Point of Sale Cash Register Training Checklist
Use this checklist to record POS register training, confirm core cash register skills, and document any follow-up needed.
Trainee and Training Session Details
Trainee Full Name
*
First Name
Middle Name
Last Name
Employee / Trainee ID
Job Role / Position
*
Please Select
Cashier
Supervisor
Manager
Other
Store / Location
*
Training Date
*
-
Month
-
Day
Year
Date
Trainer Name
*
Shift / Department
*
Please Select
Morning Shift
Afternoon Shift
Evening Shift
Front End
Customer Service
Other
POS Cash Register Core Skills Checklist
Turning the register on and off
*
Completed
Needs Review
Not Covered
Logging in and out of the register
*
Completed
Needs Review
Not Covered
Navigating the POS screen
*
Completed
Needs Review
Not Covered
Opening a new sale
*
Completed
Needs Review
Not Covered
Scanning items or entering items manually
*
Completed
Needs Review
Not Covered
Applying discounts or promotions
*
Completed
Needs Review
Not Covered
Checking price and quantity
*
Completed
Needs Review
Not Covered
Handling taxes
*
Completed
Needs Review
Not Covered
Voiding or correcting an item
*
Completed
Needs Review
Not Covered
Payment and Transaction Handling
Cash payment handling trained
*
Completed
Needs review
Not trained
Card payment workflow trained
*
Completed
Needs review
Not trained
Payment types covered
*
Cash
Debit card
Credit card
Gift card
Mobile payment
Not trained
Split payment processing trained
Completed
Needs review
Not trained
Cash drawer opening and closing trained
*
Completed
Needs review
Not trained
Change and receipt handling trained
*
Completed
Needs review
Not trained
Transaction cancellation or void process trained
*
Completed
Needs review
Not trained
Returns, Exceptions, and End-of-Shift Procedures
Returns and exchanges procedures covered
*
Yes
No
Other
Refund workflow covered
*
Yes
No
Other
Manager override or escalation process covered
*
Yes
No
Other
End-of-shift balancing and cash drawer count covered
*
Yes
No
Other
Reconciliation reports printed and register secured
*
Yes
No
Other
Notes on items needing retraining or follow-up
Trainer Sign-Off and Completion Status
Final Completion Status
*
Passed
Passed with Coaching
Incomplete
Trainer Comments
Trainee Acknowledgment
*
I confirm this checklist is accurate
I understand additional practice may be required if marked incomplete
Trainee Signature
Submit Checklist
Submit Checklist
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