Budgetly's New Staff Induction Checklist (Retail)
Free staff induction checklist for Retail businesses. Cover day one essentials, policy review, and expense card setup.
Retail businesses onboard staff who are often customer-facing from day one. Every new team member needs POS training, an understanding of store procedures, and clear guidance on customer service standards and loss prevention before they start serving customers. A structured induction reduces mistakes on the floor and builds confidence quickly.
This free staff induction checklist gives retail businesses a structured framework for onboarding new employees, covering store operations, compliance training, and financial onboarding with Budgetly.
What’s inside
- Day one essentials: store tour, POS system training, cash handling procedures, uniform issue, emergency procedures, and team introductions
- First week compliance: customer service standards, loss prevention policy, rostering and leave procedures, and WHS policy review and sign-off
- Expense and card onboarding: Budgetly app setup, Visa debit card activation, spend limits, and receipt upload training
Who is it for?
Store managers, HR coordinators, and area managers at retail businesses who need a repeatable onboarding process, especially for multi-store operations where consistency across locations matters.
How to use it
- Download the branded PDF checklist
- Customise by adding or removing items to match your company’s requirements
- Use it for every new starter to ensure consistent onboarding
- Keep completed checklists on file for compliance and HR records
Free checklist. Customise for your organisation.
Download for free
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