Role-Based Training Requirements Matrix

1. Purpose

This matrix maps every employee role profile to the training required for that role at onboarding and on a recurring basis. It is used by HR during onboarding requisitions, by managers when approving role changes, by the training assignment automation when auto-enrolling new hires, and by the L&D compliance team when reviewing role coverage.

2. How to Read the Matrix

Each role is listed with:

• Required Courses — Courses that must be completed by an employee in this role. Includes both universal mandatory courses (NEW-, SEC-) and role-required courses from the program documents.
• Completion Deadline — Time window from start date or role-change effective date.
• Recertification Cadence — How often the employee must re-take the course or a successor.

Course codes are defined authoritatively in their owning program documents (TRN-CAT-003 through TRN-CAT-009).

3. Universal Mandatory Training (Applies to All Roles)

Every employee, regardless of role, must complete the universal mandatory courses listed below. Subsequent sections add role-required courses on top of this baseline.

4. Corporate Office Roles

5. Engineering and Technical Roles

6. Retail Workforce Roles

7. Field Workforce Roles

8. Call Center and Customer Operations Roles

9. Sales Roles

10. Worked Example — Aiden Carter, AI Engineer

The following plan is generated automatically when Aiden Carter is added to the new-hire list with the AI Engineer role profile. Devin (Aiden’s manager) reviews the plan for any role-specific additions.

11. Special Provisions

• Role Changes — When an employee changes role, the assignment automation calculates the difference between the current and new role profiles and enrolls only the additional or replacement courses. Details are in TRN-CAT-010.
• Cross-Functional Roles — Employees whose responsibilities span more than one profile (for example, network engineers who routinely work in the field) receive both profiles’ requirements.
• Contractors and Managed-Service Partners — Receive the universal mandatory training and any role-required courses tied to the data or systems they will access. Contractor-specific exceptions are tracked in the Training Exception Register.
• Accessibility Accommodations — Adaptive delivery modes (extended time, alternative formats, captioning) are available on request through HR Accommodations and do not require a deviation from the role matrix.

12. Revisions

Role-to-course mappings are reviewed twice per fiscal year by the L&D Council. Roles not listed here default to the closest analogous role and require L&D confirmation before fulfillment. Exceptions are logged in the Training Exception Register.