Purpose: Ensure new cashiers are trained and ready to perform their duties effectively.
| Task | Assigned To | Due Date | Completed (?/?) |
|----------------------------------------------|----------------------|--------------|---------------------|
| Introduction to store policies and code of conduct. | Manager/Trainer | [Insert Date] | |
| Overview of cash register/POS system. | Trainer | [Insert Date] | |
| Hands-on training for processing transactions. | Trainer | [Insert Date] | |
| Review of cash handling and drawer balancing procedures. | Trainer/Manager | [Insert Date] | |
| Training on handling coupons, discounts, and promotions. | Trainer | [Insert Date] | |
| Overview of store layout (product locations, customer flow). | Supervisor | [Insert Date] | |
| Practice handling returns, exchanges, and gift cards. | Trainer | [Insert Date] | |
| Emergency procedures (fire drills, security incidents). | Manager | [Insert Date] | |
| Assign a mentor for the first week. | Manager | [Insert Date] | |
Purpose: Ensure the cash register is ready for daily operations.
| Task | Completed (?/?) | Notes |
|-----------------------------------------------|---------------------|---------------------------|
| Log in to the POS system using your credentials. | | |
| Count the starting cash in the register and verify against the opening balance sheet. | | |
| Check that receipt paper, bags, and supplies are fully stocked. | | |
| Test the register by processing a test transaction. | | |
| Review daily promotions, discounts, and special offers. | | |
| Ensure the register area is clean and organized. | | |
| Unlock the register and ensure the drawer is ready for transactions. | | |
Purpose: Secure cash and ensure the register area is prepared for the next shift.
| Task | Completed (?/?) | Notes |
|-----------------------------------------------|---------------------|---------------------------|
| Count the cash drawer and balance it against the closing balance sheet. | | |
| Record any discrepancies and report them to the manager. | | |
| Remove excess cash and secure it in the store’s safe. | | |
| Refill the cash drawer with the starting float for the next day. | | |
| Log out of the POS system and secure login credentials. | | |
| Organize and restock receipt paper, bags, and supplies. | | |
| Clean the register area and remove any trash. | | |
| Ensure the drawer is locked and the area is secure. | | |
Purpose: Ensure consistency and accuracy when processing customer transactions.
| Step | Completed (?/?) | Notes |
|--------------------------------------------|---------------------|---------------------------|
| Greet the customer with a smile and a friendly tone. | | “Hello! How are you today?” |
| Scan or enter the items into the POS system accurately. | | Double-check prices and quantities. |
| Inform the customer of promotions or discounts. | | “You saved $10 on this item!” |
| Confirm the total amount and accept payment. | | Clearly state the total. |
| Process the payment (cash, card, mobile, etc.). | | Verify card signature if required. |
| Offer a receipt and thank the customer. | | “Thank you! Have a great day!” |
Purpose: Ensure returns and exchanges are processed smoothly while following store policies.
| Step | Completed (?/?) | Notes |
|--------------------------------------------|---------------------|---------------------------|
| Greet the customer and ask for their receipt. | | Politely inquire about the reason for the return. |
| Inspect the item to ensure it meets return policy criteria. | | Confirm no signs of use/damage if policy requires it. |
| Process the return or exchange in the POS system. | | Follow system prompts for refunds or credits. |
| Issue a refund, exchange, or store credit as applicable. | | Confirm the resolution with the customer. |
| Thank the customer and encourage future visits. | | “We appreciate your business!” |
Purpose: Minimize errors and maintain security during cash handling.
| Task | Completed (?/?) | Notes |
|-----------------------------------------------|---------------------|---------------------------|
| Count all cash carefully during opening, shift changes, and closing. | | |
| Avoid keeping excessive cash in the drawer; follow store policy for drops. | | |
| Verify large bills ($50, $100) using counterfeit detection tools. | | |
| Separate coins and bills into appropriate compartments. | | |
| Provide accurate change and confirm with the customer. | | |
| Secure all cash before stepping away from the register. | | |
Purpose: Maintain professionalism and consistency during customer interactions.
Purpose: Ensure cashiers are proficient in using the store’s POS system.
| Task | Completed (?/?) | Notes |
|-----------------------------------------------|---------------------|---------------------------|
| Log in and out of the POS system using credentials. | | |
| Process standard transactions (scanning, subtotal, tax). | | |
| Apply discounts, promotions, or coupons. | | |
| Handle returns, exchanges, and store credit. | | |
| Process multiple payment methods (split payments). | | |
| Generate daily transaction and sales reports. | | |
Purpose: Evaluate cashier performance and provide actionable feedback.
| Metric | Rating (1-5) | Comments/Examples |
|-----------------------------|------------------|---------------------------------------------|
| Customer Service Skills | [Rating] | Consistently greets customers warmly. |
| Accuracy in Transactions | [Rating] | Processes transactions with minimal errors. |
| Cash Handling | [Rating] | Balances cash drawer correctly every time. |
| POS System Proficiency | [Rating] | Handles returns and discounts efficiently. |
| Team Collaboration | [Rating] | Assists colleagues during busy periods. |
Purpose: Monitor individual cashier contributions to sales and performance goals.
| Cashier Name | Weekly Goal | Sales Achieved | Transactions Completed | Average Transaction Value |
|-----------------------------|-----------------|---------------------|----------------------------|-------------------------------|
| [Cashier Name] | $5,000 | $5,200 | 150 | $34.67 |
| [Cashier Name] | $5,000 | $4,800 | 140 | $34.29 |