Staff Training Program Checklist

Onboarding and training program a restaurant GM runs for new FOH and BOH hires, from Day 1 orientation through certification, menu knowledge, service training, and closing procedures.

8 sections 29 steps Collects data
1

Day 1 Orientation

  1. Collect signed I-9 and W-4 paperwork
  2. Walk the new hire through the building
  3. Issue uniform, locker, and POS login
    • Hand out the chef coat or branded shirt, slip-resistant shoe voucher, name tag, and locker assignment. Set up the Toast (or Square / Aloha) employee profile with the right role permissions — server, bartender, host, line cook — before the first shift, not during it.

  4. Confirm the role for this hire
    • Role drives the rest of the program — FOH hires get service and POS tracks; BOH hires get line, prep, and food-safety tracks. Pick the primary role; cross-trained hires can run the other track later.

    Collects list
  5. Review handbook and tip-credit notice
    • Walk through attendance policy, no-call/no-show consequences, harassment policy, and the open-door escalation path. For tipped employees, hand over the written tip-credit notice and collect a signed acknowledgment before the first shift — without it, the tip credit can't be claimed and the employer owes full minimum wage retroactively.

    Collects file
2

Food Safety Certification

  1. Demonstrate proper handwashing technique
    • 20 seconds, soap and warm water, between tasks and after any contamination event. Walk through when gloves are required (ready-to-eat foods, no bare-hand contact rule) and when gloves get changed — between proteins, after handling allergens, after touching face or phone.

  2. Train on the time-and-temperature danger zone
    • Cover hot-holding (140°F+), cold-holding (41°F or below), and the 41–140°F danger zone. Walk through the cooling log: 140°F to 70°F within 2 hours, 70°F to 41°F within the next 4 hours. Show where the walk-in temp log lives and the twice-daily cadence.

  3. Walk through allergen ticket protocol
    • Dedicated cutting board, dedicated tongs, hand-changed gloves, separate fryer where possible. The Big 9 allergens — milk, eggs, fish, shellfish, tree nuts, peanuts, wheat, soy, sesame. In MA, IL, MI, NY, and RI, at least one manager per shift needs current allergen-awareness certification (PCFP or AllerTrain) — note who that manager is on each shift.

  4. Enroll in ServSafe Food Handler course
    • State-specific — most jurisdictions require ServSafe, Learn2Serve, or state-equivalent within 30 days of hire. Upload the certificate when complete; certifications expire (typically 3–5 years), so the expiration date goes in the staff file.

    Collects file
3

BOH Line Training

  1. Shadow a line cook through a full service
    • Pair with the strongest line cook for one lunch and one dinner before the new hire takes a station. Cover ticket reading, fire/all-day calls from expo, and how 86s get communicated back to FOH.

  2. Run mise en place for an assigned station
    • Sauté, grill, garde manger, fry — pick the station and have the new hire prep it from the par sheet. Sous chef checks par accuracy and FIFO discipline in the walk-in before service starts.

  3. Practice knife skills and equipment safety
    • Cover knife grip, claw hand, and sharpening cadence. Demonstrate flat top, salamander, six-burner, and fryer operation including oil filtration and the shut-off sequence. OSHA basics: cut-glove use for breakdown work, wet-floor signs, hot-pan call-outs ("behind, hot").

  4. Sign off on first solo station shift
    • Sous chef observes the first solo service and signs off on station readiness. Failed sign-off triggers another shadow shift before the next attempt — don't push someone onto the line who isn't ready.

    Collects signature
4

FOH Service Training

  1. Shadow a server through two services
    • One lunch and one dinner with a senior server. Cover greet timing (60-second target), table touches, allergy ticket flow, and how to call 86s back to the kitchen via expo.

  2. Train on the POS for orders and payments
    • Toast, Square for Restaurants, or whatever the house runs — practice tab opens, modifiers, splits, voids, comps, and the close-out. Voids and comps require manager approval; show where the audit trail lives so the GM can review the comp percentage at week's end.

  3. Role-play complaint and recovery scenarios
    • Run three scenarios with the AGM: cold-food return, long ticket time, allergy near-miss. Practice the LAST framework (Listen, Apologize, Solve, Thank) and clarify when a manager gets pulled in — anything involving allergens, intoxication, or a comp over the server's threshold.

  4. Sign off on first solo section
    • Floor manager assigns a small section (3–4 tables) and observes the first full service. Sign-off captures readiness to take a full section unsupervised at the next shift.

    Collects signature
5

Alcohol Service Certification

  1. Enroll in TIPS or state-equivalent course
    • Servers and bartenders need TIPS, ServSafe Alcohol, or the state-mandated equivalent before pouring or serving. Selling to minors or visibly intoxicated patrons is a license-level violation that can suspend the liquor license, not just discipline the employee.

    Collects file
  2. Walk through ID-checking procedure
    • Card anyone who looks under 35. Practice spotting tampered IDs, vertical IDs (under-21 in most states), and out-of-state formats. The state ABC sting program runs year-round — refusal to serve when in doubt protects the license.

  3. Practice cutting off intoxicated guests
    • Role-play the cut-off conversation with the bar manager. Cover the visible-intoxication signs (slurred speech, unsteady, aggressive shift), the manager hand-off, and the safe-ride options the house offers — Uber voucher, cab call, designated-driver coffee.

6

Menu Knowledge and Upselling

  1. Run a guided tasting of the full menu
    • Chef walks the new hire through every dish — flavor profile, plate composition, common modifications. Note which dishes contain Big 9 allergens and which can be modified gluten-free, dairy-free, or vegan.

  2. Memorize the wine and cocktail list
    • BTG wines, house cocktails, well vs. call vs. premium spirits. Beverage director runs a flash-card session; the new server should be able to suggest a pairing for any entrée without consulting the list.

  3. Practice upsell language for apps and desserts
    • Suggestive selling, not pushy selling. Specific recommendations beat open questions — "the burrata before your steak" lands; "would you like an appetizer?" doesn't. Track average per-person check on the trainee for the first two weeks against the section average.

  4. Pass the menu test
    • Written and verbal test administered by chef and AGM. Covers ingredients, allergens, prep technique, and recommended pairings. Failed test = additional tasting and re-test before the trainee runs a solo section.

    Collects list
7

Closing and Cash-Out Procedures

  1. Demonstrate station break-down and sanitizing
    • Three-bay sink at correct sanitizer ppm (test with a strip), surfaces wiped with sanitizer at proper concentration, equipment broken down per the closing checklist. Cover the closing side-work list and the 80/20 rule — non-tipped duties beyond 30 minutes continuous can't be claimed under the tip credit.

  2. Run the cash-out and tip-out
    • Close all open tabs in the POS, run the server-banking report, count the drawer, and reconcile against the report. Tip-out percentages to bar, bussers, and runners follow the house policy — explain the math so the trainee can verify their own check.

  3. Walk through the lock-up sequence
    • Hood off, gas off at the wall, walk-in latched, alarm armed, exterior lit, deposit bag in the safe. Closing manager signs off; trainees observe twice before they ever close alone.

8

30-Day Check-In

  1. Hold the 30-day GM review
    • GM sits down with the new hire — what's working, what's confusing, who's been a strong trainer, what the trainee still needs reps on. Cash-out variances, comp percentage, and average per-person check from the first month all get reviewed against section benchmarks.

    Collects list
  2. Build the extended-probation training plan
    • Identify the two or three specific gaps — POS speed, menu recall, allergen protocol, cash-out accuracy — and pair the trainee with a mentor for an additional 30 days. Set the re-check date and the bar for passing.

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Sections 8
Steps 29
Category Restaurant
Price Free to start
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