New Store Manager Name New Store # Old Store # Territory Manager Name Date of Transition / / Outgoing Incoming TM SM SM Item Initials Initials Initials Phone Contact List Emergency Contact List Employee Contact List District Roster Employee Scheduling Location of Employee Schedule Employee Scheduling Needs Key s to the location Verify keys to the necessities Manager Code s Envoy login epay machine Passport Safe OfficeTrax Security Manager Report is kept in the. Secondary safe keys/codes Money Order equipment Coremark Imark equipment Security code for tablet Trendar (if acceptable) o Request to have the following passwords reset talentreef Gulfcoast/DVR Hubworks (can be done by Territory Manager) Fuel Pricing Where the competition is located Fuel Pricing Strategy The Fuel Pricing Strategy for your location is: 1 P a g e r e v. D e c e m b e r 2017
Safe How to Open / Close How to remove cassettes, cash and reinsert cassettes Manager access areas Floor/Backoffice safe code Bank pick up schedule Any known issues with the safe? How to use bookmarks (if applicable) Explain partials on transmittals (if applicable) Troubleshooting procedures Remember DO NOT CALL SAFE COMPANY WITHOUT AUTHORIZATION Self-Banking Store Location of nearest Bank/Times Safety procedures when going to the bank Verification of Funds Petty Cash Fund is $ Inventory Book Figure Lottery Tickets verified o Location of Tickets and Keys Verification of Security Counts What is counted in the store other than cigarettes Security Counts verified Do Outgoing Manager & Incoming Manager match on counts Accordion file folder up to date Surveillance System How to Operate the System How to review recorded video How to burn a DVD or copy on to CD Gulf Coast Exception Reports Has completed the Gulf Coast Training on the DVR Date / / Building Alarms Alarm code How to arm / disarm Location of panic buttons (if applicable) Key Chains/Till alarms Does the location have a back door alarm (keys) Vendor Contact List Is Vendor Delivery Schedule on Desktop CoreMark Delivery Day and Time Vendor Sign In Log Vendor Phone List 2 P a g e r e v. D e c e m b e r 2017
Close of Day Store on force store close & will halt for suspended What time of day does the store close happen? Use of pay window: From to Food Stamps (ETB) How to Operate the Machine What qualifies for Tax Exempt How to ring on the register How to account for Food Stamps in Envoy Money Orders How to Operate the Machine How to void a Money Order Money Order maximum purchase amounts How to ring on the register How to account for Money Orders in Envoy New Manager has complete their MO training Loyalty Programs How the discount works How to enroll new customers How to account for in Envoy Fuelman How to reconcile in Envoy How to record on Draft Capture Credit Card Reconciliation by Brand How to Reconcile Daily Credit Cards Batch Slips / Batch Report ATM Machine Who to contact if there is a problem People Employee Overview Verify that all active employees in talentreef are current Pending evaluation/merit increases Outstanding or currently due (location of permits) o TABC o Food Handling or Food Safety o Tobacco & E-Cig permit Current labor hours Are there any employees on Personal or Medical Leave 3 P a g e r e v. D e c e m b e r 2017
Trendar (if applicable) How to process the transaction on the Trendar machine How to ring the sale thru Passport How to reconcile in Envoy Signing Ordinances/permits What outside signage can be hung up Permit Binder location: All permits are current TCEQ delivery permit posted in Window Manuals All Timewise manuals current and location o Marketing o Safety Propane Training log HPD Training log o FECB Tank Charts Spill Bucket inspections o Employee Binder o Communication log o Money Orders City of Houston Robbery Deterrence Ordinance (if applicable) Copy of City Ordinance Trespass Affidavit, decal on outside Car Wash Troubleshooting down procedures Outstanding Carwash Incidents / Claims Water shut-off valve for the Carwash Only Propane What to do if you have a leaking tank What to do if you have defective tank Gemini (Lottery Vending Machines) How to load new tickets Collection of money What reports to get Red Box Vending Machines Who to call Brand Specific Inspections Signage Emergency Stop Button Location of inside/outside Emergency Stop 4 P a g e r e v. D e c e m b e r 2017
Electrical Panels Outside Lighting override Submerged Pumps Breaker Lighting Breakers Breaker panel labeled and up to date Veedor Root / ATG Location of the ATG Water Shut-offs Main Water Shut off location Shut off valve at air & water machine Fuel Inventory Safety Location of Underground Storage Tanks & each grade Sizes of Underground Storage tank on each gasoline grade Does the store have: 1. Tank gauge stick 2. Tank charts for each grade 3. Water Finding Paste Location of fire extinguishers Location of First Aid items Location of Bodily Fluid Kit Any current know safety issues Megapath Router Connection How to reset Router Review Retail Site Internet Connectivity Issues sheet & equipment Eateries (McDonald s, etc.) Meeting the Owners / Manager Any current issues Knowing their responsibilities, who is responsible for what? 1. Cleaning 2. Supplies for the restroom facilities 3. Maintenance of the building 4. Maintenance of the Common Areas 5. Lighting responsibility By signing below you are indicating that you have been shown the above items in your new store, and I have a working knowledge of the items. Incoming Store Manager Territory Manager Signature Date Date 5 P a g e r e v. D e c e m b e r 2017