Server Training Checklist

Server training checklist inspection helps ensure a structured and thorough evaluation process.

Pre-Training Preparation

1. Orientation:
   • Introduction to the company’s mission, values, and culture.
   • Overview of the restaurant layout, including dining areas, kitchen, restrooms, and emergency exits.
2. Documentation:
   • Complete all necessary paperwork, including employment forms and tax documents.
   • Review and sign the employee handbook and any relevant policies.

Training Checklist

Day 1: Introduction and Basics

1. Welcome and Introductions:
   • Meet the team and management.
   • Tour of the restaurant.
2. Uniform and Appearance:
   • Review dress code and grooming standards.
   • Ensure proper uniform fit and cleanliness.
3. Station Setup:
   • How to set up and stock a server station.
   • Familiarize with the POS (Point of Sale) system.
4. Menu Knowledge:
   • Introduction to the menu items, including ingredients and preparation methods.
   • Understand dietary restrictions, allergens, and menu modifications.
5. Customer Service Basics:
   • Greeting and seating guests.
   • Providing menus and introducing the day’s specials.

Day 2: Service Procedures

1. Order Taking:
   • How to take orders accurately and efficiently.
   • Using the POS system to enter orders.
2. Food and Beverage Service:
   • Proper techniques for serving food and beverages.
   • Sequence of service (e.g., appetizers before entrees).
3. Table Maintenance:
   • Clearing tables and resetting for the next guest.
   • Managing table cleanliness and appearance.
4. Customer Interaction:
   • Handling special requests and complaints professionally.
   • Upselling techniques and suggestive selling.

Day 3: Advanced Skills and Practice

1. Beverage Knowledge:
   • Overview of the beverage menu, including alcoholic and non-alcoholic options.
   • Basic bartending skills (if applicable).
2. Cash Handling:
   • Procedures for handling cash and credit card transactions.
   • Tipping policies and practices.
3. Safety and Sanitation:
   • Food safety and hygiene practices.
   • Proper handwashing and use of sanitizers.
4. Mock Service:
   • Role-playing exercises to practice taking orders, serving, and handling customer interactions.
   • Receive feedback from trainers and make adjustments.

Day 4: On-the-Job Training

1. Shadowing Experienced Servers:
   • Observe and assist experienced servers during actual service.
   • Learn real-time problem-solving and multitasking.
2. Table Assignments:
   • Start taking responsibility for a small number of tables.
   • Practice full service with supervision.
3. Continual Feedback:
   • Regular check-ins with trainers to discuss progress and address any concerns.
   • Immediate feedback on performance and areas for improvement.

Day 5: Evaluation and Review

1. Performance Evaluation:
   • Assessment of the server’s skills and knowledge.
   • Review feedback from trainers and management.
2. Addressing Weaknesses:
   • Additional training in areas where improvement is needed.
   • Reinforce key concepts and procedures.
3. Final Test:
   • A written or practical test covering menu knowledge, service procedures, and customer interaction.
   • Review results and provide final feedback.
4. Certification and Final Steps:
   • Officially certify the server as ready for solo shifts.
   • Discuss shift schedules, ongoing training opportunities, and career growth paths.

Ongoing Training and Support

1. Regular Meetings:
   • Weekly or bi-weekly meetings to discuss experiences, share tips, and address any issues.
   • Continuous feedback and support from management.
2. Advanced Training:
   • Opportunities for advanced training in areas like wine service, customer relations, or leadership.
   • Encourage participation in training programs and workshops.
3. Performance Reviews:
   • Regular performance reviews to assess growth and set new goals.
   • Reward and recognize outstanding performance.
     

Server Training Checklist using eAuditor Audits & Inspections

Performing a server training checklist inspection using eAuditor Audits & Inspections involves a detailed and systematic approach to ensure all aspects of server training are covered and documented efficiently. Here’s a step-by-step guide to conducting the inspection:

1. Preparation

1. Set Up the eAuditor Audits & Inspections:
   • Install: Ensure the mobile app is installed on your device.
   • Configure: Set up the eAuditor Audits & Inspections with the server training checklist, including categories and specific items to be inspected.
2. Customize the Checklist:
   • Tailor: Adjust the checklist in the eAuditor Audits & Inspections to reflect the specific training standards and protocols you need to evaluate.
3. Gather Equipment:
   • Mobile Device: Ensure your device is fully charged and operational.
   • Additional Tools: Prepare any extra tools needed (e.g., notepad, training materials) if required for the inspection.

2. Conduct the Inspection

1. Log In:
   • Open the eAuditor Audits & Inspections app and log in with your credentials.
2. Select Inspection Type:
   • Choose the type of inspection (e.g., initial training, follow-up) and specify the training location or department.
3. Start Inspection:
   • Begin the inspection process by navigating to the server training checklist in the eAuditor Audits & Inspections.

3. Complete the Server Training Checklist

A. Orientation and Basic Training

1. Company Policies:
   • Verify Training: Ensure servers are trained on company policies, including dress code, attendance, and behavior.
   • Document: Record completion of policy training and any areas needing further attention.
2. Workplace Safety:
   • Check Training: Ensure servers receive training on workplace safety procedures, including emergency exits and first aid.
   • Document: Note any gaps in safety training.
3. Introduction to Team:
   • Verify Introduction: Confirm that new servers are introduced to team members and supervisors.
   • Document: Record any issues with team integration.

B. Service Standards and Procedures

1. Greeting and Seating Guests:
   • Observe Training: Ensure servers are trained on proper greeting and seating procedures.
   • Document: Note any discrepancies in the training process.
2. Taking Orders:
   • Check Training: Ensure servers are trained on how to take orders accurately and efficiently.
   • Document: Record any areas where additional training is needed.
3. Serving Food and Beverages:
   • Observe Training: Ensure servers know the correct procedures for serving food and beverages.
   • Document: Note any training deficiencies.
4. Handling Complaints:
   • Verify Training: Ensure servers are trained on how to handle customer complaints and issues professionally.
   • Document: Record any gaps in complaint handling training.

C. Food and Beverage Knowledge

1. Menu Familiarization:
   • Check Knowledge: Ensure servers are familiar with the menu items, including ingredients and preparation methods.
   • Document: Note any areas where additional menu training is needed.
2. Beverage Training:
   • Verify Training: Ensure servers are trained on the beverage menu, including alcoholic and non-alcoholic options.
   • Document: Record any gaps in beverage training.
3. Special Diets and Allergies:
   • Check Training: Ensure servers are knowledgeable about special diets and food allergies.
   • Document: Note any areas needing further training.

D. Customer Service Skills

1. Communication Skills:
   • Observe Training: Ensure servers are trained on effective communication with customers.
   • Document: Note any deficiencies in communication training.
2. Upselling Techniques:
   • Verify Training: Ensure servers are trained on appropriate upselling techniques.
   • Document: Record any gaps in upselling training.
3. Customer Interaction:
   • Check Interaction: Observe servers interacting with customers to ensure they provide a positive dining experience.
   • Document: Note any areas needing improvement in customer interaction.

E. Compliance and Documentation

1. Regulatory Compliance:
   • Review Standards: Ensure all training complies with relevant food safety and workplace regulations.
   • Document: Record any non-compliances and note corrective actions needed.
2. Record Keeping:
   • Update Records: Ensure all training records are up-to-date in the app.
   • Document: Record any discrepancies and update records accordingly.

F. Continuous Improvement

1. Feedback Mechanism:
   • Verify Feedback: Ensure there is a system for servers to provide feedback on the training process.
   • Document: Record any issues with the feedback mechanism.
2. Ongoing Training:
   • Check Programs: Ensure there are programs in place for ongoing training and skill development.
   • Document: Note any areas needing further development.

4. Finalize the Inspection

1. Review Data:
   • Verify Entries: Review all data entered into the eAuditor Audits & Inspections for completeness and accuracy.
2. Generate Report:
   • Create Report: Use the eAuditor Audits & Inspections to generate a detailed inspection report, including observations, non-compliances, and recommendations.
3. Submit Report:
   • Send Report: Submit the report through the app to relevant stakeholders or a central database.
4. Discuss Findings:
   • Meeting: Discuss findings with management and agree on necessary corrective actions.

5. Follow-Up

1. Monitor Corrective Actions:
   • Track Progress: Use the eAuditor Audits & Inspections to monitor the progress of corrective actions and improvements.
2. Schedule Re-Inspection:
   • Plan Follow-Up: Schedule follow-up inspections to ensure corrective actions have been implemented effectively.
3. Provide Feedback:
   • Share Insights: Offer feedback and additional training if needed to address specific issues.

Using the eAuditor Audits & Inspections

1. Dashboard:
   • Overview: Access a dashboard for an overview of inspection findings, non-compliances, and corrective actions.
   • Notifications: Set up notifications for follow-up actions or upcoming inspections.
2. Real-Time Updates:
   • Sync Data: eAuditor Audits & Inspections syncs data in real-time to keep records accurate and up-to-date.
3. Analytics:
   • Analyze Trends: Use the eAuditor Audits & Inspections’ analytics features to identify trends, such as recurring issues or areas needing improvement.

Using eAuditor Audits & Inspections for conducting a server training checklist inspection helps ensure a structured and thorough evaluation process, improves documentation efficiency, and facilitates ongoing improvements in server training practices.