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Training Matrix
Every employee x every course with the expiry date of their latest certificate. Red = expired or missing, amber = due soon, green = valid, grey = not required
For small businesses, HR & H&S leads
7 reasons to stop finding out about expired training too late
Certificates expiring, new starters missing their induction, someone asking who still needs fire safety? This training matrix keeps it all in one place.
- Excel & Google Sheets, no macros
- Example + blank file
- Start-here guide
- One-off price, no subscription
Screens from the included example file. All names and figures are fictional.
100staff
2,000training records
4charts and the next 10 expiries
0macros, add-ons or subscriptions
The list
Why a ready-made tracker beats paper and a blank spreadsheet
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Expiry dates worked out from each course renewal interval
(or type the date on the certificate)
Get the tracker · £13.99 Instant download · Excel & Google Sheets
03
Requirements grid
Tick which courses each role needs, plus courses for all staff
Training Log for up to 2,000 records
Renewals mark older rows as Superseded, so history is kept
Employees tab for up to 100 staff with a per-person summary and overall status
Leavers stop counting
Expiry Report
Filter by department and "expiring within N days", soonest first, ready to print
Dashboard with compliance by course and department
Spend for the year, the next 10 expiries, four charts and a "What needs your attention" list
Get the tracker · £13.99 Instant download · stuck? Email us for help
Compare
Three ways to keep these records
| Feature | Paper or notes | A blank spreadsheet | This tracker |
|---|---|---|---|
| Training Matrix | ✗No | ~ If you build it | ✓ Built in |
| Expiry dates worked out from each course renewal interval | ✗No | ~ If you build it | ✓ Built in |
| Requirements grid | ✗No | ~ If you build it | ✓ Built in |
| Training Log for up to 2,000 records | ✗No | ~ If you build it | ✓ Built in |
| Expiry Report | ✗No | ~ If you build it | ✓ Built in |
| Cost | Free, plus your time | Free, plus your time | £13.99 once |
What's inside
Everything you download
3 files
- XLSX Training-Matrix-Certification-Tracker.xlsxfilled with fictional example data (28 employees, 16 courses, 217 records) so you can see how it works
- XLSX Training-Matrix-Certification-Tracker-BLANK.xlsxan empty copy, ready for your team
- PDF Start-here.pdfone-page quick-start guide, including how to open it in Google Sheets
Also included
- Flags unknown names or courses, text in date cells, future completion dates, duplicate names and roles not on the…
- Currency label of your choice (£, €, $ or your own) on cost columns
- Start Here tab with a 3-step plan and a health check
Good to know
- A Health check on the Start Here tab and a Check/Status column on every log flag missing or odd entries
- Dates follow your Excel or Google Sheets regional setting
Is it right for you?
Made for some, honestly not for others
A good fit if you…
- small and growing businesses, HR and office managers, health & safety leads, kitchens, warehouses, care and transport teams
- use Excel or Google Sheets on a computer
- want to pay once, not another subscription
Not for you if you…
- need Apple Numbers or mobile-only editing
- want someone to do the records for you
How it works
Three steps to get going
- 1
Set up once
Settings, then your courses and which roles need them
- 2
Add your team with department and role
- 3
Log each course as it is completed
Book renewals from the Expiry Report.
Microsoft Excel2010 or newer (Windows & Mac) and Microsoft 365
Google SheetsFree Google account. Upload the .xlsx, then set the locale to United Kingdom
0
No macrosNothing to enable, no add-ons or subscriptions. Not designed for Apple Numbers or mobile-only editing. A computer is recommended
- Instant download
- Example + blank file
- Start-here guide
The offer
Master Training Matrix & Certification Tracker
£13.99one-off · no subscription
- Filled with fictional example data (28 employees, 16 courses, 217 records) (Training-Matrix-Certification-Tracker.xlsx)
- An empty copy, ready for your team (Training-Matrix-Certification-Tracker-BLANK.xlsx)
- One-page quick-start guide, including how to open it in Google Sheets (Start-here.pdf)
- Licensed for use within one business or household
Price includes VAT where applicable — calculated at checkout. Secure checkout by Payhip.
14-day money-back guaranteeIf the template doesn't work for you, email info@phkmedia.co.uk within 14 days of purchase and we'll refund you in full — no hoops.
Questions? Email info@phkmedia.co.uk
Stuck after you buy? We'll help you set it up.
Digital download, nothing is posted. This tracker is a record-keeping aid, not legal or health and safety advice. Terms & licence.
Bundle
Also in 2 bundles with related tools
Employer Complete BundleIt's Monday, someone has called in sick, a new starter needs a right to work check, the tronc is due and the fire alarm test was last week, or was it?
£84.99£137.90 one by one
HR & Absence BundleWho is off next week, whose sickness is becoming a pattern, what holiday pay is your casual worker owed, and whose forklift ticket runs out this…
£42.99£69.95 one by one
14-day money-back guarantee
If the template doesn't work for you, email info@phkmedia.co.uk within 14 days of purchase and we'll refund you in full — no hoops.
Full policy in our Terms.
FAQ
Questions people ask
Does it send reminder e-mails?
No. Open the Expiry Report or Dashboard to see what is due.
Can I rename courses, roles or departments?
Yes. Names are text, so update old rows too (Find & Replace).
Can managers share it?
Yes, in Google Sheets you can share it.
What if it doesn't work for me?
You're covered by our 14-day money-back guarantee. If the template doesn't work for you, email info@phkmedia.co.uk within 14 days of purchase and we'll refund you in full — no hoops.
What happens after I pay?
This is a digital product. Nothing physical will be shipped. Your download link appears straight after checkout and is also emailed to you.
Can I get help if I'm stuck?
Yes. Message us at info@phkmedia.co.uk and we'll help you set it up.