RETAIL EMPLOYEE ONBOARDING PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Create Employee Record: Create a new entry in the 'Employee' data model with details provided in the onboarding form.
[ ] Assign IT Equipment Setup: Create a task for the IT Department to prepare laptop, peripherals, and software access.
[ ] Assign Store Manager Welcome Task: Create a task for the Store Manager to conduct the in-store facility tour.
[ ] Update Employee Status: Update the 'Status' field in the Employee data model to 'Onboarding in Progress'.
[ ] Fetch Store Location Details: Get details of the assigned store location (address, manager contact) from the 'Stores' data model.
[ ] Calculate Training Completion Date: Calculate the deadline for mandatory training based on the Start Date + 7 days.
[ ] Assign Compliance Training Checklist: Create a task for the new hire containing the mandatory safety and legal compliance checklist.
[ ] Send Welcome Email to New Hire: Send an automated welcome email to the employee's personal email address with onboarding instructions.
[ ] Notify Store Manager: Send an email to the Store Manager notifying them that a new team member has been assigned to their branch.
[ ] Retrieve Manager Contact Info: Retrieve the email and phone number of the Store Manager from the Store data model.
[ ] Payroll Setup Task: Create a task for the HR/Payroll team to enter bank details and tax information into the system.
[ ] Update Store Staff Count: Update the 'Total Headcount' field in the Store data model to reflect the new hire.
[ ] Calculate Store Training Budget Spent: Aggregate the cost of all training modules assigned to this store to monitor the monthly training budget.
[ ] Send SMS Arrival Reminder: Send an SMS to the new hire's phone number one day before their start date.
[ ] Uniform and ID Badge Creation: Create a task for the Admin/HR team to prepare the employee uniform and printed ID badge.
[ ] Set Onboarding Completion Date: Update the 'Onboarding End Date' in the Employee record once all tasks are marked complete.
[ ] Generate Monthly Onboarding Report: Create a report summarizing all employees onboarded during the current month for HR review.
[ ] Clean Up Temporary Onboarding Drafts: Delete temporary data entries/drafts used during the initial application stage once the official record is created.

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