Free template — Excel (.xlsx)
Credential Renewal Calendar
A month-by-month view of upcoming credential renewals across your team.
Download
Get the template
A flat list sorted by expiration date, designed to be scanned month-by-month rather than person-by-person.
Download Excel (.xlsx)Real file, generated on request. No signup, no email required.
Field guide
What every field means
- Employee
- Who the renewal is for.
- Credential
- What's renewing.
- Expiration Date
- The exact renewal deadline — sort this column to build a month view.
- Renewal Started?
- Track whether the renewal process has already begun.
Sample
What's inside the file
Includes 4 sample rows spread across different months.
| Employee | Credential | Expiration Date | Renewal Started? |
|---|---|---|---|
| Jane Diaz | OSHA 10 Refresher | 2026-09-15 | No |
| Sam Lee | Forklift Certification | 2026-10-02 | Yes |
| Alex Kim | CPR/First Aid | 2026-11-20 | No |
How to use it
Step by step
1
Sort by Expiration Date to see what's coming up first
2
Use a filter to view only the current or next month
3
Check off Renewal Started as employees begin their renewal process
Limitations
What this template doesn't do
This is a manual list — see our free Renewal Reminder Schedule Generator tool to turn any single date into an actual downloadable calendar (.ics) file with reminder events.
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