Workflow Templates: Employee Training Checklist

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Employee Training Checklist

Orientation and Onboarding

Tour of the facility including emergency exits, restrooms, and break areas

Introduction to team members and key departments

Review of company history, mission, and values

Product Knowledge and Inventory Management

Training on product categories, top-selling products, and seasonal items

Explanation of inventory management system and stock replenishment procedures

Hands-on practice with product location, labeling, and pricing guidelines

Customer Service and Sales Training

Role-playing activities for greeting, assisting, and closing sales with customers

Guidelines for handling difficult customers and resolving complaints

Training on loyalty programs, promotions, and upselling techniques

Health and Safety Compliance

Review of health and safety policies, including COVID-19 protocols

Training on the proper use of safety equipment and personal protective gear

Emergency response drills for fire, theft, and other urgent situations

Cash Handling and POS Operation

Simulation of sales transactions using the POS system

Cash handling procedures, including opening and closing registers

Training on processing returns, exchanges, and gift card transactions

Policies and Procedures

Review of employee handbook, including dress code and attendance policy

Understanding of legal compliance issues, such as anti-discrimination laws

Acknowledgment of receipt and understanding of all policies

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