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I need a detailed spreadsheet to track employee training. The spreadsheet should handle the following: - Training Completion Status - As detailed in the email I will send - Automatic date renewal and frequency Ideal Skills: - Proficiency in spreadsheet software (Excel, Google Sheets) - Experience in creating automated tracking systems - Attention to detail and accuracy am also interested in a quote please for our training matrix for employees. What we do with this is we add in the training, there is a rag rating and a frequency set at the top which I needs changing to that it goes red when its expired, orange within 3 months and green until that point regardless of the frequency set, leave the frequency as this is an important part, we also want an option of NFA and N/A for people who don’t need to do the training again. Additions to the document please would be a percentage at the top of each training course, so unless it says NFA we can see how many people are outstanding, and also with this a dashboard TAB which reports all of what happening on the TAB’s for example, it shows the percentages of each tab and course for each service, it shows how many squares are incomplete for each service. I have provided a blank copy of what we currently use which needs amending, we use multiple versions of this so it would need to be able to be duplicated, some services are one 1 tab and not multiple so they would need to have a dashboard for that. So, in theory it might be 2 versions required, 1 version with only 1 tab as 1 service, and one with multiple tabs, I have given a black version of the template we have been using, attached to see the amends needed to the existing document and can I have a price please, as I would like this completed as soon as possible. On the names, we link there name to their personal file so we can store the training certificates.
Project ID: 40492947
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30 freelancers are bidding on average £21 GBP for this job

Automating your RAG training matrix... I see you need to upgrade your existing training spreadsheet with automated RAG expiration tracking, percentage dashboards, and clickable certificate links across two different versions. Here is my exact execution plan to automate this workflow for you: RAG & Frequency Logic: I will configure strict conditional formatting to automatically shift cells to Red (expired), Orange (<3 months), or Green based on your frequency rules, perfectly handling the NFA and N/A exclusions so your metrics stay accurate. Dynamic Dashboard: I will build the summary tab using dynamic arrays to automatically calculate the exact percentages and flag outstanding incomplete squares for each service without requiring manual data entry. Hyperlinking & Handoff: I will write the formulas to link the employee names directly to their personal files, and deliver both the 1-tab and multi-tab versions so you can duplicate them endlessly. Budget & Timeline: Based on my £14.50/hr senior rate, I will deliver both fully automated versions of the workbook for £20 GBP within 24 hours . Quick question: For linking the names to their personal files, are these files stored on a local shared network drive, or are they hosted on a cloud service like SharePoint or Google Drive?
£20 GBP in 1 day
7.1
7.1

Hello, I am an Excel/Google Sheets specialist who will upgrade your training matrix with automatic RAG status (green = current, orange = expires within 3 months, red = expired) driven by frequency and last completion date, plus options for NFA and N/A. I will add a percentage complete per course (excluding NFA), create a dashboard tab showing percentages and incomplete counts for each service/tab, and keep names linked to personal files for certificate storage. I will deliver two versions: (1) single‑tab (one service) and (2) multi‑tab (multiple services), both easily duplicable. Please share your blank template and any frequency examples to begin. Regards, Zafar
£20 GBP in 1 day
6.3
6.3

Hi, I can enhance your training matrix with automated RAG status (Green, Orange within 3 months, Red when expired), automatic renewal dates, NFA/N/A options, completion percentages, and a dashboard summarizing training compliance across all services and tabs. I can also create both single-service and multi-service versions while maintaining links to employee training records and certificates. Best, Muhammad
£20 GBP in 1 day
5.8
5.8

I have done a similar project a week ago. I am sure you will give me more projects after this. I am interested to do this project too and ready to complete this within the timeline. Kindly check my profile to see all rating and reviews given by clients. Hoping to hear from you soon. Payment after completion.
£15 GBP in 1 day
5.1
5.1

Hi, this fits well with the kind of Excel automation I handle. Your real need is not just data entry, but a reliable training matrix that shows expiry status clearly, calculates outstanding training, and gives managers a quick dashboard view across one or multiple service tabs. I would start by reviewing your current template and mapping the rules for expiry, NFA, N/A, RAG colours, linked employee files, and course percentages. The main risk is formulas or conditional formatting breaking when the file is duplicated, so I would keep the logic clean, reusable, and easy to copy for both single-tab and multi-tab versions. I can amend the existing workbook, add the dashboard tab, and make the status rules easy to maintain going forward. Thanks!
£50 GBP in 7 days
3.9
3.9

Hello, I can provide a FREE sample training matrix setup right away so you can test the RAG logic, renewal dates, and dashboard before hiring. Your Excel file needs expiry rules, NFA and N/A options, course completion percentages, outstanding counts, linked employee names, and dashboard reporting across single-service and multi-tab versions. With strong experience in Excel automation, formulas, conditional formatting, and training trackers, I can amend the template accurately. Come inbox and I’ll start the sample. Thank you!
£20 GBP in 1 day
2.5
2.5

Hi, I've read through your description carefully and can build exactly what you need. Here's my understanding of the scope: • RAG conditional formatting (green until expiry, orange within 3 months, red when expired) — regardless of frequency setting • NFA and N/A options that exclude employees from the completion percentage • Percentage completion shown at the top of each training course • Dashboard tab summarising percentages per course and per service, plus outstanding counts • Two versions: one with a single service tab, one with multiple tabs — both with their own dashboard logic • Designed to be duplicated easily for different services A quick question: will you be sending me the blank template you mentioned, so I can build directly on your existing structure? Ready to start immediately. Best, Ann-Christin
£20 GBP in 2 days
2.3
2.3

Hi there, this is Lucky. I can help with this task accurately and efficiently. I have experience handling PDF conversion, structured data entry, and Excel-based projects with strong attention to detail. I always ensure formatting consistency, data accuracy, and timely delivery. I’m ready to start immediately and can provide a small sample if needed. Thank you for your time and consideration. Best regards, Lucky
£15 GBP in 7 days
0.0
0.0

I have strong experience building automated spreadsheets and data tracking systems. For this project I will design a clean organized layout with automatic date renewal formulas, data validation, and conditional formatting for easy monitoring. I deliver professional well-tested files with clear documentation and responsive communication.
£15 GBP in 7 days
0.0
0.0

I've recently worked on projects involving data tracking systems and automated spreadsheets to streamline operations and improve accuracy. I can help you achieve a detailed training tracker spreadsheet that automatically renews dates, indicates completion status, and highlights expirations. Success for you will mean efficient tracking, color-coded indicators for expiry, and a dashboard for easy monitoring. Based on your requirements, I would approach the project by creating a user-friendly, scalable spreadsheet with automated features and detailed reporting. Clear communication, structured execution, and attention to detail will ensure a reliable delivery. As I am establishing my reputation on this platform, your project will receive my full attention, proactive communication, and a commitment to a successful outcome. I'd be happy to discuss further details and share ideas to enhance your training tracking system. Regards, stPatrickMoloedi
£10 GBP in 7 days
0.0
0.0

LET'S MAKE SURE YOU ONLY BUILD THIS ONCE. Managing employee training efficiently is crucial. I understand the importance of accurate tracking and automated systems to streamline the process. Here's how I can help: 1. I will create a detailed spreadsheet to track employee training status with automatic date renewal and color-coded expiration alerts. 2. Implement a rag rating system and include options for NFA and N/A. 3. Add a percentage completion feature for each course and a dashboard tab to provide a comprehensive overview of training progress. 4. Ensure the spreadsheet is easily duplicable for multiple versions and adaptable for services with one or multiple tabs. With a 5-star rating for strong communication and a focus on long-term relationships, I guarantee fast response times and attention to detail. How can I assist you further with this project? Best, Kurt
£10 GBP in 7 days
0.0
0.0

I'm an Excel expert specializing in automated HR dashboards, making me your ideal candidate. I will seamlessly upgrade your template with: • Dynamic RAG formatting (Red=expired, Orange=<3mo, Green) • NFA/N/A exemptions & automated completion % headers • Master Dashboard for single & multi-tab versions • Hyperlinked names for easy certificate access I work swiftly and accurately. Let's build your perfect tracker today!
£15 GBP in 7 days
0.0
0.0

Hello, I can help enhance your training matrix and create an automated Excel solution that includes RAG status tracking, renewal date calculations, NFA/N/A options, completion percentages, and a dashboard summarizing training compliance across services. I have experience working with Excel formulas, conditional formatting, dashboards, and automated tracking systems. I'll ensure the template remains easy to duplicate while supporting both single-service and multi-service versions. I'd be happy to review the current template and provide a fixed quote and timeline after a quick assessment. I am available to start immediately and look forward to discussing the project further. Thank you.
£10 GBP in 5 days
0.0
0.0

Hi, I've read through everything carefully — here's exactly what I'll build: ✅ Auto RAG rating: green until expiry, orange within 3 months, red when expired — regardless of frequency set ✅ NFA and N/A options for exempt employees (excluded from completion %) ✅ Completion % displayed at the top of each training course column ✅ Auto date renewal based on the frequency set per course ✅ Employee names hyperlinked to personal files for certificate storage ✅ Dashboard tab showing completion % per course and service, plus incomplete counts per service ✅ Two versions delivered: single-tab (one service) and multi-tab — both with their own dashboard and built to be easily duplicated Just send over your blank template and the email details, and I'll get started right away. No payment until you're fully satisfied with the deliverables.
£10 GBP in 2 days
0.0
0.0

Hi, I can update your training matrix and build the RAG logic you described. I have already prepared a small sample training tracker with: - automatic Red / Orange / Green status based on expiry date - Orange when training expires within the next 3 months - Red when expired or incomplete - NFA and N/A exclusions from completion percentages - service-level dashboard - employee-by-course matrix view - certificate link column - a short handoff note explaining how to update it For your file, I would adapt the formulas to your existing template rather than forcing a new layout. I can prepare the single-service version and the multi-service version, then keep the Dashboard formulas scoped correctly for each version. Bid: £18 Delivery: 1 day Best, Dhhoho Automation
£18 GBP in 1 day
0.0
0.0

Dear Client, I understand the need for a detailed employee training tracker spreadsheet that automatically renews dates, changes color-coding based on expiration, and includes options for NFA and N/A statuses. We recently completed a similar project involving automated tracking systems and detailed spreadsheets. With proficiency in Excel and Google Sheets, I can efficiently create a customized training matrix that includes a percentage completion feature and a dashboard tab for comprehensive reporting. Our attention to detail and accuracy ensures the system will meet your requirements seamlessly. Having delivered successful automated tracking solutions before, I am confident in my ability to handle this project effectively. Is there anything specific you'd like me to focus on first? Happy to discuss the details if this sounds like a good fit. Regards, EthanKCK
£11 GBP in 8 days
0.0
0.0

Hi! Building automated tracking spreadsheets in Excel is straightforward work for me. RAG rating logic, auto-renewal dates based on frequency, NFA/N/A options, percentage completion per course, and a dashboard tab summarizing everything across services — all doable. I'll deliver two versions as you described: one single-tab and one multi-tab, both ready to duplicate for different services. Please send over the blank template so I can work directly from your existing format.
£18 GBP in 72 days
0.0
0.0

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