Onboarding plan for retail & sales
For the first 90 days in a fashion shop, lifestyle store or branch, with the uniform, POS induction, product knowledge and sales training instead of hardware orders.
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- Free to use
What is in the template?
Ready to use, with formulas, sample data and a legend.
- Tasks grouped: before day 1, week 1, month 1, month 3
- An owner per task (pre-filled per industry)
- Deadlines relative to the joining date, calculated automatically
- A status column with a dropdown (open / in progress / done)
- Pre-filled: uniform, till and POS, product knowledge, visual merchandising
- Theft prevention, the fitting room process and sales training included
When does the template fit?
Ideal as an interim solution or for small teams, with clear limits.
- Branch stores, fashion shops, lifestyle stores
- Chemists, bakeries, specialist retail
- A first onboarding structure of your own without an HR tool
A checklist reminds nobody. A workflow does.
Excel checklists work for the first new employee and are forgotten by the third. MetronHR turns the onboarding plan into a reusable workflow: tasks are assigned automatically, owners are reminded, and the status per employee is documented with editor and timestamp and linked to the personnel file.
| Excel template | MetronHR | |
|---|---|---|
| Upkeep | Manual upkeep | Automatic calculations |
| Approvals | No workflows | Approval workflow |
| Reminders | No reminders | Reminders |
| Team | Copy again for every employee | One central source for the whole team |
Frequently asked questions
Answers on usage and legal aspects.
Question not answered here? Every step is explained in the help centre.
Send us a messageHow does this template differ from the office version?
Instead of hardware (laptop, SSO, Slack) you will find industry-typical tasks here: order the uniform, induct on the POS and till system, product knowledge, the fitting room process, theft prevention and sales training. The owners are branch management, shift management and a buddy rather than HR and IT.
Is the template suitable for other retail sectors too?
Yes. The tasks are generic enough for fashion, lifestyle, chemists and specialist retail. Mandatory training such as hygiene and fire safety and the POS process are universal. Sector specifics (food hygiene, for example) you add in the editable template.
Can I adapt the default tasks?
Yes. The template is openly editable: remove tasks, add tasks, adjust owners and deadlines, and save it as your branch's master template.
What does a „workflow“ in MetronHR actually mean for my branch?
For example: a new joiner is created, and tasks are generated automatically for branch management (order the uniform), shift management (POS induction in week 1) and HR (hygiene training). Owners get reminders and progress appears in the personnel file, with no Excel upkeep.
Templates are a start. MetronHR is the answer.
When Excel reaches its limits in a team, MetronHR takes over the process. Try it free for 14 days.
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- Ready quickly
- Cancel monthly
- Full access to every feature
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