Induction checklist– Name:

Yes / No / N/A / Comments / Trainer Signature
BEFORE THE EMPLOYEE STARTS
Start date confirmed and agreed by Area Manager / ☐ / ☐ / ☐ /
Welcome pack sent out (Area Manager will confirm when HR have sent pack out) / ☐ / ☐ / ☐ /
Induction location confirmed by Area Manager / ☐ / ☐ / ☐ /
Accommodation booked (contact Retail Ops) confirm location and any specific requirements / ☐ / ☐ / ☐ /
Induction Manager calls new starter to introduce themselves / ☐ / ☐ / ☐ /
Induction Manager confirms all details of induction via the Induction template email / ☐ / ☐ / ☐ /
Expenses agreed and Area Manager informed Maggie Sulston, Hayley Fisher in finance and Jo Shortland of estimated expenses incurred / ☐ / ☐ / ☐ /
Agree and plan in flex hours required for the Induction period / ☐ / ☐ / ☐ /
Time planned with Area Champs where appropriate / ☐ / ☐ / ☐ / Confirm location and date
Complete Induction planner and send to Area Manager / ☐ / ☐ / ☐ /
Date for Head Office Visit planned with Area Manager: / ☐ / ☐ / ☐ / Confirm location and if any other accommodation needed
All Departments informed and Booked
HR / ☐ / ☐ / ☐ / Note time and name of contact for new Manager
Recruitment / ☐ / ☐ / ☐ / Note time and name of contact for new Manager
Yes / No / N/A / Comments / Trainer Signature
Retail Operations / ☐ / ☐ / ☐ / Note time and name of contact for new Manager
Branch Merchandising / ☐ / ☐ / ☐ / Note time and name of contact for new Manager
Marketing / ☐ / ☐ / ☐ / Note time and name of contact for new Manager
Comments:
DAY ONE
Yes / No / N/A / Comments / Trainer Signature / New Managers Signature
Introduction to the team / ☐ / ☐ / ☐ /
Housekeeping, facilities, health and safety tour etc. / ☐ / ☐ / ☐ /
Introduction to the Induction program and what it will look like / ☐ / ☐ / ☐ /
HR Paperwork
Confirm with HR Group that all paperwork has been returned to HR
  1. Contract signed and returned to HR
  1. Details provided to send for two references.
  1. P45, or P46 if no P45 available
Copy of UK passport (or other suitable documents) to check eligibility to work in UK
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Are there any questions or concerns regarding paperwork? / ☐ / ☐ / ☐ /
Explain about cut-off dates for payroll and when payment will be made / ☐ / ☐ / ☐ /
Issue New Starter with Goody bag / ☐ / ☐ / ☐ / This should include an Induction ring binder, a Joules mug (this needs to be purchased through the till with a 100% price override under reason code ‘Managers Induction free Mug’) a being brilliant note pad, a highlighter and pen and pencil which you can order with your stationary
Set up with their relevant Retail Java log in number / ☐ / ☐ / ☐ / Raise a Help Desk ticket stating what store they are assigned to and the appropriate number they will use
Set up log in for the Resource Centre / ☐ / ☐ / ☐ / Email Retail Ops with the new Managers details so they can set them up on the Resource Centre
Photo taken for staff I.D card / ☐ / ☐ / ☐ / This must be sent off on the new starters first day to Human Resources Group in Head Office
DAY ONE
Yes / No / N/A / Comments / Trainer Signature / New Managers Signature
Who’s who on the Area including Area Champs / ☐ / ☐ / ☐ / Refer to the Intranet for the latest Area champ list under Sales, Retail and Shared Documents
Pick some Uniform to wear for the Induction period / ☐ / ☐ / ☐ / The allowance used must be agreed by your Area Manager
Confirm Rota’s over the Induction period / ☐ / ☐ / ☐ /
Lunch with Induction Manager / ☐ / ☐ / ☐ / Do a paid out under the reason code ‘Refreshments (Milk)’ max £5 per head
New starter to phone Area Manager at end of day for an update / ☐ / ☐ / ☐ /
Hours, breaks explained – dependent on role / ☐ / ☐ / ☐ / Refer to the Resource Centre under Human Resources, Operations and Breaks
Expenses procedure
Explained in full, Include correct completion of expense form / ☐ / ☐ / ☐ / NBthat the process for claiming expenses while on your Induction is different to the normal process. Refer to the Resource Centre under Human Resources and Expenses
Principles of reclaiming expenses / ☐ / ☐ / ☐ /
Reclaiming fuel expenses / ☐ / ☐ / ☐ /
Time scales of the reimbursement / ☐ / ☐ / ☐ /
Who authorises expenses / ☐ / ☐ / ☐ /
Brand Introduction
Getting to know us / ☐ / ☐ / ☐ / Refer to the companion booklet which can be found on the Resource Centre under Training and Development, Human Resources and Joules Companion
Introduce Tom Joule / Refer to the Resource Centre under Training and Development, Human Resources and BBWOC Presentations
BBWOC module 1 – customer types / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Human Resources, BBWOC and BBWOC Presentations
Retail Objectives / ☐ / ☐ / ☐ / Refer to the Intranet under Sales, Retail and then Shared Documents
DAY ONE Continued
Yes / No / N/A / Comments / Trainer Signature / New Managers Signature
Brand Principles / ☐ / ☐ / ☐ / Refer to the Joules Companion booklet which can be found on the Resource Centre under Training and Development, Human Resources, Joules Companion and Mission, Principles and top 6 Business Strategies
Benefits
EAP
Our Fantastic scheme via the Retail Trust and the benefits of the Retail Trust Charity / ☐ / ☐ / ☐ / Retail Trust leaflet provided in offer pack or available on the Resource Centre under Policies, Human Resources and Benefits
Pension scheme explained
Auto enrolment at 1% employee and 1% employer contributions. Provider is People’s Pension / ☐ / ☐ / ☐ / Pension information is provided in your offer pack and available on the Resource Centre under Policies, Human Resources and Benefits
Voluntary Health Care Cash Plan / ☐ / ☐ / ☐ / The booklet will have been provided for you in your welcome pack or refer to the Intranet under Human resources, Shared Documents, Reward and Benefits and Health scheme application
Employee discount scheme
50% discount on most clothing items, 20% discount on licensed items for personal use or family gifts / ☐ / ☐ / ☐ / Guiding principles provided in offer pack and available on the Resource Centre under Policies, Human Resources and Benefits
Limit of £1,500 at RRP per season / ☐ / ☐ / ☐ / This is monitored and tracked via Head office, it is the employees responsibility to manage the limit and return their receipts to their own store
Explain strictly no onward trading of Joules clothing is permitted – i.e. EBay/ Preloved etc. / ☐ / ☐ / ☐ / Guiding Principles provided in offer pack and available on the Resource Centre under Policies, Human Resources and Benefits
Activities covered and Comments:
DAY TWO
Yes / No / N/A / Comments / Trainer Signature / New Managers Signature
Job profile and expectations / ☐ / ☐ / ☐ / The Managers Job Profile can be found on the Resource Centre under Human Resources and Job Profiles
Joules behaviours/Leadership principles / ☐ / ☐ / ☐ / These are all on the Resource Centre under Training and Development and Human Resources
Key Business strategies / ☐ / ☐ / ☐ / Refer to Intranet, Sales, Retail and Retail Objectives
Incentive scheme - Explain rules for current year / ☐ / ☐ / ☐ / Your Induction Manager will inform you of any Incentive and the rules around it
BBWOC Shop floor
How to wrap brilliantly / ☐ / ☐ / ☐ / Guidelines found on the Resource Centre under Training and Development, Human Resources and Being Brilliant
Product knowledge / ☐ / ☐ / ☐ / Show the tools available Product videos on the Resource Centre under Training and Development, Human Resources, BBWOC. Product A-Z Glossary under Training and Development, Human Resources, BBWOC and BBWOC Presentations
Till Training – Discounts, reason codes etc. / ☐ / ☐ / ☐ / Refer to the Resource Centre for the Policies and Procedures as well as a practical demonstration on the sales floor
Data collection / ☐ / ☐ / ☐ / Refer to the Intranet under Sales, Retail, Shared Documents for the Data guidelines
Activities covered and comments:
TRAINING TOPICS
Operations
Yes / No / N/A / Comments / Trainer Signature / New Manager Signature
Deployment planners/ floor walks/Team Brief / ☐ / ☐ / ☐ / Refer to the Intranet under Sales, Retail, Shared documents and Commercial Operations file
Health and safety / ☐ / ☐ / ☐ / Refer to the Resource Centre under Health and Safety
Facilities, Maintenance and Escalation process / ☐ / ☐ / ☐ / Refer to the Intranet under Operations
Rolling replen / ☐ / ☐ / ☐ / Refer to Retail Javaunder Operational Reports and Rolling Replen
IT Helpdesk tickets / ☐ / ☐ / ☐ / Refer to the Intranet under IT Helpdesk
Click & Collect / ☐ / ☐ / ☐ / Refer to the Resource Centre under Procedures, Stock Management and Click and Collect
Intranet – Retail Area / ☐ / ☐ / ☐ / Refer to the link
Deliveries / ☐ / ☐ / ☐ / Refer to the ResourceCentre under Policies, Stock Management, Deliveries
Procedures, Stock Management and Deliveries
Stock takes / ☐ / ☐ / ☐ / Refer to the Resource Centre under Policies, Stock Management, Stocktaking and Procedures, Stock Management andStocktaking
IST’s / ☐ / ☐ / ☐ / Refer to the Resource Centre under Policies, Stock Management and Inter store transfers
Procedures, Stock Management and Inter store transfers
Managing Faulty stock / ☐ / ☐ / ☐ / Refer to the Resource Centre under Policies, Stock Management and Damaged Products
Procedures, Stock Management, Damaged and Products
Preparing Banking / ☐ / ☐ / ☐ / Refer to the ResourceCentre under Policies, Cash Management and Banking
Procedures, Cash Management and Banking
G4S collections and Delivery / ☐ / ☐ / ☐ / Refer to the Resource Centre under Procedures, Cash Management and Banking
Housekeeping standards / ☐ / ☐ / ☐ / Refer to the Intranet under Sales, retail, Shared documents and BOH standards
Operations continued
Yes / No / N/A / Comments / Trainer Signature / New Manager Signature
Stationary orders / ☐ / ☐ / ☐ / Refer to the Intranet for the link to the stationary company CCS
Back office standards / ☐ / ☐ / ☐ / Refer to the Intranet under Sales,Retail, Shared documents and BOH standards
Stockroom standards / ☐ / ☐ / ☐ / Refer to the Intranet under Sales, Retail, Shared documents and BOH standards
Tax free world wide / ☐ / ☐ / ☐ / Refer to the Resource Centre under Procedures, Cash Management and Tax free world wide
Health checks / ☐ / ☐ / ☐ / Refer to the Resource Centre under Health Checks, Retail Operations, General and Stock cash and loss prevention
Area Manager 10 point check / ☐ / ☐ / ☐ / Refer to the Resource Centre under Health Checks, Retail Operations and General and Top 10
Retail Events / ☐ / ☐ / ☐ / These are communicated via email, Newsletters and Daily updates
Resource Centre Assessments
Resource Centre Induction / ☐ / ☐ / ☐ / Refer to the Resource Centre underTraining and Development,Resource Centre, Resource Centre Induction and Training and Validation
User Administration / ☐ / ☐ / ☐ / Refer to the Resource Centre underTraining and Development,Resource Centre, User Administration and Training and Validation
Cash Management
Banking / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management,Banking and Training and Validation
Staff Purchase and Refunds / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Staff Purchase and Refunds and Training and Validation
Till Procedures and Refunds / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Till Procedures and Refunds and Training and Validation
Non Trading Controls / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Non Trading Controls and Training and Validation
Till Procedures and Exchanges / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Till Procedures and Exchanges and Training and Validation
Cash Management Continued
Yes / No / N/A / Comments / Trainer Signature / New Manager Signature
Change Orders / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Change Orders and Training and Validation
Till Float Management / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Till Float Management and Training and Validation
Till Procedures Additional / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Till Procedures Additional and Training and Validation
Till Procedures Additional / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Till Procedures Additional and Training and Validation
Gift Card Management / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Gift Card Management and Training and Validation
Till Operator Management / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Till Operator Management and Training and Validation
Sales Reconciliation / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Sales Reconciliation and Training and Validation
Till Procedures – Sales / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Cash Management, Till procedures – Sales and Training and Validation
Health and Safety
Legal Requirements / ☐ / ☐ / ☐ / Refer to the Resource Centre underTraining and Development,Health and Safety, Legal Requirements and Training and Validation
Personal Responsibility / ☐ / ☐ / ☐ / Refer to the Resource Centre underTraining and Development,Health and Safety, Personal Responsibility and Training and Validation
Accidents / ☐ / ☐ / ☐ / Refer to the Resource Centre underTraining and Development,Health and Safety, Accidents and Training and Validation
Building and Environment / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Health and Safety, Building and Environment and Training and Validation
Fire and Emergency / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Health and Safety, Fire and Emergency and Training and Validation
Health and Safety Continued
Yes / No / N/A / Comments / Trainer Signature / New Manager Signature
Managing Risk / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Health and Safety, Managing Risk and Training and Validation
Evacuation Process / ☐ / ☐ / ☐ / Refer to the Resource Centre under Policies, Health and Safety, Fire and Emergency, Bomb Threats and Major incident contingency plan
Stock Management
Click and Collect / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development,Stock Management, Click and Collect andTraining and Validation
Housekeeping / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Stock Management, Housekeeping andTraining and Validation
Customer Holds / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Stock Management, Customer Holds andTraining and Validation
Inter Store Transfers / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Stock Management, Inter Store Transfers andTraining and Validation
Customer Orders / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Stock Management, Customer Orders andTraining and Validation
Price Management / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Stock Management, Price Management andTraining and Validation
Damaged Products / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Stock Management, Damaged Products andTraining and Validation
Returns to the JDC / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Stock Management, Returns to the JDC andTraining and Validation
Deliveries / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Stock Management, Deliveries andTraining and Validation
Stocktaking / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Stock Management, Stocktaking andTraining and Validation
Loss Prevention
Yes / No / N/A / Comments / Trainer Signature / New Manager Signature
Additional Controls / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Loss Prevention, Additional Controls andTraining and Validation
Monitors and Controls / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Loss Prevention, monitors and Controls and Training and Validation
Administration Controls / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Loss Prevention, Administration Controls and Training and Validation
Personnel / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Loss Prevention, Personnel and Training and Validation
Building and Environment / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Loss Prevention, Building Environment and Training and Validation
Customers / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Loss Prevention, Customers and training and validation
Major Incidents / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Loss Prevention, Major Incidents and Training and Validation
Communication
No Email Wed / ☐ / ☐ / ☐ / Stores and Head office should avoid emailing on a Wednesday to allow you to focus on your store
Newsletter / ☐ / ☐ / ☐ / This is sent out by the Retail ops team via an email once a week on a Wed
Round Robin / ☐ / ☐ / ☐ / Each Area will have a main contact store who in turn will cascade any messages to the cluster contacts, who will then cascade down to their assigned stores
Daily updates / ☐ / ☐ / ☐ / This is sent out by the Retail ops team on a daily basis via an email with any focuses or company directives
Coms etiquette/composing emails / ☐ / ☐ / ☐ / Refer to the Resource Centre under Training and Development, Human Resources, lunch and learn and then Brilliant email writing Module
Conference calls / ☐ / ☐ / ☐ / Your Inducting Manager will issue you with your Area conference call details
Files / ☐ / ☐ / ☐ / Refer to the Intranet under Sales, Retail, Shared Documents and Click and Collect folder, Commercial Ops folder, Management Commercial file
Communication Continued
Yes / No / N/A / Comments / Trainer Signature / New Manager Signature
Meetings- Area, VM and Retail / ☐ / ☐ / ☐ / Your Area Manager will periodically arrange a meeting for your Area throughout the year. Retail Ops organise 2 Managers meetings per year where you will be updated on any business directives and results
Activities covered and comments:
Commerciality
Yes / No / N/A / Comments / Trainer Signature / New Managers Signature
Space Management & Money Mapping / ☐ / ☐ / ☐ / Refer to the Intranet under VM, VM Training Tools, Creating the Vision which is then broken down into Ladies, Men’s and Children’s
Best Sellers/Product performance / ☐ / ☐ / ☐ / There are 2 types of reports; Store Best Sellers that hit down via email on a Monday morning called IT reports. Company Best Sellers come via the Intranet, Retail, Sales and Shared Documents.
Trade Feedback – what to consider / ☐ / ☐ / ☐ / Your Induction Manager will brief you on this process and what your Area Manager requires
Targets
Daily/MAT / ☐ / ☐ / ☐ / Your targets for the week ahead come through via an email with the daily update on a Friday. Your Daily figures come through via an email from Finance on a daily basis first thing in the morning