MANAGEMENT SIGN OFF

• Conducted on

  Date

• Prepared by

• Location
  Address

• Yes

  No

  N/A

• TILLS

  Yes

  No

  N/A

• Do you know your log in and password for the till?

  Yes

  No

  N/A

• Do you know how to sign on to the till?

  Yes

  No

  N/A

• Do you know how to pull sales reports?

  Yes

  No

  N/A

• Do you know how to pull a server read?

  Yes

  No

  N/A

• Do you know how to do a reversal?

  Yes

  No

  N/A

• Do you know how to input a deposit?

  Yes

  No

  N/A

• Do you know how to redeem a deposit?

  Yes

  No

  N/A

• Do you know how to refund a deposit?

  Yes

  No

  N/A

• Do you know how to 86 an item from the till?

  Yes

  No

  N/A

• Can you explain the differnce between a void and promo?

  Yes

  No

  N/A

• Do you know the correct proceedure when dealing with promo's?

  Yes

  No

  N/A

• Do you know how to peform EOD?

  Yes

  No

  N/A

• Do you know how to reboot the dispence printers?

  Yes

  No

  N/A

• Do you know what to look for should the printers go offline?

  Yes

  No

  N/A

• POLARIS POS MANAGER

• What is the purpose of Polaris POS is?

  Yes

  No

  N/A

• What is the telephone number for Polaris Helpdesk?

• Do you know how to find all daily reports?

  Yes

  No

  N/A

• Demonstrate how to find the Weekly Till Reports

  Yes

  No

  N/A

• Demonstate how to find the Server Reports

  Yes

  No

  N/A

• Where do you find Gross and Net sales on the BS?

  Yes

  No

  N/A

• Do you know what Net sales are?

  Yes

  No

  N/A

• Where do you find the Voids/Refunds on the report?

  Yes

  No

  N/A

• Do you know where to find the Promo reports?

  Yes

  No

  N/A

• Do you know how to complete a stock take?

  Yes

  No

  N/A

• Do you know how to find previous stock resuts?

  Yes

  No

  N/A

• Do you know what GP means?

  Yes

  No

  N/A

• Do you know what actual and theorical means?

  Yes

  No

  N/A

• Do you know the tolerance for both food and liquor Gp's?

  Yes

  No

  N/A

• Do you know how to accept deliveries?

  Yes

  No

  N/A

• Do you know how to view all good received?

  Yes

  No

  N/A

• Do you know how to view all product/PLU sales?

  Yes

  No

  N/A

• Do you know how to set up new staff with till cards and codes?

  Yes

  No

  N/A

• Do you know how to update the tills?

  Yes

  No

  N/A

• POLARIS

  Yes

  No

  N/A

• Do you know how to navigate the dashboard

  Yes

  No

  N/A

• Where do you find Performance vs Budget & Forecast?

• Explain the running wage cost by revenue stream?

• What is a sales mix?

  Yes

  No

  N/A

• Where do you find sales vs forecast/budget?

  Yes

  No

  N/A

• What is the purpose of the Daily input tab?

  Yes

  No

  N/A

• Do you know how to open and close a day?

  Yes

  No

  N/A

• Do you know how to input weekly deliveries?

  Yes

  No

  N/A

• Do you know how to input daily information?

  Yes

  No

  N/A

• Do you know how to input petty cash?

  Yes

  No

  N/A

• What is the purpose of the Weekly input tab?

  Yes

  No

  N/A

• DO you know where to input closing values for food and liquor?

  Yes

  No

  N/A

• Do you know how to input gratuities?

  Yes

  No

  N/A

• What is the purpose of the Forecasting tab?

  Yes

  No

  N/A

• Do you know how to set a forecast?

  Yes

  No

  N/A

• Do you know the differnce between budget and forecast?

  Yes

  No

  N/A

• Do you know where to find our current budget percentage?

  Yes

  No

  N/A

• Do you know how to work out our weekly and daily splits?

  Yes

  No

  N/A

• Do you know where to find your basic daily/weekly wage cost?

  Yes

  No

  N/A

• Do you know where to find your basic daily/weekly wage percentage?

  Yes

  No

  N/A

• Do you know where to find your daily/weekly wage cost including managers?

  Yes

  No

  N/A

• Do you know where to find your daily/weekly wage percentages inluding managers?

  Yes

  No

  N/A

• Do you know where to find you average daily sales split for the previous 12 months?

  Yes

  No

  N/A

• What is the purpose of the Payroll input tab?

  Yes

  No

  N/A

• Do you know how to add new members of staff to Polaris?

  Yes

  No

  N/A

• Do you know how to upload a document to a staff profile?

  Yes

  No

  N/A

• Do you know how to input a rota?

  Yes

  No

  N/A

• Do you know where to find the cost of the rota?

  Yes

  No

  N/A

• Do you know the importance of forecasting accuratly?

  Yes

  No

  N/A

• Do you know how to input sickness and absences?

  Yes

  No

  N/A

• Do you know how to transfer members of staff?

  Yes

  No

  N/A

• Do you know how to multi-employ members of staff?

  Yes

  No

  N/A

• Do you know how to make a member of staff a leaver?

  Yes

  No

  N/A

• Do you know how to input holidays?

  Yes

  No

  N/A

• Do you know how to view all holiday requests?

  Yes

  No

  N/A

• Do you know how to accept/decline holiday requests?

  Yes

  No

  N/A

• Do you know the importance of keeping upto date with all holiday requests?

  Yes

  No

  N/A

• Can you explain the buiness intelligence tab?

  Yes

  No

  N/A

• Do you know how to view and export a rota?

  Yes

  No

  N/A

• Do you know where to find the weekly dicount report?

  Yes

  No

  N/A

• Do you know how to genrate a report?

  Yes

  No

  N/A

• OPEN TABLE

  Yes

  No

  N/A

• Do you know how to navigate the floor plan?

  Yes

  No

  N/A

• Do you know how to take a booking?

  Yes

  No

  N/A

• Do you know how to add a guest to the waiting list?

  Yes

  No

  N/A

• Do you know the importance of keeping the Open Table upto date?

  Yes

  No

  N/A

• Do you know the importance of pacing?

  Yes

  No

  N/A

• Do you know how to search a guest or booking?

  Yes

  No

  N/A

• Do you know how to navigate the Reporting tools?

  Yes

  No

  N/A

• Do you know how to modify the floor plan and table turns?

  Yes

  No

  N/A

• CPL

  Yes

  No

  N/A

• Do you know how to set up a new member of staff with a CPL account?

  Yes

  No

  N/A

• Do you know how to view all descendants stats?

  Yes

  No

  N/A

• Do you know how to reset a course?

  Yes

  No

  N/A

• Do you know how to export certificates?

  Yes

  No

  N/A

• Do you know who to contact at CPL should anything go wrong?

  Yes

  No

  N/A

• GIFTCARDS

  Yes

  No

  N/A

• Do you know how to process a GC through the till?

  Yes

  No

  N/A

• Do you know how to check the outstanding balance on a GC?

  Yes

  No

  N/A

• Do you know the name of the website we use for the purchase of GC's?

  Yes

  No

  N/A

• Do you know how to navigate the website?

  Yes

  No

  N/A

• Do you know how to check all current and processed orders?

  Yes

  No

  N/A

• Do you know how to mark a purchase as shipped?

  Yes

  No

  N/A

• Do you know the importance of marking a GC as shipped?

  Yes

  No

  N/A

• PSG

  Yes

  No

  N/A

• Do you know how to place a PSG order?

  Yes

  No

  N/A

• Do you know how to set par levels for disposable orders?

  Yes

  No

  N/A

• Do you know how to locate invoices for all deliveries received?

  Yes

  No

  N/A

• Do you know how to save invoices in to our accounts folder?

  Yes

  No

  N/A

COMPLIANCE

• Do you know how to navigate the Trail app website?

  Yes

  No

  N/A

• Do you know how to add and remove tasks?

  Yes

  No

  N/A

• Do you know how to log on to the compliance centre?

  Yes

  No

  N/A

• Do you know how to view the units most recent shield audit?

  Yes

  No

  N/A

• Do you know how to action any points raised in the shield audit?

  Yes

  No

  N/A

• Do you know how to add a case to the shield helpline?

  Yes

  No

  N/A

• Do you know what type of incidents we need to log on the compliance helpline?

  Yes

  No

  N/A

• Do you know how to close a case on the helpline?

  Yes

  No

  N/A

• Do you know where to find health and safety documents and risk assesments?

  Yes

  No

  N/A

• Do you know what maintenace platform we use?

  Yes

  No

  N/A

• Do you know how to log on?

  Yes

  No

  N/A

• Do you know how to raise a job/quote?

  Yes

  No

  N/A

• Do you know how to creat an Odd job list?

  Yes

  No

  N/A

• So you know how to sign in a contractor?

  Yes

  No

  N/A

• Do you know how to close off a completed job?

  Yes

  No

  N/A

• WEEKLY P&L

  Yes

  No

  N/A

• Yes

  No

  N/A

• Do you know what P&L stand for?

  Yes

  No

  N/A

• Do you know where to locate the weekly P&L?

  Yes

  No

  N/A

• Do you know how to format the P&L sheet?

  Yes

  No

  N/A

• Do you know where we need to enter the weekly sales?

  Yes

  No

  N/A

• Do you know where to enter the weekly wages?

  Yes

  No

  N/A

• Do you know where to find the weekly wages?

  Yes

  No

  N/A

• Do you understand the labour percentage?

  Yes

  No

  N/A

• Do you know what 'cost of sale' means?

  Yes

  No

  N/A

• Do you understand what needs to be accrued and accounted for each week through our variable costs?

  Yes

  No

  N/A

• Do you know where and how to input the weekly discounts?

  Yes

  No

  N/A

• Do you kow where to find our weekly dicounts?

  Yes

  No

  N/A

• Do you know what NFNL stands for?

  Yes

  No

  N/A

• Do you know where to input all NFNL?

  Yes

  No

  N/A

• Do you know where to input all petty cash?

  Yes

  No

  N/A

• Do you know where to input the stock results?

  Yes

  No

  N/A

• Do you know what EBITDA means?

  Yes

  No

  N/A

• Do you know where to find your EBITDA for the week and how it converts to £'s?

  Yes

  No

  N/A

• Do you understand where the budget figures pull from?

  Yes

  No

  N/A

• Do you know how to trouble shoot any variences between actual figures and budget?

  Yes

  No

  N/A

• Are you confident in presenting figures to the board?

  Yes

  No

  N/A

• NOTES:

• Duty Manager sign off …

  Sign

• General Manager sign off …

  Sign

• Operations Manager sign off …

  Sign

• Date …

  Date