Restaurant server onboarding checklist
Onboarding checklist template
Check this template against your local regulations and your own policies before you use it.
- Employee
- Role
- Start date
- Buddy or manager
Onboarding
From the signed offer to the first month
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| Before the first shift | ||||
| Collect their paperwork and any required alcohol service certificate | Before day 1 | |||
| Set up their point-of-sale login | Before day 1 | |||
| First shift | ||||
| Tour the floor, the table numbers and the kitchen pass | Day 1 | |||
| Show the exits, the first aid kit and the fire equipment | Day 1 | |||
| Walk through the menu and how allergens are recorded on each orderEvery allergy goes to the kitchen in writing, and is confirmed with the chef. | Day 1 | |||
| Shadow an experienced server for the whole shift | Day 1 | |||
| First week | ||||
| Train on the point-of-sale system, splitting bills and payments | Week 1 | |||
| Train on your steps of service, from greeting to farewell | Week 1 | |||
| Train on refusing service to intoxicated or underage guests | Week 1 | |||
| Run a section with a senior server watching | Week 1 | |||
| First month | ||||
| Check menu and allergen knowledge with a short quiz | Month 1 | |||
| Hold a 30-day check-in | Month 1 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
