Retail Employee Onboarding Checklist
Use this onboarding checklist to ensure your new employees have an efficient and successful onboarding experience when joining your retail store.
Retail Employee Onboarding Checklist
-
DOCUMENTS & SET UP
-
Employee folder created (paper and/or digital)
-
Employee has complete W-9 and other employment documents
-
Employee has provided direct deposit/bank information
-
Employee has provided all relevant contact information
-
Employee has received welcome packet and training documents/manual
-
Employee has received a copy of the employee handbook
-
Company culture documents (include dress code, professional ethics and the code of conduct)
-
Give an overview of the store, mission, and goals
-
Compensation and benefits documents
-
Job description and responsibilities
-
Business cards have been ordered
-
Name tag has been created and ordered
-
Employees email has been set up
-
Employee is set up in your systems (payroll, scheduling, etc)
-
New schedule has been provided
-
New hire introduction to other employees
-
EMPLOYEE TRAINING
-
TRAINING MATERIALS (Walk employee through training manual (or videos))
-
REGISTER TRAINING (Set up training on register training, customer communication, packaging, etc)
-
PRODUCT KNOWLEDGE (Set up training and overview of company product, service, etc)
-
TRAINING SHIFTS (Set up first shifts for on-the-job training)
-
TEAM TRAINING (Partner with another employee to assist with training)
-
CUSTOMER SERVICE APPROACH (Set up practice customer service examples including problem-solving skills, returns/exchanges, creativity, resourcefulness, empathy, etc)
-
FLOOR TRAINING (walk the employee through greeting customers, helping customers, fitting rooms, folding clothes, cleaning, displays, etc.)
-
CONTINUED TRAINING
-
EMPLOYEE FIRST SHIFT RUN (assist with customers, fitting rooms, folding clothes, cleaning, etc)
-
EMPLOYEE SECOND SHIFT RUN (register training with another employee)
-
EMPLOYEE DISPLAY TRAINING/SHIPMENT (follow manual and guidelines for displays and new merchandise)
-
FEEDBACK (things to review/work on)
-
ADDITIONAL TRAINING (additional assignments, test runs, etc)
-
PRAISE (positive feedback/boost confidence)
-
QUESTIONS AND CONCERNS (let new employee give feedback or ask questions)
-
SET PERFORMANCE GOALS
-
CHECKINS (one month, three month, six month)
-
EMPLOYEE REVIEW AND QUESTIONNAIRE (3, 6 ,9 ,and 12 months)
Related Checklists
