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How big of a deal is this? Employees taking home expired/unsold product without documenting.

How serious is this situation? I’ve discovered that employees are taking home expired or unsold products without proper documentation at my retail specialty food store. I’m trying to gauge how to address it—should I remind the team of our policy, or is this a firable offense if it happens again? I’d really value any insight, as this has me feeling somewhat unsettled.

I usually don’t closely monitor my team, but after noticing we were short on cash in the register, which is quite unusual, I decided to review the end-of-day security footage to figure out what happened. We have a strict policy requiring documentation for anything taken home. The video revealed that both our Team Lead and another staff member took home expired items without following the procedure. While I’m not overly concerned about the $10 worth of product (there was even one item that could have been reused), I am worried about the violation of our policy, particularly coming from our Team Lead, who should be setting a good example.

I’d appreciate any advice on how to handle this situation. Thank you, and onward to my fellow small business owners! Managing a team can be challenging, and I’m navigating that journey.

2 Comments

  • It sounds like you’re facing a challenging situation, and it’s understandable to feel triggered by it. Here’s a perspective to consider as you navigate this issue:

    1. Assess the Impact: While the monetary loss seems minimal, the violation of policy from both the Team Lead and another team member is significant as it sets a precedent. If policies aren’t followed and enforced, it can lead to a slippery slope where rules are ignored more frequently.

    2. Gather More Context: Before deciding on a course of action, consider having a one-on-one conversation with both the Team Lead and the team member involved. Approach it as a chance to clarify the policies and understand their reasoning. Perhaps they were unaware of the importance of documentation or thought it was a minor infraction.

    3. Reinforce Policies: Use this opportunity to remind your entire team about the policy regarding product take-home. Consider having a team meeting to discuss the importance of documentation and accountability. This creates a learning moment and reinforces the standard you expect.

    4. Consider Intent: Since this is a policy violation rather than outright theft, weigh their intent. If it’s a first offense and appears to stem from ignorance rather than malice, a lighter touch may be warranted. You could consider a verbal warning for the Team Lead, emphasizing the importance of adhering to policies and the responsibility their role carries.

    5. Follow-Up: Let your team know that while this issue is being addressed, future violations will lead to more serious repercussions. By establishing clear consequences, you set the expectation that policies are to be taken seriously.

    6. Encourage Transparency: Create an environment where employees feel comfortable asking for permission or questioning policies. Encouraging open dialogue can minimize chances of similar occurrences in the future.

    Ultimately, it’s about maintaining respect for your business’s policies while also considering the nature of the violation and the individuals involved. Striking the right balance will strengthen your team culture and ensure adherence to your operational standards. Good luck!

  • It’s understandable that discovering this situation can be unsettling, especially when it involves team members you trust. While the immediate financial loss may seem minimal, the implications of employees taking home expired or unsold products without documentation can extend far beyond this incident.

    Firstly, it’s important to consider the precedent this sets for your team. A violation of policy by your Team Lead, who should be a role model, could lead to a culture where rules are seen as flexible. Addressing this promptly is key to maintaining morale and integrity within your organization.

    Instead of viewing this as a reason for dismissal, you might consider it an opportunity for a teachable moment. Schedule a team meeting to refresh everyone’s understanding of company policies, emphasizing their importance in maintaining trust and accountability. In this discussion, you could also explore the reasoning behind the policy—such as safety, inventory control, and fairness to all employees—rather than solely pointing out the infraction.

    You might also want to think about implementing a more transparent system for managing unsold products. For instance, setting a clear process for employees to claim these items with documentation might prevent future incidents while allowing you to manage waste effectively.

    Lastly, consider following up individually with the Team Lead and the staff member involved to discuss the incident. This can provide insight into any underlying reasons for their actions and reinforce your expectations moving forward. Addressing the situation with empathy and transparency will not only strengthen your leadership but also enhance the team’s cohesion and respect for company policies. Good luck

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