Title Page

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • MANAGER IN TRAINING

Weekly Trading Report

  • 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 or site specific TRONC system.

  • Can demonstrate Grats and Service Charge allocations and entitlements to staff in their region

  • Can explain company policy for sales ledgers

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

CREDIT CARDS

  • Can explain the reasons for trading difference

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

  • Where do we get a change order from

  • who is responsible for investigating banking variences

HQ REPORTING

  • Can scans and emails reports to accounts. Such as Banking Slips

  • Can complete an NFB with full summary

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

  • Can explain the only two locations the Safe Key is stored?

BAR FLOATS

  • Can demonstrate bar float procedure including dealing with discrepancies

T&A FINGER SCANNER

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

  • Updates any hours on Fourth and adjusts any differences

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

Fourth System

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

  • Can explain minimum pay rates, how to adjust an increase

  • Can understand what is being approved by Op’s on fourth for wage controls

  • Can explain variances between Approved and Actual

  • Can explain how to add an employee to multiple employment

  • Can explain why all salary costs, and Chef Holiday need to be added to Fourth before Rota approval ?

  • 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 demonstrate how to login to Docusign

  • Can explain how to send over 'New Weekly Starter Pack' and content

  • Knows where to locate the NWTC Interview sheet for all recruits

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

NEW STARTERS

  • Can demonstrate how to set up new starter on Fourth

  • Can explain the documents needed by payroll for new starter

  • Can Explain GPRD. What documents and where are kept securely

  • Can explain the on boarding process of new starters 1st day ?

CPL

  • Has completed all allocated courses

  • Can explain how staff are added to CPL platform

  • Which 4 courses need to be completed by staff on their first day?

  • Understands who can see Descendant starts for completed courses for staff

  • Knows how to make Staff and Personal Authorisations to meet company induction standards

  • Can Navigate around CPL platform to see any outstanding staff Training/Induction?

  • Can explain who's responsibility it is to ensure staff have completed all allocated courses and Induction.

PAYROLL

  • Explains what is our Gratuity/ Service Charge policy

  • Checks and inputs grats/ service charge on Fourth correctly

  • Can see how to add Bonus onto Fourth correctly ?

  • Explains how to submit hours to payroll

  • Can explain the time frame for payroll

  • Can identidfy EB vs Fourth costs and how to adjust accordingly?

TRAIL

  • Can explain Trail importance to the business

  • 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

  • Can discuss ADD Task function and importance

  • Can explain what 6 monthly checks are on Trail

  • How to check for missed tasked and raise action plan

  • Can explain the cover manager check list

EMAIL

  • Can explain the importance of checking regularly for messages on unit email

  • Can demonstrate how to highlight a message as unread

  • Has home unit department manager email been set up

  • Can navigate around Office 365 for email

DAILY SHIFT PLANNER

  • can explain the importance of the Daily over view report being sent before service to Operations ?

  • Can explain the importance of the Daily Shift Planner

  • Can complete the Daily Shift Planner for that day

  • Full understating of Pre-Shift being a non-non-negiotiable

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

  • Can locate Health and Safety files

  • What is FSMS? Can locate and explain its importance

  • Can demonstrate how to upload new certificate on Registry

  • 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 and who does it

  • What is COSHH? Can locate the folder and explain its contents

FOOD POISONING

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

  • Can locate and complete the Food Poisoning Complaint Form

Allergens

  • Can explain the Allergen Policy

  • Can explain how guests confined information regarding Allergens

  • Who is responsible for taking Highlighted Allergy dishes to the guests table

  • What is the Non-Gluten Menu?

  • Why is the Non-Gluten menu not described as 'Gluten-Free'

  • When purchasing items on petty cash what should be validated first?

LICENSING

  • Can locate the licensing file

  • Can locate Premises License FOH

  • Knows age verification policy and what does it mean

CCTV

  • Can access CCTV system

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

  • Who to contact to burn footage to to Unit SharePoint

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

  • Can explain what should happen when the fire alarm sounds, in regards to 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

  • Can Stock mode all items needed for 85/86’s

  • Can set up Zonal Dalles Key to Specific staff member

  • understands how to send to POS for till update

FIRE ALARM

  • Can verbally explain the evacuation procedure including meeting point

  • Knows how many times a year we conduct full evacuation

  • 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

  • Knows the company to contact for any alarm faults

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

  • Can explain staff shift meal entitlements

Health Check

  • What is a Health Check ?

  • How often do management Op's schedule a Management Unit Health Check

  • Who Carries out FULL departmental Health Check for Kitchen ?

  • Who Carries out FULL departmental Health Check for Bar?

  • Who Carries out FULL departmental Health Check for Floor?

  • Who's responsibility is the Ownership of site cleanliness ?

Pronett Access Maintenance

  • can demonstrate how to raise a call out on Pronett

  • who are our main contractors for maintenacne

  • Who to inform to release/approve a call out

  • how to log a visit and arrival

  • Demonstrate how to raise a quote for works needed

  • Importance of clear, concise notes on the call out

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 for FOOD/LIQ/BEV

  • Can demonstrate how to place an order using Zonal for consumables

  • can locate budgets for consumables

  • Can demonstrate how to check for missing orders

STOCKS - DELIVERIES

  • Can explain the need for checking deliveries thoroughly

  • Can demonstrate how to accept a delivery via Acquire

  • can identify the Purchase Order reference for an order

  • 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

Overview of BOH TEST

  • Do you feel the manager can be signed off ?

  • MIT Sign

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