Shift Coverage and Call-Off System

A broken shift costs more than the hours.

What is inside

• The Shift Coverage Field Guide (12 pages). Covers the cost of a broken shift, the coverage protocol, the attendance conversation ladder, and ways to reduce next quarter's call-offs.
• Shift Coverage and Call-Off Workbook. Calculate the cost of a covered shift, an uncovered shift, and a typical year using your numbers. Track call-offs, rank the reasons, identify repeat call-offs by caregiver, and monitor your coverage rate. Works in Excel or Google Sheets.
• Shift Coverage Scripts and Templates. Scripts for the 90-second intake, coverage ask, client call, thank-you, and three attendance conversations. Also includes the one-page call-off policy, backup roster, and intake note. 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 Shift Coverage Field Guide. It explains the coverage protocol, attendance conversation ladder, and steps to prevent future call-offs.
• Calculate coverage costs and keep the log. The workbook shows the cost of a covered shift, an uncovered shift, and a typical year using your numbers, then tracks call-offs and your coverage rate.
• Use the scripts when a caregiver calls off. They cover the 90-second intake, coverage ask, client call, thank-you, and three attendance conversations.

Who this is for and other options

Built for

• A scheduler or office lead who wants call-offs and coverage costs in one place instead of three spreadsheets and a wall calendar.
• A home care agency owner or administrator who wants to manage last-minute coverage more consistently and reduce hours lost to call-offs.

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 caregiver pay decisions, the Caregiver Pay and Retention Toolkit includes the margin and raise workbook with the local wage comparison log.

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. Start with the Shift Coverage Field Guide for the coverage protocol. 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 system is a shift coverage field guide, a coverage and call-off workbook, and an editable Word file of scripts and templates for the call-off intake and the conversations that follow a pattern. It is general HR information, not legal advice, so have your attendance and separation decisions checked against applicable law before you act.

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