Title Page

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • MANAGER IN TRAINING

WTR

  • Can explain what is WTR

  • Can explain 7day statement of trade - difference to WTR

  • Demonstrates correct procedure for exporting figures from Zonal

  • Can name all reports that must be exported daily and are relevant to banking

  • Enters Gratuities/ Service Charge onto WTR correctly

  • Can demonstrate correct procedure for distributing grats to service bar

  • Can explain company policy for sales ledgers

  • Can explain company policy for deposits including value and for how many people

MISC EXPENSES

  • Enters Misc Expenses on Zonal correctly

  • Can explain the importance of correct categories used for misc expenses

  • Can explain tax use in Misc Expenses

BANKING

  • Can explain how to calculate correct banking figure

  • Can explain importance of correct banking - connection with safe count

  • Completes banking book correctly

HQ REPORTING

  • Scans and emails reports to accounts

SAFE COUNT

  • Demonstrates the correct procedure for safe counts

  • Can explain the correct procedure for dealing with discrepancies in safe

  • Can explain company policy regarding wage advances

DAILY WRAPS

  • Wraps cash outs in the correct manner and explain where they go and when

BAR FLOATS

  • Can demonstrate bar float procedure including dealing with discrepancies

TIME CARDS

  • Can explain the correct procedure for signing in and out staff

  • Checks hours and enters them on Fourth

DEPARTMENT ROTAS

  • Can explain the time scale for rotas to be done for EB

  • Can explain the time scale for rotas to be displayed on the notice board

  • Can demonstrate how to write a rota for their department

  • Can demonstrate how to compare the wage forecast percentage against the EB

  • Can demonstrate how to sort staff by department/ job role

  • Can explain minimum pay rates, training rate and how to adjust

  • Can explain the importance of WOR

  • Can check wages overspends

  • Can explain best practice for reducing wages spends

RECRUITMENT

  • What is our recruitment policy?

  • Can locate the application form on Share Folder

  • Can explain the interview process including the need for 2nd GM interview

NEW STARTERS

  • Can locate Induction Master on Share Folder

  • Can demonstrate how to set up new starter on Fourth

  • Can explain the documents needed by payroll for new starter

  • Can explain employee multiple employment requirements

CPL

  • Has completed all allocated courses

  • Can explain how staff is added to CPL

  • Knows which courses must be completed before staff get paid

  • Can check descendants stats and correct problem with CPL

PAYROLL

  • Explains what is our Gratuity/ Service Charge policy

  • Checks and inputs grats/ service charge on Fourth correctly

TRAIL

  • Can locate Manager Tag and explain its importance

  • Explains who is responsible for unit security

  • Can explain and demonstrate how to search for specific date checks

  • Can explain and demonstrate the contractor and visitor log

EMAIL

  • Can explain the importance of checking regularly for messages

  • Can demonstrate how to highlight a message as unread

DAILY SHIFT PLANNER

  • Can explain the importance of the Daily Shift Planner

  • Can complete the Daily Shift Planner for that day

SHIELD

  • Can explain what Shield is

  • Can demonstrate how to log in to Shield

  • Can locate Risk Assessment Folder

  • Can explain the need for reading and signing all RAs

  • What is FSMS? Can locate and explain its importance

  • Can locate and fill out the accident form fully

  • Can explain which information can aid the investigation

  • Can explain what accidents are reportable under RIDDOR who does it

FOOD POISONING

  • Can explain how to deal with complaints regarding food poisoning allegations

  • Can locate and complete the Food Poisoning Complaint Form

LICENSING

  • Can locate the licensing file

  • Can locate Premises License FOH

CCTV

  • Can access CCTV system

  • Can demonstrate how to find a specific time and date on the CCTV

PANIC BUTTONS

  • Knows the location of all alarm panic buttons within the unit

MUSIC SYSTEM

  • Can locate and operate the music system

  • Can demonstrate the procedure for switching to back-up music

  • Can demonstrate the safe procedure for closing and opening the music system

TILLS

  • Can demonstrate the correct procedure for re-setting PDQs

  • Can explain who to call when PDQ is faulty

  • Can demonstrate the correct procedure for re-booting a till

  • Knows the contact number for Zonal Helpline and explains how to report issues

FIRE ALARM

  • Can verbally explain the evacuation procedure including meeting point

  • Can locate the fire panel in the unit

  • Can demonstrate the procedure for silencing the fire alarm

  • Knows the correct code for re-setting the fire alarm

INTRUDER ALARM

  • Can demonstrate correct procedure for setting and un-setting the intruder alarm

  • Can troubleshoot problems with setting the alarm

  • Can explain their responsibilities if keys are lost and who should be informed

DISCOUNT REPORT

  • Can locate Discount Report on PC

  • Can explain different tabs on discount Report

  • Can explain the difference between a Sub and Promo

  • Can explain staff and HQ discount entitlement

  • Can recognise areas of concern within Discount Report

  • Can explain our gift card procedure - to buy/ to redeem

STOCKS - ORDERING

  • Can explain what par level is and when it may need to be adjusted

  • Can demonstrate how to place an order using Zonal

  • Can demonstrate how to check for missing orders

STOCKS - DELIVERIES

  • Can explain the need for checking deliveries thoroughly

  • Can demonstrate how to enter an invoice onto Zonal

  • Can explain the procedure for price discrepancies (food, drink and consumable)

  • Can demonstrate how to add a credit note onto the system

  • Can produce Purchase Orders report and explain the importance of invoices in order

STOCKS - RESULTS

  • Can demonstrate how to produce a stock result

  • Can demonstrate how to assess the variances

  • Can demonstrate how to complete WTR sheet with stock results

  • Add signature

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