Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

SHBXCCS001 Mapping and Delivery Guide
Conduct salon financial transactions

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency SHBXCCS001 - Conduct salon financial transactions
Description
Employability Skills
Learning Outcomes and Application This unit describes the performance outcomes, skills and knowledge required to conduct financial transactions for the sale of products and services within a personal services environment.It requires the ability to operate point-of-sale equipment, handle cash, complete sales and reconcile takings. This unit applies to workers in personal service environments including beauty and hairdressing salons, nail salons and spas. In this environment they work within known routines and guidelines and use a limited range of equipment. No occupational licensing, certification or specific legislative requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

Skills must be demonstrated in a personal services salon environment; this can be:

a industry workplace or

a simulated workplace set up for the purpose of skills assessment, that provides services to paying members of the public.

Assessment must ensure access to:

paying clients, both new and regular, with different transaction requirements, who have the expectation that the services provided reflect those of a commercial business

relevant workplace documentation:

organisational policies and procedures relevant to financial transactions

manufacturer instructions.

Assessment must ensure use of:

computer with salon software system

point-of-sale equipment that can process credit cards and EFTPOS transactions

relevant point-of-sale documents:

stock, inventory and price lists

financial transaction dockets and slips

credit and product return slips

sample debit and credit card vouchers.

Assessment activities that allow the individual to:

complete financial transactions within commercially realistic speed, timing and productivity

demonstrate competency in an environment reflective of real work situations

manage tasks and contingencies in the context of the job role.

Assessors must satisfy the Standards for Registered Training Organisation’s requirements for assessors.
Prerequisites/co-requisites
Competency Field Client Services
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Operate point-of-sale equipment.
  • Open and close point-of-sale terminal.
  • Clear point-of-sale terminal and transfer tender.
  • Conduct cash handling processes.
  • Maintain change supplies and cash float in point-of-sale terminal.
  • Attend to active point-of-sale terminals.
  • Complete records of transaction errors.
  • Maintain adequate supplies of dockets, vouchers and point-of-sale documents.
       
Element: Complete point-of-sale transactions.
  • Enter sales information into point-of-sale equipment.
  • Communicate payment required and identify method of payment.
  • Process cash and non-cash transactions.
  • Issue correct change, receipts and complete sale documentation as required.
       
Element: Complete refund.
  • Explain refund policy and procedure to client.
  • Confirm refund requirements and options for exchange with client.
  • Complete transaction to issue refund, receipts and sales documentation as required.
       
Element: Remove takings from register or terminal.
  • Balance register or terminal at designated times throughout business operation.
  • Separate and secure cash float from takings prior to balancing.
  • Supply change to register or terminal as required.
  • Interpret register or terminal reading or print out.
  • Remove and transport cash and non-cash documents according to organisational security policies and procedures.
       
Element: Reconcile takings.
  • Count cash and calculate non-cash documents.
  • Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings.
  • Report discrepancies to supervisor.
       
Element: Operate point-of-sale equipment.
  • Open and close point-of-sale terminal.
  • Clear point-of-sale terminal and transfer tender.
  • Conduct cash handling processes.
  • Maintain change supplies and cash float in point-of-sale terminal.
  • Attend to active point-of-sale terminals.
  • Complete records of transaction errors.
  • Maintain adequate supplies of dockets, vouchers and point-of-sale documents.
       
Element: Complete point-of-sale transactions.
  • Enter sales information into point-of-sale equipment.
  • Communicate payment required and identify method of payment.
  • Process cash and non-cash transactions.
  • Issue correct change, receipts and complete sale documentation as required.
       
Element: Complete refund.
  • Explain refund policy and procedure to client.
  • Confirm refund requirements and options for exchange with client.
  • Complete transaction to issue refund, receipts and sales documentation as required.
       
Element: Remove takings from register or terminal.
  • Balance register or terminal at designated times throughout business operation.
  • Separate and secure cash float from takings prior to balancing.
  • Supply change to register or terminal as required.
  • Interpret register or terminal reading or print out.
  • Remove and transport cash and non-cash documents according to organisational security policies and procedures.
       
Element: Reconcile takings.
  • Count cash and calculate non-cash documents.
  • Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings.
  • Report discrepancies to supervisor.
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Operate point-of-sale equipment.

1.1 Open and close point-of-sale terminal.

1.2 Clear point-of-sale terminal and transfer tender.

1.3 Conduct cash handling processes.

1.4 Maintain change supplies and cash float in point-of-sale terminal.

1.5 Attend to active point-of-sale terminals.

1.6 Complete records of transaction errors.

1.7 Maintain adequate supplies of dockets, vouchers and point-of-sale documents.

2. Complete point-of-sale transactions.

2.1 Enter sales information into point-of-sale equipment.

2.2 Communicate payment required and identify method of payment.

2.3 Process cash and non-cash transactions.

2.4 Issue correct change, receipts and complete sale documentation as required.

3. Complete refund.

3.1 Explain refund policy and procedure to client.

3.2 Confirm refund requirements and options for exchange with client.

3.3 Complete transaction to issue refund, receipts and sales documentation as required.

4. Remove takings from register or terminal.

4.1 Balance register or terminal at designated times throughout business operation.

4.2 Separate and secure cash float from takings prior to balancing.

4.3 Supply change to register or terminal as required.

4.4 Interpret register or terminal reading or print out.

4.5 Remove and transport cash and non-cash documents according to organisational security policies and procedures.

5. Reconcile takings.

5.1 Count cash and calculate non-cash documents.

5.2 Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings.

5.3 Report discrepancies to supervisor.

Evidence of the ability to complete tasks outlined in elements and performance criteria of this unit in the context of the job role, and:

operate electronic point-of-sale equipment to accurately perform each of the following transactions on at least two occasions:

cash sales

non-cash sales:

credit card

EFTPOS

refunds/exchanges

demonstrate the following secure payment handling procedures for all transactions listed above:

balancing point-of-sale terminal

calculating non-cash documents

clearing terminal and transferring tender

counting cash

determining change required and denominations of change

ensuring security of cash and non-cash transactions

maintaining cash float

opening and closing of point-of-sale terminal

recording takings

securing cash and non-cash transactions

tendering change.

Demonstrated knowledge required to complete the tasks outlined in elements and performance criteria of this unit:

cash and non-cash handling procedures:

balancing point-of-sale equipment

change required, denominations of change and tendering change

clearance of terminal and transference of tender

counting cash

maintenance of cash float

opening and closing point-of-sale terminal

recording takings

security of cash and non-cash transactions

organisational policies and procedures relevant to financial transactions:

cash handling security

exchanges and returns

operation of point-of-sale equipment

point-of-sale transactions

work health and safety

functions and procedures for operating point-of-sale equipment:

cash register

EFTPOS terminal

barcode scanner

relevant federal, state or territory legislation:

consumer protection

privacy

GST

work health and safety.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Operate point-of-sale equipment.

1.1 Open and close point-of-sale terminal.

1.2 Clear point-of-sale terminal and transfer tender.

1.3 Conduct cash handling processes.

1.4 Maintain change supplies and cash float in point-of-sale terminal.

1.5 Attend to active point-of-sale terminals.

1.6 Complete records of transaction errors.

1.7 Maintain adequate supplies of dockets, vouchers and point-of-sale documents.

2. Complete point-of-sale transactions.

2.1 Enter sales information into point-of-sale equipment.

2.2 Communicate payment required and identify method of payment.

2.3 Process cash and non-cash transactions.

2.4 Issue correct change, receipts and complete sale documentation as required.

3. Complete refund.

3.1 Explain refund policy and procedure to client.

3.2 Confirm refund requirements and options for exchange with client.

3.3 Complete transaction to issue refund, receipts and sales documentation as required.

4. Remove takings from register or terminal.

4.1 Balance register or terminal at designated times throughout business operation.

4.2 Separate and secure cash float from takings prior to balancing.

4.3 Supply change to register or terminal as required.

4.4 Interpret register or terminal reading or print out.

4.5 Remove and transport cash and non-cash documents according to organisational security policies and procedures.

5. Reconcile takings.

5.1 Count cash and calculate non-cash documents.

5.2 Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings.

5.3 Report discrepancies to supervisor.

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Open and close point-of-sale terminal. 
Clear point-of-sale terminal and transfer tender. 
Conduct cash handling processes. 
Maintain change supplies and cash float in point-of-sale terminal. 
Attend to active point-of-sale terminals. 
Complete records of transaction errors. 
Maintain adequate supplies of dockets, vouchers and point-of-sale documents. 
Enter sales information into point-of-sale equipment. 
Communicate payment required and identify method of payment. 
Process cash and non-cash transactions. 
Issue correct change, receipts and complete sale documentation as required. 
Explain refund policy and procedure to client. 
Confirm refund requirements and options for exchange with client. 
Complete transaction to issue refund, receipts and sales documentation as required. 
Balance register or terminal at designated times throughout business operation. 
Separate and secure cash float from takings prior to balancing. 
Supply change to register or terminal as required. 
Interpret register or terminal reading or print out. 
Remove and transport cash and non-cash documents according to organisational security policies and procedures. 
Count cash and calculate non-cash documents. 
Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings. 
Report discrepancies to supervisor. 
Open and close point-of-sale terminal. 
Clear point-of-sale terminal and transfer tender. 
Conduct cash handling processes. 
Maintain change supplies and cash float in point-of-sale terminal. 
Attend to active point-of-sale terminals. 
Complete records of transaction errors. 
Maintain adequate supplies of dockets, vouchers and point-of-sale documents. 
Enter sales information into point-of-sale equipment. 
Communicate payment required and identify method of payment. 
Process cash and non-cash transactions. 
Issue correct change, receipts and complete sale documentation as required. 
Explain refund policy and procedure to client. 
Confirm refund requirements and options for exchange with client. 
Complete transaction to issue refund, receipts and sales documentation as required. 
Balance register or terminal at designated times throughout business operation. 
Separate and secure cash float from takings prior to balancing. 
Supply change to register or terminal as required. 
Interpret register or terminal reading or print out. 
Remove and transport cash and non-cash documents according to organisational security policies and procedures. 
Count cash and calculate non-cash documents. 
Determine balance between register or terminal reading and sum of cash and non-cash transactions, and record takings. 
Report discrepancies to supervisor. 

Forms

Assessment Cover Sheet

SHBXCCS001 - Conduct salon financial transactions
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

SHBXCCS001 - Conduct salon financial transactions

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: