New Employee Onboarding Checklist

Onboarding checklist
☐ KNOWLEDGE OF THE WORK EXPECTED

☐ LOG IN PROCEDURES

☐ SCHEDULING APP DOWNLOAD

☐ REVIEW OF SERVER GUIDELINES

☐ COVID-19 GUIDELINES AND PROCEDURES

☐ INDOOR AND OUTDOOR SEATING ARRANGEMENTS

☐ FAMILIARITY WITH THE MENU

☐ INTRODUCTION TO WORK ZONES

☐ TAKING AND PLACING ORDERS FOR SAVVY DINING

☐ TAKING AND PLACING ORDERS FOR TAKEOUT

☐ PACKING TAKEOUT ORDERS

☐ LEARN SAVVY CUSTOMER SERVICE SCRIPTS AND CTAs

☐ TAKING A PAYMENT AND CLOSING AN ORDER

☐ INTRODUCTION TO TEAM AND MANAGEMENT

☐ INTRODUCTION TO BAR PROCEDURES

☐ OCCUPATIONAL HAZARDS AND EMERGENCY PROCEDURES

SERVER SHIFT_START CHECKLIST

Date: ___________________

Opening Shift Server Names: ___________________________________         Start-Time: ______________ Changeover Shift Server Names: ________________________________        Start-Time: ______________

Opening Shift TASKS

COMPLETED

Turn on the lights, music, bar TV, neon lights, AC, and bar signs

Verify that Tablets & CC Processors are charged (Plug in if necessary) (1st)

Verify that Printers are ON & printer/thermal paper is available (1st)


Check OpenTable for upcoming Reservations (2nd)

Identify work tools - Temp-check tool, sanitizing fluids, cloths, napkins, etc. Set up sanitation bucket with water and clean towels

Set up for Dining – ALL Indoor tables with menus, candles (lit at night) and Cutlery. Outdoor tables – clean and arrange

Verify dining area floor is clean. (Light sweep and mop). Set up Greeting Stand

Restock condiments, salt and pepper, etc. (if not already done)

Check with manager for any up-Selling items / Daily specials

Identify your work zones

Shift Change TASKS

COMPLETED

Identify tables that are signed over to you. Check-in with guests.

Check for bin with wrapped cutlery / silverware (If not adequate, wrap)

Pick up & sanitize all used menus/bill books and replace them to front shelves

Check bathroom for cleanliness and toiletries. Inform Manager if unclean. Replace toiletries if depleted

Check TouchBistro App for available tables. Walk-through restaurant


SERVER SHIFT_END CHECKLIST

ALL servers on shift are responsible for completing ALL items        Date:   ________________________

TASKS

COMPLETED

Close Out All Table Bills – touchBistro🡪Orders🡪Closed Bills - Enter tips

Set CC Processors in cradle to charge 

Wipe down and sanitize Menus and Bill Books

Clean Greeter Stand. Arrange menus and bill books neatly

Ensure that all tablets are plugged in to charge 

Check printers for rolled printer paper. Get replacement if low

Wipe down and sanitize tables, booths, chairs, and any other open surfaces

Wipe down glass doors and partitions to remove fingerprints 

Roll or Wrap Cutlery to fill an entire Cutlery bin

Refill condiments, salt, pepper, sugar, ketchup, honey butter, etc.

Restock TO-GO Containers AND TO-GO Bags. Restock Plastic cutlery.

Sweep/Clean Floors. Ensure no food residue is stuck anywhere!

Wipe down and sanitize bathroom counters and sinks

Empty Waste Paper Baskets. Remove all Trash

Check if sanitizer and cleaning fluids are low. Notify management


Do a final Walkthrough! Look for anything out of place or undone. 

RECHECK THIS LIST!


BARTENDER SHIFT_START CHECKLIST

Bartender:  __________________                         Date:   ______________________                

TASKS

COMPLETED

Turn on the lights, music, bar TV, neon lights, and bar signs

Count CASH in register. Write amount in “The Book” (1st)

Check Tablets are charged. Turn them on! (Plug in) (2nd)

Check for any takeout orders and put them through (3rd)

Verify Bar Printers are turned on

Prepare bar countertop, place bar mats and wipe down display shelves

Verify straws, napkins, disposable cups and cup covers

Refill ICE and locate Ice Scoop

Check for drink mixing apparatus (shaker, jigger, strainer, wine opener)

Check for Juices and set up Margarita Mix and Savvy Punch

Uncap All Liquor and Liqueur bottles 

Check House Liquor levels. (Restock if necessary)

Check fridge for Beer. Restock!

Check Wine Bottle levels. (Red and White)

Cut and arrange Garnishes; Locate tongs and ladles 

Verify adequate Drinking Glasses, Shot glasses and Mule Mugs

Assemble, fill, and start Frozen Drink Machine

Locate Coffee blends and start Coffee Machine



BARTENDER SHIFT_END CHECKLIST

Bartender:  _____________________                     Date:   ________________________

TASKS

COMPLETED

Close All Bar Tabs

Count cash in Register. Document denominations in “THE BOOK” and reconcile with closeout figure 

Handover “House” Cash and Tips-Cash to Closeout Manager

Ensure that all Tablets are plugged in to charge

Place Caps on all bottles (Shelved and Counter)

Pack away Juices and Garnishes in Fridge

Clean and sanitize soda dispensers – Soak in Hot Water

Place cut fruit and other garnishes in refrigerators 

Empty sinks. Drain all water and Wipe down

Wash rubber mats and Wipe down bar counters

Count inventory in refrigerators – Restock

Pour Punch & Margarita in containers and pack in fridge

Restock Napkins and Straws

Empty ICE Bin 

Turn off coffeemaker; Tidy up coffee station and re-stock, if needed

Verify Mini Fridge is plugged in (fridge lights should be on)

Turn off Lights (Indoor Bar-backlights and Outside Street) and AC units

Make note of anything that the next day’s staff should know for their service