Retail Employee Training Checklist

Onboarding and training workflow for a new retail sales associate, run by the store manager and shift leads from offer acceptance through 30-day sign-off. Covers policy, POS, product, loss prevention, age-restricted sales, and role-specific certifications.

7 sections 30 steps
1

Pre-Day-1 Setup

  1. Confirm I-9 and W-4 are on file
  2. Run E-Verify if state requires
  3. Capture role and primary location
  4. Provision POS login and timeclock PIN
2

Day 1 Orientation

  1. Walk the store and back-of-house
  2. Review the employee handbook
  3. Sign the employee discount and conduct policy
  4. Review the meal and rest break schedule
  5. Issue name tag, uniform, and locker
3

POS and Cash Handling

  1. Train on the POS sales workflow
  2. Practice EMV, contactless, and gift card tenders
  3. Walk through the refund and exchange policy
  4. Demonstrate drawer count to start-of-shift float
  5. Run a supervised X-report and cash drop
4

Sales Floor and Product

  1. Shadow a senior associate for one shift
  2. Walk the current planogram and end-caps
  3. Complete product knowledge module for top categories
  4. Practice BOPIS pick and curbside hand-off
  5. Enroll a customer in the loyalty program
5

Safety and Loss Prevention

  1. Review the shoplifting response policy
  2. Demonstrate EAS tag deactivation at checkout
  3. Walk the emergency exits and fire extinguishers
  4. Train on safe lifting and ladder use
  5. Locate the SDS binder and spill kit
6

Role-Specific Certifications

  1. Identify which certifications the role requires
  2. Complete state alcohol seller-server certification
  3. Complete tobacco and age-restricted sales training
  4. Complete forklift operator certification
7

30-Day Sign-Off

  1. Hold the 30-day manager review
  2. Confirm certifications and training records filed

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Sections 7
Steps 30
Category Retail
Price Free to start
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