GlobalHuman Resources/Employees

Mandatory Training Matrix & Compliance

Name: Mandatory Training Matrix & Compliance
Price: 39 USD

Role-based mandatory training matrix, completion/expiry tracking, cert-expiry alerts, compliance rate

Odoo 20.0Odoo 19.0Odoo 18.0

Compatible with Odoo 18.0 · 19.0 · 20.0

OPL-1 license · 35+ languages · Community & Enterprise

Mandatory Training Matrix & Compliance

Role-based mandatory training matrix, completion/expiry tracking, cert-expiry alerts, compliance rate

Mandatory Training Matrix & Compliance builds a reusable training course library, attaches it to job positions, and tracks each employee's completion and certificate expiry automatically. A heat-map matrix and a role-based gap list show managers exactly where the organisation is exposed, while a daily cron warns managers before a mandatory certificate lapses.

Key Features

Training Course Library

Maintain reusable courses with a category (safety, compliance, technical, onboarding, soft skill or other) and a validity period in months that governs when a completed course must be renewed.

Per-Job Training Requirements

Define, per job position, which courses are required and whether each is mandatory (a hard compliance requirement) or merely recommended.

Employee Training Records

Track each employee's completion date and certificate number per course; a record with no completion date is automatically classified as Missing.

Live Compliance Engine

A pure-python, unit-tested engine derives expiry date from completion date plus course validity, classifies each record as valid, expiring soon, expired or missing, and computes an organisation-wide compliance rate.

Heat-Map Matrix & Gap List

Colour-coded list and pivot views of employee by course let managers see exposure at a glance, plus a role-based gap list of the mandatory trainings any employee is missing, expired on, or about to expire.

Cert-Expiry Cron Alert

A daily scheduled action raises an activity for the employee's manager whenever a mandatory certificate is expiring soon or has expired, without repeating a fresh reminder every run.

Auditable Compliance Runs

Generate a point-in-time snapshot of the whole organisation's compliance rate, frozen at the run date even if the underlying training records are edited afterward.

Role-Based Access

HR managers get full configuration and reporting access, while every employee can see their own training status read-only from their employee record.

Use Cases

✓See at a glance which employees are missing a mandatory safety or compliance course for their job

✓Get notified automatically before a mandatory certification expires instead of finding out during an audit

✓Produce a compliance rate snapshot for a specific date to answer what our training compliance looked like last quarter

✓Give every employee self-service visibility into their own training status without exposing anyone else's records

✓Distinguish mandatory training requirements from merely recommended ones per job position

Screenshots

01 Compliance Matrix List

03 Non Compliant Gaps

04 Compliance Run Form

05 Course Library

Why Choose This Module

Training compliance usually lives in a spreadsheet that is out of date the moment it is exported. This module keeps completion, expiry and job-level requirements in one place, computes the compliance rate live, and proactively alerts managers before a lapse becomes an audit finding, with a historical snapshot to prove the point later.