Service Charge Budget Excel
Budget, levies, arrears & sinking fund for OMCs
- Budget in the 9 categories of the MUD Act, vs actual
- Levy per unit from the lease share or floor area
- Arrears aged 0–30 / 31–60 / 61–90 / 90+ days
One-off purchase – no subscription
Training Matrix Template Excel
Safe Pass, CSCS & training expiry register for Irish contractors
€69incl. VAT
Who holds which ticket, until when – and what to book next
9sheets
20courses with expiry dates
0macros
- Matrix of every person × course with the expiry date in each cell
- Safe Pass, CSCS, PHECC FAR and 17 more courses – validity editable
- Requirements by role show the gaps automatically
- Warnings before expiry, with extra lead time for CSCS cards
- Renewal plan and 12-month training budget, built automatically
- Subcontractor and agency operatives with compliance per company
STARTSETTINGSREQUIREMENTSSTAFFTRAINING RECORDSTRAINING MATRIXRENEWAL PLANSUBCONTRACTORSDASHBOARD
Found an error in the template? We'll fix it – or refund you.
A training matrix that warns you before a Safe Pass or CSCS card runs out
Record every certificate once. The matrix shows who holds what and until when, the gaps against each role, and a renewal plan with the cost of the courses you need to book.
On most Irish sites the question is simple: does everyone here hold a valid Safe Pass, and the right CSCS card for the machine they drive? The answer usually sits in a folder of photocopied cards, a few spreadsheets and somebody's memory – until a client audit, a tender or a site visit asks for it, or a card quietly expires.
This workbook turns those records into a training matrix. Enter one line per certificate: the expiry date is calculated (Safe Pass 4 years, CSCS 5 years, PHECC First Aid Response 2 years and so on – all editable) and appears in the matrix, coloured green, yellow or red. Requirements by role show what is missing, a renewal plan lists what to book with the estimated cost, and subcontract and agency operatives are covered too.
Without a template
- Copies of cards in a folder, expiry dates nobody checks
- A Safe Pass or CSCS card lapses and the operative is stood down
- No quick answer when a client asks for a training matrix
- Subcontractors' operatives never checked at all
With ExcelGrand
- One line per certificate – expiry calculated automatically
- Yellow warning weeks ahead, longer for CSCS cards
- A colour-coded matrix and dashboard ready to send
- Subcontractors on the same matrix, with compliance per company
What's in the file
START
Key figures, quick links and a step-by-step guide.
SETTINGS
Company, warning window, Safe Pass renewal route (renewal test or course), CSCS New Entrant validity, 20 courses with validity, book-ahead days and cost, training providers and sites.
REQUIREMENTS
Role × course grid: R = required, O = optional. Drives the gaps in the matrix.
STAFF
Employees, subcontract and agency operatives with role, site and status – required, valid, missing, compliance and next expiry.
TRAINING RECORDS
One line per certificate or card: completed, expiry, status, provider, certificate number, cost, on file, booked for.
TRAINING MATRIX
Person × course grid with the expiry date of each current certificate, GAP, Booked and totals per course.
RENEWAL PLAN
Certificates to renew (soonest first), missing required training and a 12-month renewal budget.
SUBCONTRACTORS
Companies on site, safety statement, insurance expiry and how many of their people are compliant.
DASHBOARD
Compliance, expired, due soon and gaps, with charts by course, company and month.
Take a look inside
Specifications
Format.xlsx
RequiresExcel 2016+ / Microsoft 365
Sheets9
Capacity80 people · 400 records · 20 courses · 16 roles
AlertsExpired, due soon and missing – per person and course
MacrosNone
Who is it for?
- Building & civil contractors
- Electrical & mechanical firms
- Facilities management companies
- Manufacturing & warehousing
- Safety advisers & HR
Frequently asked questions
What is a training matrix?
A table with your people in the rows and the training they need in the columns. Each cell shows whether the person holds that course and until when, so gaps and expiring certificates stand out. In this workbook the cells show the expiry date of the current certificate, coloured green, yellow or red, and GAP where a required course is missing.
How do I create a training matrix in Excel?
List your courses with how long each certificate lasts, decide which roles need which course, list your people with their role, and record each certificate with its date. Formulas then calculate the expiry dates, look up the current certificate for each person and course, and colour the result. The template has all of this built in – you only fill in the blue cells.
How long does a Safe Pass last?
Four years – the expiry date is on the card. It is renewed with the SOLAS renewal test (booked in your SOLAS account, sat at a Pearson VUE centre) or the one-day course, also after it has expired. The workbook warns you 60 days ahead.
Is manual handling every 3 years?
The regulations do not set a fixed period. Refresher training every three years is common practice in Ireland and many providers issue certificates on that basis, but retrain sooner if tasks, loads or equipment change or after an incident. In the workbook the validity of each course is simply a number of months you can change.
Is there a free training matrix template in Excel?
Yes – several sites offer free, general training matrix spreadsheets. This one is built for Irish sites: Safe Pass, CSCS cards, PHECC First Aid Response and other common courses, requirements by role, subcontractor operatives, a renewal plan with costs and a dashboard – with sample data so you can see it working.
Does it make us compliant?
No workbook can do that. It helps you keep clear, dated training records and see what is missing or expiring, but it does not check that a card is genuine and it does not replace your Safety Statement, a competent safety adviser, SOLAS or the HSA.
Guide for this template
- How Long Does a Safe Pass Last? Renewal Rules and Crew RecordsFour years from the course date – after that the card is not valid on site. How to renew by test or one-day course, what to do when a card has lapsed or gone missing, and how a contractor keeps track of a whole crew.
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Training Matrix Template Excel
Safe Pass, CSCS & training expiry register for Irish contractors · €69
Training matrix template in Excel for Irish contractors – Safe Pass, CSCS and training records
A training matrix template gives you a staff training matrix and a training register in one: who has done which course, when it expires and what is missing for their role. This Excel version is set up as a health and safety training matrix for construction and related trades, with Safe Pass expiry, CSCS card renewal every five years (two years for New Entrant cards), PHECC First Aid Response, manual handling, working at heights, abrasive wheels, confined space and more.
Use it as your training records template in Excel: one line per certificate with provider, card number and cost, and a skills matrix view that is ready for a client audit or tender. The renewal plan shows which Safe Pass renewals and other refreshers fall due, so you can book them in time and budget for them – Safe Pass renewals at the renewal test fee or the course price, as you choose.
Training Matrix Template Excel€69