Budgetly's New Staff Induction Checklist (Retail)

Retail businesses onboard staff who are often customer-facing from day one. A structured induction ensures new team members understand store procedures, POS systems, customer service standards, and how to handle expenses and stock-related costs properly.

This free staff induction checklist gives retail businesses a ready-to-use framework for onboarding new employees consistently, covering operational essentials, compliance training, and financial onboarding.

What’s inside

• Day one essentials: ID verification, uniform issue, store tour, POS system training, emergency procedures, and IT/system access
• First week tasks: team introductions, customer service standards review, stock handling procedures, loss prevention training, and rostering system setup
• Expense and card onboarding: how to set up spending access for new starters, including Budgetly card activation and expense policy walkthrough

Who is it for?

Store managers, HR coordinators, and area managers at retail businesses who need a repeatable onboarding process. It is especially useful for multi-store operations, where consistency across locations ensures every new hire gets the same quality induction regardless of which store they join.

How to use it

1. Enter your details to download the editable checklist (available as a Word Doc and Google Doc template)
2. Personalise the document by adding or removing rows to match your store’s specific requirements
3. Implement it in your induction process and tick off each item as it is completed
4. Keep a copy on file for compliance and HR records

Free checklist. Customise for your organisation.