Retail Employee Onboarding Checklist

Retail Employee Onboarding Checklist Retail Employee Onboarding Checklist

  • 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


  • 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.)


  • 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)


  • CHECKINS (one month, three month, six month)

  • EMPLOYEE REVIEW AND QUESTIONNAIRE (3, 6 ,9 ,and 12 months)

This checklist was created by officialcheckli

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