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Emergency Notification Checklist

Emergency Contact Information

Name

Phone Number

Email Address

Alternate Contact Information

Communication Plan

Type of notification system to be used

Timeline for notification

Channels for notifications

Person responsible for communication

Staff Training

Training on proper use of emergency notification system

Training on emergency response protocols

Testing Plan

Frequency of testing

Types of tests to be conducted

Person responsible for testing

Resource Management

Type of resources needed

Availability of resources

Person responsible for resource management

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Emergency Preparedness Checklist

Prevention - Establish a clear and consistent communication plan - Utilize reliable back-up systems for data storage and communication - Educate staff, students, and families on emergency preparedness - Develop a system to track attendance in the event of an emergency * Mitigation - Develop protocols to respond to various types of emergencies - Utilize security cameras and alarms - Prepare emergency kits and supplies - Develop evacuation plans and ensure staff and students are aware of them * Response - Train staff on emergency protocols and response - Create systems to ensure accountability of staff and students - Utilize emergency contacts and communication systems - Utilize emergency personnel to respond to the situation

Recovery - Reestablish communication systems - Perform an after-action review of the emergency - Establish a timeline for returning to normal operations - Ensure students and staff are safe and have access to resources needed for recovery

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Emergency Preparedness Checklist

Emergency Management Plan

Identify key personnel for emergency management.

Identify emergency management plans, procedures, and protocols.

Ensure proper training of personnel regarding emergency management.

Review and update emergency plans on a regular basis.

Fire Safety

Identify and maintain fire safety equipment.

Train staff in fire safety procedures and protocols.

Conduct regular fire drills.

Ensure all exits are clearly marked and unobstructed.

Utilities

Identify and maintain safety equipment related to utilities.

Test and inspect utilities regularly.

Train personnel in proper operating procedures.

Emergency Supplies

Identify and maintain emergency supplies.

Ensure all emergency supplies are up to date and in good condition.

Conduct regular inventory of emergency supplies.

Evacuation Plans

Identify evacuation routes and exits.

Train personnel in evacuation procedures.

Conduct regular evacuation drills.

Security

Identify and maintain security measures.

Train personnel in security procedures and protocols.

Conduct regular security checks.

Emergency Communication

Identify and maintain emergency communication systems.

Train personnel in proper use and operation of emergency communication systems.

Establish protocols for communicating with outside agencies.

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Emergency Procedures Checklist

Fire Emergency Procedures

Ensure that all staff are aware of the locations of fire exits and fire extinguishers.

Train staff regularly on the proper use of fire extinguishing equipment and the evacuation procedure.

Establish and practice a clear evacuation plan, including a designated meeting spot outside the building.

Medical Emergency Procedures

Keep a well-stocked first aid kit readily available and accessible to staff members.

Train selected staff members in basic first aid and CPR.

Have emergency contact numbers available for all staff, and post these numbers prominently for staff and patrons.

Power Outage Procedures

Maintain emergency lighting that activates automatically in case of power failure.

Keep flashlights and batteries in easily accessible locations throughout the restaurant.

Develop a protocol for safely securing the premises and assisting customers during a power outage.

Severe Weather Procedures

Monitor weather reports and have a weather alert system in place to receive updates.

Designate safe areas within the restaurant for staff and customers to take shelter during severe weather events.

Prepare an emergency kit with essentials such as water, non-perishable food, and blankets.

Security Threat Procedures

Install a surveillance system and ensure it is regularly maintained and functioning.

Train staff to recognize and calmly respond to security threats, such as robbery or violent behavior.

Develop a silent alarm system or code words to communicate discreetly among staff during security incidents.

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Employee Benefit Checklist

Employee Benefits

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Life Insurance

Disability Insurance

Flexible Spending Accounts

Commuter Benefits

Health Savings Accounts

Long-Term Care Insurance

Tuition Reimbursement

Employee Assistance Programs

Wellness Programs

On-Site Child Care

Paid Time Off

Vacation Days

Sick Days

Holidays

Jury Duty Leave

Employee Discounts

Pet Insurance

Relocation Assistance

Employee Stock Purchase Plan

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Employee Data Security Checklist

Train employees on data security policies and procedures

Implement and enforce password policies

Restrict access to sensitive data

Regularly back up data

Monitor network activity

Ensure data is encrypted

Take steps to secure physical access to data

Implement two-factor authentication

Use anti-virus and malware protection

Follow data security best practices

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Employee Expense Policy Compliance checklist

Eligibility and Approvals

Verify that the employee is eligible to incur expenses as per company policy.

Check for proper authorization and approvals for the expense prior to reimbursement.

Ensure that the expense approval follows the hierarchy outlined in the expense policy.

Expense Documentation

Confirm that all expenses are accompanied by valid, original receipts or invoices.

Review that the documentation includes a clear business purpose for the expense.

Make sure that the date, amount, and nature of the expense are clearly stated.

Expense Types and Limits

Ensure expenses fall within the categories covered by the policy (e.g., travel, meals, lodging).

Check that the expenses do not exceed the prescribed limits for each category.

Verify that any exceptions are justified and properly documented with the required approval.

Timeliness and Accuracy

Review that expenses are submitted within the policy's specified time frame.

Check for accuracy in the expense calculations and the correct allocation to budget codes.

Ensure that currency conversions, if applicable, are calculated at the correct exchange rate.

Compliance with Tax Laws

Verify that the expenses are compliant with relevant tax laws and regulations.

Ensure proper documentation and receipts are maintained for tax audit purposes.

Confirm that taxable fringe benefits are identified and reported accordingly.

Reimbursement Procedures

Check that the reimbursement request is filled out completely and accurately.

Ensure that the payment methods and processing times align with the policy guidelines.

Confirm that the employee has provided appropriate banking details for direct deposits.

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Employee Handbook Checklist

Introduction

Company mission/vision

Company values

Equal opportunity/non-discrimination/harassment policies

Workplace safety policies

Employment Policies

Hours of operation

Time off/vacation/sick leave

Payroll procedures

Expense reimbursement

Workplace safety

Dress code

Benefits

Health insurance

Retirement savings

Life insurance

Other benefits

Miscellaneous

Use of company resources

Social media

Employee conduct

Company property

Conflict of resolution

Termination/separation policies

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Employee Offboarding Checklist

Legal

Gather and return all firm-owned documents and property

Document completion of all firm-related tasks

Collect and return keys, access cards, etc.

Submit final billable hours, if applicable

Finalize any legal proceedings

Human Resources

Complete all exit paperwork

Return company-issued equipment

Schedule final payroll and benefits processing

Make sure all payroll and benefits are up to date

Collect and return any company-issued uniforms

Provide details on how to access records, contact information, etc.

IT

Disconnect work computer and any related hardware

Remove access to all IT systems, networks, email, etc.

Collect and return any company-issued electronics

Facilities

Collect and return all company-issued supplies

Return any and all company-owned technology

Return any company-owned office furniture

Return any company-owned office keys

Finance

Submit final expense and reimbursement forms

Collect and return any company-issued credit cards

Collect and return any company-owned materials

Terminate any outstanding contracts

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Employee Offboarding Checklist

Exit Interview

Schedule exit interview

Prepare interview questions

Conduct exit interview

Paperwork

Complete termination paperwork

Collect company property

Return company keys

Access Removal

Remove user from network

Disable user accounts

Revoke access to systems

Benefits

Terminate health benefits

Notify payroll of termination

Cancel any other benefits

Information Security

Change passwords

Secure data and documents

Delete or transfer files

Records

Update personnel files

Update contact list

Update asset records

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Employee Onboarding

Documentation

Complete I-9 form

File W-4 form

Obtain driver's license, if necessary

Provide proof of right to work in the US

Benefits

Enroll in health insurance

Enroll in retirement plan

Enroll in flexible spending accounts

Complete direct deposit information

Orientation

Provide company overview

Explain job responsibilities

Assign workspace

Provide necessary equipment

Provide safety training

Provide access to company resources

Training

Provide job-specific training

Provide computer access and training

Provide customer service training

Provide product and procedure training

Provide leadership and communication training

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Employee Onboarding

HUMAN RESOURCES

Send welcome email to new hire including...

Complete the background check

Add new hire to HRIS/Personnel systems

Prepare forms and documents

Provide employee handbook

Provide benefits information

Announce new hire and start date

Schedule a first day check in with HR

Schedule orientation

Schedule team lunch

Schedule lunch with CEO

Schedule check-in meetings

Provide new hire information about

HIRING MANAGER

Assign a peer mentor

Send a welcome email

Introduce to the team

Introduce to stakeholders and key contacts

Schedule one-on-ones

Prepare training schedule

Set goals for new hire

Schedule day 1 meeting and discuss

IT/SECURITY

Order any required IT hardware

Create Active Directory User ID

Create email account

Provide access to shared networks

Provide security system access (physical and virtual)

Provide access to distribution lists

Provide access to databases

Provide access to company system

Provide access to company accounts

Setup and configure computer

Deliver IT equipment (remote)

Setup and configure office phone

Setup and configure mobile device

Provide login credentials

Provide training on

Provide instructions to

Schedule a first day IT check in with new hire

FACILITIES

Order company swag

Setup desk and workspace

Take employee photo

Create security ID badge

Create biometrics

Create parking pass

Provide tour of office

FINANCE

Add new hire to payroll

Provide training on how to submit expenses

PEER MENTOR/BUDDY

Send welcome email to new hire

Schedule day 1 meeting

Schedule week 1 meeting

Schedule month 1 meeting

Schedule month 2 meeting

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Employee Onboarding Checklist

Complete new hire paperwork

Provide employee with ID badge

Schedule orientation

Order office supplies

Set up computer access

Provide employee with company email address

Discuss company policies

Schedule training sessions

Complete tax paperwork

Provide employee manual

Set up direct deposit

Schedule safety/security training

Provide employee with appropriate uniform/clothing

Provide employee with parking pass

Connect employee with a mentor

Schedule performance reviews

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Employee Onboarding Checklist

Pre-Onboarding

Send out the offer letter and employment contract

Collect necessary personal and tax information

Prepare work schedule and inform the new hire about their first day

First Day Orientation

Provide a tour of the restaurant, including kitchen, dining area, and back office

Introduce the new employee to the team and assign a mentor or buddy

Review restaurant policies, safety procedures, and hygiene standards

Training and Development

Schedule and conduct initial training sessions on customer service, menu items, and POS system

Enroll the new hire in any required certification programs, like food handling or alcohol serving

Set up regular check-ins for the first few weeks to provide feedback and answer questions

Administrative Setup

Create login credentials for scheduling and payroll systems

Issue uniform and name tag, if applicable

Provide locker or secure space for personal belongings

Cultural Integration

Discuss the restaurant's history, mission, and values

Explain the importance of teamwork and communication in the restaurant setting

Invite the new employee to staff meetings and team-building events

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Employee Onboarding Checklist

Introduction

Greeting

Background Check

Employment Agreement

Job Description

Employee Details

Personal Information

Emergency Contact Information

Tax Forms

Bank Details

Employee Orientation

Company Policies

Security Protocols

Workplace Procedures

Workplace Technology

Office Setup

Work Station

Equipment

Supplies

Communication

Email Setup

Phone Setup

Team Communication

Training

On-the-job Training

Online Training

Classroom Training

Final Steps

Signature of Documents

Finalizing Paperwork

Welcome Gift/Card

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Employee Onboarding Checklist

Pre-Onboarding

Collect and review employee documents such as identification and tax information.

Send employee onboarding materials, such as policies and manual.

Create an employee file and enter employee information into the HR system.

Onboarding Day

Provide a tour of the office and introduce the employee to team members.

Provide a computer and office equipment for the employee to use.

Review company policies and procedures with the employee.

Post-Onboarding

Schedule follow-up meetings with team members.

Provide additional training as needed.

Schedule performance reviews and check-ins with the employee.

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Employee Onboarding Checklist

Create new employee's personnel file

Issue welcome letter and employment offer

Ensure employee completes necessary paperwork

Collect any required documents such as Social Security card, driver's license, and passport

Assign a workspace

Set up IT access and accounts

Schedule orientation and training

Introduce new employee to team and colleagues

Update employee handbook

Collect any necessary COBRA requirements

Ensure new hire is enrolled in benefit plans

Update pay and tax information

Ensure compliance with relevant laws and regulations

Schedule follow-up meetings with HR and supervisor

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Employee Onboarding Checklist

Pre-Employment

Background check

Drug screening

Reference check

Authorization forms signed

Onboarding

Employee handbook reviewed

Access to workplace granted

New hire paperwork completed

Computer setup

Introduction to team

Safety training

Job training

Benefits

Health insurance enrollment

Pension plan enrollment

Vacation/time off policy reviewed

Employee discounts

Technology

Email setup

Computer access setup

Training on software

Access to internal systems

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Employee Onboarding Checklist

New Hire Personal Information

Name

Job title

Start date

Contact information

Emergency contact information

Bank account details

Background Check

Verify identity

Verify professional credentials

Verify criminal background

HR Onboarding

Set up employee record

Create user account

Provide employee handbook

Provide access to online training

Assign workspace

Provide IT equipment

Schedule benefits enrollment

Compliance

Review Privacy and Security Policies

Review Anti-Money Laundering (AML) Policies

Review Fair Lending Policies

Review Bank Secrecy Act (BSA) Policies

Orientation

Introduce employee to team

Introduce employee to company culture

Provide organizational information

Provide job-specific training

Performance Review

Set performance goals

Discuss performance expectations

Discuss career development plans

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Employee Orientation Checklist

Provide employee with explanation of job duties, responsibilities, and expectations

Provide a tour of the office and introduce personnel

Go over important policies regarding safety, attendance, and punctuality

Give a detailed explanation of the company's benefits and compensation packages

Explain the company's mission, values, vision, and goals

Introduce the employee to the company's systems, software, and tools

Provide information about the company's internal communications and collaboration tools

Give an overview of the company's organizational structure and reporting relationships

Explain the company's organizational culture

Explain the company's performance management and feedback process

Introduce the employee to their supervisor, team members, and other key stakeholders

Provide a copy of the employee handbook and other relevant documents

Offer any additional training or information necessary for the employee to succeed in their role

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Employee Performance Evaluation Checklist

Attendance

Productivity

Quality of Work

Communication

Teamwork

Leadership

Problem-Solving

Time Management

Work Ethic

Adaptability

Initiative

Creativity

Organization

Client Relations

Reliability

Judgement

Knowledge

Dependability

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Employee Performance Review Checklist

Professionalism and Conduct

Demonstrate adherence to the restaurant’s code of conduct

Exhibit a positive and respectful attitude towards colleagues and customers

Maintain a professional appearance and follow the dress code

Customer Service and Interaction

Provide excellent service and ensure customer satisfaction

Handle customer complaints professionally and efficiently

Show ability to upsell and recommend menu items appropriately

Work Performance and Skills

Display competence in job-specific skills and tasks

Work efficiently and manage time effectively

Demonstrate the ability to work under pressure and maintain quality

Teamwork and Collaboration

Contribute to a positive team environment

Communicate effectively with team members

Assist others when needed and foster collaboration

Reliability and Responsibility

Adhere to scheduled shifts and maintain punctuality

Show responsibility in handling tasks and duties

Follow through on commitments and show accountability for actions

Growth and Development

Seek feedback and show willingness to improve

Take initiative to learn new skills and enhance job performance

Demonstrate progress in personal and professional development

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Employee Records Checklist

Personal information

Name

Job Title

Date of Birth

Home Address

Contact Information

Tax Information

Employment Information

Hire Date

Contract Details

Salary Details

Benefits

Leave of Absence

Performance Reviews

Professional Development

Training and Education

Certifications

Business Travel

Records of Conduct

Disciplinary Action

Grievance Reports

Internal Investigations

Confidentiality Agreements

Other

Emergency Contact Information

Dependent Information

Job Transfer/Promotion Records

Union Participation Records

Religious Accommodations

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Employee Scheduling and Labor Management Checklist

Forecasting Labor Needs

Review historical sales data to predict busy periods

Consider local events and holidays that may affect restaurant traffic

Adjust labor forecasts based on promotions or menu changes

Creating the Schedule

Ensure all employee availability and time-off requests are up-to-date

Balance shifts among staff to ensure fair distribution of hours

Create a mix of experienced and new staff for each shift

Managing Labor Costs

Set labor budget targets based on forecasted sales

Monitor daily labor costs and adjust staffing as needed

Use labor management software to track and analyze labor metrics

Communication and Flexibility

Publish schedules in advance to allow employees to plan accordingly

Offer a system for shift swaps that maintains coverage and fairness

Regularly solicit feedback from employees regarding scheduling practices

Legal Compliance and Documentation

Stay informed about labor laws and regulations, including overtime and breaks

Keep accurate records of hours worked and ensure proper compensation

Train management on labor laws to prevent accidental violations

Performance and Productivity

Track individual employee performance and adjust schedules to optimize productivity

Recognize and reward employees who consistently perform well

Address and document any performance issues promptly

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Employee Termination

Update Systems

Turn off building access

Shutdown and archive email

Remove server and system access

End access to any company credit card accounts

End access to other cloud software systems

Change passwords to shared systems if necessary

Retrieve Items

Secure ID badge, key card, and similar items

Retrieve company car, keys, etc.

Check with IT for inventory of smartphones, laptops, and tablets you need returned

Make sure employee returns actual company credit cards

Ask for company uniforms and any other company accessories you ideally would like back

Provide Information

Provide all necessary health insurance information, especially COBRA forms.

Present severance package details and agreement forms to sign

Give information on options for 401K and any other savings plans.

Bring all government forms needed to file for unemployment

Address remaining wages or salary to be paid

Update employee payroll and other important company records to reflect the termination

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