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Employee Performance Review Checklist

Driving Staff Productivity & Strengthening Retail Execution

Employee performance directly impacts sales, customer experience, and store efficiency. Without structured reviews, skill gaps, behavioural issues, and productivity challenges may go unnoticed.

The Employee Performance Review Checklist (Retail) helps store managers evaluate staff performance, identify improvement areas, and ensure alignment with store goals and brand standards.

Employee Performance Review Checklist

Sales & Target Achievement Impact

  1. Is the employee meeting assigned sales targets?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  2. Is the employee contributing to upselling and cross-selling?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  3. Is average transaction value influenced positively by the employee?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  4. Does the employee actively support promotional campaigns?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  5. Are sales KPIs reviewed regularly with the employee?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________

Customer Service & Behaviour Impact

  1. Does the employee greet customers professionally?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  2. Is the employee attentive without being intrusive?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  3. Are customer complaints handled appropriately by the employee?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  4. Does the employee demonstrate product knowledge confidently?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  5. Is customer feedback about the employee positive?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________

Operational Discipline Impact

  1. Does the employee follow store SOPs consistently?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  2. Is attendance and punctuality within standards?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  3. Does the employee complete assigned tasks on time?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  4. Is inventory handling done accurately by the employee?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  5. Does the employee maintain proper grooming and uniform standards?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________

Teamwork & Communication Impact

  1. Does the employee collaborate effectively with team members?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  2. Does the employee communicate clearly with supervisors?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  3. Is the employee receptive to feedback?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  4. Does the employee support shift handovers smoothly?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  5. Does the employee contribute positively to team morale?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________

Skill Development & Improvement Impact

  1. Are skill gaps identified for the employee?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  2. Has product or system training been completed?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  3. Is performance improvement plan required?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  4. Are improvement goals defined clearly?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________
  5. Is follow-up review scheduled?
    ☐ Yes
    ☐ No
    If No, Reason: ____________________________________________________________

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Benefits of Employee Performance Review Checklist (Retail)

  1. Improves staff accountability and productivity
  2. Identifies performance gaps early
  3. Enhances customer service quality
  4. Supports data-driven staff development

How Pazo Helps with Employee Performance Review Checklist

  1. Digitises employee performance evaluations across stores
  2. Tracks performance trends and improvement areas
  3. Ensures structured and unbiased reviews
  4. Maintains documented review records for compliance and audits
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