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Employee Training Tracker Spreadsheet, Certification & License Expiration Tracker, Compliance Matrix, HR Template, Google Sheets Excel

Price:$4.99

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Highlights

  • Digital download
  • Digital file type(s): 2 PDF, 1 other file

See at a glance who is current, who is expiring and who is missing a required training, certification or document. List your requirements once, log completions, and the workbook works out every expiry date and status for you.
WHO IT'S FOR
Small businesses, office managers, HR generalists and safety leads tracking up to 100 people: trades, warehouses, clinics, care providers, restaurants and other teams with recurring trainings or licenses.
WHAT IT DOES
• Requirements list (up to 30): type, how many months each stays valid (or never expires), and who it applies to (everyone, a department or a role)
• Records log (1,500 rows): the newest completion counts, and a printed expiry date on a certificate can override the calculated one
• Compliance matrix: every person × every requirement as OK, Due soon, Expired, Missing, New hire or not applicable
• Matching grid of expiry dates
• Renewals list: expired items first, then everything due inside your look-ahead window, plus expirations by month
• New-hire grace period and a 'due soon' window you set
• Onboarding checklist for up to 20 new hires × 15 tasks, with overdue flags
• Review log with next-review-due dates
• Dashboard with compliance %, counts by department and by requirement, upcoming renewals and charts
TABS
Start Here · Dashboard · Settings · Employees (up to 100) · Requirements (up to 30) · Records (1,500 rows) · Compliance Matrix · Expiry Dates · Renewals · Onboarding · Reviews
WHAT YOU GET
• Instant digital download — no physical item is shipped.
• Excel workbook (.xlsx) plus a Buyer Access PDF with your Google Sheets copy link.
• Works in Microsoft Excel 2010 or later (Windows and Mac), Excel for the web, and Google Sheets (free Google account). No macros, add-ins or subscriptions.
• Fictional sample data is included so you can see how it works. Clear it when you're ready to start.
GOOD TO KNOW
• Formula cells are protected so they can't be overwritten by accident (no password). Light-tinted cells are for your entries, and dropdowns keep entries consistent.
• You decide which trainings and credentials are required and how long they're valid. The template doesn't know what any law, regulator, insurer or licensing board requires.
• Because this is a digital download, returns aren't accepted. If something doesn't work, message the shop and we'll help.
AI disclosure: This listing was made with the help of AI tools. AI helped draft the spreadsheet formulas, the listing text and the layout of the preview images. Every formula was then recalculated and checked for errors before listing, and the preview images show the real workbook's sample numbers.
Please note: This is a record-keeping template. It is not financial, tax, accounting, legal or HR advice, and it does not guarantee compliance with any law, regulation or rule. Check important results with a qualified professional.
Original design by SystemSheets. For personal or internal business use; please don't resell or share the file.

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