Training Matrix and Certification Tracker

Track employee training, certification expirations, skills coverage, and training gaps in one Excel file. See who is trained, what is expiring, and where only one person can do the job. The workbook calculates the status and dashboard results from the information you enter.

Training records and skills coverage in one Excel workbook

Start with the included Start Here guide. The workbook opens with sample data so you can see how it works before entering your own records.

• The tracker. Enter required training on Training Requirements and your people on Employee Roster. Record completion dates on Training Matrix, which flags training past its renewal interval as overdue. Enter each certification and expiration date on Certification Tracker, which calculates days remaining and status.
• The planners. Cross-Training Planner shows coverage gaps and who to train next. New Hire Training Plan provides a Day 1 through Day 90 checklist. Training Calendar lists upcoming due dates and renewals.
• The dashboard and the heat map. Dashboard shows your completion rate, expired and expiring items, and action items. Skills Heat Map shows who can perform each critical skill and whether a backup exists. Enter information in amber cells; white cells calculate.

How to start in about fifteen minutes

Set the requirements and your people, fill the dates, then read the dashboard.

• Add your training requirements and roster. Replace the sample rows on Training Requirements with the training your business requires, then add your people to Employee Roster.
• Record completion and expiration dates. Enter a completion date for each training on Training Matrix and each certification and its expiration on Certification Tracker. Leave unfinished training blank or enter N/A when training does not apply to that person.
• Review the dashboard each month. Check your completion rate, upcoming expirations, and skills covered by only one trained person. Add new completions and address the action items shown.

See the training coverage behind the records

A folder of certificates shows completed training. This workbook adds three useful views: training status, upcoming expirations, and skills that depend on one trained person.

• Certifications approaching expiration. The Certification Tracker counts the days remaining and flags expired or expiring certifications, giving you time to plan renewals.
• Where critical skills depend on one person. The Skills Heat Map identifies critical skills with only one trained employee, so you can plan backup coverage before an absence stops the work.
• Training records and planning. The workbook tracks who is trained and which training remains valid. Training delivery and qualification decisions are handled separately.

Who this is for and other options

Built for

• An owner or operations manager tracking training for up to 200 people in manufacturing, warehousing, construction, healthcare, field service, or food service.
• An HR or safety lead responsible for keeping certifications and safety training documented and valid.
• A supervisor monitoring skills coverage and identifying where a single absence could stop the work.

If you are looking for

• For the dollar return on the training you run, see the Training ROI Calculator.
• For a full employee records and forms system, see the HR Operations Binder.

Before you buy

What format is it and can I edit it?

It is one Excel workbook that also works in Google Sheets. The download is five files: the workbook, a Start Here, the one-page Quick Reference, the product license, and a short guide to using it in Google Sheets. Every requirement and date is editable. The Employee Roster and Training Matrix hold 200 people and 30 trainings, and the Certification Tracker holds 400 entries.

Is this a learning platform?

No. It is a tracking and planning tool, not a learning management system. It records who is trained, what is expiring, and where coverage is thin. It does not deliver courses or issue certifications.

How accurate is it?

Status, days remaining, and dashboard figures calculate from the dates you enter. Update training completions and certification expirations each month to keep those figures accurate.

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. Open the workbook in Excel or Google Sheets, enter the training your business requires on the Training Requirements tab, add your people, and review the Dashboard. For questions or setup help, email support@truestephr.com.

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 Excel or free equivalents, including LibreOffice and Google Sheets. No other software is needed. Step-by-step help for every device is at truestephr.com/pages/download-help.

Scope

The workbook calculates status, days remaining, and dashboard results from the dates you enter. It does not determine qualifications or legally required training. Confirm your requirements with the relevant regulator or issuing body. This workbook provides general HR information, not legal advice.