Cafe Or Restaurant Manager Onboarding Checklist

Cafe Or Restaurant Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Cafe Or Restaurant Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Hospitality onboarding experience or just need an onboarding checklist for your new Cafe Or Restaurant Manager, you’re in the right place. We’ve put together a sample Cafe Or Restaurant Manager onboarding checklist below and have created onboarding templates & resources to help.

Cafe Or Restaurant Manager Onboarding Checklist

1. Introduction to company policies and procedures: The new cafe or restaurant manager should be provided with a comprehensive overview of the company’s policies and procedures. This includes understanding the code of conduct, employee handbook, health and safety guidelines, and any other relevant policies. The human resources department or a designated manager should be responsible for conducting this task.

2. Familiarization with the establishment: The new manager should be given a tour of the cafe or restaurant, including all areas such as the kitchen, dining area, storage rooms, and office spaces. This task helps the manager understand the layout of the establishment, locate essential equipment, and become familiar with the overall operations. An experienced manager or a designated staff member should be assigned to perform this task.

3. Introduction to the team: It is crucial for the new manager to meet and get to know the existing staff members. This task involves introducing the manager to each team member, providing an overview of their roles and responsibilities, and facilitating initial team-building activities. The existing staff members, along with the human resources department or a designated manager, should be responsible for this task.

4. Training on point-of-sale (POS) systems: As a cafe or restaurant manager, it is essential to be proficient in using the point-of-sale system. This task involves providing training on how to operate the POS system, including processing orders, handling payments, generating reports, and managing inventory. The IT department or a designated staff member should be responsible for conducting this training.

5. Understanding financial management: The new manager should receive training on financial management tasks such as budgeting, cost control, and profit analysis. This task helps the manager understand the financial aspects of running a cafe or restaurant, including monitoring expenses, analyzing sales data, and identifying areas for improvement. The finance department or a designated manager should be responsible for providing this training.

6. Menu and product knowledge: The new manager should be familiarized with the cafe or restaurant’s menu and products. This task involves providing detailed information about each item on the menu, including ingredients, preparation methods, and allergen information. Additionally, the manager should be trained on the presentation and upselling techniques to enhance the customer experience. The head chef or a designated staff member should be responsible for conducting this training.

7. Staff scheduling and rostering: The new manager should be trained on how to create staff schedules and rosters efficiently. This task involves understanding the staffing requirements, managing employee availability, and ensuring adequate coverage during peak hours. The existing manager or a designated staff member should provide training on the scheduling software or system used by the company.

8. Vendor and supplier management: The new manager should be introduced to the cafe or restaurant’s vendors and suppliers. This task involves understanding the ordering process, negotiating contracts, and maintaining good relationships with suppliers. The existing manager or a designated staff member should provide an overview of the company’s preferred vendors and the procedures for ordering supplies.

9. Health and safety training: The new manager should receive comprehensive training on health and safety protocols to ensure a safe working environment for both employees and customers. This task involves understanding food safety regulations, proper handling of hazardous materials, emergency procedures, and first aid training. The human resources department or a designated manager should be responsible for conducting this training.

10. Customer service and complaint handling: The new manager should be trained on providing exceptional customer service and handling customer complaints effectively. This task involves understanding the company’s customer service standards, resolving customer issues, and maintaining a positive customer experience. The existing manager or a designated staff member should provide training on customer service techniques and complaint resolution procedures.

11. Marketing and promotional strategies: The new manager should be familiarized with the cafe or restaurant’s marketing and promotional strategies. This task involves understanding the target market, analyzing competition, and implementing marketing initiatives to attract and retain customers. The marketing department or a designated manager should provide an overview of the company’s marketing plans and strategies.

12. Performance management and staff development: The new manager should receive training on performance management and staff development processes. This task involves understanding how to set performance goals, conduct performance evaluations, provide feedback, and identify training needs. The human resources department or a designated manager should be responsible for providing training on performance management techniques and staff development programs.

13. Inventory management: The new manager should be trained on inventory management processes to ensure efficient stock control and minimize wastage. This task involves understanding how to conduct regular stock counts, manage stock levels, and implement inventory control measures. The existing manager or a designated staff member should provide training on the company’s inventory management system and procedures.

14. Cash handling and financial reporting: The new manager should receive training on cash handling procedures and financial reporting requirements. This task involves understanding how to reconcile cash registers, prepare daily sales reports, and ensure accurate financial records. The finance department or a designated manager should provide training on cash handling protocols and financial reporting systems.

15. Ongoing support and mentorship: Throughout the onboarding process, the new manager should be assigned a mentor or a senior manager who can provide ongoing support and guidance. This task involves regular check-ins, addressing any concerns or questions, and assisting the new manager in adapting to their role. The mentor or a designated senior manager should be responsible for providing ongoing support and mentorship

Setting Up Your Employee Onboarding Process

From reading through the items in the example Cafe Or Restaurant Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Cafe Or Restaurant Manager up to speed and working well in your Hospitality team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.