Template
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.
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)
This creates a private checklist in your account.