Rundocs › Getting Started
New hire training
Last updated 2026-05-29
New hires come up to speed in Rundoo through guided video and hands-on practice in your live store. This page is the playbook a manager hands a new cashier or bookkeeper on day one — what to watch, in what order, and what to try right after each video. Every training video is embedded inline so the new hire can work through the whole thing from this one page.
Before they start
Three things on the manager's side before day one:
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Create their Staff record. In Admin > Staff, add the new hire with the right Role (Cashier, Manager, or Bookkeeper) — Role controls what they can see and do. See Staff.
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Send them your store's Rundoo URL. It looks like
{yourstore}.rundoo.app— the same one in your welcome email. Have them bookmark it on day one. -
Walk through safe-practice rules before they ring anything up (see callout below). Your store is live, so there is no sandbox — every transaction they touch is real to the customer.
Your store is live, so practice happens in the real Rundoo — there's no separate sandbox to send a new hire to. Two rules keep it safe. (1) Use a test customer for every practice transaction — yourself works, or a customer named Training. Avoid charging a real card. (2) If the customer you're using is set to receive automatic emailed invoices, text receipts, or statements, turn those off under Customer > [Customer] > Settings before practicing — anything they'd normally receive will still send. Statements at month-end will include practice transactions unless you void them first.
Day 1: Sign in, navigate, ring up a sale
Target: by end of day, they can sign in on their own, find anything in the sidebar, and ring up a cash sale to a test customer. About 90 minutes of video + practice.
First, the foundations:
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Read Welcome to Rundoo — five-minute overview of what Rundoo is and the two modes (POS vs. Admin).
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Walk through Sign-in together. Have them sign in via text or email code; hardware keys come later in Week 1.
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Walk Navigation and Search — they'll use Search constantly to jump to a product, customer, or past sale.
Most cashiers find Search faster than the sidebar. Demo it on day one — typing the first three letters of a product name or a customer phone number is usually all it takes.
Then watch these three videos and try each one immediately after, on a test customer:
Orienting to the Transactions tab
Running a cash, charge, check, or credit-card sale
See Sales for the full reference.
Creating a draft
Hands-on practice:
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Create a test customer (themselves).
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Ring up a cash sale.
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Ring up a charge sale on account.
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Save a draft and come back to it.
Week 1: The full daily-fundamentals loop
Target: by end of week, they own the cashier role end-to-end — drafts, returns, the cash drawer, and taking payments on a charge account. About 25 more minutes of video, watched alongside hands-on practice.
Creating a will-call
See Drafts, quotes & will-calls for how the four states compare.
Setting a cash float
See Cash drawer.
Performing a return
See Returns for linked vs. unlinked returns.
Accepting and applying bill payments
See Bill payments.
Removing a finance charge
See Finance charges.
Beyond the basics — three shorter videos that build on the daily fundamentals
Split payments
Voiding a sale
Adding a credit and creating a write-off
See Customer credits for the write-off flow.
Two cashier gotchas worth pointing out in person. (1) Most create modals — Add vendor, Add contact, New PO, New transfer — do nothing on empty submit. No toast, no red border. The new hire will think the system is broken; it's just waiting on required fields. (2) Confirmation banners (Sale completed, Vendor saved) flash for about two seconds at the bottom. If they miss it, they may re-submit and create a duplicate.
Week 2: Records and bulk edits
For anyone who'll edit customer, product, or vendor records — not just ring up at POS. About 45 minutes of video. Skip this whole section for a pure-cashier hire.
Customers
The Customers block, and adding a customer
Customer — Transactions and Balance tabs
Customer — Jobs tab
See Jobs.
Customer — Relationships and Custom prices
See Custom prices.
Customer — Settings tab
See Customers for the full reference.
Products
The Products block, and adding a new product
Products — History and Inventory tabs
Products — Pricing
See Product prices.
Products — Settings
Generating price labels and bin tags
Building a custom label
See Product labels.
Vendors
The Vendors block, and adding a vendor
See Vendors.
Bulk data changes
Importing customers, products, and vendors in bulk
See Customer imports, Product imports, and Vendor imports.
Beyond the basics — paint, lumber, fractional units, and special orders
For paint, lumber, or anything sold by board-foot, linear-foot, or fractional unit:
Units of measure — setup
Units of measure — example
Units of measure — deep dive
See Units of measure.
Special orders
See Special orders.
Month 1: Admin and reporting
For managers and bookkeepers only. Covers the admin side: company settings, pricing tiers, additional fees, tags, statement runs, purchase orders, reporting, and inventory counts. About 90 minutes of video.
Company, Location, and Staff settings
If you're using the QuickBooks accounting integration, Rundoo will always use average cost. If you choose standard cost for reporting in Rundoo, there will be a variance between costs (impacting COGS and inventory) in QuickBooks vs. Rundoo.
See Company details, Locations, and Staff.
Customer settings — pricing tiers
See Pricing tiers.
Product settings
Note: Special orders and Units of measure (which are also product settings) are covered in Week 2 above.
Tags
See Tags.
Communications and Security
Covers credit-card surcharges, loyalty points, return policy, and POS security settings.
Setting up shared sign-in with PIN
See Sign-in.
Pricing strategies with product tags
Statements
Statement settings — admin side
Statement formatting and delivery method
Manually generating a statement
Automatic statement runs
See Statements.
Purchase orders
New / Draft
Ordered
Received
Vouchered
Freight, shipping fees, and discounts
See Purchase orders.
Reports
Report Builder
Custom reports
See Running Reports for what each section of the Summary report represents.
Inventory counts
Inventory counts — desktop and mobile
See Inventory counts.
If they're a bookkeeper, send them to the Rundoo Accounting section next — Chart of Accounts, Profit & Loss, Balance Sheet, and journal entries are all there.
Hardware
Most new hires share a workstation that's already configured, so they don't need to learn the hardware setup itself — they just need to know what to do when something stops working. Send them to Hardware setup for the big picture and the troubleshooting Rundocs for the specific device when it acts up: Printer troubleshooting, Card reader troubleshooting, Scanner troubleshooting.
If you've issued them a YubiKey or NFC key, Login keys walks the registration. The mobile apps (POS and CXA) live in Mobile apps.
A new-hire checklist
Print and hand to the new hire on day one. Each row is something they should be able to do — not just have watched — by the end of the week shown.
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[ ] Day 1 — Sign in on my own. Find Sales, Customers, Products, Admin in the sidebar. Search for a product by name.
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[ ] Day 1 — Ring up a cash sale to a test customer. Ring up a charge sale on a house account.
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[ ] Week 1 — Create a draft and a will-call. Convert a draft to a sale.
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[ ] Week 1 — Run a linked return and an unlinked return.
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[ ] Week 1 — Set a cash float at open. Close out the drawer at end of day.
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[ ] Week 1 — Take a bill payment on a customer's house account.
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[ ] Week 2 (records role) — Add a new customer and a new product from scratch. Edit an existing one.
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[ ] Week 2 (records role) — Run a bulk import on a small test file (a handful of rows).
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[ ] Month 1 (manager / bookkeeper) — Generate a statement for one customer. Build one custom report.
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[ ] Month 1 (manager / bookkeeper) — Walk a purchase order from Draft → Ordered → Received → Vouchered.
Recommended Rundocs
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Training videos — same video library, but organized as a reference (browse by training number rather than by phase).
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Welcome to Rundoo — five-minute overview for a brand-new user.
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Staff — creating Staff records and assigning Roles.
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Go-live — for the manager onboarding the whole store, not just one new cashier.