Bulk

Skills matrix software that shows who's competent at what.

The whole plant in one live matrix. Sign off a competency once and the record, matrix and catalogue all update, with evidence ready for an audit.

A manager in a Leadership hi-vis vest pointing at a touchscreen showing the team versatility matrix, while two visiting auditors in blue Visitor vests review it.

Who can run it, on one grid.

Bulk’s skills matrix software is the Versatility Matrix: every active employee down the side, every training program across the top, and each person’s current level where the two meet. The count under each program shows how many people are trained on it today.

Five levels, one square

Not Trained, In Training, Supervised, Competent and Trainer. The square in each cell fills a quarter per level, and a lapsed certification turns the cell red.

Trained means competent and in date

The count under each program includes only Competent and Trainer cells that have not expired. Someone at Supervised has passed but is not counted yet.

Coverage for every person

A bar under each name shows how much of that person’s assigned training is complete and current, so gaps show by row as well as by column.

One change, everywhere

Change a cell and its row bar, its column count and Training Home all update together, because they read the same record.

Every level, backed by a record.

A competency matrix is only useful if its levels mean something. In Bulk every change starts from the cell, and nobody reaches Supervised, Competent or Trainer until a completion is on record.

Start from the cell

Click a Not Trained cell and choose Start Training. Bulk creates the record and the person moves to In Training.

Completion starts the clock

Record Completion takes the date it was passed, lifts the person to at least Supervised and sets the expiry from the program’s validity.

Competent is a separate call

Competent and Trainer are set with Adjust Skill Level, and only once a completion is on record. Bulk refuses anything above In Training before that.

Lapsed cells ask for renewal

When a certification expires the cell turns red and its dialog offers Renew Training.

Open Training, see what is lapsing.

Employee training tracking software should answer the first question on the first screen. Training Home leads with the plant’s compliance rate against an 80% target, then shows what has expired or expires in the next 30 days, which departments are behind and which programs are thinnest.

One rate against a target

Compliance is the share of assigned training that is competent and in date across the plant, shown against an 80% target, with every assignment split into OK, expiring, expired and incomplete.

What needs attention, in order

Needs Attention lists expired certifications first, most overdue at the top, then everything expiring within 30 days, soonest first.

Where the gap is

By Department sorts teams from the lowest compliance up, and Training Gaps names the five programs with the lowest completion.

One record per person, with the proof on it.

Training records software should keep the evidence with the record, not in a shared drive. Open anyone from Records and each of their trainings is a card: requirement, level, completion and expiry, trainer, provider, validity and every certificate held against it.

Status at a glance

Each card shows its requirement, skill level and a Valid, Expiring or Expired pill. Expired cards open already expanded, with Renew now beside the warning.

Certificates on the record

Attach PDF, JPG or PNG files up to 10 MB, as many as a record needs. Removing one only hides it; the file is kept.

Who delivered it

Record the trainer, a Bulk user or a typed name, and the provider, added inline the first time you use it.

The same record in People

The employee’s People profile shows the same trainings on its Training tab, with a compliance summary on the overview.

Renew on time, keep what came before.

Certification tracking software earns its keep in the weeks before something lapses. Bulk works out every expiry from the completion date and the program’s validity, flags it 30 days out, sends in-app alerts at 30 days, at 7 days and again once it has expired, and renews into a fresh window without touching the old evidence.

Expiry is worked out, not typed

Completion date plus the program’s validity in months. Programs without a validity never expire, and the day turns over on the plant’s own calendar.

Warned before it lapses

At 30 days the training shows as Expiring on Home and on the record. Alerts go to the person, if they sign in to Bulk, and to everyone who can view training, at 30 days, at 7 days and again once it has expired.

Renewal opens a new window

Renew Training records the new completion, recalculates the expiry and can take a new certificate. The previous dates and certificate stay in History.

Corrections carry a reason

Edit record fixes dates in the current window and will not save without a reason. Old and new values sit side by side in History and in the audit trail.

Set the rules once, in the catalogue.

Every expiry, count and gap in Training comes from the Training Catalog. Each program has a code, a category, a requirement level and an optional validity in months, and categories group programs under their own colour.

Mandatory, Recommended or Optional

Set how strict each program is. The level travels with every assignment and shows as a chip on each person’s record.

Validity sets the expiry

Give a program a validity in months and every completion gets an expiry. Leave it blank and the training does not expire.

Codes that read at a distance

Bulk generates a code from the name, or you type one of up to 8 characters. The teamboard heat map prints up to 8 characters of it over each column.

Duplicate, deactivate, archive

Copy a program to start a variant, deactivate it to take it off the matrix, or archive it.

A matrix for each line, on the team’s board.

Training matrix software should let each team see its own line instead of scrolling the whole plant. Saved layouts pick the trainings and people for one area, by hand or by rule, and the same layout can sit on a teamboard with today’s shift marked.

By hand or by rule

Pick trainings by name, category or requirement, and people by name, department, job title or status. Rules keep applying, so a new starter in the department joins the layout on their own.

Compliance before you open it

Every layout’s tile shows its compliance with current, expiring, expired and in-progress counts, beside the full matrix of every training against everyone.

On the team’s board

The Versatility Matrix widget shows a saved layout as a heat map of program codes and level squares, and opens the full grid from its footer.

Who is in today

Names are marked on site from their shift pattern and approved absences in People, so cover is read against who is actually here.

What competency management software should answer.

Competency management software keeps a live record of what each person is trained on, how capable they are, whether it is still in date and where the proof is. In Bulk every answer below comes from one record per person and program, the same record the matrix, Records and Training Home read.

The questions training and competency management answers, where Bulk records each answer and where you read it
The questionHow Bulk records itWhere you read it
Who is qualified to run it today?Cells at Competent or Trainer that are still in date; each program column counts them as “N trained”.Versatility Matrix column heads, and the teamboard widget with who is on site
How capable is each person?One of five levels per person and program, from Not Trained to Trainer, shown as Level X of 4.The matrix cell and its Training Details
What has lapsed, or is about to?Expiry is the completion date plus the program’s validity; within 30 days it is Expiring, and on the day it is Expired.Training Home: Expired, Expiring soon and Needs Attention
Where is the evidence?Certificates in PDF, JPG or PNG up to 10 MB, held on the record and kept through renewals.Records, the person’s training card, Certificates
Who changed it, and why?Every assignment, completion, level change, correction and renewal is logged with the person and time; corrections need a reason.The History tab and the audit trail
Which team is furthest behind?Compliance per department over its assigned trainings, lowest first.Training Home: By Department
Which training has the biggest gap?The five programs with the lowest share of people competent and in date.Training Home: Training Gaps, and the catalogue’s completion bars
Is this person compliant overall?The share of their assigned trainings complete and current: Compliant at 100%, Partial from 70%, At Risk below.The Records Status column and the employee’s People profile

Who is qualified, where the plant looks.

Training reads its people from People and puts the answer on the screens the floor already uses: Home, the team’s board and the TV on the wall. It is one app in Bulk, the system that runs the floor from the customer order to the invoice, installed one app at a time.

Questions, answered.

01

What is skills matrix software?

Skills matrix software shows, for every person and every task or training, whether that person can do it, at what level and whether it is still in date, and keeps the evidence behind each cell. Unlike a spreadsheet grid, each cell in Bulk’s Versatility Matrix is backed by a training record: nobody reaches Supervised or above without a recorded completion, and expiries are worked out from each program’s validity.

02

What is competency management software?

Competency management software keeps a live record of what each person is trained on, how capable they are at it, whether it is still in date and where the evidence is. In Bulk that is the Training app: a catalogue of programs, one record per person and program, the Versatility Matrix, a record for every employee and a Home dashboard, all reading the same data.

03

How does Bulk’s skills matrix work?

The Versatility Matrix lists every active employee as a row and every active training program as a column. Each cell shows that person’s current level, each column counts the people who are Competent or Trainer and in date, and each row has a bar for how much of that person’s assigned training is complete and current.

04

What do the five competency levels mean?

Not Trained means nothing is recorded yet, and In Training means the training has started. Supervised means it has been passed and the person works under supervision, Competent means they can do it unaided, and Trainer means they can also train others. Supervised and above need a recorded completion, and only Competent and Trainer count as trained.

05

How does Bulk track certification expiry dates?

Each program can carry a validity in months, and Bulk sets the expiry to the completion date plus that validity. Within 30 days the training shows as Expiring, and on the expiry date it shows as Expired. In-app alerts go out at 30 days, at 7 days and again once it has expired, to the person if they sign in to Bulk and to everyone who can view training.

06

What happens when someone renews a certification?

Renew Training records the new completion date, works out the new expiry and can take a new certificate, trainer and provider. The previous dates and certificate stay in the record’s History, so renewing never overwrites earlier evidence.

07

Can we keep training certificates in Bulk?

Yes. Each training record holds its own certificates as PDF, JPG or PNG files up to 10 MB, and a record can hold more than one. Certificates stay through renewals, and removing one only hides it from the list while the file is kept.

08

Can we see who changed a training record, and why?

Yes. Each record’s History shows every assignment, completion, level change, correction, renewal and certificate change with the person and the time. Date corrections cannot be saved without a reason, and changes are also written to the audit trail.

09

Can each line or team have its own matrix?

Yes. Saved layouts narrow the matrix to chosen trainings and people, picked by hand or by rules such as category, requirement, department, job title or status. Each layout shows its compliance on its tile, and layouts are shared with everyone at the plant.

10

Can the skills matrix go on a shop-floor screen?

Yes. The Versatility Matrix widget puts a saved layout on a teamboard as a heat map, with the people on shift today marked from their shift pattern and approved absences. A teamboard can run full time on a TV through Pulse.

11

Who can update training records?

Anyone with training view access can read the matrix, records and dashboard. Starting training, changing levels and correcting records need manage access; recording completions, renewing and adding certificates need create access. The built-in Training role includes all of it.

12

Is Training a separate product from production and quality?

No. Training is one app in Bulk, the system that runs the floor and the order-to-invoice loop around it, installed one app at a time. It reads its people from People, and its results show on Home and on teamboards.

13

Can I start with a skills matrix and a short lesson sheet?

Use the operator skills matrix to record who is qualified for each task, the employee training plan to schedule the training that closes each gap, and the one-point lesson to explain one task or change. Confirm competence through your own assessment process. The training matrix guide and completion guide explain how to keep those records in Bulk.

Stop finding the gap on audit day.

Start a free trial and build your matrix with one real cohort (programs, validity windows and people) to see who is competent at what and what is about to lapse. No card needed.