Free Employee Training Matrix Template

What’s in the template

A practical Excel training matrix framed for employed staff — the same structure as our general template, with guidance aimed at HR and operations teams who need one grid of people against assigned training.

• Worker rows with name, role, worker type and team.
• Requirement columns you rename to the courses and cards your organisation actually assigns.
• Conditional formatting driven by today’s date — expired red, within 60 days amber, current green.
• A distinction between blank (no record) and N/A (not required for that role).
• An evidence location column so certificates are not orphaned in email.

Employees vs everyone else on site

Many teams start with employees only, then discover subcontractors and agency workers need the same columns. Use the worker-type field from day one so you can filter to employees when payroll asks, without maintaining a second sheet.

How to use it well

1. List employees (and any other worker types you already track).
2. Replace example columns with the training your roles actually require.
3. Enter expiry dates as DD/MM/YYYY — not text months.
4. Leave cells blank when a record is missing; enter N/A when the requirement does not apply.
5. Note where each certificate or card image is filed.
6. Diary a weekly review — Excel will not email you.

Disclaimer

This is a practical starting point, not legal or HR advice. Your organisation decides which training each role needs. A green cell means the date you entered has not yet passed the formatting threshold — not that someone is authorised for any particular duty.