Jewellery Onboarding Checklist

Jewellery Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Jewellery 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 Jewellery, you’re in the right place. We’ve put together a sample Jewellery onboarding checklist below and have created onboarding templates & resources to help.

Jewellery Onboarding Checklist

1. Introduction to company culture and values: This task involves providing the new employee with an overview of the company’s culture, values, and mission. It helps them understand the company’s core principles and how they align with their role in the jewellery retail industry. Typically, this task is performed by the HR department or a designated company representative.

2. Orientation to company policies and procedures: In this task, the new employee is familiarized with the company’s policies and procedures, including those related to customer service, sales, inventory management, and security. This ensures that they understand the guidelines and expectations for their role. The HR department or a designated trainer usually performs this task.

3. Introduction to product knowledge: Given the nature of the jewellery retail industry, it is crucial for new employees to have a comprehensive understanding of the products they will be selling. This task involves providing training on different types of jewellery, gemstones, metals, and their characteristics. It is typically performed by experienced sales staff or trainers.

4. Training on sales techniques: To excel in the jewellery retail industry, employees need to be equipped with effective sales techniques. This task involves providing training on various sales strategies, customer engagement, upselling, and cross-selling. It is usually performed by experienced sales staff or trainers.

5. Familiarization with point-of-sale (POS) systems: In this task, the new employee is trained on the company’s specific POS system, including how to process sales, handle returns, and manage inventory. This training is typically conducted by the IT department or a designated trainer.

6. Introduction to customer service standards: Exceptional customer service is crucial in the jewellery retail industry. This task involves training the new employee on the company’s customer service standards, including how to handle customer inquiries, complaints, and provide personalized assistance. It is usually performed by experienced sales staff or trainers.

7. Understanding security protocols: Given the high-value nature of jewellery, security protocols are of utmost importance. This task involves educating the new employee on security measures, such as handling valuable items, preventing theft, and ensuring the safety of customers and staff. Typically, this training is conducted by the store manager or a designated security officer.

8. Learning visual merchandising techniques: Visual merchandising plays a significant role in attracting customers and showcasing jewellery products effectively. This task involves training the new employee on visual merchandising techniques, including product placement, window displays, and creating an appealing store environment. It is usually performed by experienced visual merchandisers or trainers.

9. Introduction to company software and tools: Many jewellery retail companies utilize specific software and tools for inventory management, customer relationship management, and sales analysis. This task involves training the new employee on how to effectively use these systems to streamline their work. The IT department or a designated trainer typically performs this task.

10. Shadowing experienced staff: To gain practical knowledge and observe best practices, new employees often shadow experienced staff members. This task allows them to learn from experienced salespeople, managers, or other relevant roles within the company. The duration and frequency of shadowing sessions may vary based on the company’s policies and the employee’s role.

11. Introduction to company benefits and perks: This task involves providing the new employee with information about the company’s benefits package, such as health insurance, retirement plans, employee discounts, and any other perks offered. The HR department typically performs this task, ensuring that the employee understands the available benefits and how to access them.

12. Review of safety protocols: Safety is paramount in the jewellery retail industry, and employees need to be aware of safety protocols to prevent accidents and injuries. This task involves reviewing safety procedures, emergency protocols, and the proper use of equipment. It is typically performed by the store manager or a designated safety officer.

13. Introduction to company hierarchy and reporting structure: Understanding the company’s hierarchy and reporting structure is essential for effective communication and collaboration. This task involves providing the new employee with an organizational chart and explaining the roles and responsibilities of different positions within the company. The HR department or a designated manager typically performs this task.

14. Introduction to company-wide initiatives and events: To foster a sense of belonging and engagement, new employees should be informed about any company-wide initiatives, events, or social activities. This task involves sharing information about team-building activities, charity events, or any other events that promote a positive work culture. The HR department or a designated employee engagement team typically performs this task.

15. Ongoing training and development opportunities: Continuous learning and development are crucial in the jewellery retail industry. This task involves informing the new employee about ongoing training programs, workshops, or certifications that they can pursue to enhance their skills and knowledge. The HR department or a designated training coordinator typically performs this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Jewellery checklist above, you’ll now have an idea of how you can apply best practices to getting your new Jewellery 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.