Description
Sound familiar?
- Certificates are in a drawer and you can't prove who has done what.
- Food hygiene or fire safety training lapses without anyone noticing.
- An inspection is coming and you're digging through emails.
What the Staff Training Records does
Keep a record of every course your staff complete. It works out when each certificate expires, shows everyone at a glance on the Matrix, and lists what has expired or is due soon on the Dashboard.
What’s inside
- How to use – step-by-step instructions and what the colours mean
- Settings – your business name, lists for the drop-downs and a colour theme picker
- Dashboard – active staff, expired, due soon and missing training, listed soonest first
- Staff – names, job titles and start dates
- Training Log – one line per course completed, with expiry and status
- Matrix – everyone against every course: green, amber or red
Format
- Your blank spreadsheet (.xlsx, UK edition), ready for your business
- A filled-in DEMO copy, so you can see every tab working before you start
- A full PDF user guide: set-up, every tab explained, a daily routine, the rules that apply and answers to common questions
- Works in Microsoft Excel (Windows and Mac) and Google Sheets
- No macros, nothing to install, no subscription
- Yellow boxes are for you to fill in; pale green boxes work themselves out
How it works
- Buy and download the file straight away.
- Open it in Excel, or upload it to Google Sheets.
- Open the DEMO and the PDF guide to see how it works, then fill in Settings on your blank copy and start typing your own.
Please note
This is a digital product — nothing will be posted. It is a record-keeping template, not legal, tax or food safety advice. For use in your own business only — please don’t resell or share the file.
Questions before you buy? Message me any time — happy to help!
Staff Training Records FAQ
How does it know when training expires?
In Settings you list your courses and how many months each one lasts (or leave it blank if it never expires), and which courses everyone needs. Check renewal periods with your training provider or local authority.
How much warning do I get?
You choose. The default warning period is 60 days before expiry.
Do I need Microsoft Excel?
No. It works in Microsoft Excel, or free in Google Sheets.
Is it a subscription?
No. It is a one-off payment and the file is yours to keep. There are no monthly fees.
I'm not good with spreadsheets. Is this for me?
Yes. You type into the yellow boxes and everything else works itself out. There are no formulas to write, and the How to use tab walks you through it.
Can I see it before I buy?
Yes. Look through the screenshots above. Your download includes a filled-in DEMO copy and a full PDF guide as well as the blank spreadsheet, so you can see exactly how it works before adding your own.
Does it work on a Mac, iPad or phone?
Yes on a Mac: use Excel for Mac, or open it free in Google Sheets in your web browser. On an iPad or phone you can open it in the free Excel or Google Sheets app, but a computer is easier for setting it up.
Can I get a refund?
Because it is an instant digital download, I can’t offer a refund once the file has been downloaded. If the file is faulty and I can’t fix it, you were charged twice, or you received the wrong product, I will put it right or refund you. See the Refund Policy. This doesn’t affect your statutory rights.
How do I get my file?
It is an instant digital download. You will get a download link straight after checkout, and by email.
What if I get stuck?
Message me any time and I will help you get set up.
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