Training Checklist



Cashier Basic Skills Checklist

Associate Name __________________________________________________ Store __________________

Job Title_____________________________________________ Hire Date___________________________

Instructions: Training is complete when the associate has demonstrated to that he/she can perform task with proficiency. Checklist should be completed within two weeks of hire and emailed to Human Resources.

|TASK |TRAINING ASSIGNED TO |INITIAL & DATE COMPLETED|

|Store Tour | | |

|Walk store to introduce to co-workers and familiarize with areas (depts, restrooms, breakroom, stockroom, outdoor| | |

|areas) | | |

|Tour bag goods/loading areas in order to direct customers for loads | | |

|Introduce Dept. Tour/FAQ’s Booklet and establish schedule for completing department tours | | |

|Helpfulness | | |

|Explain “3 in line” rule and importance of prompt checkout | | |

|Customer Coordinator Best Practice form | | |

|Review Telephone Best Practice (Mgr. Handbook OPER1450.01) | | |

|Review Two-way Radio Best Practice (Mgr. Handbook OPER1500.01) | | |

|Review procedures for In-Store Pickup and Curbside Pickup | | |

|Discuss loading procedures, emphasizing asking customer to present receipt | | |

|Skills | | |

|Review Cashier Duty List and Elder’s and train each task | | |

|Shelf Conditioning Best Practice form | | |

|Restocking Merchandise Best Practice form | | |

|POS Operation | | |

|General operation of cash register, including how to change cartridges, load paper and what to do if the register| | |

|locks up. | | |

|Offline procedures, including authorization code used for offline bank card transactions | | |

|*Remain in Offline POS until notified | | |

|*Use Ace store number as authorization code for offline credit card transactions | | |

|Counting back change. Give customer coins first, bills next and receipt last. Do not place customer’s currency | | |

|in drawer until change has been given | | |

|Explain how to prevent being “short changed” by con-artists. Finish counting back their change and shut the | | |

|drawer. Call for manager assistance. | | |

|Review information required on a check and importance of verifying driver’s license. | | |

|Discuss approval required to take a check and Tele-check procedures. | | |

|Discuss “counter checks” and that manager approval is required. | | |

|Discuss bankcard receipt reprints, voids and signature capture pad. | | |

|Have trainee properly complete a debit and credit transaction. | | |

|Review In-House Account procedures, including how to search for accounts, verifying authorized charge list, | | |

|credit limit message, power tool purchases and when to call for a manager. | | |

|Have trainee properly complete an In-House Account charge | | |

|Review “Coupon Guidelines” document | | |

|Discuss that associates are not permitted to ring up family members | | |

| | | |

| | | |

| | | |

| | | |

| | | |

| | | |

|(Cashier Basic Skills Checklist Continued) | | |

| | | |

|Discuss accepting gift cards and selling gift cards | | |

|Discuss price checks and the importance of using SKU number | | |

|Discuss the importance of scanning each item for accuracy. Many items look identical but aren’t. | | |

|Review Quick Find Grids (F6) | | |

|Have trainee find prices on sample pipe fittings, nuts, bolts & screws | | |

|Review product search techniques | | |

|Explain POS correction form | | |

|Special Transactions | | |

|Explain Tax Exempt procedures including which tax codes to use and information required, i.e. name and tax number| | |

|Have trainee properly complete a tax exempt transaction (see “Procedure for Ringing a Tax-Exempt Sale” form | | |

|Explain receipt reprints and when to use | | |

|Discuss Refunds/Exchanges, filling out refund sheet and calling for approvals | | |

|Discuss Paid Outs, who must authorize and required completion of form | | |

|Complete sample documentation for Refunds and Paid Outs | | |

|Discuss Rain Checks and complete a sample in POS | | |

|Explain Voids – entire transactions and line item | | |

|Explain Employee Discount Code | | |

|Explain clothing security tag procedures | | |

|Explain propane tank expirations, where to find date and how to calculate out of date. Check this before sending| | |

|customer outside. | | |

|Review “Adding Delivery SKU’s to Transaction” form | | |

|Discuss rental items, finding prices and completing rental agreement | | |

|Complete a sample rental agreement | | |

|Discuss how to ring up services under correct SKU (sharpening, screens, etc.) | | |

|Practice Session | | |

|Complete “Cashier Training Exercises” form | | |

Training Coordinator’s Signature __________________________________________ Date ____________________

Manager’s Signature______________________________________________________Date ____________________

I agree that the items listed above have been sufficiently explained and/or shown to me, and I understand these items.

Associate Signature _____________________________________________________ Date ____________________

*Progress on more advanced skills, like cutting keys and cutting glass, are monitored through the Skills Inventory Chart posted at each store.

-----------------------

05/21/18

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download