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These tabs track what your staff have been taught, what they have been assessed on, and how they are performing.

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Training

Training records with completion status, scores, and CEU credit tracking. Columns: Employee · Type · Name · Completed · Status · Score · CEU CEU records continuing education credit, which several licence types require for renewal. Keep it populated or you will be reconstructing it at renewal time.

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New Hire Orientations

Onboarding checklists for new employees with ID verification and training milestones. Columns: Employee · Hire Date · Checked · ID Status · Acknowledged · Sent
Sent is not Acknowledged. Issuing orientation materials does not evidence that the employee received and accepted them. Surveyors look for the acknowledgement.

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Competency Assessments

Employee competency assessments with scoring, levels, and reassessment scheduling. Columns: Employee · Category · Status · Level · Score · Date · Reassess Reassess drives the reassessment cycle. A competency assessed once at hire and never revisited does not demonstrate ongoing competence.

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Performance Evaluations

Employee performance reviews with ratings across multiple competency areas. Columns: Employee · Job Title · Evaluation Date · Status Performance evaluation is distinct from competency assessment: competency asks whether someone can perform a task correctly, performance asks how they are doing in the role overall.

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Onboarding a new hire

1

Create the orientation record

Start it from the employee’s hire date.
2

Verify identity

Set ID Status once identity documents are checked.
3

Issue and confirm materials

Mark Sent when materials go out, and Acknowledged when the employee confirms receipt.
4

Complete the checklist

Set Checked once every onboarding item is done.
5

Run the initial competency assessment

Record category, level, and score, then set Reassess.

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Keeping training current

1

Filter competency on Reassess

Anyone past their reassessment date needs scheduling.
2

Check CEU totals against licence requirements

Do this well before credential expiry, not at renewal.
3

Run performance evaluations on schedule

Track them by Evaluation Date and Status.
Training, competency, and credential expiry all run on separate cycles. A recurring rule per cycle in Task Manager is more reliable than one combined reminder.

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Troubleshooting

Credentials and checks

Licences that CEU credit supports.

Survey preparation

What surveyors ask about training records.