ILS Induction and Training Checklist

• NEW TEAM MEMBER:

• DATE:

  Date

• TRAINER:

• STORE LOCATION:
  Address

FLARE ON-BOARDING

• Flare on-boarding complete

  Yes

  No

  N/A

STORE OPENING PROCEDURES

• Operation of doors

  Yes

  No

  N/A

• Location of lights

  Yes

  No

  N/A

• Phone Undivert

  Yes

  No

  N/A

• Music / AC

  Yes

  No

  N/A

• Float location & counting

  Yes

  No

  N/A

• POS opening procedures

  Yes

  No

  N/A

• Check emails

  Yes

  No

  N/A

• Housekeeping procedures

  Yes

  No

  N/A

STORE CLOSING PROCEDURES

• Procedure in POS

  Yes

  No

  N/A

• Cash Reconciliation

  Yes

  No

  N/A

• Variances - unders and overs

  Yes

  No

  N/A

• Location and how to complete Dashboard

  Yes

  No

  N/A

• Location and completion of Bank Deposit Book

  Yes

  No

  N/A

• Where to place float

  Yes

  No

  N/A

• Location of safe

  Yes

  No

  N/A

• Phone divert

  Yes

  No

  N/A

• Music / AC

  Yes

  No

  N/A

• Send EOD email

  Yes

  No

  N/A

STORE ORIENTATION

• Orientation of shop floor

  Yes

  No

  N/A

• VM – explanation and execution

  Yes

  No

  N/A

• Basic location and description of categories

  Yes

  No

  N/A

• Back room – excess stock

  Yes

  No

  N/A

• Location of toilets, rubbish disposal

  Yes

  No

  N/A

• Telephone - location of relevant store, team and management phone numbers, mobile phone policy, personal calls policy, how to answer

  Yes

  No

  N/A

• Store diary

  Yes

  No

  N/A

• Yes

  No

  N/A

SALES & SERVICE STANDARDS

• 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

• Location of POS folder (hard copy)

  Yes

  No

  N/A

• 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

• What to do if the system is down

  Yes

  No

  N/A

RETURNS POLICY

• Explain policy and conditions

  Yes

  No

  N/A

• Who processes refunds

  Yes

  No

  N/A

• Authorisation for refunds

  Yes

  No

  N/A

PRODUCT KNOWLEDGE

• Features and benefits

  Yes

  No

  N/A

• Categories

  Yes

  No

  N/A

• ILS website

  Yes

  No

  N/A

EFTPOS & CREDIT CARDS

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

  Yes

  No

  N/A

• Signature / PIN verification

  Yes

  No

  N/A

TRANSFERS & DELIVERIES

• 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

WAGES & INCENTIVES

• Store wage budgets / base rosters

  Yes

  No

  N/A

• Rate of pay and commission structure

  Yes

  No

  N/A

• Pay day

  Yes

  No

  N/A

TEAM PURCHASES

• Team purchase policy

  Yes

  No

  N/A

• Who processes sales for each team

  Yes

  No

  N/A

• How to process in POS

  Yes

  No

  N/A

GENERAL

• Rosters

  Yes

  No

  N/A

• Process for requesting time off

  Yes

  No

  N/A

• Sick procedure

  Yes

  No

  N/A

• Breaks

  Yes

  No

  N/A

• Dress code

  Yes

  No

  N/A

• Punctuality<br>

  Yes

  No

  N/A

• Food and drink within the store<br>

  Yes

  No

  N/A

• Probationary period, counseling, termination<br>

  Yes

  No

  N/A

• Store security

  Yes

  No

  N/A

• What to do in quiet times

  Yes

  No

  N/A

• o Who’s who - Head Office contacts

  Yes

  No

  N/A

I have understood all of the items listed above. I accept that by signing below that I am bound by all items and will comply with all policy and procedure.

• Team Member Signature

  Yes

  No

  N/A

• Add signature

  Sign

• Trainer Signature

  Yes

  No

  N/A

• Add signature

  Sign

• COMMENTS AND ACTIONS