Training Matrix

Managing employee training can be challenging. The solution? Automate it.

Automate Management of Company-Wide Training

Using the Training Matrix, you can upload your organization’s unique company roles and training topics, set training requirements and the courses that satisfy them, and quickly assign training to thousands of employees. Many system matrices take extensive time and effort to set up. Ours can be set up in three easy steps:

  1. Enter your company’s roles and training topics.
  2. Specify courses that satisfy the training topics.
  3. Set training as required or optional based on an employee’s company role and location.

That’s it! The system automatically delivers the specified training to each employee.

Feature Overview

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.

All of this is possible without opening a single training file.

Large organizations often find managing and tracking employee training challenging as they require 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. To begin automation, create your company-specific training matrix by entering employee roles and training topics, then assigning specific learning requirements by role—such as assigning Standard First Aid as a requirement to each supervisor role. You can even control training requirements based on the geographic location of employees to account for regional differences in safety regulations. Once set up, the system will automatically deliver specified training requirements to each employee based on their unique 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 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.

Training Matrix

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 also 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.

Gap Analysis Reporting

Once you have assigned required training to all employees, it’s important to follow up to ensure that training is completed. With just one quick click of a button, you can run a training gap analysis report to determine which individuals are behind in their training. This Microsoft Excel formatted report provides details of the individuals’ first and last name, their company location, and the training topic(s) that needs to be completed.

Advanced Training Matrix Features

1. Automated Permission Management System

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.

2. 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.

3. Site specific and location-based training requirements

Companies operating in multiple locations often deal with variations in regional training requirements. In one part of the province, St. John’s Standard First Aid may be preferred over Red Cross. Or maybe a specific job site specifically requires H2S Alive from ENFORM. With so many variations, how do companies properly map out training requirements?

Using the location-specific functionality of the training matrix, you can set different requirements by province, region, division, and even work site. Simply select the location, set its unique training requirements, and the system will do the rest.

4. Automated Notification System

There are multiple layers of automated notifications integrated in the training matrix, including email notifications for expiring tickets. These notifications automatically go to all employees who have tickets that will expire in 90 days or have already expired. Notifications also go to each manager or supervisor to let them know what employees have expiring tickets.

Best of all, assigning any new online training requirements will instantly notify each user assigned that course that it is available. Login instructions will be provided right in the notification email.

Training Matrix

Manage your training; don’t let your training manage you.

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