As of 13 August 2026, AI can create a tracker for mandatory new starter training.

What to actually do

1. Hand it to a person

   The route this page recommends

   A person who owns the outcome does this end to end, worth it when the failure is dear.

2. Use a tool built for this

   Second choice

3. Do it yourself

   The distant third

   A chat interface, chat-fluent skill, and roughly 30 minutes until you can act on the result.

   How to actually do it

   1. Open the organisation's current onboarding policy, mandatory training list and any training-owner guidance, then copy the relevant text into a working document.
   2. Gather the new starter details, start dates, role or team, applicable training items, due-date rules, owners and existing completion evidence without adding unnecessary personal data.
   3. Paste those sources and records into the prompt under the matching bracketed sections, keeping the instruction to mark missing information as TBC.
   4. Ask the chatbot to produce the tracker tables and export or copy the result into the spreadsheet or HR system your organisation uses.
   5. Compare every training item, applicability rule, deadline and owner against the current policy and source documents, then correct anything unsupported or marked TBC.
   6. Ask the relevant HR colleague or training owner to confirm the mandatory list and ambiguous items, then send them the final tracker for approval before using it for reminders.

   Prompt

   Create a mandatory new starter training tracker for a UK organisation using only the information I provide below. Do not invent training requirements, legal obligations, deadlines, owners, course links or completion records. If information is missing, mark the cell as "TBC" and list the missing information separately.
   
   Return:
   1. A copyable table with these columns: employee name or ID, start date, role or team, training item, why it is mandatory according to the supplied source, owner, due date or due-date rule, status, completion date, evidence or link, reminder date, and notes.
   2. A second table showing each training item, its source document or policy, the people it applies to, and any ambiguity that needs an HR decision.
   3. A short list of overdue or at-risk items based only on the dates and statuses supplied.
   4. A suggested spreadsheet setup, including filters, status values, conditional formatting rules and a clear method for recording evidence.
   
   Use UK date formatting. Keep employee data to the minimum needed for the tracker. Do not infer sensitive information. Separate confirmed facts from suggestions. Flag any item that needs confirmation by HR, a manager or the training owner.
   
   Organisation and tracker requirements:
   [PASTE ORGANISATION OR TEAM]
   [PASTE AUTHORITATIVE TRAINING LIST OR POLICY]
   [PASTE NEW STARTER DETAILS]
   [PASTE DEADLINES OR DUE-DATE RULES]
   [PASTE TRAINING OWNERS]
   [PASTE EXISTING COMPLETION RECORDS, IF ANY]
   [PASTE REQUIRED SPREADSHEET COLUMNS OR SYSTEM LIMITATIONS, IF ANY]

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.