SmartHelping / HR / Google Sheets + Excel
Annual Training Tracker
Track training and annual program completions for up to 499 employees. Record each employee’s training status and date, review five automated reports, and organize a separate workbook for each year.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
Built in Google Sheets, with an Excel version also available.
See the tracker in action
Walk through the setup, entry, and reporting tabs.
A straightforward tracking workflow
Set up the lists. Record progress. Review the reports.
The database-style entry layout keeps the training records together while the reporting tabs organize the results.
1. Define the year and manager
Start on the cover page by entering the tracker year and the manager’s name.
2. Build the dropdown lists
On the Validation tab, enter a unique employee list and a unique list of training programs or tasks required for the year. Multiple programs can be tracked for each employee.
3. Enter training records
Use the Data tab to record Employee Name, Training Plan, Completed (yes/no), and Date. Employee and program dropdowns draw from your Validation lists.
4. Review the results
The reports populate as records are entered. Built-in error checks help identify entries that are missing a date or completion status.
Five automated reports
See who has completed each program and what needs follow-up.
Completion status — Report
Review an alphabetically sorted, unique employee list with completion status for each training exercise. Conditional formatting highlights Yes in green and No in red.
Completion dates — Report2
See the unique employee list together with the date each training exercise was completed.
Incomplete Training
Review employees recorded as No for a given training exercise.
Completed Training
Review employees recorded as Yes for a given training exercise.
Count Completed
See each employee’s total completed, incomplete, and pending programs, together with a supporting visual.
Organize the tracker year after year
Keep a reusable master and a workbook for each year.
The template provides link slots for up to 30 years of annual workbooks, so you can organize access to previous years from the Validation tab.
Prepare the master
Make a copy of the original Google Sheets file, enter the employee and training program lists, and keep that configured file as your master template.
Create the annual copy
At the beginning of each year, make a fresh copy of the master. The dropdown lists are already set up, and the new year starts with a blank tracking sheet.
Link the yearly files
Add each annual Google Sheets link to the available slots on the Validation tab. Each year’s completion records remain in its own workbook.
File formats and setup
Choose the version that fits your workflow.
Google Sheets
The tracker was built in Google Sheets. Use a free Google account to access the file and make your own working copy.
Excel
An Excel version is also available. The original release specifies Office 365 and notes that Office Insiders may be needed for compatibility.
Also included in the HR Tools bundle
Build out your employee management toolkit.
HR Management Templates
Explore spreadsheets for employee data, scheduling, payroll, hiring, performance, and training.
View the HR Tools bundleRelated reporting tool
Explore another Google Sheets reporting template.
Google Sheets Database Reporting
Explore a separate template for reporting from a database using multiple criteria.
View template detailsQuestions before you start
A few useful details.
How many employees can I track?
The template supports up to 499 employees at once.
Can each employee have several training requirements?
Yes. Add the training programs or tasks to the Validation list, then record the relevant employee and program combinations on the Data tab.
What does the 30-year organization feature do?
It provides link slots for up to 30 separate annual workbooks. Create a fresh copy for each year and save its link on the Validation tab.
What appears in the Incomplete Training report?
Employees entered with a No status for the selected training exercise. The Count Completed report also summarizes completed, incomplete, and pending totals.
Does the tracker check for missing information?
Yes. Error-checking logic helps identify entries with a missing date or completion status.
Keep annual training organized
Turn training records into a clear progress view.
Annual Employee Training Tracker — $45, one-time purchase.
