Free template — Excel (.xlsx)
Role Requirements Matrix
Define exactly which credentials each job role in your company should require.
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A planning sheet — not employee-specific — that defines which credentials each ROLE in your company should require, before you start tracking actual employees against it.
Download Excel (.xlsx)Real file, generated on request. No signup, no email required.
Field guide
What every field means
- Role
- A job title/role in your company.
- Required Credential 1-3
- The credentials that role should require — leave blank if fewer than 3 apply.
How to use it
Step by step
1
List every role in your company as a row
2
Fill in the credentials each role should require
3
Use this as the reference when auditing actual employees against requirements
Sample
What's inside
Includes 3 sample roles with example required credentials.
Limitations
What this template doesn't do
This defines your OWN company's policy, not a legal determination of what's actually required for a role — confirm real regulatory requirements separately.
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