Onboarding: trainee first-day checklist

onboarding #day-1 #checklist

The first-day checklist is run by MOD before the trainee touches the floor. Allow 60 minutes.

Paperwork

  • [ ] W-2 form
  • [ ] I-9 form + ID documents (passport, or driver's license + Social Security card)
  • [ ] Direct deposit form
  • [ ] Emergency contact info
  • [ ] Tip pool agreement (signed)
  • [ ] Confidentiality / IP agreement signed (covers Pocket Spice and supplier credentials, both #restricted-ops)
  • [ ] Handbook receipt signed (acknowledges they received and will read the handbook)

Uniform issued

  • [ ] Lancey-issued shirt or top (size confirmed)
  • [ ] Name tag (if assigned)
  • [ ] Apron (if applicable)
  • [ ] Cleaning protocol explained (laundered fresh every shift — see uniform standards)

Locker / personal storage

  • [ ] Locker assigned (or coat hook)
  • [ ] Combination / key issued
  • [ ] Phone storage explained (see cell phone storage)

Building tour

  • [ ] FOH: front bar, back room, yakitori counter, host stand
  • [ ] BOH: kitchen, walk-ins, dry storage, prep area
  • [ ] Restrooms
  • [ ] Exits (fire safety)
  • [ ] Pill freezer location
  • [ ] Coat closet
  • [ ] Smoking-break location (off-property, see no smoking on property)

Systems setup

  • [ ] Toast PIN issued
  • [ ] SevenRooms access (if FOH host)
  • [ ] Knowledge base access: workshop.jlittrell.com/t/lancey
  • [ ] Slack / group chat invitation
  • [ ] Schedule access (HotSchedules or equivalent)

Introductions

  • [ ] MOD introduction
  • [ ] GM introduction (if on-site)
  • [ ] Bar lead
  • [ ] Chef / Sous chef
  • [ ] Floor coach assignment
  • [ ] At least 3 line-staff peers

Sign-off

MOD signature: ___ Date: __
Trainee signature: ____ Date: __

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