Restaurant New Hire Checklist
Onboarding workflow a GM or AGM runs for every new FOH or BOH hire — federal and state paperwork, food-safety and alcohol certifications, uniform and access issuance, first-shift orientation, and manager sign-off.
Pre-Hire Classification
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Capture position and start details
Record the basics the rest of the workflow branches on: legal name, position, start date, and FOH/BOH assignment. Position drives certification requirements (alcohol service for bartenders, allergen-aware for kitchen leads) downstream.
Collects text Collects text Collects date Collects email -
Classify as tipped or non-tipped
Servers, bartenders, bussers, and runners are typically tipped employees subject to the federal tip credit (where state law allows) and the FLSA 80/20 rule. Line cooks, prep, dish, and hosts in most states are non-tipped. CA, OR, WA, NV, MN, MT, AK ban the tip credit entirely — classify accordingly.
Collects list -
Confirm FOH or BOH assignmentCollects list
Federal and State Forms
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Complete Form I-9 with original documents
Section 1 must be completed by end of the first day worked; Section 2 within three business days. Inspect originals from the List A / List B+C combinations — never accept photocopies. AZ, AL, MS, NC, SC, TN, UT, and GA require E-Verify above their state thresholds.
Collects file -
Collect federal and state W-4
Use the current-year IRS W-4 plus your state withholding form (states without income tax — FL, TX, TN, NV, WA, SD, WY, AK, NH — skip the state form). Upload to the payroll file in Gusto, Toast Payroll, or whichever payroll system you run.
Collects file -
Run E-Verify where required
E-Verify cases must be created within three business days of the first day of work. Print the case-result page and file with the I-9 — do not store inside the I-9 itself. Skip if your jurisdiction does not require it and you are not a federal contractor.
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Deliver written tip-credit notice
FLSA bars any tip credit until the employee has been informed in writing of the cash wage, the tip-credit amount claimed, the tip-pool participants, and that all tips are retained by the employee. Without the signed acknowledgment, the operator owes full minimum wage retroactively — a recurring source of seven-figure class-action exposure.
Collects signature
Contact and Payroll Setup
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Collect emergency contact informationCollects text Collects phone
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Set up direct deposit
Collect the voided check or bank letter and enter the routing and account numbers directly into payroll (Gusto, ADP, Toast Payroll, R365). Confirm the pay-cycle cutoff so the first check lands on schedule.
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Add the hire to the scheduling system
Create the profile in 7shifts, Homebase, or HotSchedules with the correct role, wage, and availability. Set the certification expiration dates so the system warns before they lapse.
Certifications and Compliance
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Verify food handler certification
Most jurisdictions require ServSafe Food Handler or a state-equivalent within 30 days of hire for anyone touching food. Save the card or certificate to the personnel file and record the expiration (typically 3 years). CA, IL, AZ, TX, WA, and OR each run their own programs.
Collects file Collects date -
Verify state alcohol-service certification
Bartenders and servers who pour need TIPS, ServSafe Alcohol, or the state-mandated equivalent (TABC in Texas, RBS in California, MAST in Washington, OLCC in Oregon). Selling to a minor or visibly intoxicated guest is a license-level violation — pulling the card before the first shift is non-negotiable.
Collects file -
Run allergen-awareness training
MA, IL, MI, NY, and RI mandate allergen-aware certification (AllerTrain or PCFP) for at least one manager per shift. Walk the new hire through the allergen-ticket protocol: dedicated cutting board, dedicated tongs, glove change, separate fry, and the call-and-callback on the line.
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Review the employee handbook
Walk through the no-call/no-show policy, harassment reporting, attendance, dress code, and meal/break rules. Many wage-and-hour complaints trace back to break policies the employee never saw — get the signed acknowledgment in the file.
Collects signature
Uniform and Access
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Issue uniform and slip-resistant shoe guidance
Issue the chef coat, apron, hat, or branded shirt per role. Confirm Shoes for Crews or equivalent slip-resistant footwear before first shift — most line injuries logged on the OSHA 300A trace to footwear or knife handling.
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Create POS and timeclock credentials
Create the Toast, Square, Aloha, or Micros server profile with the right permissions — voids, comps, and discount authority should be locked behind manager PINs. Test the clock-in on the floor terminal before the first shift.
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Assign locker and key access
First Shift Orientation
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Tour the FOH and BOH layout
Walk the dining room, host stand, server stations, expo pass, line, walk-in, dry storage, three-bay sink, dish pit, and chemical storage. Point out the handwashing sinks — bare-hand contact citations are the most common health-inspection finding.
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Review opening and closing side-work
Cover the side-work sheet for the assigned role: silverware roll, condiment refresh, restroom check, bar par restock, line breakdown. Remind tipped staff that non-tipped duties beyond the FLSA 80/20 threshold must be clocked into a non-tipped code.
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Shadow a senior teammate through one service
Pair the new hire with a trainer who runs a full shift — pre-shift lineup, full service, cash-out, and closing side-work. Trainer reports back to the GM with section-readiness and any gaps to drill next shift.
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Walk through the allergen-ticket protocol
Demonstrate the live call-and-callback at the pass, the allergen ticket sleeve, dedicated tools, and the separate fry. Anaphylaxis events almost always trace to a shared fryer or a glove that was not changed — drill the failure modes specifically.
30-Day Follow-Up and Sign-Off
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Hold the 30-day performance check-in
Sit down for 20 minutes: ticket times or section feedback, attendance, peer feedback, and one development goal. Most retention drop-offs happen between day 30 and day 90 — a real conversation here resets the trajectory.
Collects list -
Document a coaching plan
Write down the specific gaps (ticket times, void rate, attendance), the trainer assigned, the metrics that will be reviewed, and the next check-in date. A documented plan is also the foundation if separation becomes necessary.
Collects paragraph -
Collect manager and employee sign-offCollects signature Collects signature
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