Training Matrix
A training matrix gives you a live view of your team's competency status at a glance. It maps each employee against required training and certifications, shows current status, and flags upcoming expiry dates before they become compliance violations.
Formatted for easy monthly maintenance — add or remove training requirements as your needs evolve. Use the colour-coded status key to immediately identify who needs attention before an audit or inspection.
What’s included
- Unlimited employee rows (Excel template)
- Colour-coded status: valid / expiring soon / expired
- 20 pre-configured training category columns
- Automatic expiry date highlighting
- Completion percentage summary row
- Monthly review checkpoint reminder
How to use this template
- 1Download the XLSX file and open it in your preferred editor.
- 2Replace the [bracketed] placeholders with your site, company, and project details.
- 3Work through each section against your operation and the legislation referenced below.
- 4Have it reviewed and signed off by your SHE representative or responsible person before use on site.
Legislation & standards
This template is structured to support compliance with:
Always confirm the current legal requirements applicable to your specific operation and jurisdiction.
Who this is for
Related templates
Need the complete compliance system?
Training Matrix is one document. Training Management Pack gives you the full operational system — 28 audit-ready documents, registers, and dashboards.