A free, ready-to-use training matrix template for Excel. Track each employee's training status and expiration dates, and let it color itself green, yellow, and redautomatically — so you can see who's current at a glance. No email required to download.
Free to use and share · Matrix, Summary, and Instructions tabs · Works in Excel, Google Sheets, and LibreOffice
Who makes this template?Lasso Learn is employee training tracking software — it shows every employee's training status, completions, and expirations in one red/yellow/green dashboard, and delivers the training itself so the records fill in automatically. We built this free spreadsheet because a matrix is where most teams start; when it stops keeping up, the live version is the same grid that fills itself in.
A training matrix is a single grid that answers one question at a glance: is every person current on every training they need? Employees run down one side, the required trainings run across the top, and each cell shows where that person stands on that requirement — done and current, coming due, overdue, or not applicable.
It's the tool ops, HR, and safety managers reach for when someone asks “is everyone up to date?” Instead of digging through certificates and sign-in sheets, you glance at a wall of color. A good matrix also tracks expiration dates, because most compliance training — OSHA refreshers, CPR, forklift certification — has to be renewed on a schedule.
The template comes filled with sample data so the color logic is visible right away. Replace it with your own and you're running.
Rows are employees, columns are the trainings they need — OSHA, HIPAA, equipment, whatever applies. Replace the sample names and requirements with your own.
For each person and each requirement, pick a status from the dropdown and enter the date it expires. That date is what drives the color.
Green means current, yellow means expiring soon, red means expired, gray means not required. The Summary tab tallies it all automatically.
Every cell holds two things — a status and an expiration date — and the color follows from the date automatically.
Employee
One row per person. Add a Department or Location column to filter by team or site.
Requirement columns
One pair of columns per training — a Status dropdown and an Expires date — grouped under the requirement name.
Status
A dropdown: Required, In Progress, or Not Required. Not Required turns the cell gray.
Expires
The date the training lapses. This single date drives whether the cell is green, yellow, or red.
Green — current
Completed and more than 60 days from expiring.
Yellow — expiring soon
Within 60 days of its expiration date — time to schedule a renewal.
Red — expired / overdue
The expiration date has already passed.
Gray — not required
This training doesn’t apply to this person.
White — not recorded
Required, but no date entered yet.
The 60-day window is easy to change — the Instructions tab shows how.
Three tabs — a Matrix that colors itself, a Summary that tallies your counts, and Instructions that walk through it. Pre-filled with sample data so the logic is obvious. Yours to use and share, no email or sign-up required.
Download the template (.xlsx)Prefer it emailed to you? Ask us and we'll send it over.
A spreadsheet is only ever as current as the last person who remembered to update it. Every date is typed in by hand, nothing reminds you before a certification lapses, and a green cell is only someone's word that the training happened. Past a certain size, that's where a matrix quietly stops being trustworthy.
Workers join on any device by QR code or PIN — no company email needed — and completions, expirations, and certificates land in one dashboard on their own.
The same matrix works whether you're tracking safety certifications for a field or shop-floor crew, OSHA and HIPAA training for a dental or medical practice, or onboarding across a growing team. Add or remove requirement columns to match what your people actually need — the color logic and the Summary tab keep working either way.
Download the free matrix today. When the manual updates start to hurt, we'll show you the live version that fills itself in — in about fifteen minutes.