Training Matrix

Organizational Training Map

The training matrix forms the heart of the Training Record Management System. Using this straightforward functionality, you can automate training renewal notifications, create training topics specific to company roles, and generate an easy-to-read grid that maps out all company-wide employee training requirements.

Large organizations often find managing and tracking employee training challenging as it requires a huge investment of time and energy. Often this is because paper-based filing systems introduce human error and typically require manual verification. To overcome these challenges, the solution is to automate the entire process. But that leaves many organizations asking, “Where do we start?”

The answer is simple.  Our advanced training matrix feature allows you to quickly and easily customize training for each role and location in your company. All you have to do is enter a list of unique company roles (e.g. Driver) and a list of required training topics (e.g. WHMIS and TDG). Our system will use this information to automatically generate a training matrix for your company. To assign training to roles, simply click on the boxes where the role and required training intersect. It’s that easy!

Want to set training requirements not only by role but by location as well? No problem. Our system allows you to drill down into your company to customize training requirements by location in addition to role. So even if, for instance, drivers in one location need long haul training but drivers in other locations don’t, our system can handle it. 

Want to stipulate which courses you will accept for each training topic? We have you covered! You enter the training topic (e.g. First Aid) then choose which training provider (e.g. ABC Inc.) and format (e.g. classroom) you will accept. Only training that meets these requirements will be accepted.

Our cloud-based software will automate notifications for expiring courses to workers, managers, and system administrators. This way, everyone knows where each department, region, or location stands in terms of compliance for their training requirements.



The system also tracks employee files and automatically updates training requirements as training is completed. Managers can then see whose training is up to date and who needs additional training. As training is completed, certificate expiry date and renewal notifications are automated to remind employees and their managers of any training that is either about to expire in 90 days or has already expired. The tracking is so detailed that, with just one click, you can download a gap analysis that identifies all potential compliance issues and missing training in an easy-to-follow Excel report.

Whether for compliance-related, technical, leadership-based, or safety training, the Training Record Management System combined with the integrated training matrix creates a company-wide roadmap for all professional development needs.

Customizable Options

Copy and paste company-specific roles and nomenclature and upload hundreds of roles and training topics to your training matrix.

Easy to Follow Design

Virtually map and quickly identify training requirements across the entire organization using the easy-to-follow grid.

Global Access

Access your training matrix with almost any device from anywhere in the world using the latest cloud-based technology.

Automated Permission Management

The core of the training matrix is an advanced course permission management system that allows you to assign online courses to all employees with a specific company role. The system will automatically add that course to all employee accounts with that role, and the integrated system logic will prevent the course from being added to employee accounts that already have access or have already successfully completed it.

Automated Notifications

There are multiple layers of automated notifications integrated in the training matrix.  Employees who have tickets that will expire in 90 days or have already expired are automatically notified.  Notifications also go to managers or administrators to let them know which employees have expiring or expired tickets.

Best of all, assigning any new training requirements will instantly notify the users who are assigned courses that they are available with login instructions provided right in the notification email.

Gap Analysis Reporting

When the online and classroom Training Record Management System and training matrix combine, the system’s powerful algorithms can identify all required training programs for any individual and compare it against his/her completed online and classroom training. This creates a detailed gap analysis report so that you can quickly identify what regions, departments, divisions, work sites, or even individual employees are behind on their training requirements and what specific courses are missing.