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Employee Training Manager

A simpler way to manage workforce compliance

Skills Matrix Software Case Study

Scout the Tracking Advisor sitting beside a worker using a tablet to view training records and the skills matrix in action.

Case Study | How Onecard Skills Matrix Software Improved Role Requirements and Compliance

This case study demonstrates how Onecard Employee Training Manager Skills Matrix Software helped standardise workforce competency tracking.

A major contractor had just won a new project with a large oil and gas company. When a new training manager came on board, she asked the administrator to print the team’s current skills matrix.

An hour later, she found the admin taping together a 20 page spreadsheet across the wall. It had become a paper monster. Every role, every employee, every possible competency had been added, whether relevant or not. The result was chaos, a bloated matrix that was impossible to read and no traceable evidence behind the training entries.

The solution was to move everything into Digital Training Matrix Software, and they chose Onecard Employee Training Manager.


Building Clarity Not More Columns

Each employee’s mandatory and desirable role requirements were recreated by consulting with their manager and people leader, and cross-referencing company and client documents.

Once the requirements were approved, it was simply a matter of selecting them from Onecard’s digital competency list and allocating them to the role. 

Check our How-to-Hub Video on creating role profiles in Onecard Employee Training Manager 

The moment the setup was complete, every employee’s profile and compliance status were updated instantly. And when the company needed to make changes, which, as we all know, happens often in high-compliance industries, it was just as easy to add, remove, or replace a requirement without rebuilding another spreadsheet.

The data and matrix could be previewed online or exported to Excel if needed, but only the mandatory and desirable skills for each role are displayed, not a wish list of future training. This keeps every role profile accurate, relevant, and audit ready. 


Multiple Roles One Profile No Spreadsheet Drama

One of the standout features of Onecard Employee Training Manager is that each employee can have multiple roles linked to their profile. You can see in seconds exactly what they are compliant for right now and what they need to step into another site or role.

Admins can filter or combine role requirements instantly, giving complete visibility without touching a spreadsheet. What used to take days of reformatting and colour coding now happens in a click, live, accurate, and audit ready every day.

When compliance criteria change, updates flow instantly through the system. Training managers and frontline people leaders can see what is current, what is missing, and what is complete, all backed by valid evidence, which is also stored on the software, not in SharePoint or in a project folder.

This clarity is what makes Onecard Employee Training Manager unique, the ability to create small, focused clusters of role requirements that adapt for each site or project.
The result, a digital skills matrix that is clear, compliant, and audit-ready every day without the wall of spreadsheets.

If you would like to see how easy it is to create a Skills Matrix using Onecard Employee Training Manager, then click here to view the video on ‘How to build a Skills and Training Matrix

Picture of Kareena Waters

Kareena Waters

Author: Kareena Waters is the Founder and Chief Grit Officer at Onecard Group, creators of Employee Training Manager. With over 20 years of hands-on experience in workforce compliance and training management, she helps companies simplify record-keeping and stay audit-ready every day. She’s often joined by Scout, Onecard Tracking Advisor, who keeps everyone (and every record) on track.