ILS 30 Day Competency Checklist

• NEW TEAM MEMBER:

• DATE:

  Date

• TRAINING AUDITOR:

• STORE LOCATION:
  Address

SALES & SERVICE STANDARDS - Understands and can demonstrate the following:

• 1. MAKE A GREAT FIRST IMPRESSION

  Yes

  No

  N/A

• 2. ASK THE RIGHT QUESTIONS

  Yes

  No

  N/A

• 3. EDUCATE WITH PRODUCT KNOWLEDGE

  Yes

  No

  N/A

• 4. ADD ON RELEVANT PRODUCTS

  Yes

  No

  N/A

• 5. CLARIFY CONCERNS

  Yes

  No

  N/A

• 6. ASK FOR THE SALE

  Yes

  No

  N/A

• 7. CONFIRM YOUR CUSTOMER – NOT JUST THE SALE

  Yes

  No

  N/A

POS PROCEDURES - Understands and can demonstrate the following:

• Sales and how to view sales figures

  Yes

  No

  N/A

• Exchanges and exchange policy

  Yes

  No

  N/A

• Refunds and credit notes

  Yes

  No

  N/A

• Offline procedures

  Yes

  No

  N/A

PRODUCT KNOWLEDGE- Understands and can demonstrate the following:

• Features and benefits - Scooter / Bed / Oxygen Concentrator

  Yes

  No

  N/A

• Categories

  Yes

  No

  N/A

• ILS website navigation

  Yes

  No

  N/A

EFTPOS & CREDIT CARDS - Understands and can demonstrate the below:

• Which receipts are kept, circling amt, approved and initialing

  Yes

  No

  N/A

• Signature / PIN verification

  Yes

  No

  N/A

TRANSFERS & DELIVERIES - Understands and can demonstrate the following:

• Explain process, sending and confirming procedures

  Yes

  No

  N/A

• Order procedures, location of paperwork and consignment notes

  Yes

  No

  N/A

• Stock replenishment

  Yes

  No

  N/A

• Where to place deliveries, ensure all bags/boxes received as per Order, how to unpack, how to check off, what to do if there is a query.

  Yes

  No

  N/A

• Stock Transfer Note Exception Form

  Yes

  No

  N/A

TEAM PURCHASES - Understands can demonstrate the following:

• Team purchase policy and who processes

  Yes

  No

  N/A

• How to process in POS

  Yes

  No

  N/A

CONFIRMATION: I have understood and demonstrated all of the items listed above. I accept that by signing below that I am confirming my competency in all items above.

• Team Member Signature

  Yes

  No

  N/A

• Add signature

  Sign

• Training Auditor Signature

  Yes

  No

  N/A

• Add signature

  Sign

• COMMENTS AND ACTIONS