Employee Competence & Training Matrix

Overview

ISO 9001 Clause 7.2 requires you to determine the necessary competence of people doing work under your control, ensure they are competent, and take actions to acquire necessary competence. This matrix is the standard tool for managing this.

Features

• Role-Based Requirements: Define the required skills for each job role.
• Skill Levels: Rate employees on a scale (e.g., 1=Learner, 4=Expert/Trainer).
• Gap Analysis: Automatically highlight where an employee’s skill level is below the requirement.
• Training Plan: A section to schedule training to close the gaps.
• Expiration Tracking: Track expiry dates for certifications (e.g., First Aid, Forklift License).

How to Use

1. List Skills: List all technical and soft skills required for your operations in the top row.
2. List Employees: List your staff in the first column.
3. Assess: Rate each employee against each skill.
4. Identify Gaps: Look for the red cells (gaps).
5. Plan: Schedule training for the high-priority gaps.