Projects template

Training Compliance & Certification Expiry Tracker

Expiry dates and Current/Expiring/Expired/Missing status per course record, a compliance matrix of people against mandatory courses and a 60-day expiry list.

Sheets 4 Live formulas 375 File .xlsx · 17 KB Category Projects Industry HR & People
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Training Compliance & Certification Expiry Tracker is a free Excel workbook: 4 sheets, 375 live formulas and realistic sample data throughout, 17 KB as .xlsx.

The formulas are printed on this page, unedited, so you can check the method before downloading anything. Swap in your own numbers and the whole file recalculates — which is the part no chat window can hand you. Opens in Excel, Google Sheets, Numbers and LibreOffice; no add-in and no macro.

A look inside

This is a real slice of the Records sheet from the actual file — not a screenshot, and not a mock-up. Cells shown in violet are live formulas, exactly as they arrive.

#EmployeeCourseCompletedValidity (months)ExpiryDays to expiryStatus
4Thomas FerreiraFire safety2025-10-03 00:00:00=INDEX(Courses!$C$2:$C$9,MATCH(B4,Courses!$A…=EDATE(C4,D4)=E4-$B$1=IF(F4<0,"Expired",IF(F4<=60,"Expiring","Cur…
5Sophia BellSafeguarding2024-12-06 00:00:00=INDEX(Courses!$C$2:$C$9,MATCH(B5,Courses!$A…=EDATE(C5,D5)=E5-$B$1=IF(F5<0,"Expired",IF(F5<=60,"Expiring","Cur…
6Jacob DoyleData protection (GDPR)2026-07-29 00:00:00=INDEX(Courses!$C$2:$C$9,MATCH(B6,Courses!$A…=EDATE(C6,D6)=E6-$B$1=IF(F6<0,"Expired",IF(F6<=60,"Expiring","Cur…
7Harry MorganManual handling2025-01-06 00:00:00=INDEX(Courses!$C$2:$C$9,MATCH(B7,Courses!$A…=EDATE(C7,D7)=E7-$B$1=IF(F7<0,"Expired",IF(F7<=60,"Expiring","Cur…
8Jacob DoyleCyber security awareness2026-04-15 00:00:00=INDEX(Courses!$C$2:$C$9,MATCH(B8,Courses!$A…=EDATE(C8,D8)=E8-$B$1=IF(F8<0,"Expired",IF(F8<=60,"Expiring","Cur…
9Jack StewartData protection (GDPR)2025-08-31 00:00:00=INDEX(Courses!$C$2:$C$9,MATCH(B9,Courses!$A…=EDATE(C9,D9)=E9-$B$1=IF(F9<0,"Expired",IF(F9<=60,"Expiring","Cur…
10Oscar MensahSafeguarding2025-05-16 00:00:00=INDEX(Courses!$C$2:$C$9,MATCH(B10,Courses!$…=EDATE(C10,D10)=E10-$B$1=IF(F10<0,"Expired",IF(F10<=60,"Expiring","C…
11Oscar MensahManual handling2026-03-28 00:00:00=INDEX(Courses!$C$2:$C$9,MATCH(B11,Courses!$…=EDATE(C11,D11)=E11-$B$1=IF(F11<0,"Expired",IF(F11<=60,"Expiring","C…
Rows 4 onward of ‘Records’. The workbook ships with sample data throughout so every formula has something to calculate the moment you open it.

What’s in the file

Start hereCoursesRecordsCompliance

What it explains

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