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.

7 sections 24 steps Collects data
1

Pre-Hire Classification

  1. 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
  2. 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
  3. Confirm FOH or BOH assignment
    Collects list
2

Federal and State Forms

  1. 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
  2. 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
  3. 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.

  4. 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
3

Contact and Payroll Setup

  1. Collect emergency contact information
    Collects text Collects phone
  2. 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.

  3. 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.

4

Certifications and Compliance

  1. 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
  2. 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
  3. 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.

  4. 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
5

Uniform and Access

  1. 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.

  2. 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.

  3. Assign locker and key access
6

First Shift Orientation

  1. 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.

  2. 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.

  3. 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.

  4. 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.

7

30-Day Follow-Up and Sign-Off

  1. 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
  2. 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
  3. Collect manager and employee sign-off
    Collects signature Collects signature

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Sections 7
Steps 24
Category Restaurant
Price Free to start
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