Online Training Matrix Software
Let the matrix do the work
Automate Your Training Assignments with the Training Matrix
Safety professionals across the globe often struggle to efficiently track safety requirements for their specialized staff. This coupled with a variety of company locations and worksites requires new thinking, thinking that does away with the filing cabinet and embraces software.
With a powerful Training Matrix tool, you can quickly and effectively tailor training for different roles and locations within your organization. BIS Training Matrix can be set to match your unique company requirements. With a single click, you can assign a training course to a particular role and have it automatically assigned to everyone who needs it. It’s just that simple!
Use the Training Matrix to Automatically Assign:
Training requirements are automatically assigned to the user based on their roles and location. If an employee changes either of these, the training matrix will automatically update and push the required training to their profile to make sure they are always ready to work, no matter where they are!
The Training Matrix Sends Automated Notifications
On Demand Matrix Summary Report
Identify training gaps at a glance!
Robust reporting is a crucial aspect of your safety and training program. Being able to see where your employees’ training status is will help keep everyone prepared for every day of work.
The Training Matrix Summary shows a colour-coded report to see exactly what’s expiring, or if you’re good to go!
Large organizations often find that the management & tracking of their employee’s training challenging as they require huge investments of time and energy. Often this is because paper-based filing systems introduce human error and 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. To begin automation, create your company-specific training matrix by creating employee roles & training topics, then assigning role-specific learning requirements, such as assigning First Aid as a requirement for supervisor roles. You can even control training requirements that are based on employee location to account for regional safety regulation differences. Once set up, the system automatically delivers specified training requirements to employees based on their role and location.
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 dates 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.
Geographic Training Requirements
With Additional Advanced Assignments
With advanced assignment technology you can have the matrix configured to automatically assign different training requirements based on:
- Locations
- Company role
- A specific person
- Entire regions
- A specific city,
- Company department
- Or a division
It’s no problem to set your training requirements by role and by location. Our system makes it easy to get granular and customize company training requirements by location and/or role. So even if, for instance, Operators in one location need Forklift training but not in other locations, our system can handle it.
You are even able to choose which exact courses you will accept for each training topic. You enter the training topic (e.g. Forklift Safety) then choose which training provider (e.g. XYZ Safety) and format (e.g. online) you will accept. Only training that meets these requirements will be accepted.
Automated notifications on expiring courses are sent to workers, manager, and system administrators so you can ensure everyone, regardless of department, region, or location, knows where they are in terms of compliance for their training requirements.
Custom Certification Programs
With the Training Matrix you can set up your own automated certification program, specific to your company.
Each level of your certification will trigger automatically to send your employee to the next level once they meet the pre-requisites.
Not only that, but the program can be created to allow a level to be satisfied in any way that works for your organization; whether that means:
Create a company certification that spans over a single day, a week, a month, or even a year! You have full control of your certification program.
Feature Overview
Mobile
Compatibility
BIS Safety App 2.0
Support your health & safety management system with one convenient safety app.
With BIS Safety App you can access:
- Mobile Compatible Online Courses
- Employee Training Records
- Digital Safety Forms
- Digital Folders
- Equipment & Asset Manager
- ID Badges
- and more
Download and store your training certificates on any smart phone or tablet.
Mobile Compatibility
BIS Safety App
Support your health & safety management system with one convenient safety app.
With SafeTapp you can access:
- Mobile Compatible Online Courses
- Employee Training Records
- Digital Safety Forms
- Digital Folders
- Equipment & Asset Manager
- ID Badges
- and more
Download and store your training certificates on any smart phone or tablet.
Some of the Great Companies Who Use the BIStrainer System
What Our Clients Are Saying
“I was extremely happy with the solution focused implementation team we worked with at BIS. They were always willing to work with us to overcome any of our unique challenges.”
“Bistrainer has been so great to deal with! Their product is constantly evolving and improving. In 2.5 years we have been working with them our utilization has grown way beyond simple record keeping and now includes a rewards program and performance management. They are always willing to help you build a custom solution to make your life easier!”
We are extremely pleased with our relationship with BIS Training. Whenever we require support it is provided with virtually no lag time, which makes for happy clients and smooth uninterrupted service. The customized training portal option is a great sales tool for us to be able to offer our larger clients. The document management system is a welcome addition to this excellent offering of training management services.
Partnering up with BIS to deliver online training to our clients was one of the best business decisions I’ve ever made. Their client service and support is unsurpassed, and they never stop innovating and improving their system.
Working with BIS is a great experience and an invaluable asset for our company and clients.
Understanding the Training Matrix
A training matrix is a structured way to track which workers are required to have which training, based on their role, site, or responsibilities.
In safety and compliance environments, a training matrix is used to show who is qualified to perform specific tasks and where gaps exist. It typically maps workers on one axis and required training or competencies on the other, allowing safety teams to see compliance status at a glance.
The purpose of a training matrix is not just record keeping. It supports workforce readiness by helping organizations prevent unqualified work and demonstrate due diligence during audits or investigations.Building a training matrix is a structured process that requires input from safety, operations, and supervision.
Most organizations start by listing job roles or positions, then defining the training requirements tied to those roles. This includes mandatory safety training, equipment certifications, site specific requirements, and any refresher intervals. Workers are then mapped to roles, and their training status is tracked against those requirements.
Over time, the matrix needs to be maintained. Changes in role, new equipment, or updated regulations should be reflected so the matrix remains accurate and usable, not just a static document.Yes, many organizations start with a training matrix in Excel, especially when teams are small or requirements are limited.
An Excel-based matrix is typically set up with workers listed on one axis and required training or certifications listed on the other. This can provide a basic view of who has completed required training and where gaps exist.
As training requirements grow, Excel can become harder to manage. Common challenges include keeping versions aligned, tracking expirations, and proving that records are current and complete during audits. For this reason, safety teams often reassess whether a spreadsheet still supports their compliance and operational needs as the organization scales.A training needs assessment helps determine what training is required and why. In safety and compliance contexts, it typically includes five practical components.
First is role and task analysis, which identifies what work is being performed and where risk exists. Second is regulatory and policy review, which defines mandatory training requirements. Third is competency evaluation, which looks at current worker qualifications and performance. Fourth is gap identification, where missing or expired training is flagged. Fifth is prioritization, which helps determine what training needs to happen first based on risk and exposure.
When done properly, a training needs assessment feeds directly into the training matrix, ensuring that training requirements are based on real operational needs rather than assumptions.Training Matrix Software
Manage your training; don’t let your training manage you.
