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Employee Training Tracker Excel Template

4.63 (16 reviews)

Organize and track employee training plan in Excel. Charts and dynamic calendar to stay tuned on employee development. Works in Mac & Windows.

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TEMPLATE DESCRIPTION

Efficient and insightful tracking of employee training is vital for all companies. As a hiring manager or an HR professional, a well-organized Excel spreadsheet template to track and manage employee training is a must-have. As our solution is not only made of numbers but rather visualization charts, this can also be used for reporting and presentations!

 

Personnel Learning Process

Introducing our comprehensive Employee Training Tracker – the ultimate solution for efficient staff development, performance enhancement, and compliance management. In today’s workplace, staying on top of employee progress and skills is essential for maintaining a safe and productive environment. Our tool simplifies the complex task of coaching, certification, and compliance tracking.

Staff Development Solution

With our Employee Training Tracker, you can seamlessly plan monthly, yearly, and annual training agendas, ensuring that your staff receives the necessary skills and competencies to excel in their roles. The built-in curriculum and certification management system allows you to document and evaluate the effectiveness of each training session, ensuring that your workforce is not only certified but also proficient in their responsibilities.

Whether you’re an HR supervisor, a certified trainer, or a new intern, our tool streamlines the onboarding process and helps you stay compliant with workplace policies and safety regulations. Additionally, it’s like having a dedicated training organizer that keeps track of all your competency assessments, certifications, and evaluations, enhancing your organization’s retention and efficiency.

Also, you can analyze the results of your Learning Management System (LMS) to maintain an organized and competent workforce. From performance evaluations to documentation and policy compliance, it offers a holistic solution for tracking and enhancing your staff’s skills and competencies.

Employee Training Tracker Excel Template Features

This Employee Training Tracker basically helps you organize and track training plan of your employees. The main parts of the Excel template are as follows:

  • Dashboard & Settings
  • Databases: Employee & Training
  • Schedule and Registration
  • Summary Charts & Training Calendar

Dashboard

The dashboard section of the template has two main uses. The first use is the easy navigation between sections. In addition, here is where you define the settings of your Employee Training Tracker.

Training Tracker Template Settings

Located in the dashboard of your product, settings are where to start using your tracker. Input departments, job titles, training categories in the relevant cells.

Besides, make sure to include training rating labels and order, as well as types. As the last step, input your desired currency.

Note: You may increase the number of rows for departments and job titles by clicking on the “+” sign on the left side.

Remember that your settings input will be used in the rest of the template. Available dropdown selections will populate according to your settings.

After you finish the setting configurations, you may move forwards with the database sections.

Employee Database

In training tracker template, input employee information in this section. After inputting the names, please select department and job title from the dropdown menu. Optionally, you may also include contact details such as e-mail addresses and phone numbers.

Training Database

Similar to the employee database, this section is also for your training log data input. Input the specific training name first. Following that, you may use the dropdown menu to choose category and type of the training. Last but not least, input the duration of the training in hours.

Training Schedule

In this section, you may plan all your employee training programs. You may select the training name and its status from the dropdown menu. Please also include the beginning and the end dates of the training, expected number of participants, as well as the total cost.

Status for HR Courses

Employee Registration

The registration section is where you assign each training to specific employees, one by one. To do so, you only need to use the dropdown selections in training tracker template! Just select the training, year, and employee.

Now you have created your employee registration list. But, how to track training attendance in Excel?

You can use the Yes-No dropdown menus to track training attendance in Excel. Then with Countif/countifs formula, you can count number of attendees. This template will show you attendance numbers on the summary dashboard.

Also here, in the last column, you may also select the feedback ratings of the participants.

How to track attendance in online courses?

Note! Please do not manually include data in the department and job title columns (grey fill). The data will populate automatically.

Now that you have finished all your input in the Employee Training Tracker, take a look at your outputs and filter them as you wish!

Training Tracker Calendar

Here you can view the training plan in your dynamic employee development calendar. The calendar is totally flexible. Just select the year and month, following that the calendar will populate automatically.

If you don’t have training sessions during the weekends, you may exclude the weekends from the calendar.

Note: Please remember that a canceled training will not be included in the calendar.

Summary of Employee Training Tracker

In the summary section, you will find the overall analysis of your employee training management. You may use the category, training and the year filters on top to dynamically update the figures and charts.

LMS Dashboard Filters

The left side of the summary sheets gives you a clear understanding of the total training number, average rating, total hours of training and total budget. Whereas the rest is full of creative and professional charts showcasing the details of the training.

Say goodbye to the complexities of manual training documentation and embrace the future of employee development with our Employee Training Tracker. It’s your key to workforce proficiency and organizational excellence.

Employee Training Tracker Excel Template Features Summary:

  • Plan and track employee training
  • Dynamic calendar and professional summary charts
  • Informational notes included
  • No installation needed, ready-to-use
  • Works both on Mac and Windows
  • Compatible with Excel 2010 and later versions
  • Does not include any VBA code or macros

Employee Training Tracker is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

Employee Training Tracker FAQ

Go to the dashboard and add the type of training you need from the available options. In the other sheets, you can use dropdown menus to choose different types of training.

How to add more training types to template

Definitely, the Summary Sheet gives you the ability to find out which three departments were the most engaged in taking part in training courses.

Summary sheet with top 3 departments that participated

If you would like to share this template with others, you need to purchase a multi-user license. For more information, please click this link.

Do not modify the gray columns manually, as they are updated automatically. If changes are made, difficulties may arise in the summary and report sections.

Employee registration sheet

Once you’ve purchased our products, you can access the documents inside the folder by using the password provided. To modify the calculations, click on one of the sheet tabs and select “Unhide”. This will reveal the “Calc” sheet where we keep all the calculations.

To personalize your presentation, click on the chart with your right mouse button. There you can see some options for adjusting the style and colors of the chart. Have fun with it!

How to change the style of a chart

You can use various KPIs to measure your training effectiveness:

  • Training number
  • Average rating/learner satisfaction
  • Budget numbers
  • Total Hours / Budget
  • Participated / Expected Trainee

You will be able to track all these numbers on the dashboard of employee training tracker:

Employee-Training-Tracker-Someka-Google-Sheets-Template-SS7

For more HR KPIs, don’t forget to check our HR KPI Dashboard.

USER REVIEWS & COMMENTS

16 reviews for Employee Training Tracker Excel Template

  1. Jacob Lee

    wow, it totally worth it to pay and get this template. We had so many tools but each of them lacks in something, now with this training tracker we are logging all our kinds of training. Thanks.
    By the way, if you need an HR consultant i’m here to help.

  2. Mike B.

    How I am suppose to use this template? I purchased it yestedrady, today I wanted to use it but I give an erro like it is locked or something, can you help me?

    • Someka

      Hello Mike, sorry for the inconvenience, we have to lock our templates so users don’t accidentally change formulas. To unlock the sheets, use the password we sent you by email. If you need more help, please get in touch with us: contact@someka.net

  3. Pillar Cale

    Well done team.

  4. Sachin M

    I just want to see the marketing results on my summary, how should I do that? By the way thanks for your great job.

    • Someka

      Hello, thank you for your kind words, you have to open the summary sheet, then from the top of the sheet choose the category button, and use dropdown menus to choose only marketing in your graphs and analytics.

  5. Sharon Tarry

    Solved my problems, thanks Someka!

  6. Monique Hill

    Easy to use, excellent product!! one question: On the dashboard where I put departments and job titles…..how can expand that list. I have more job titles and departments than the dashboard allows.

    Thanks!

    • Someka

      Hi Monique,

      After unlocking your sheet, just click on the plus (+) sign on the left side. The list will expand and you will have up to 30 options both for departments and job titles.
      Just write down your options for the dropdown menus.

      Employee-Training-Tracker_review

  7. Kori C

    want to be able to amend the training status

    • Someka

      Hello Kori,

      On the Dashboard, we have added a Status section, where you may amend your status. Just write down the status. The dropdowns, the charts, and conditional formatting will populate automatically.

      employee-trainee_status

      Hope this helps!

  8. Kenya

    Great work great excel!
    Is the agreement for a 1 year or 1 month? I want to learn the period of the agreemnt

    • Someka

      Hello Kenya,

      All our prices are processed as one-time payment. You receive the template after you make the purchase.
      There is no subscription or recurring payments. For more information please click here.

  9. Elena

    I have deleted something accidentally and Now the summary is not calculating, pls help. I just wrote your support mail.

    • Someka

      Hi Elena,

      It seems like there had been corruption on your file as some of the formulas were removed. This might be caused by overwriting the formulas.
      We have created a fresh file for you with your own data and shared it with you via contact@someka.net.
      Please check your mail attachments.
      The gray areas are formulated ranges. Please do not clean or change the formulas here. When you input the trainee name, the department and job title will automatically display.

      Hope this helps!

  10. Hettie V

    hi team I liked your template and want to share with my manager. Can you please help me with my license?

    • Someka

      Hello Hettie,

      We may surely upgrade your license from single-user to multi-user. Just email us at contact@someka.net and our team will contact you with a link to upgrade your license.

  11. Edith K

    everyting is okey but one request: please add my logo

    • Someka

      Hi Edith,

      You can remove the logo or replace it with your own logo for each sheet. For Free Versions, you are not allowed to remove the logo or alter any copyrighted material in the template.
      You can do it in the full version. Please check how to do that in this link.

      how-to-remove-someka-logo

  12. Cosmo

    Nice! what is the difference between single user excel and multi user excel?

    • Someka

      Hi Cosmo,

      About our license details, our single-user license is for personal use only. With the multi-use license, you will have the right to share the file with your colleagues in the same organization and/or put your file on your company’s network for internal use.
      But you will still not be allowed to put it on websites with public access or re-sell them or share them with third parties.
      To learn more about our license details, please click here.

  13. Shanna H

    On summary, charts are good but I want to change their format type? how is it possible?

    • Someka

      Hello Shanna,

      By default, we do not add a feature to change chart type but you can do that using the Excel function easily.
      Just select the chart -> Go to Design Tab-> Click Change Chart Type. You will see all available charts for the data we’ve visualized and change the chart design as you see fit!

      Hope this helps! Otherwise please do not hesitate to contact us with any of your questions.

  14. Mohanvel

    great work

  15. Judit St

    I want to make modifications but can not see formulas sheet

    • Someka

      Hello Judit,

      After purchasing our products, you may unlock your sheets and workbook with the password sent to you inside the folder and then make any modifications.

      If you want to change the calculations, please display sheet tabs and unlock your workbook, and then right-click on one of the tabs and click “Unhide”. You will find a “Calc” sheet, where we keep our calculation database.

      employee-training_Calc

      Hope this helps!

  16. Thomas

    Really cool template! Thanks guys

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