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The Best Guide On How to Create a Training Tracker In Excel

benefit of excel templates excel excel charts Jun 14, 2023
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Are you looking for a solution to stay on top of employee training? 

Look no further than this article. Today, we'll teach you how to create a training tracker in Excel. This way, you can easily monitor employee progress.  

Read on as we cover the following:

  • What Is a Training Tracker in Excel?

  • Steps on How to Create a Training Tracker in Excel

  • Simple Sheets Employee Training Tracker Excel Template

  • Final Thoughts on How to Create a Training Tracker in Excel

  • Frequently Asked Questions on How to Create a Training Tracker in Excel

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What Is a Training Tracker in Excel?

A training tracker in Microsoft Excel lets you manage and monitor employee training programs within an organization.

A training tracker allows you to maintain employee records related to training courses. You can use it to document training hours, dates, job titles, and facilitators, among other details. 

Moreover, an employee training tracker provides a structured format to keep track of training completion, monitor progress, and generate reports for analysis and decision-making purposes.

Steps on How to Create a Training Tracker in Excel

You can efficiently record and manage important employee training data using Excel. Here are the steps to create a training tracker in Excel:

  1. Open Microsoft Excel.

Open workbook.

  1. Create a header for employees' training courses and statuses.

Create headers

  1. Fill in the training course column.

Fill the first header.

  1. Select the cells under the status column, select the data tab, and choose the data validation tool.

Select the cells under the status column, click the data tab, and click the data validation tool.

  1. Click the allow drop-down and choose List from the options.

Click the allow drop-down and choose list in the data validation dialog box.

  1. Type your data validation source and click the OK button.

 Type your source for data validation and click the OK button.

  1. Excel will insert a drop-down menu under the status column.

Excel will insert a drop-down menu beside your status column selected cells.

  1. Go to the Insert tab, select your range of data, and click Table.

Go to the insert tab, select your data range, and click Table.

  1. In the create table dialog box, click the OK button.

In the create table dialog box, click the OK button.

  1. Create a new table.

Create a new table.

  1. Select a cell in the training count column and use the COUNTIF function to determine the count.

Select a cell in the training count column and use the COUNTIF function to determine the count.

  1. Apply the same method for the remaining empty cells in the training count column but change their criteria.

Apply the same method for the remaining empty cells in the training count column but change their criteria.

After completing the training tracker, you may also add charts to include more context to the training tracker.

After completing the training tracker, you may also add charts to add more context to the training tracker.

Simple Sheets Employee Training Tracker Excel Template

Using Excel to keep track of training can be helpful. You can record your training courses while ensuring everyone meets their goals. Consequently, you can stay on top of your training program.

If you find this template helpful, explore our other HR Excel templates, such as Employee Performance AppraisalHR Metrics Dashboard, and Organizational Chart.

Training and development bring numerous benefits to organizations. Moreover, using Excel to track progress can boost your program's effectiveness. 

Employee training schedule template, employee training plan, employee progress, training budget

 

Visit Simple Sheets for more easy-to-follow guides and examples, and read this blog post's related templates section.

For the most straightforward Excel video tutorials, subscribe to Simple Sheets on Youtube!

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Frequently Asked Questions on How to Create a training tracker in Excel.

Is the learning management system similar to a training tracker?

An LMS has more features and does some things automatically, but a training tracker makes it easier to keep track of training activities.

How can I protect the training tracker from accidental changes?

To protect the training tracker from accidental changes, do the following steps below:

  1. Go to the Preview tab.

  2. Click Protect Sheets or Protect Workbook options.

  3. Set a password or permission so only certain people can make changes.

How can I highlight the employees who completed training automatically?

By using conditional formatting, it is possible to highlight training that has been completed automatically based on the completion status column.

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