Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Modules to Complete

  • Shift Management

  • Hiring Excellence

  • Steps of Service

  • Handling Guest Concerns

  • Zamination

Tests to Complete

  • People Management

  • Pre Shift Meetings

  • Running the Shift

  • Steps of Service

  • Managing the Shift

Administrative Responsibilities

  • Opening/Closing Walkthrough

  • Timeline awareness with checklist

  • Knowledgeable of security and safety measures

  • Counting money

  • Setting up drawers

  • Taking cashouts

  • Verify bar walkthrough

  • Digital Log Book or Red Book

  • When to check

  • What to record

  • Daily Sales Report

  • What does it contain

  • Where do you find it

  • What do you do with the information

  • Printing the roster and knowing staffing for the shift

  • Shift Meeting - Template Use, 2-3 Minutes, Whole Staff

  • Entering a schedule into Hot Schedules

  • Entering invoices into Cost of Goods Sold/Purchase Log

  • End of the day paperwork

  • Writing checks

  • Mindshare

Shift Management

  • Aces in their places

  • Writing and Verifying a Floor Plan

  • Handling call outs and labor shortages

  • Running contests

  • Table touches

  • Demonstrates strength and confidence

  • Which tables to talk to

  • Reading guests behavior and non verbal cues

  • Topics & Reasons to stop

  • Handling recooks, replates, wrong orders, etc.

  • Table touches

  • 360 Management

  • Distinguishable management presence

  • Ensure steps of service are happening

  • Maintaining table and FOH appearance

  • Managing the wait

  • Bar Management

  • Able to identify theft methods

  • Intoxicated guests

  • Tabs in front of all guests

People Management

  • Hiring an employee

  • Conducting an interview

  • New Hire Paperwork

  • Personnel Files

  • Writing a training schedule

  • Entering and employee into Zamination

  • Entering an employee in to POS system

  • New Employee Training

  • Utilizing training cards

  • Utilizing Zamination

  • Certified Trainers

  • Employee Recognition

  • Employee Documentation

  • One on Ones / Coach & Counsel

  • Reviews

  • Constant dialogue and constructive feedback

  • Handling team member conflicts

Crisis Management

  • Handling a guest accident

  • Handling a staff member accident

  • POS

  • Using the crash kit

  • Resetting the POS

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.