Learning Center / Template
Retail opening and closing checklist template
Opening and closing routines are a strong first Staff Hub workflow because they repeat every day and should not depend on memory.
Opening checklist starter
- Unlock and disable alarms according to store procedure.
- Check store presentation before doors open.
- Check card terminal, cash float, or POS readiness if relevant.
- Confirm any overnight notes or manager handover.
- Review today's announcement or product briefing.
Closing checklist starter
- Complete final customer-service and floor checks.
- Record any stock, customer, or maintenance issue.
- Complete cash/card terminal process if relevant.
- Leave a handover note for the next manager or shift.
- Secure the store according to store procedure.
Turn it into Staff Hub training
- Create a module called `Opening and closing routine`.
- Add one lesson for opening and one lesson for closing.
- Add store-specific notes, photos, or escalation rules.
- Assign the module to new staff or shift leads.
- Ask one person to complete it and check completion status.
Add a manager announcement
If a step changes, use an announcement with read receipts rather than editing the whole module silently. That gives the manager visibility into who saw the change.
What success looks like
Staff can find the routine before a shift, and a manager can confirm that new or relevant staff have completed it.