Appraisal: Lehi Cashier
Definitions: Cashier = Employee Sales Manager = Supervisor Regular appraisals are a communication tool that helps clarify for employees and their managers what job duties are required, what excellent performance means, how to achieve excellent performance, and at what level the employee is currently performing at. Evaluations help employees determine where they need to strive or try harder. Ultimately, appraisals help the whole organization to perform better; they ensure company success and that we all continue to enjoy working at American Stone for years to come.
On Line Training Courses
Have you completed all applicable on-line training courses? *
U-Haul Dealer Operations
Knowledge of U-Haul Equipment *
Create new reservations accurately by phone or in person (CSF) *
Use of Electronic Scheduling Log (ESL) *
Dispatching outgoing rentals *
Safe Move / Safe Tow *
Receiving returned rentals (Level 1) *
U-Haul Sales Items
U-Haul Sales Items: Knowledge of Moving Supplies
Product Knowledge *
Selling Moving Supplies *
Maintains a friendly and casual tone with customers while staying focused. If there are many customers who need assistance, the employee is capable of keeping a friendly and non-stress attitude while helping as many customers as possible. Is able to deal with upset customers. Courteous towards customers and co-workers. Positive about the company; seeks to promote the company, support co-workers (never “passing the buck”). The following refers to number of occurrences during the evaluation period. Speaking negatively of an employee to a customer is never permitted; this is to be distinguished from speaking critically, but constructively, out of customer view with fellow employees about behaviors that need adjustment or improvement.
Communication Skills Under Pressure *
Able to Weigh the Balance between Chatty and Business-Focused Conversation *
Professional and Positive Attitude *
Multi-line Phone Use
Operate and manage the store phones, warmly welcoming guests and customers in person or on the telephone, answering or directing inquiries.
Frequency of Answering Phone Calls *
Phone Etiquette *
Effectively “multitask,” jumping from one task to the next with little or no down time.
Supervisor Communications and Incoming Call Management
Follow the “Communication with Supervisors” policy, as outlined in the “Communications and Productivity” Knowledge article. This includes screening incoming phone calls, emails and letters to supervisors and others; specifically, deciding who, at the lowest level of the organization, or otherwise who best, can effectively deal with the incoming correspondence. Cashiers are the first line of defense against soliciting, non-business related calls and spam. None of this should make it through to other departments.
Corresponding Departments Receiving Important Correspondence *
Corresponding Departments Receiving Unnecessary Correspondence *
Uses Correct Method of Contact According to Urgency *
Business Oriented Communication with Supervisor and Co-workers *
Keeps conversations on the clock with co-workers business-oriented as much as comfortably reasonable to make the best use of time.
Co-Worker Communications *
Attention to Detail in Customer Sales and Invoicing
Careful in sales calculations: ensuring that correct product codes are keyed, that customer data —for example: vehicle description, make, model license number, and number of passengers — are recorded in the scale book and carefully consulted when weighing out customers. Steps ensure gross (weight upon checkout) minus tare (weight before loading) accurately reflect the weight of product the customer is leaving with.
Attention to Detail in Customer Sales and Invoicing *
Product Knowledge and Location
Understands what products will meet customers’ needs and where these are located.
Product Knowledge and Location *
Employee understands and follows the steps of the “Action Selling” model.
Action Selling *
Follow the “Internet Use” policy, as outlined in the “Communications and Productivity” Knowledge article.
Internet Use *
Cell Phone Use
Follow the “Cell Phone Use” policy, as outlined in the “Communications and Productivity” Knowledge article.
Cell Phone Use *
Follow the “Attendance Policy” as outlined in the “Communications and Productivity” Knowledge article. Specifically, business hours are: 8:00 - 6:00 during the summer; 8:00 - 5:30 during the winter; 9:00 - 4:00 Saturday in the summer; 10:00 - 2:00 Saturday in the winter. It’s required you work 40 hours during your scheduled times for this full-time position.
Times In and Out *
Number of Hours *
Grooming and Attire
Follow the “Grooming and Attire” Policy.
Grooming and Attire *
Keep a clean and orderly office whereby every item has an appropriate place and that everything gets put back in its place by the end of the day.
Office Orderliness *
Maintain the workstation supplies in stock. Keep the work area orderly, items clean, and stocked at the designated quantities.
Workstation Stocked with Adequate Supplies on a Daily Basis *
Balance till every day.
Till Balancing *
Credit Card Documentation for Pre-paid Orders
Fill in credit card authorization forms for prepayments of both in-store and call-in customers (these are kept in our safe). Destroy all records of credit cards after orders are processed.
Credit Card Documentation for Pre-paid Orders *
Log receipt of product, documenting purchase orders, or inter-company transfers, either using the Google Drive “scale books,” or log them directly in Open ERP.
Daily Receiving *
Restroom Cleanliness and Stock
Clean restrooms as needed and stock is maintained for a pleasant and inviting shopping experience.
Restroom cleanliness *
Restroom stock *
Storeroom/Store Cleaning, Stock and Organizing
Face or organize product as needed to maintain a pleasant and inviting shopping experience. Clean any spills immediately. Carpet is vacuumed as needed. The ideal scenario is that there is rarely a customer complaint. Employee addresses spills and breakage immediately as they arise, or within 15 minutes; or by placing a caution sign or tape up immediately, and addressing the problem within the hour.
Stock and Purchasing
Cashiers are responsible for advising purchasing and ensuring the storeroom is adequately stocked from backstock when product is available.
Prices are maintained correctly.
Showroom Pricing *
Cashiers are required to at least have the training necessary to drive forklifts, and when required to do so, should follow all OSHA safety standards.
Forklift Operation *
Microsoft Word Knowledge (and Google Docs Equivalent) *
Microsoft Excel Knowledge (and Google Docs Equivalent) *
Follow through and complete tasks on time or by deadline.
Keeping Deadlines *
Employee successfully and accurately files documents physically and electronically utilizing an organized nomenclature and filing system.
Attend and participate in the weekly sales meeting by sharing personal successes/failures, questions or concerns, comments on agenda topics, etc. These measures are for the 3 months prior to this evaluation.