Title Page

  • Conducted on

  • Prepared by

  • Location
  • TILLS

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

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

  • Do you know how to pull sales reports?

  • Do you know how to pull a server read?

  • Do you know how to do a reversal?

  • Do you know how to input a deposit?

  • Do you know how to redeem a deposit?

  • Do you know how to refund a deposit?

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

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

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

  • Do you know how to peform EOD?

  • Do you know how to reboot the dispence printers?

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

  • POLARIS POS MANAGER

  • What is the purpose of Polaris POS is?

  • What is the telephone number for Polaris Helpdesk?

  • Do you know how to find all daily reports?

  • Demonstrate how to find the Weekly Till Reports

  • Demonstate how to find the Server Reports

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

  • Do you know what Net sales are?

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

  • Do you know where to find the Promo reports?

  • Do you know how to complete a stock take?

  • Do you know how to find previous stock resuts?

  • Do you know what GP means?

  • Do you know what actual and theorical means?

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

  • Do you know how to accept deliveries?

  • Do you know how to view all good received?

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

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

  • Do you know how to update the tills?

  • POLARIS

  • Do you know how to navigate the dashboard

  • Where do you find Performance vs Budget & Forecast?

  • Explain the running wage cost by revenue stream?

  • What is a sales mix?

  • Where do you find sales vs forecast/budget?

  • What is the purpose of the Daily input tab?

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

  • Do you know how to input weekly deliveries?

  • Do you know how to input daily information?

  • Do you know how to input petty cash?

  • What is the purpose of the Weekly input tab?

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

  • Do you know how to input gratuities?

  • What is the purpose of the Forecasting tab?

  • Do you know how to set a forecast?

  • Do you know the differnce between budget and forecast?

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

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

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

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

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

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

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

  • What is the purpose of the Payroll input tab?

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

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

  • Do you know how to input a rota?

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

  • Do you know the importance of forecasting accuratly?

  • Do you know how to input sickness and absences?

  • Do you know how to transfer members of staff?

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

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

  • Do you know how to input holidays?

  • Do you know how to view all holiday requests?

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

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

  • Can you explain the buiness intelligence tab?

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

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

  • Do you know how to genrate a report?

  • OPEN TABLE

  • Do you know how to navigate the floor plan?

  • Do you know how to take a booking?

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

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

  • Do you know the importance of pacing?

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

  • Do you know how to navigate the Reporting tools?

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

  • CPL

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

  • Do you know how to view all descendants stats?

  • Do you know how to reset a course?

  • Do you know how to export certificates?

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

  • GIFTCARDS

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

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

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

  • Do you know how to navigate the website?

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

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

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

  • PSG

  • Do you know how to place a PSG order?

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

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

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

COMPLIANCE

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

  • Do you know how to add and remove tasks?

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

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

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

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

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

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

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

  • Do you know what maintenace platform we use?

  • Do you know how to log on?

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

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

  • So you know how to sign in a contractor?

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

  • WEEKLY P&L

  • Do you know what P&L stand for?

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

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

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

  • Do you know where to enter the weekly wages?

  • Do you know where to find the weekly wages?

  • Do you understand the labour percentage?

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

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

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

  • Do you kow where to find our weekly dicounts?

  • Do you know what NFNL stands for?

  • Do you know where to input all NFNL?

  • Do you know where to input all petty cash?

  • Do you know where to input the stock results?

  • Do you know what EBITDA means?

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

  • Do you understand where the budget figures pull from?

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

  • Are you confident in presenting figures to the board?

  • NOTES:

  • Duty Manager sign off …

  • General Manager sign off …

  • Operations Manager sign off …

  • Date …

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