Records and Compliance
Training Records Software
for Training Providers
One place for every staff record, every certificate and every compliance gap across all your clients. Instant answers instead of spreadsheet searches.
When a client asks who is due for renewal, you need an immediate answer
A training company managing multiple clients can easily have thousands of training records spread across dozens of organisations. Keeping track of which staff have completed which training, when their certificates expire, and who needs to be reminded is genuinely complex.
If your answer to "who is due for renewal next month?" involves opening a spreadsheet and filtering columns, you already know the problem. The data exists, but it is not working for you.
CertSlate keeps every training record in one place, connected to the client, the staff member, the booking, and the certificate. Every record is current. Every expiry is tracked. Every reminder goes out automatically.
Everything your training records need
From individual staff histories to compliance overviews across entire client companies.
Staff and training history
Every staff record holds a complete history of training completed, certificates issued and upcoming renewals. See any staff member's full training picture at a glance, across all clients.
Compliance overview
See certificate status across entire client companies or individual staff members. Identify who is fully compliant, who has certificates expiring soon, and who has gaps that need addressing.
Automated expiry reminders
When a certificate is approaching expiry, the system sends reminders automatically. Staff, client managers and your team are all kept informed without anyone having to check a spreadsheet.
Bulk record import
Add training records for an entire cohort in one go from a spreadsheet. Certificates are generated and emailed to every staff member automatically on import.