Cashier - flagshiphawaii.com · to administer OJT. Training Format: ... FastLube Cashier On-The-Job...
Transcript of Cashier - flagshiphawaii.com · to administer OJT. Training Format: ... FastLube Cashier On-The-Job...
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
Cashier On-The-Job Training Plan
By. Ricky E. Price The following On-The-Job (OJT) training process plan has been specifically designed for the Fastlube cashiers. Responsibility: Trainee is directly responsible to the Facility Manager who will ensure OJT is properly administered. Qualified Fastlube cashiers will assist with training as directed by the Facility Manager and will take the initiative to ensure that the trainee is fully indoctrinated on the duties and responsibilities of a Fastlube Cashier. The Trainee will be placed on the operating schedule ensuring adequate personnel are available to administer OJT. Training Format: Each task detailed below is derived from the Fastlube Cashier Job Description. The trainee will perform each task under the guidance of a qualified cashier or Facility Manager. Each time the task is performed the trainer and trainee will initial and date in the appropriate space. Once the trainee has completed the tasks listed he/she will demonstrate proficiency to the Facility Manager and/or Vice President/Owner who will sign in the appropriate space to signify that training is complete. ___________________________________ ___________________________ Employee Name (Print) Date Received ___________________________________ ___________________________ Employee Signature Date to be completed by
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
FastLube Cashier On-The-Job Training Plan
Opening Procedures: Trainer Trainee Date
• Demonstrate ability to clock in properly: _______ _______ ______
_______ _______ ______ _______ _______ ______
• Demonstrate ability to “open the store” in ISI: _______ _______ ______
_______ _______ ______ _______ _______ ______
• Demonstrate how to properly count currency _______ _______ ______ And coins in the drawer and how to input _______ _______ ______ Currency and coins in ISI:
• Demonstrate how to make coffee and maintain _______ _______ ______ The coffee area (Wahiawa Store): _______ _______ ______ _______ _______ ______
Cleaning Procedures: Trainer Trainee Date
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
• Customer Waiting Area:
o Sweeping _______ _______ ______
_______ _______ ______
o Mopping _______ _______ ______
_______ _______ ______
o Cleaning Windows (Inside & Out) _______ _______ ______
_______ _______ ______
o Organizing/Updating Reading Materials _______ _______ ______
_______ _______ ______
Trainer Trainee Date
o Cleaning Countertops _______ _______ ______
_______ _______ ______
o Emptying Trash _______ _______ ______
_______ _______ ______
• Customer Restroom:
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
o Sweeping _______ ________ ______
_______ ________ ______
o Mopping _______ ________ ______
_______ ________ ______
o Stocking (Paper Towels, Toilet Paper, _______ ________ ______ Soap, Seat Covers) _______ ________ ______
o Emptying Trash _______ ________ ______
_______ ________ ______
Phone Etiquette
• Demonstrate ability to properly answer _______ ________ ______ the telephone: _______ ________ ______ _______ ________ ______ _______ ________ ______ _______ ________ ______
• Demonstrate the ability to call a customer _______ ________ ______ and inform them of other services that may _______ ________ ______
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
be needed or that their car is ready for _______ ________ ______ pickup: _______ ________ ______ _______ ________ ______
Trainer Trainee Date • Demonstrate the ability to check ________ ________
______ the voicemail. ________ ________ ______ ________ ________ ______
Cashing Out Procedures
• Printing and going over service reviews ________ ________
______ ________ ________ ______ ________ ________ ______ ________ ________ ______ ________ ________ ______
• Reviewing checklist-going over ________ ________ ______ services done on the car. ________ ________ ______ ________ ________ ______ ________ ________ ______
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
________ ________ ______
• Checking/updating the customer’s ________ ________ ______
________ ________ ______
________ ________ ______ ________ ________ ______ ________ ________ ______
• Informing the customer’s that our ________ ________ ______ computer tracks all services done ________ ________ ______ on their cars: ________ ________ ______ ________ ________ ______ ________ ________ ______
• Informing the customer’s about our ________ ________ ______ free “top off” policy: ________ ________ ______ ________ ________ ______ Trainer Trainee Date
• Reviewing comments: _______ _______ ______
_______ _______ ______
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
_______ _______ ______ _______ _______ ______
• Inputting comments o Safety Sticker #’s ________ _______
______ ________ _______ ______ ________ _______ ______
o VIN #’s ________ _______ ______
________ _______ ______ ________ _______ ______
• Remind customer of date to return for ________ _______ ______ next service: ________ _______ ______ ________ _______ ______
• Thank & Remind customer that there is ________ _______ ______ a sticker placed in windshield to also ________ _______ ______ remind of next service: ________ _______ ______ ________ _______ ______
• Collecting Payments
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
o Cash ________ _______ ______
________ _______ ______ ________ _______ ______ ________ _______ ______
o E-Check ________ _______ ______
________ _______ ______ ________ _______ ______ ________ _______ ______ Trainer Trainee Date
o Paper Check _______ _______ ______
_______ _______ ______ _______ _______ ______ _______ _______ ______
o Credit/Debit Card _______ _______ ______
_______ _______ ______ _______ _______ ______
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
_______ _______ ______
Goodyear Credit Card (Wahiawa Store) _______ _______ ______ _______ _______ ______ _______ _______ ______
• Processing Fleet Accounts o Collecting/Entering all required _______ _______
______ Information _______ _______ ______ _______ _______ ______ _______ _______ ______ _______ _______ ______
o Completing fleet form _______ _______ ______
_______ _______ ______ _______ _______ ______ _______ _______ ______ _______ _______ ______
• Gift Cards _______ _______ ______
_______ _______ ______ _______ _______ ______
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
_______ _______ ______ _______ _______ ______ Trainer Trainee Date
• Re-print window stickers _______ _______ ______
_______ _______ ______ _______ _______ ______
• Re-print invoices _______ _______ ______
_______ _______ ______ _______ _______ ______
• Re-load printer ink & Paper o Invoice printer _______ _______
______ _______ _______ ______ _______ _______ ______
o Service review printer _______ _______ ______
_______ _______ ______ _______ _______ ______
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
o Window sticker printer _______ _______ ______
_______ _______ ______ _______ _______ ______
o Credit card printer _______ _______ ______
_______ _______ ______ _______ _______ ______
• Weekly Supply Order _______ _______
______ _______ _______ ______ _______ _______ ______
Closing Procedures
• Count currency and coins & Input _______ _______ ______ into ISI _______ _______ ______ _______ _______ ______ _______ _______ ______ _______ _______ ______ Trainer Trainee Date
• Print out e-check/credit card reports _______ _______ ______
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
_______ _______ ______ _______ _______ ______ _______ _______ ______ _______ _______ ______
• Verify reports have been printed out
o Transaction Report _______ _______ ______
_______ _______ ______
o Revenue reconciliation _______ _______ ______
_______ _______ ______
o List of Checks and charges _______ _______ ______
_______ _______ ______
o Fleet reports _______ _______ ______
_______ _______ ______
o Employee timesheet report _______ _______ ______
_______ _______ ______
o Invoicing exception Report _______ _______ ______
_______ _______ ______
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
• Count & Log Invoices for Exception Report _______ _______ ______
_______ _______ ______ _______ _______ ______ _______ _______ ______
o Separate invoices according to service _______ _______
______ _______ _______ ______ _______ _______ ______ _______ _______ ______
Trainer Trainee Date
• Input negative inventory quality _______ _______ ______
_______ _______ ______ _______ _______ ______
• Receiving Inventory _______ _______ ______
_______ _______ ______ _______ _______ ______
• Use adding machine to calculate totals _______ _______ ______
_______ _______ ______
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
_______ _______ ______
• Completely fill out Daily Tally Sheet _______ _______ ______
_______ _______ ______ _______ _______ ______
• Put paperwork in the correct order _______ _______ ______
_______ _______ ______ _______ _______ ______ _______ _______ ______
• Count out nightly deposit _______ _______ ______
_______ _______ ______ _______ _______ ______
• Completely fill out deposit slip and bag _______ _______ ______
_______ _______ ______ _______ _______ ______
• Tires
o Demonstrate how to properly _______ _______ ______ Order tires using PO#’s _______ _______ ______ _______ _______ ______
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
_______ _______ ______
o Demonstrate how to enter _______ _______ ______ tire information & details into _______ _______ ______ ISI _______ _______ ______ _______ _______ ______
_______ _______ ______ Trainer Trainee Date
o Demonstrate how to match _______ _______ ______ Goodyear tire invoices with _______ _______ ______ Fastlube customer sale invoices _______ _______ ______ _______ _______ ______ _______ _______ ______
• Parts Stores o Demonstrate how to properly _______ _______
______ order parts using PO#’s _______ _______ ______ _______ _______ ______ _______ _______ ______
o Demonstrate how to properly _______ _______ ______ match part store invoices with _______ _______ ______
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Fastlube, Inc. 1034 A Kilani Avenue, Wahiawa, HI 96786 – Office: (808) 621-0899 Fax: (808) 622-4448
Fastlube customer sale invoices _______ _______ ______ _______ _______ ______
o Demonstrate how to properly _______ _______ ______ return parts & make a copy of _______ _______ ______ part store invoices _______ _______ ______ _______ _______ ______
I certify that I have been trained and have a basic understanding of the cashier procedures. ___________________________________ Employee Signature/Date ___________________________________ Facility Manager’s Signature/Date ____________________________________ Human Resource Manager/Date