Retail Employee Onboarding Checklist

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)