Dispensary: Cashier Onboarding DIY Guide


The Dispensary Cashier Onboarding is everything you need to onboard a new cashier and to provide them with an overview of their position.  When used for applications, this is best used in the hiring and training plan, either in its entirety, or pieces of it.

Use Cases

Operators can use this as a working operational document which gets updated periodically as policies and procedures change.

License applicants can use this plan in its entirety in applications when the application requires a section or exhibit solely addressing staffing and training.  


Search for each of these terms in the regulations. You're looking for pieces of each regulation that pertain to staffing, training, cash, and onboarding. Refer to the General Sheet Editing DIY Guide for guidance on what to do with these key words.

  • Hiring
  • Training
  • Staff
  • Benefits
  • Employee
  • Cash

Replace All

Search for each of the bolded terms in the Employee Non-compete Agreement sheet, including the brackets. Do a "replace all" and insert the pertinent information needed to replace the term.  The description underneath each bolded term below tells you what information should replace the bolded term. For instance, you would use the search feature in your document editing software to look for [Company *1] and then using the replace all feature, replace [Company *1] with your company name.

[Company *1]

Replace with the name of the company.

[State *1]

Replace with the name of the state in which your business operates

[Required Age *2]

Replace with the required age of adult use marijuana customers.  DELETE this if your state does not allow adult use marijuana.

[Adult Use Limit *1]

Replace with the legal limit of marijuana that customers can purchase.  DELETE this if your state does not allow adult use marijuana.

[State Regulation *1]

Replace with the name of your state's primary marijuana regulation

[Regulatory Authority *1]

Replace with the name of the department that regulates dispensaries in your state.

[Medical Purchase Limit *1]

Replace with the purchase limit for medical marijuana.

[Adult Use Limit *1]

Replace with the purchase limit for adult use marijuana.  If your state does not allow adult use marijuana then DELETE this throughout the document.

Suggested Customizations

We suggest that you read through the sheet and make any additional edits or additions that you see fit. Here are some suggestions to get you started. Search for the following items within the onboarding (they're in green lettering) and make the suggested changes.

Search for these role titles.  Keep them if they match your procedures, change them if you'll have other roles fulfill the duties. Insert correct role title. Ex: Manager, Assistant Manager, Supervisor, Security Officer, Human Resources, insert other if applicable.

  • Dispensary Manager
  • General Manager

Delete this if your state allows home growing.  Keep it if your state does not allow home growing.

  • Non-Grow Agreement

Delete the following if your state does NOT have adult use marijuana:

  • Adults 21 and older, and
  • [Adult Use Limit *1]
  • Adult Retail Purchase Restrictions
  • The maximum allowable quantity for retail customers of marijuana or marijuana products and marijuana-infused products in the State of [State *1] is an amount that is equivalent to [Adult Use Limit *1].  An agent may not override the limit restriction.
  • Retail Sales Verification
  • Verify the retail customer is [Required Age *2] years of age or older and the transaction does not contain more than [Adult Use Limit *1] of marijuana or the equivalent in marijuana product.

The following is only applicable if your state utilizes a state level verification system. If you rstate does not have a state tracking system, delete this.

  • Entry into State Sales Portal
    After the transaction is complete in the ADP/POS system, log into the state’s sales portal (if applicable).

Will your store accept card payments?  If not, delete this section in the onboarding:

  • Processing Card Payments

Check the definition section of your state regulation and insert the definition of dispensary (or the equivalent term) in place of this:

  • A dispensary is a business that acquires, possesses, delivers, transfers, transports, supplies, sells or dispenses marijuana or related supplies and educational materials

Your state may have a specific number of years that records must be kept.  If the required number of years if greater than 5 years, insert that number in place of this:

  • five (5) years,

Your state may have specific requirements for font type, size and color.  If so, insert those in the section with this header:

  • Product Limits; Label Specifications


When you save the document, if using it for an application, make sure to title the document in the specific way that the application requires. If not using for an application, keep the document title as is, or change it to whatever you desire.