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Overview

The Training Matrix is a cross-reference view in SkillsDB that displays training records across your team. Each row represents a skill and each column represents a team member. Each cell shows that person’s most recent training date for that skill, along with a color-coded status indicator. The Training Matrix is distinct from the Skills Matrix. The Skills Matrix shows proficiency grades — how well someone performs a skill. The Training Matrix shows training completion — whether someone has submitted evidence of completing training for a skill, and whether that training is still current. The two views complement each other: proficiency tells you what people can do, and training records tell you when they formally completed training to confirm it. The Training Matrix is most valuable when your organization tracks training against specific skills with regulatory, safety, or certification requirements, particularly where training records have expiration dates that must be monitored. Administrators can view and manage training data for all employees in the organization. Managers can view and manage training data for their direct reports and their full organizational hierarchy. Users designated as Experts for a skill can also access the Training Matrix for the skills where they hold Expert status.

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Navigating to the Training Matrix

The Training Matrix is accessed from the My Team training section of SkillsDB.

1. Select My Team from the left sidebar navigation.
2. In the view dropdown at the top of the page, select Training Matrix.

The page defaults to the Direct Reports tab. Use the tabs at the top of the matrix to switch between scopes.

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Understanding the Matrix

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Reading the grid

The Training Matrix uses a row-per-skill, column-per-person layout:

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Interpreting cell values

Each cell in the matrix shows one of the following states: Expiration alerts take priority over approval status. If approved training is expiring or has expired, the cell shows the Expiring Soon or Expired badge rather than the Approved badge. The training date is still displayed above the badge.

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Selecting a view scope

Three tabs control which team members appear as columns in the matrix: | Direct Reports | Only your immediate direct reports | Managers and Admins | | My Org | Everyone in your full organizational hierarchy | Managers and Admins | | All | All employees in the entire organization | Admins only |

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Filtering and Sorting

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Quick filters

Three toggle filters appear in the toolbar above the matrix:

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Builder filters

The filter panel lets you narrow the matrix by organizational attributes. Select the filter icon to open the panel.

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Managing a Training Record

Clicking any cell in the Training Matrix — except an NA cell — opens the Manage Skill Training panel for that person-skill combination. From this panel, you can view the full training history for that person and skill, submit a new training record, edit a pending submission, or renew an approved record.

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Submitting a new training record

To submit a training record for a person-skill combination:

1. Click the cell for the person and skill you want to update.
2. In the Manage Skill Training panel, select Add training.
3. Complete the training record form:
   • Training Date (required) — Select the date the training was completed.
   • Trainer Name (optional) — Enter the name of the trainer or instructor.
   • Text Evidence (required if configured for this skill) — Provide a written description of the training completed.
   • Attachments (required if configured for this skill) — Upload supporting files. Maximum 5 files, 10 MB each. Accepted formats: .jpg, .png, .pdf, .docx, .xlsx, .txt, .csv.
   • Delegated Approver (optional) — Select a specific approver for this submission. If left blank, the default approver configured for the skill handles the request.
4. Select Submit.

When you submit a training record, the cell immediately updates to show a Pending badge. The designated approver receives a notification to review the submission. When approved, the status updates to Approved and the training date becomes the displayed value in the cell.

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Editing a pending training record

A training record can be edited while its status is Pending — that is, before it has been approved or rejected. To edit a pending record:

1. Click the cell for the relevant person-skill combination.
2. In the Manage Skill Training panel, locate the pending record and select Edit.
3. Update any fields as needed.
4. Select Submit to resubmit the updated record.

Managers and administrators can edit pending submissions for any team member visible in their matrix.

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Renewing an approved training record

When approved training needs to be renewed — for example, when it has expired or is approaching its expiration date — you can submit a renewal directly from the Training Matrix. To renew an approved training record:

1. Click the cell for the relevant person-skill combination.
2. In the Manage Skill Training panel, select Renew on the approved record.
3. Complete the renewal form with the new training date and any required evidence.
4. Select Submit.

When a renewal is submitted, the existing approved record is archived and a new training record is created with a Pending status. The full training history for that person-skill combination is preserved and visible in the Manage Skill Training panel.

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Exporting the Training Matrix

You can export the current Training Matrix view to an Excel file for reporting, audits, or offline review. To export:

1. Apply any filters to scope the matrix to the data you need.
2. Select the Excel button in the top right of the page.

The downloaded file is named Training_Matrix_YYYY-MM-DD.xlsx, where the date reflects the date of export. The export includes all visible rows and columns. Cell values are exported as follows:

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All Activity vs. Training Matrix

The My Team training section offers two views, selectable from the dropdown at the top of the page: Use Training Matrix when you need a broad view of who has completed training for which skills. Use All Activity when you need to review, filter, or take action on individual submissions.

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Common Questions

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Related Articles

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