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POS Training Discussion V2

Original: August 28, 2023 Updated: September 1, 2023

  • A working group consisting of Ana Ledesma (Loss Prevention), Nancy Diaz (Manager Trainer, form Trunk Show Coordinator), Gina Aquirre (assistant to Ruth Olson, Regional Vice President), Ruth Olson (Regional Vice President), Rey Gatica (IT) and Art Ronci met to discussion Multidev POS training and rollout issues.
  • Overview:
    • We previously identified a group of “influencers” (approximately 40 individuals, spread throughout all districts).
    • A subset of 4 individuals have been selected as POS Training Coaches:
      • Ana Ledesma
      • Nancy Diaz
      • Gina Aguirre
      • Sherry Walden
    • A subset of approximately 20 individuals will be selected to be POS Trainers.
      • Ruth has taken on the responsibility to coordinate/allocate POS Trainers to each district/store.
    • POS Training Coaches and POS Trainers will receive training directly from Multidev.
    • POS Trainers:
      • Will be responsible for visiting stores and providing training for each store manager and no more than two additional store staff per store, and, if not otherwise included “influencers” who are not also POS Trainers.
      • The store manager and additionally trained staff (with help from “influencers”) would be responsible for training the remainder of the store staff.
  • Additional Details:
    • Multidev Provided Training
      • On Monday, September 18th and Tuesday, September 19th, Pablo Guerreo from Multidev will be on site to provide in-person training for POS Training Coaches (on-site) and POS Trainers (via Zoom).
      • Ruth will work in advance to make sure that POS Trainers are physically set-up properly to receive this training, i.e., tablet or computer monitor, NOT mobile phone.
    • POS Training Coaches:
      • POS Training Coaches will be tasked to provide support to the POS Trainers (via email, text, phone, Zoom), in addition, possibly, to conducting on-site store manager and additional staff training.
      • POS Training Coaches need to be provided with tools necessary to connect to store workstations to observe and address issues raised by the POS Trainers, i.e., workstation, VPN to a SMC workstation or Meraki VPN connections and TightVNC training and access. See help desk ticket 28085959 for support request in this regard.
  • Training Materials/Agendas
    • UKG Training Videos
      • Due to limitations of UKG training for adding sessions to courses, amending course when published, invite/re-invite issues, we will only create video training sessions that we can lock down soon.
      • Video Topic
        • Introduction to Multidev POS – 50% promotion (David and/or Ruth), 50% training/information (Ruth).
        • Cash Drawer Opening
        • Cash Sale – brings in concepts of selecting customers, finding/selecting merchandise, tendering payment.
        • Cash Drawer Closing/Bank Deposits
    • To support the training that will be done on September 18th and September 19th, POS Training Coaches and POS Trainers will need to be provided with training outlines and training instructions that can be used when the POS Trainers visit the stores. To be completed by Art/Ruth.
    • To support the stores after training has been conducted, written material needs to be provided to the stores - Available on Intranet, similar in format to Merchandise Manual/Operations Manual. To be completed by Art/Ruth.
      • “Cake Recipes”
      • Cash Drawer Opening
      • Cash Drawer Closing/Bank Deposits
      • Reference Guides
        • Function Keys
        • Vocabulary/translations Key Dates:
  • September 11th, UAT over the POS Training Agenda – via Teams
  • September 18th, and September 19th, POS Training – SMC/Zoom
  • September 20th, POS Training wrap-up, Pablo leaving mid-day.
  • September 23rd, Monthly Store Meeting, POS Intro Video available.
  • September 25th through October 27th
    • POS Trainers in stores.
    • Stores will have access to the training environment.
    • On a rolling schedule, based on when POS Trainers visited each store, stores will start to lose access to training environment starting October 16th.
  • October 19th through November 3rd, Pablo on site (SMC) for SF support and training, plus on-site liaison for SF, Accounting and POS.
  • October 21st, Monthly/Fall Store Meeting
  • October 23rd, Smartforms Go Live – Inventory creation and inventory movements in Universe frozen.
  • November 1st, Overall Go Live