Restaurant Employee Training Checklist

Onboarding and training workflow for new FOH and BOH hires at a full-service restaurant, from Day 1 orientation through 30-day sign-off. Run by the GM or training lead with section handoffs to the chef, beverage director, and shift manag...

1

Pre-Day-1 Setup

  1. Collect I-9, W-4, and direct deposit
    • Verify identity documents within three business days of the first shift to stay compliant with federal I-9 rules. If you're in an E-Verify state (AZ, AL, MS, NC, SC, TN, UT, GA), submit the case the same day. File the completed I-9 in the personnel binder — not in the general HR folder.

    Collects file
  2. Confirm the hire's role and station
    • The role drives the rest of the training path — a server needs RBS and POS modifier training; a line cook needs station-specific mise en place and the cooling log; a bartender needs liquor par and pour-cost training. Lock this in before scheduling the first shift.

    Collects list
  3. Issue tip-credit notice in writing
    • FLSA requires written notice before any tip credit can be applied; some states require a countersigned acknowledgment. Skip this and the restaurant owes the full minimum wage retroactively — this is the single most common wage-and-hour class-action trigger in restaurants.

    Collects signature
  4. Order uniform, name tag, and POS login
    • Create the POS user in Toast/Square/Aloha with the correct role permissions — servers should not have manager-void access, hosts should not have bar pour access. Stage the uniform and slip-resistant shoes guidance before Day 1.

2

Day 1 Orientation

  1. Walk the floor plan and emergency exits
    • Cover server sections, expo pass, dish pit, walk-in, three-bay sink, fire suppression pull, and the two nearest exits from each station. Point out the OSHA poster and the posted health permit.

  2. Review the employee handbook and conduct policy
    • Walk through the no-show / tardy policy (three strikes), the harassment and reporting policy, the meal-comp and shift-drink rules, and the cell-phone policy on the floor. The handbook acknowledgment goes in the personnel file.

    Collects signature
  3. Introduce the hire to the shift team
    • Walk the hire through pre-shift to meet the GM, sous, expediter, bar lead, and the shift's section captains. Assign a shadow buddy for the first three shifts.

3

Food Safety and Allergen Training

  1. Verify ServSafe Food Handler certification
    • Most states require ServSafe Food Handler (or state-equivalent like Learn2Serve) within 30 days of hire. Confirm certification number and expiration; file a copy in the personnel binder. The state inspector checks this at point of service.

    Collects date
  2. Train on handwashing and glove use
    • 20-second wash with soap before each new task, after handling raw protein, and after any contamination event. No bare-hand contact with ready-to-eat food — tongs, deli paper, or single-use gloves. Demonstrate at the handsink, not in a classroom.

  3. Walk the cooling log and danger zone
    • Cooked food must go from 140°F to 70°F within 2 hours and to 41°F within 6 hours total. Show the cooling log location, the calibrated thermometer, and how to ice-bath stocks and braises. The log is the only defense in a guest-complaint investigation.

  4. Train the allergen ticket protocol
    • Dedicated cutting board, fresh gloves, dedicated tongs, and never share fryer oil between an allergen and a non-allergen ticket. In MA, IL, MI, NY, and RI an allergen-aware certified manager must be on every shift — verify there is one before the hire works solo.

    Collects list
  5. Test sanitizer ppm and FIFO rotation
    • Hand the hire test strips at the three-bay sink — quat at 200-400 ppm, chlorine at 50-100 ppm. Walk the walk-in and demonstrate first-in-first-out by pulling use-by-dated items forward. Common health-inspector finding when this slips.

4

Role-Specific Training

  1. Verify alcohol-service certification
    • Required for any role pouring or serving alcohol — TIPS, ServSafe Alcohol, or state-equivalent (LEAD in CA, ATAP in TX). Confirm card number and expiration; over-serving a visibly intoxicated guest or selling to a minor is a license-level violation.

    Collects date
  2. Demonstrate the POS and modifier flow
    • Walk Toast/Square: open tab, fire course, send allergy flag to expo, split check, comp vs. void (manager swipe), close tab, cash-out report. The allergy flag on the ticket is what gets the kitchen's dedicated tools out — miss it and the protocol breaks.

  3. Walk the menu and 86 list
    • Taste every menu section over two shifts: apps, salads, mains, desserts, BTG wines, draft list. The hire should be able to call out the top three allergens on each dish without checking the binder. Review where the 86 board lives.

  4. Re-train allergen handling with the sous chef
    • One-on-one reinforcement at the line with the sous chef on dedicated boards, dedicated fry, and glove changes. Re-test by ticketing a mock allergy order through the pass.

  5. Shadow opening and closing side-work
    • Pair the hire with a senior server or bartender for one full open and one full close. Cover silverware roll, condiment refresh, restroom check, station breakdown, liquor par re-stock, and the cash-out reconciliation. Track side-work time so it stays under the FLSA 80/20 threshold.

5

Probation Review and Sign-Off

  1. Run a mock service shift evaluation
    • Manager shadows a full shift — greet-to-table time, order accuracy, allergy handling, ticket times, cash-out variance. Score against the role checklist and flag any single-area failures for additional reps.

  2. Audit POS voids and comp percentage
    • Pull the new hire's void and comp report from the POS. Voids over 2% of sales or repeated comps without a manager swipe are early signals of theft or process gaps — address before the 30-day mark.

  3. Complete the 30-day training sign-off
    • GM, sous chef (if BOH), and the hire sign off on the training record. File alongside the I-9, handbook acknowledgment, tip-credit notice, and certification copies in the personnel binder. Anything below 'Pass' triggers a 30-day extension plan.

    Collects list Collects paragraph Collects signature