HR and Training · As needed

Store Staff Onboarding Checklist

Day one to day thirty onboarding steps for every new store joiner.

A store staff onboarding checklist is the list of steps a new joiner must complete between the first day and the thirty day sign-off: documents collected, uniform and ID issued, app and POS access set up, product and selling standards taught, a safety briefing given and a buddy assigned. The Store Manager opens one checklist per new joiner and ticks items as they happen over the first month, and the HR Executive reviews it at the week one and thirty day marks. It keeps onboarding the same in every store, whether the joiner is a sales advisor in a showroom or a barista in a company-owned cafe. A missed step raises a ticket with an owner and a deadline, so nobody reaches the floor untrained.

Free. No form. The workbook has the same columns as the table below, with the score formula and a fatal-item check in place.

Filled by
Store Manager
Reviewed by
HR Executive
Cadence
As needed
Time
About 20 minutes
Items
22 across 7 sections
Photos
0 required
Score
71 points, pass mark 90
Fatal items
1
Store formats
All own-store formats
The full template

Every item, with the question the store manager answers on the phone.

Score = weight of items answered Yes ÷ weight of items not marked N/A, out of 100. Pass mark 90. A failed fatal item caps the score at zero and raises a ticket to the hr executive.

Day one documents and access 4 items

#ItemAudit questionAnswerPhotoWeightWhat good looks like
1Appointment letter signedHas the new joiner signed the appointment letter and a copy been filed with HR on day one?Yes / No / N/AOptional4Signed letter on file with joining date, role, store and salary, copy given to the joiner.
2ID and address proofHave identity, address and age proof been collected and verified against the originals?Yes / No / N/ANo4Copies collected and verified, age confirmed as eighteen or above, originals returned the same day.
3Bank and statutory detailsAre bank account, PF and ESI details, where applicable, submitted to HR for payroll?Yes / No / N/ANo3Bank details and PF or ESI forms with HR before the first payroll cut-off.
4App access set upDoes the new joiner have a working BorentisOps login in their preferred language, Hindi, English or Hinglish?Yes / No / N/ANo3Joiner logged in on the store phone or own phone, language set, assigned to the right store.

Uniform and ID 3 items

#ItemAudit questionAnswerPhotoWeightWhat good looks like
5Uniform sets issuedHave the policy number of uniform sets been issued in the right size and logged in the issue register?Yes / No / N/ANo3Correct sizes issued, register signed, joiner in full uniform by day two at the latest.
6Name badge and ID cardHas the joiner received a printed name badge and a company ID card with a current photo?Yes / No / N/ANo3Printed badge with the correct spelling, ID card issued, no temporary handwritten badge after week one.
7Grooming standard explainedHas the manager walked the joiner through the grooming standard using the photo guide in the staff area?Yes / No / N/ANo2Joiner can describe the grooming standard and has seen the photo guide for their role.

Product knowledge 3 items

#ItemAudit questionAnswerPhotoWeightWhat good looks like
8Core range walkthroughHas the joiner been walked through the core range, such as display cars, live demo units, the current collection or the menu?Yes / No / N/ANo4Joiner has seen every key product or menu item on the floor with a trained colleague.
9Price and offer sheetCan the joiner find and explain the current price list, offers and EMI or exchange schemes?Yes / No / N/ANo3Joiner explains two current offers correctly and knows where the offer sheet is kept.
10Product knowledge quizWhat score did the joiner get on the brand's product knowledge quiz at the end of week one?NumberNo3A score out of 100 from the brand quiz, with a retake date if below the bar.

Greeting and selling standards 3 items

#ItemAudit questionAnswerPhotoWeightWhat good looks like
11Greeting standardHas the joiner been taught the brand greeting and shown it at least three times on the floor?Yes / No / N/ANo3Joiner greets within ten seconds of entry using the brand greeting, observed by the manager.
12Selling steps role-playHas the joiner completed a role-play of the selling steps from need discovery to closing with the manager?Yes / No / N/ANo3One full role-play done, need questions asked, product matched, close attempted, feedback given.
13Recording consent explainedWhere conversations are recorded, has the joiner been briefed on the DPDP recording notice and how to answer customer questions about it?Yes / No / N/ANo3Joiner knows where the notice is displayed and can explain in one line why recording happens.

Billing and POS training 3 items

#ItemAudit questionAnswerPhotoWeightWhat good looks like
14Unique POS loginDoes the joiner have their own POS login, with no shared or borrowed passwords?Yes / No / N/ANo4Personal POS login created, password known only to the joiner, shared logins never used.
15Billing walkthroughHas the joiner billed a practice transaction including a GST invoice, a card payment and a UPI payment?Yes / No / N/ANo3Practice bill done with GST invoice, card and UPI, under supervision, then voided correctly.
16Returns and exchange processCan the joiner explain the returns and exchange process and who must approve it?Yes / No / N/ANo2Joiner explains the return window, the approval needed and never processes one alone in month one.

Safety briefing 3 items

#ItemAudit questionAnswerPhotoWeightWhat good looks like
17Fire exits and extinguishersFatalHas the joiner been shown every fire exit, extinguisher and the assembly point, and told how to use an extinguisher?Yes / No / N/ANo5Joiner walks to each exit and extinguisher and names the assembly point without help.
18Emergency contactsDoes the joiner know the emergency numbers, first aid box location and whom to call in a medical emergency?Yes / No / N/ANo3Joiner points to the first aid box and the emergency contact list on the staff board.
19Cash and security rulesHas the joiner been briefed on cash handling limits, the key register and what to do in a theft or robbery?Yes / No / N/ANo3Joiner knows not to carry cash off the counter, not to hold keys, and whom to alert.

Buddy and reviews 3 items

#ItemAudit questionAnswerPhotoWeightWhat good looks like
20Buddy assignedHas an experienced colleague been named as the joiner's buddy for the first thirty days?Yes / No / N/ANo3Buddy named on day one, joiner shadows the buddy for at least the first three shifts.
21Week one reviewHas the manager held a week one review with the joiner, and are the points noted?TextNo3Notes list what went well, two things to improve and any support the joiner asked for.
22Thirty day sign-offAt day thirty, has the manager signed off the joiner as ready to work the floor unsupervised?Yes / No / N/ANo4Sign-off recorded with date, or an extension with reasons and a new review date.
Take it with you.Excel workbook: one row per item, answer and remark columns, score and fatal-item formulas, an About sheet with cadence and roles.
Download Store Staff Onboarding Checklist (.xlsx) ↓
In BorentisOps

The same template, with proof.

Loaded into BorentisOps, each required photo is live, GPS and time-stamped, so a photo from yesterday or another store does not pass. Where the brand has a docket or display standard, Drishti scores the photo against it and marks the misses. Every fail raises a ticket with an owner and a deadline, and the hr executive sees the store on a heat map before the next visit.

The checklist runs offline and syncs when signal returns, in Hindi, English and Hinglish, and the operations score sits next to the store's selling score from Borentis Floor on one store card. Pricing is per store, so every store manager and staff member in the store is on the app.

Import
The Excel keeps the columns BorentisOps reads: section, item, question, answer type, photo rule, weight, fatal. A Borentis onboarding person maps roles and stores.
Assign
By role and cadence per store format: this template to every store manager, as needed.
Prove
Live photo with GPS and time. Drishti verdict against the docket where one exists.
Fix
Fail becomes a ticket with SLA escalation: store, area, region.
FAQs

About this template.

When should the onboarding checklist be opened?

On the joiner's first day, before they step onto the floor. The Store Manager opens one checklist per joiner and completes items as they happen over the month, so the checklist stays open until the thirty day sign-off. Opening it late is the most common reason safety briefings and POS logins get skipped, because the joiner starts selling before anyone has checked the basics.

Why is the fire exit briefing the only fatal item?

Because it is the one gap that can hurt someone on the joiner's first busy day. Missing documents or a late quiz can be fixed in the following week. A joiner who does not know where the fire exits and extinguishers are is a safety risk to customers and colleagues, so a fail here caps the checklist and raises an immediate ticket to the Store Manager.

Does this work for part-time and seasonal staff?

Yes. Brands often add temporary staff for Diwali, Navratri, the wedding season or the EOSS. Use the same checklist, but the thirty day sign-off can be marked N/A for anyone on a shorter contract. The safety briefing, POS login and product walkthrough should never be skipped, because seasonal staff often work the busiest days of the year.

Can I import this template into BorentisOps?

Yes. The Excel download keeps the same columns BorentisOps uses: section, item, question, answer type, photo rule, weight, fatal flag and the note on what good looks like. It imports as a checklist, and a Borentis onboarding person maps the filled-by and reviewed-by roles to your people and assigns it to your stores. Each new joiner then gets their own copy, and HR sees every open onboarding across stores in one list.