here, and the system includes a Google Sheets guide. 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 the Start Here file first, then begin with the Caregiver Hiring Kit. For questions or setup help, email support@truestephr.com.

How this is built. Every TrueStep HR tool is dated and released under the published TrueStep HR standard. This system includes working tools, complete scripts, and recalculating workbooks, 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 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 cover hiring, retention, scheduling, pay, and credential tracking. Wage, overtime, attendance, and credential rules vary by state and change over time. Have qualified counsel review pay, attendance, and separation decisions against applicable law before you act.