Education Tracker
Assign. Track. Follow up. Done.
The Education Tracker gives you an easy way to assign training to individuals, departments, or access groups - and to track completion without a full-blown LMS. Built for financial institutions that need to meet examiner expectations without overcomplicating things.
Assign Required Training
Assign required training to specific roles (e.g., Lending, IT, Tellers), entire departments, or specific users. Track who's done, who's in progress, and who's overdue - all in one place.
Include Optional Learning
Go beyond required training. Offer optional learning paths for employees who want to grow their skills - and still track who's engaging with them.
Tied to the Employee Profile
Each user has a history of completed training, visible only to them and HR/Admin. That record stays with them no matter which branch or role they move to.
Built-in Acknowledgments
Require employees to click “I've completed this training†and optionally add a note or upload proof. It all shows up in the audit trail.
Reminders and Alerts
Send automatic alerts for overdue items - or tie education requirements to promotions, policy changes, or new hire onboarding.
Track Compliance Training
Whether it's GLBA, BSA/AML, or your own internal processes, the Education Tracker gives examiners a clean record of who received what - and when.
Simple, Not Clunky
This isn't a heavyweight LMS. It's a fast, internal tracker with enough structure to satisfy auditors and enough flexibility to keep employees from dreading it.
