The Ultimate Guide to Training Employees on a POS System

A POS system is a software and hardware solution for processing transactions, managing inventory, tracking sales, and more. It is vital for any business that sells products or services. However, your POS system only works as well as your employees use it. That’s why you need to train them well. In this article, we will give you some tips on how to train employees on POS systems. You will learn how to choose the right POS system, create a training plan and schedule, use different training methods and materials, give feedback and support, and evaluate your training program. POS System Training

Choose The Right POS System

The first tip for training employees on a POS system is to choose a user-friendly and compatible system. There are many POS systems with different features, functionality, cost, and support. Compare them based on your business goals, budget, industry, customer base, and preferences. One thing often overlooked is that you need to consider the ease of use and the learning curve for your employees. You’ll want a simple, intuitive, and fast system. A user-friendly system will help your employees learn quickly and use it without errors or delays. You can read reviews or testimonials of other businesses that use similar POS systems. Also, ask for a demo or a trial before you buy it. This will help you test the POS system and see how it suits your business and employees.

Create a POS System Training Plan and Schedule for Your Employees

The second tip for training employees on your POS is to create a training plan and schedule for your employees. You need to design a training plan that covers the essential skills and knowledge for the POS. Identify the learning objectives, topics, methods, and materials for each session. For example, you may want your employees to learn how to process transactions, manage inventory, generate reports, etc. You’ll also want to use different methods and materials, such as demos, videos, manuals, quizzes, etc. Schedule and communicate the sessions in advance. Consider the timing, frequency, duration, and location of the sessions. You want to make them convenient, consistent, and effective. You can use a calendar to organize the sessions or assign a trainer to each employee to guide them. A trainer should provide instructions, feedback, support, and motivation.

Your POS provider should provide you with training, guides, and/or videos upon request. We recommend scheduling a training directly with the POS Provider for yourself and your managers or for yourself and your employees.

Download our General POS Training Guide: Training and Trainers here.

Use a Variety of Training Methods and Material

The third tip for training employees is to use a variety of training methods and materials. You need to use different training methods and materials to engage your employees and cater to their learning styles and preferences. Don’t forget to balance between theoretical and practical learning, between individual and group learning, and between formal and informal learning. You’ll also want to use different types of media, such as text, audio, video, images, etc. Make the training sessions fun, interactive, and memorable for your employees. You can use some examples of training methods and materials, such as:

Demonstrations: Show your employees how to use the POS system by performing the tasks yourself or by using a video or a simulation. Ask your employees to practice the tasks themselves or with a partner.

Videos: Use videos to explain the features and functions of the POS system or to show some best practices or tips. Videos can show some real-life scenarios or case studies of how the POS system can help your business or your customers.

Manuals: You can use manuals to provide detailed instructions and information on how to use the POS system. You could also use manuals to provide some FAQs or troubleshooting guides for your employees.

Quizzes: Use quizzes to test your employees’ knowledge and understanding of the POS system. Quizzes reinforce the key points and concepts of the training sessions.

Games: Games make the training sessions more fun and engaging for your employees. You can additionally use games to motivate your employees and reward their performance. For example, you can use a trivia game, a bingo game, a scavenger hunt game, etc.

Download our General POS Training Guide: Games and Activities here.

Provide Feedback and Support to Your Employees

Our fourth tip is to provide feedback and support to your employees. It’s a good idea to provide feedback and support to your employees during and after the training sessions. The manager or business owner needs to give constructive feedback, answer questions, troubleshoot problems, monitor progress, etc. You want to ensure your employees are confident and comfortable using the POS system. You also want to encourage your employees to ask for help or clarification whenever they need it. Here are some tips on how to provide feedback and support to your employees, such as:

Give specific and timely feedback: Give feedback that is specific and timely to your employees. You should focus on the strengths and weaknesses of their performance, not on their personality or character. Also give feedback as soon as possible after the training session or the task, not after a long time. This ensures that they make the corrections before developing bad habits.

Use positive and negative feedback: Use both positive and negative feedback for your employees. You should praise your employees for their achievements and improvements, not just call out their mistakes or failures. On the other hand, you should also point out the areas that need improvement or correction, not just areas that are satisfactory or excellent.

Use the sandwich method: You can use the sandwich method to give feedback to your employees. The sandwich method is a technique where you start with a positive comment, then give constructive criticism, and then end with another positive comment. For example, you can say “You did a great job processing the transactions today. However, you need to be more careful with entering the customer information. You made some errors that could affect the accuracy of the reports. But overall, you are doing very well using the POS system.”

Be supportive and respectful: You should be supportive and respectful to your employees when giving feedback or answering questions. Show empathy and understanding for their difficulties or challenges. Avoid being harsh, rude, or sarcastic to your employees. Treat them as valued members of your team, not as incompetent or lazy workers. Remember, learning a new POS is a process of memorization that takes different times for different people.

Evaluate The Effectiveness of Your POS Training Program

The fifth and final tip for training your employees on a new POS system is to evaluate the effectiveness of your training program. Business owners may want to evaluate the effectiveness of their training program based on the training outcomes and specific business goals. You’ll need to measure and analyze the results of your training program with surveys, tests, reports, feedback, etc. You may want to ensure that your training program has achieved its objectives and has improved your business performance. Business owners may also want to identify the strengths and weaknesses of their training program and make the necessary improvements. You can use some tips on how to evaluate the effectiveness of your training program, such as:

Use surveys or questionnaires: Use surveys or questionnaires to collect feedback from your employees and customers on the training program. Ask them about their satisfaction, opinions, suggestions, etc. You can also use surveys or questionnaires to measure the knowledge, skills, and attitudes of your employees before and after the training program.

Use tests or assessments: Use tests or assessments to evaluate the performance and competence of your employees on using the POS system. You can use different types of tests or assessments, such as multiple-choice questions, short-answer questions, practical tasks, timed assignments, etc. Aassessments to compare the results of your employees with the standards of your industry.

Use reports or analytics: You can (and should) use reports and analytics to monitor and analyze the data and statistics of your POS system and your business. There are different types of reports and analytics, such as sales reports, inventory reports, customer reports, etc. You could also use your data to compare the performance of your POS system, employees, and your business before and after the training program.

In conclusion, training your employees on your POS system is vital for your business’s success. It can help you increase employee productivity, improve customer satisfaction, optimize inventory management, and more. You have now learned how to choose the right POS, create a training plan and schedule, use different training methods and materials, provide feedback to your employees, and evaluate the effectiveness of your training program. We hope that these tips will help you train your employees and grow your business. If you need more assistance on POS systems or training, please contact us at [email protected]. We are happy to help you with your business needs.