Compliance oversight
Know who is in date, at a glance.
A live training matrix for every person and every required course. Set requirements by role, verify completions and export evidence when it is asked for.
| Person | Safeguarding | First aid | Fire safety | GDPR | Manual handling |
|---|---|---|---|---|---|
Amira K. Care lead | In date | In date | Due | In date | In date |
Ben T. Support worker | In date | Overdue | In date | In date | In date |
Chloe R. Support worker | Due | In date | In date | In date | In date |
Dev P. Admin | In date | - | In date | In date | - |
Illustrative example.
One connected training journey
From a job role to evidence you can see.
Requirements, learning and verification feed the same team picture. Each step gives the next one something to work with.
- 01
Start with the role
Set mandatory training by job role once. New starters inherit what they need and their due dates from their start date.
- 02
Learning becomes a record
WorkplaceHero course completions feed straight into the training record. In-house or external training follows the same journey once evidence is submitted and verified.
- 03
Managers verify proof
A manager checks the evidence for non-platform training before it clears the requirement. A self-report alone never marks it complete.
- 04
Live status in the matrix
Completion dates and renewal periods become an in-date, due or overdue status whenever you open the matrix. Managers see their reports; owners see everyone.
- 05
Renewal stays in view
Reminders nudge people before training lapses, turning an approaching expiry into the next learning action rather than an overdue gap.
- 06
Records become proof
Bring the team's training records and evidence together for an inspector or auditor, without piecing the picture together in a separate spreadsheet.
When renewal comes around, the journey continues with the next completion and verification. The matrix reflects the current dates.
The connection goes beyond compliance
An appraisal objective can lead to a course. Its completion comes back into the review.
With Passport for Teams: Performance, link objectives to courses and see completion in the appraisal. Personal learning and reflections have their own home in Passport.
Questions, answered
What counts as required training?+
Anything you set: WorkplaceHero courses, in-house sessions or external certificates. Give each one a renewal period, guidance and a policy link, then assign it to the job roles that need it.
How is compliance worked out?+
Status is calculated live from completion dates and renewal periods every time you open the matrix, so it never drifts out of date.
Can staff mark training as done themselves?+
Staff can submit a completion with evidence, but it only counts once a manager verifies it. Self-reports are never treated as evidence on their own.
Do new starters inherit the right training?+
Yes. Requirements are linked to job roles, so anyone given a role picks up its training and due dates automatically.
Which plan includes the training matrix?+
Compliance tracking is part of every paid Passport for Teams plan, starting with Essentials at £2 per person a month plus VAT. Free workspaces are for course training only.