List: Retail Employee Onboarding Checklist

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List: 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)
  • SET PERFORMANCE GOALS
  • CHECKINS (one month, three month, six month)
  • EMPLOYEE REVIEW AND QUESTIONNAIRE (3, 6 ,9 ,and 12 months)
Retail Employee Onboarding Checklist
Scott Adkins
Scott Adkins
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