Floor Manager Onboarding Checklist

Floor Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Floor Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Retail onboarding experience or just need an onboarding checklist for your new Floor Manager, you’re in the right place. We’ve put together a sample Floor Manager onboarding checklist below and have created onboarding templates & resources to help.

Floor Manager Onboarding Checklist

1. Introduction to company policies and procedures: The floor manager should receive a comprehensive overview of the company’s policies and procedures, including dress code, attendance, and safety guidelines. This task is typically performed by the human resources department or a designated trainer.

2. Familiarization with the store layout: The floor manager should be given a tour of the store, including the location of different departments, stockrooms, and employee facilities. This task is usually performed by a senior floor manager or an experienced employee.

3. Introduction to the team: The floor manager should be introduced to the store staff, including other managers, supervisors, and team members. This task is typically performed by the store manager or a designated team member.

4. Training on point-of-sale systems: The floor manager should receive training on the store’s point-of-sale systems, including cash handling, returns, and exchanges. This task is usually performed by a designated trainer or an experienced employee.

5. Product knowledge training: The floor manager should undergo training on the store’s products, including features, benefits, and pricing. This task is typically performed by the store manager, department managers, or product specialists.

6. Understanding sales targets and performance metrics: The floor manager should be provided with information on the store’s sales targets, key performance indicators, and expectations for customer service. This task is usually performed by the store manager or a designated supervisor.

7. Learning visual merchandising standards: The floor manager should receive training on the store’s visual merchandising standards, including product placement, signage, and displays. This task is typically performed by the visual merchandising team or a designated trainer.

8. Familiarization with inventory management systems: The floor manager should be trained on the store’s inventory management systems, including stock replenishment, stocktaking, and inventory control procedures. This task is usually performed by the store manager or a designated inventory manager.

9. Understanding employee scheduling and timekeeping: The floor manager should be familiarized with the store’s employee scheduling and timekeeping systems, including how to create schedules, manage time-off requests, and track attendance. This task is typically performed by the store manager or a designated supervisor.

10. Health and safety training: The floor manager should undergo training on health and safety protocols, including emergency procedures, first aid, and handling hazardous materials. This task is usually performed by the store manager or a designated health and safety officer.

11. Learning customer service standards: The floor manager should receive training on the store’s customer service standards, including how to handle customer complaints, provide assistance, and ensure customer satisfaction. This task is typically performed by the store manager or a designated customer service trainer.

12. Introduction to company culture and values: The floor manager should be introduced to the company’s culture, values, and mission statement, emphasizing the importance of teamwork, integrity, and customer focus. This task is typically performed by the store manager or a designated representative from the human resources department.

13. Reviewing employee benefits and policies: The floor manager should be provided with information on employee benefits, such as healthcare, retirement plans, and employee discounts, as well as company policies on vacation, sick leave, and performance evaluations. This task is typically performed by the human resources department or a designated representative.

14. Shadowing experienced floor managers: The floor manager should have the opportunity to shadow experienced floor managers to observe their daily tasks, interactions with staff and customers, and problem-solving techniques. This task is usually arranged by the store manager or a designated mentor.

15. Ongoing training and development opportunities: The floor manager should be informed about ongoing training and development opportunities, such as workshops, seminars, and online courses, to enhance their skills and knowledge in the retail industry. This task is typically communicated by the human resources department or the store manager

Setting Up Your Employee Onboarding Process

From reading through the items in the example Floor Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Floor Manager up to speed and working well in your Retail team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.