Once records are uploaded, automatic expiry alerts can be sent to employees, supervisors, and managers to help ensure your employees’ training is always up to date.
Stay ahead of expiring training with automated reminders from our system. Employees, supervisors, and administrators can receive email alerts 90, 60, and 30 days before any certification or training expires, helping to ensure that nothing falls through the cracks.
Expiring course notifications can also be viewed via:
A key element of an effective training program is having clear, real-time visibility into progress across your entire organization. With BIS Safety Software’s advanced reporting tools, you can instantly access detailed insights on training status, identify missing or expiring certifications, and address key gaps before they become a risk. Best of all, you can access it with a single, streamlined platform.
Comprehensive, on-demand reporting enables you to track compliance with precision, assign training efficiently, and demonstrate due diligence. By turning complex data into actionable insights, you ensure your workforce stays prepared, compliant, and safe, without the need for disconnected spreadsheets or manual tracking.
Ensuring your workers are properly trained can have tremendous benefits:
Many organizations start building a training tracker using a spreadsheet “Matrix” (listing Employee Names on the Y-axis and Certifications on the X-axis).
While effective for small teams, manual trackers pose significant compliance risks for larger workforces:
No Auto-Alerts: Excel cannot email you 30 days before a license expires.
Version Control: It is difficult to know if you are looking at the most current training data.
Evidence Gap: A spreadsheet cell might say “Trained,” but it doesn’t instantly pull up the signed attendance sheet or digital certificate required during an OSHA audit.
Many organizations start building a training tracker using a spreadsheet “Matrix” (listing Employee Names on the Y-axis and Certifications on the X-axis).
While effective for small teams, manual trackers pose significant compliance risks for larger workforces:
Retention periods vary by regulation and jurisdiction, but the golden rule in safety management is “Duration of Employment + Retention Period.”
Generally, the record management lifecycle consists of five distinct phases: Creation, Distribution, Use, Maintenance, and Disposition.
In the context of Safety Compliance, mastering these stages is critical for avoiding liability:
Support your health & safety management system with one convenient safety app.
With BIS Safety App you can access:
Download and store your training certificates on any smart phone or tablet.
Contains over 20 pages of insights, including:
Use the Training Matrix to configure the automatic assignment of online courses when training records expire.
Schedule automated emails containing reports on upcoming training expirations for users and topics.
Instantly update training gap reporting by allowing uploaded training records to satisfy training requirements.
Access employee training record details from any smartphone, iPad, or Internet-ready mobile device.
Make the setup process easy by instantly upload thousands of training records directly into the system using Excel.
Reduce admin costs by allowing employees to upload records directly to their account for review/approval.
Our advanced Training Matrix feature allows you to quickly and easily customize training for each role and location in your company. All you have to do is enter a list of unique company roles (e.g. Driver) and a list of required training topics (e.g. WHMIS and TDG). Our Training Management Software uses this information to automatically generate a training matrix for your company. To assign training to roles, simply click on the boxes where the role and required training intersect. It’s that easy!
Want to set training requirements not only by role but by location as well? No problem. Our Training Management Software allows you to drill down into your company to customize training requirements by location in addition to role. So even if, for instance, drivers in one location need long haul training but drivers in other locations don’t, our system can handle it.
Want to stipulate which courses you will accept for each training topic? We have you covered! Enter the training topic (e.g. First Aid), then choose which training provider (e.g. ABC Inc.) and format (e.g. classroom) you will accept. Only training that meets these requirements will be accepted.
Our cloud-based employee tracking management software will also automate notifications for expiring courses to workers, managers, and system administrators. This way, everyone knows where each department, region, or location stands in terms of compliance for their training requirements.
Tired of trying to track down training records? Frustrated by having records and certificates stored in multiple places? We can help.
Our online training management software not only tracks and manages training records and certificates for courses completed through our LMS, but it also stores, tracks, and reports on training completed in the classroom, in the field, or on another system!
Using a convenient Excel upload feature, within minutes you can create hundreds of user accounts and upload thousands of training records. Once uploaded, you can sort the records by first name, last name, course title, training provider, completion date, or expiry date. You can even upload copies of training certificates for each training record.
Once you have assigned required training to all employees, it’s important to follow up to ensure that training is completed. With just one click of a button, you can run a training gap analysis report to determine which individuals are behind in their training. This Microsoft Excel formatted report provides details of the individuals’ first and last name, their company location, and the training topic(s) that needs to be completed.
File compatibility can sometimes hold back organizations. To keep you moving forward, BIStrainer uses an Excel-compatible data management system, making it one of the fastest ways for your company to go paperless. Simply upload your company’s spreadsheet information, and our system will centrally manage important data for you and output XSL or CSV files upon request.
Excel spreadsheets allow you to:
Excel-compatible data management and reporting creates seamless communication between our training management software and the spreadsheet files currently used by your various departments.