Planner · WTR 1998
Staff holiday planner
A leave record per person with entitlement, carry-over and every request approved, a team planner a quarter per page, and the 2026 and 2027 bank holidays by nation. As a PDF, Word and an Excel workbook.
Free download · Editable PDF
Free training matrix template
A training matrix shows who holds which card or course and when each one expires. This one is an Excel workbook that turns a date amber at sixty days and red when it has passed, with an editable PDF and a Word version, free to use and reuse.
- Format
- Editable PDF, Word and Excel
- Pages
- 3
- Built on
- MHSWR 1999 regulation 13
- Cost
- Free, always
What is in the training matrix template
3 pagesThe matrix
One row per person and a column per course: CSCS or CPCS card, site induction, first aid at work, asbestos awareness, manual handling, working at height, abrasive wheels, IPAF or PASMA, fire marshal, and columns for your own. In Excel, expiry dates colour themselves.
The training record
One page per person: the cards held with their numbers and expiry, every course with its provider, date, expiry and certificate reference, and the training needs identified with the date each is booked.
Training needs by role
A grid of roles against courses. Tick what each role must hold, and a new starter in that role is assigned the ticked courses on day one.
The courses sheet
In Excel, the courses the matrix tracks with how long each is valid for where a scheme or HSE sets it: five years for most CSCS cards, three for first aid at work.
What the law says about training
Checked against the sourceThe employer’s duty
Every employer provides adequate health and safety training on recruitment, and on being exposed to new or increased risks, repeated periodically where appropriate, during working hours.
Management of Health and Safety at Work Regulations 1999, regulation 13On a construction site
A contractor must not employ or appoint a person to work on a construction site unless that person has, or is in the process of obtaining, the necessary skills, knowledge, training and experience.
CDM 2015, regulation 15(7)Appointing a contractor
A designer or contractor must have the skills, knowledge, experience and, for an organisation, the organisational capability for the work. Whoever appoints them takes reasonable steps to satisfy themselves of it.
CDM 2015, regulation 8First aid
The first aid at work certificate is valid for three years, after which the person requalifies.
HSE L74, First aid at workCards
Most CSCS cards are valid for five years, and the CITB health, safety and environment test must have been passed in the two years before applying.
CSCSHow to use it
Fill the matrix from the certificates
Write the expiry date in each box, from the certificate rather than from memory. In Excel the box turns amber sixty days before the date and red once it has passed.
Set what each role needs
Tick the courses a role must hold on the training needs grid. The gaps for a person show against their role, which is what an auditor or a client’s pre-qualification asks for.
Book before the amber turns red
Review the matrix monthly and book the course while the ticket is still in date. In Unibuild the training matrix does this itself: every ticket is amber before it expires, and the course can be taken in the staff app.
Asked most often
Questions about
Questions about
this template.
Is this training matrix template free?
Yes. It is free to download, use and reuse, including on paid work and for clients, with no sign-up and no email address. The Excel workbook, the editable PDF and the Word version are all free.
What should a training matrix include?
Every person, every card and course the work needs, and the date each one expires or was last done. The useful additions are the role each person holds, so gaps show against what the role requires, and the certificate reference, so the evidence can be found when it is asked for.
Is a training matrix a legal requirement?
The matrix itself is not named in law. The training is: regulation 13 of the Management of Health and Safety at Work Regulations 1999 requires adequate training on recruitment and on new risks, repeated periodically. A matrix is the usual way to show that it happened and when it is due again.
How long is a CSCS card valid?
Most CSCS cards are valid for five years. To renew, the holder needs the CITB health, safety and environment test passed within the two years before applying, and the qualification the card requires. Check the scheme’s own rules for the card type.
How often should asbestos awareness training be refreshed?
HSE expects asbestos awareness to be refreshed regularly, and many firms do it every year, so the matrix carries a yearly column. The law requires adequate training for anyone liable to be exposed; it does not set a fixed interval. Change the column to match your own policy.
Does the Excel version highlight expired training?
Yes. On the Matrix sheet and the Training record sheet a date within sixty days turns amber and a date that has passed turns red, and each person’s row counts how many courses are expired or due. The workbook works in Excel and in the free spreadsheet programs that open Excel files.
Can I add my own courses?
Yes. There are blank columns on the matrix and blank rows on the courses sheet, and the Word version is a plain table you can change. Keep the column headings on the Matrix sheet in step with the courses sheet.
How does Unibuild keep a training matrix?
Without the spreadsheet. CSCS cards are checked against the register rather than typed in, e-learning is taken in the staff app and the certificate lands on the training matrix itself, required courses are set per role so new starters are assigned them, and every ticket turns amber before it expires.
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Check sheet · CDM 2015 regulation 8
Subcontractor approval check sheet
The checks before a subcontractor goes on the approved list: Companies House, CIS verification, insurance, SSIP, the policy, RAMS, competence, right to work, the reverse charge and bank details, then the decision, the register and the review log.
Order · raised against the job
Purchase order
The order number, supplier, delivery address and job reference, the items with quantities and prices, the VAT treatment, the approval before it is sent, and a guidance page on matching the invoice to the order and the goods received note.
Next step
The same records,
The same records,
without the paper.
On the platform these stop being sheets. The check, the person, the date, the signature and the action that followed are recorded as the work runs and retrieved by site.