Excel template · Trackers and spreadsheets
Care staff compliance matrix (Excel)
A care staff compliance matrix shows, one row per worker, where each person's checks and training stand. This Excel template covers engagement, DBS level and date, right to work, history and references, and training renewals. A date turns red once it has passed and amber within 90 days of the as-at date, and only a full date is ever highlighted. Formatix fills each row from your records. Training intervals stay your own: a renewal date is only ever copied, never worked out. It is a Formatix template, not an official form.
One row per worker, built from the records you already hold. The red and amber are live, so the sheet keeps working as dates pass.
10 free credits, no card needed. One credit fills one document.
An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.
What's in the template
An Excel matrix of the care staff on a service, one row each: how they are engaged, DBS level and date, right to work, history and reference position, and training renewals. A date turns red once it has passed and amber within 90 days of the as-at date, only where a full date was given, with live counts at the top. Not an official form.
- Service, agency and as-at date
- Live counts of expired items and items due within 90 days
- DBS level, issue date and Update Service
- Right to work end date
- History and reference position
- Training renewals: moving and handling, safeguarding, medication
What it's for: Seeing which care staff have checks or training due across a service.
ExcelDelivered as an Excel workbook you can edit and share.
Who uses it
Care agencies
Every worker on a client service, on one sheet.
Registered managers
What is due this quarter, at a glance.
Compliance teams
A sheet to chase from, with counts at the top.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop in the documents
Upload each worker's records, with a note of the service and the as-at date. Each worker becomes a row. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word, PowerPoint or Excel file, or save it as PDF.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- Does it work out renewal dates?
- No. Training intervals are your own policy, so a renewal date is copied from your records, never calculated from a course date.
- What happens with a partial date?
- It is shown as written and not highlighted or counted. Only a full date turns red or amber.
- Does it work with our ATS or CRM?
- JobAdder, Salesforce, HubSpot and Ezekia connect to Formatix natively on every plan, including the free trial. Any other ATS or CRM works by email: send the documents and your notes to [email protected] and the filled document comes back.
Related templates and pages
WordCQC staff file checklistThe staff file checklist a care provider or care agency keeps for each person employed, in the order of Schedule 3 to the 2014 Regulations: identity and a recent photograph, criminal record certificate, conduct in previous care work, why previous care roles ended, qualifications, full employment history with gaps explained, and health. For services regulated by CQC in England. Answers only from the file. Not an official form.
WordCare worker profileA one-page profile of a care worker or healthcare assistant for care homes, home care and social care bookings: the questions a manager asks answered first in plain words (availability, shifts, DBS with workforce and update service, driving, Care Certificate and NVQ / QCF / diploma level), care settings, experience, languages, mandatory training with dates and up to three recent roles. Exactly one page per worker; nothing beyond the CV and notes.
Use the care staff compliance matrix in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card, valid for 14 days.
Formatix fills it from the CV for you: see our CV formatting software, or bulk CV formatting for a whole shortlist at once.