JackRulz: New RM Installation Checklist

• Restaurant Number

• District Manager

• New Restaurant Manager

• Previous Restaurant Manager

• Date of Change

  Date

Changeover Checklist

• Restaurant tour with new RM including walking the path. Introductions to all employees working

• Alarm Codes Changed

• Keys to restaurant doors and office

• Key to filing cabinet

• Key to under counter drop boxes

• Key to cash register drawer

• Key to night drop box

• Key to safe

• Code to safe

• Cash audit conducted (please complete and send separately)

Admin with new RM

• Clean out office, all cabinets and drawers emptied and cleaned

• Ensure new RM is transferred and/or promoted in Altametrics as applicable

• Ensure new RM has access to Altametrics

• Ensure new RM knows how to onboard, terminate, promote and give raises in Altametrics as well as how to fill out a COS and where to send it

• Ensure new RM knows how to assign cashier/manager functions to an employee

• Ensure new RM has access to email and the portal

• Ensure new RM has access to TalentReef

• Ensure new RM knows process for turning in a background check

• Ensure new RM knows how to onboard in TalentReef

• Ensure new RM has access to JThreads

• Ensure new RM has access to RR Donnelly

• Register codes for new RM

• Delete register codes for ALL old managers

• Review schedule for current week, complete next schedule with new RM

• Do first inventory count with new RM

• Do first truck order with new RM

• Do a smallwares inventory and complete smallwares order with new RM if necessary

• Do a uniform inventory and complete smallwares order with new RM if necessary

• Do a POP and menu board check and order any necessary elements with new RM if necessary

• Do an office supplies check and order with new RM

• Ensure new RM knows how to order shoes for crews for payroll deduction for employees

• Ensure new RM knows procedures to report maintenance issues

• Ensure new RM knows the process if an employee is injured on the job

• Provide employee contact list to new RM

Review Policies with new RM

• Cash handling policies including using Weekly Safe Funds and Deposit Log and Cashier Drawer Verification

• Employee Meal policy

• Slip Resistant Shoe policy

• Uniform policy

• Smoking Policy

• Loitering policy

• Cell phone policy

• Scam phone call policy

• Cleanliness standards including equipment, facilities and clean, dry floors

• RMs must clock in and out

• Schedules must be completed and posted by 5pm Thursday

• Restaurant phone must be answered

• Back Door policy

• Parking policy

• RMs must NEVER give employees rides to and from work

• RMs must not keep company property in their vehicles

DM Admin

• Transfer/promote/change pay rate for RM in Altametrics as applicable

• Complete COS for transfer/promotion/payrate change for old RM and new RM

• Ensure new RM has completed "Restaurant Keys and Alarm Codes Acknowledgement" form

• Put new "Jack Wants to Know" posting in conspicuous place

• Email necessary forms to restaurant email including: Weekly Safe Funds and Deposit Log, Cashier Drawer Verification, the Right Fit forms, COS, Time Off Request, Performance Counseling Record, etc.

Completion

• Notes:

• District Manager Signature

  Sign

• New RM Signature

  Sign