New Hire Checklist

Welcome to the team! Use this checklist to ensure that every step of the onboarding process is completed, helping new employees settle in and succeed in their role.

Employee Information

·        Employee Name: _________________________________________________

·        Position: _________________________________________________

·        Start Date: _________________________________________________

·        Supervisor: _________________________________________________

Pre-Start Preparations

·        _______ Offer letter signed and returned

·        _______ Background check completed (if applicable)

·        _______ Copies of ID and relevant documents collected

·        _______ Workspace and materials prepared (name tag, uniform, etc.)

Administrative Setup

·        _______ I-9 Form completed

·        _______ E-Verify Form completed (if applicable)

·        _______ Federal Withholding Form (W-4) completed

·        _______ State Withholding Form completed

·        _______ Direct Deposit Form completed

·        _______ Employee handbook provided and signed acknowledgment

·        _______ Personal information and emergency contacts verified

·        _______ Register for benefits (if applicable)

Day 1: Introduction and Orientation

·        _______ Welcome greeting and team introductions

·        _______ Tour of the store (sales floor, break room, stockroom, etc.)

·        _______ Overview of company history, mission, and values

·        _______ Review of store policies and procedures

·        _______ Assign mentor/buddy for support during training

Essential Training (Week 1)

·        _______ Product Knowledge:
  - Review of key brands and products sold
  - Overview of current sales and promotions

·        _______ Sales Techniques:
  - Customer interaction and service training
  - Cross-selling and upselling strategies

·        _______ Point of Sale (POS) Training:
  - Hands-on training with POS system
  - Procedures for refunds, returns, and exchanges

·        _______ Store Policies:
  - Dress code, attendance, and punctuality expectations
  - Health, safety, and emergency procedures

Week 2: Skills Development

·        _______ Practice with mock transactions

·        _______ Shadow experienced team members

·        _______ Introduction to inventory management and stock checks

·        _______ Training on handling customer complaints and returns

Ongoing Support

·        _______ Schedule 30-day, 60-day, and 90-day performance check-ins

·        _______ Review progress on sales and service goals

·        _______ Encourage feedback and answer questions

·        _______ Reinforce key training points as needed

Final Sign-Off

·        _______ New hire and supervisor complete and sign off checklist