Tracking Employee Training and Certifications

Michael Maxson

Hello! We are trying to find the best way to track employee training and certifications categorized by department and type of position. Has anyone been working on anything similar that they could share?

TiA!

Paul Newcome

I would suggest trying to keep a master sheet where everyone is listed and has separate columns for department and certification type.

Having one huge master sheet makes it much easier to pull metrics for dashboards and such, and reports can be used to show departmental breakdowns and whatnot.

Paul Newcome

I would suggest trying to keep a master sheet where everyone is listed and has separate columns for department and certification type.

Having one huge master sheet makes it much easier to pull metrics for dashboards and such, and reports can be used to show departmental breakdowns and whatnot.

Andrée Starå

Hi Michael,

Have you looked at these?

https://www.smartsheet.com/marketplace/templates/sales-training-development-guide

https://www.smartsheet.com/marketplace/template-set/team-portal

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Sandy Etherington

Is there a template available for tracking training and certifications that are due annually?

Andrée Starå

Hi @Sandy Etherington

I hope you're well and safe!

Here's one that might work.

https://www.smartsheet.com/marketplace/template-set/healthcare-credential-tracking

Would that one work/help?

I hope that helps!

Be safe and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!