Compatibility · Hospitality & Restaurant
Training & HR
17 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Accident reporting procedures
A written procedure telling staff and managers what to do and record when someone is injured or has a near miss at work.
What it’s used for
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Anti-harassment policy documents
A written workplace policy stating that harassment is prohibited, what counts as harassment, and how staff report it.
What it’s used for
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BOH training manuals
A training guide for back-of-house kitchen staff covering prep, cooking, safety and cleaning procedures.
What it’s used for
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Bartender training manuals
A guide used to train bar staff, covering drink recipes, pouring standards, service steps, and alcohol laws.
What it’s used for
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Code of conduct
A written statement of the behavior expected from staff at work, and what happens when those expectations are broken.
What it’s used for
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Disciplinary form templates
A standard form used to document employee misconduct or performance problems and the corrective action taken.
What it’s used for
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Employee handbook
A written guide given to restaurant and hotel staff that lays out workplace rules, pay practices, and expectations.
What it’s used for
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FOH training manuals
A training guide for front-of-house staff covering how to greet, serve, and handle guests during a shift.
What it’s used for
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Host training guides
A training manual for restaurant hosts covering greeting guests, managing the waitlist, seating, and phone reservations.
What it’s used for
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New hire packet
The set of forms and information given to a newly hired restaurant or hotel employee on or before their first day.
What it’s used for
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Onboarding checklists
A step-by-step list of tasks to complete when a new hospitality or restaurant hire starts, from paperwork to first shifts.
What it’s used for
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Payroll forms
Standard forms used to get restaurant and hotel staff set up for pay and to record hours, tips, and pay changes.
What it’s used for
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Performance review templates
A standard form managers use to evaluate a hospitality or restaurant employee's job performance over a set period.
What it’s used for
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Safety training materials
Training content used to teach restaurant and hotel staff how to work safely and handle emergencies on the job.
What it’s used for
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Server script guides
A guide giving servers the suggested wording for greeting guests, taking orders, and handling common moments during service.
What it’s used for
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Team meeting notes
A written record of what was discussed and decided at a staff or management meeting in a restaurant or hotel.
What it’s used for
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Uniform standards
A written policy describing what staff must wear on shift, covering each role's uniform, grooming rules, and how items are issued and replaced.
What it’s used for
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