The training matrix gives managers a complete view of their team's training status, helping ensure everyone is properly trained and certificates are up to date.
Accessing the Training Matrix
From the admin panel, go to Team → Training to view the training matrix.
Matrix Overview
The matrix shows:
Team members listed down the left side
Training requirements across the top
Status indicators for each person/requirement combination
Expiry dates for time-limited certifications
Status Indicators
Green checkmark - Training complete and current
Orange warning - Training expiring soon
Red X - Training expired or not completed
Grey dash - Training not required for this role
Assigning Training Requirements
To assign training to staff:
Go to Team → Training
Click "Manage Requirements"
Select the training item
Choose which roles or individuals it applies to
Set whether it expires and the renewal period
Save the requirement
Staff will receive notifications about new training requirements.
Tracking Completions
As staff complete training sign-offs, the matrix updates automatically. You can:
Filter by status (complete, pending, expired)
Filter by team member or role
Export the matrix as a report
Set up alerts for upcoming expiries
Certificate Management
For training that requires external certification (food hygiene, first aid, etc.):
Staff upload their certificate in My Documents
Managers verify the certificate
The expiry date is tracked
Alerts are sent before expiry
Training Reports
Generate training reports for compliance purposes:
Team training summary
Individual training history
Expiring certifications report
Training gap analysis