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Customer Greeting and Engagement

Greets customer promptly critical (required)

Cashier acknowledges the customer within a reasonable time after approaching the register.

Yes No N/A

Uses polite and professional language critical (required)

Cashier speaks respectfully and maintains a courteous tone throughout the interaction.

Yes No N/A

Maintains appropriate eye contact and attentiveness

Cashier appears engaged and attentive to the customer during the transaction.

Avoids distracting behavior critical (required)

Cashier does not use a phone, engage in unrelated conversation, or otherwise distract from customer service.

Yes No N/A

Bagging and Merchandise Handling

Bags items appropriately critical (required)

Cashier uses the correct number and type of bags based on item quantity and store policy.

Yes No N/A

Handles fragile or heavy items properly

Cashier separates fragile items and bags heavy items safely to prevent damage.

Yes No N/A

Confirms customer bagging preferences when needed

Cashier asks about reusable bags, double-bagging, or separate bagging when appropriate.

Yes No N/A

Keeps checkout area organized during bagging

Cashier maintains a clean and orderly checkout space while completing the transaction.

Upsell and Loyalty Program Promotion

Offers relevant upsell or add-on item

Cashier presents a relevant promotional item or add-on in a customer-friendly manner.

Yes No N/A

Promotes loyalty program enrollment critical (required)

Cashier asks the customer to join or sign up for the store loyalty program when appropriate.

Yes No N/A

Explains loyalty benefits clearly

Cashier provides a concise and accurate explanation of loyalty program benefits or rewards.

Uses appropriate sales approach

Cashier's upsell or loyalty pitch is courteous, brief, and not overly aggressive.

Yes No N/A

Transaction Accuracy

Scans all items correctly critical (required)

All merchandise is scanned once and at the correct price or department.

Yes No N/A

Applies discounts and promotions correctly critical (required)

Cashier enters discounts, coupons, and promotions according to policy and customer eligibility.

Yes No N/A

Provides correct change or payment confirmation critical (required)

Cashier completes payment accurately and confirms the correct amount due, change, or receipt details.

Yes No N/A

Follows receipt and bag check procedures

Cashier completes any required receipt review, bag check, or transaction verification steps.

Yes No N/A

Policy Compliance and Closing

Follows store policy during the transaction critical (required)

Cashier complies with applicable store procedures, including age verification, coupon policy, and payment rules when relevant.

Yes No N/A

Thanks customer and closes professionally

Cashier ends the interaction with a polite thank-you and professional closing statement.

Yes No N/A

Overall cashier performance rating

Overall assessment of the cashier's compliance, service quality, and transaction handling.

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Run: Retail Cashier Compliance Audit

Customer Greeting and Engagement

Bagging and Merchandise Handling

Upsell and Loyalty Program Promotion

Transaction Accuracy

Policy Compliance and Closing

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