Regional Managers Visit Report - Admin, Financial Performance, Risk & Loss Control, HR

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Admin

• All 14 Admin Audits done in a month

  Yes

  No

  N/A

• 12 Departmental audits twice an month - Admin and Secretary once a month

  Yes

  No

  N/A

• Exceptions on RAM Audit addressed

  Yes

  No

  N/A

• BPWC's up to date - communicated

  Yes

  No

  N/A

• Procedure training up to date

  Yes

  No

  N/A

• ODC - dates as per business rule

  Yes

  No

  N/A

• PO's up to date

  Yes

  No

  N/A

• STO's up to date

  Yes

  No

  N/A

• Cashiers Shorts & Overs Managed

  Yes

  No

  N/A

Financial Performance

• 005 reviewed daily and action plan in place to address Sales, Margin, Basket and customer concerns

  Yes

  No

  N/A

• P&L reviewed monthly and action plan in place to manage expenses

  Yes

  No

  N/A

• Daily expenses control used to manage expenses on a daily basis

  Yes

  No

  N/A

• FTE' s managed - sales per FTE @ R 38 000

  Yes

  No

  N/A

• Overtime and Flexi cost management

  Yes

  No

  N/A

Risk Management

• High risk counts done as per schedule

  Yes

  No

  N/A

• Variances investigated

  Yes

  No

  N/A

• Action plans put in place to prevent further losses

  Yes

  No

  N/A

• Action taken on person responsible for losses

  Yes

  No

  N/A

• Perpetual counts done as per schedule

  Yes

  No

  N/A

• Shrinkage action plan and stocktake postmortem in place

  Yes

  No

  N/A

• Evident that management are referring to and working with shrinkage action plan weekly - minutes on file

  Yes

  No

  N/A

• Generator tested

  Yes

  No

  N/A

• Alarms tested

  Yes

  No

  N/A

• Sprinkler tests done

  Yes

  No

  N/A

• Fire drill done

  Yes

  No

  N/A

• Monthly Shrinkage meeting and action taken

  Yes

  No

  N/A

• Monthly Safety meeting held and action taken

  Yes

  No

  N/A

• Is the OB checked and signed daily by the Store Manager

  Yes

  No

  N/A

• Does the Store Manager meet with security team and or Site Senior at least once a week

  Yes

  No

  N/A

Human Resourses

• Pay queries managed

  Yes

  No

  N/A

• All Flexi contracts signed - 40 hours

  Yes

  No

  N/A

• Vacancies managed

  Yes

  No

  N/A

• two way session conducted

  Yes

  No

  N/A

• Grievances managed

  Yes

  No

  N/A

• Hearings and enquiries managed

  Yes

  No

  N/A

• Ethics calls managed

  Yes

  No

  N/A

• CCMA matters managed

  Yes

  No

  N/A

• Focus on BUA survey

  Yes

  No

  N/A

• Action taken on issues raised on HR audit

  Yes

  No

  N/A

• Training managed

  Yes

  No

  N/A

SUMMARY

• FINAL COMMENTS/CONCLUSION

• REGIONAL MANAGER

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• Store Manager

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