New Hire Packet 2025

Personnel File Checklist

All of the following file forms must be completed in their entirety and kept in the Team Member’s personnel file unless otherwise noted on this checklist. Please do not allow team members to begin work until all mandatory forms on this list are complete. Please keep the documents organized in the order of the list for reference. Please staple this checklist to the inside of the folder for quick reference.

Hiring Documents

Team Member Hourly Rate Notice: Complete rate information at time of hire and update rate change as they occur. *This form must be updated throughout the Team Member’s employment. New Hire Payroll Form Application/Resume: Retain for reference. At-Will Employee Manual Receipt Form: Ensure both the team member and the manager sign/date the form. Training Schedule: Complete all boxes for future reference, keep original in file and give a copy to the team member.

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Payroll Forms

Mandatory State/Federal Forms (Office Packet Must be sent upstairs)

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W4 Form: Ensure the team member completes fields 1-7, signs and dates the form. I-9 Form Complete Section I-9 Identification: One item from list A (or) one item from list B and one item from list C. Tip Credit Notice: Must be signed by tipped Team Members.

(must be reviewed and signed by Team Member and Manager)

Mandatory Policy Forms

Non Fraternization Policy Discrimination and Harassment Policy

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Uniform Fire Emergency Plan Liquor Serving Policy Shift Reporting Policy Cellphone Video Surveillance

Certifications/Check Lists

Location Check List: Ensure both the team member and manager sign/date the form. Department Training Tests: Retain all written tests, organized in the back of the file, for future reference. Training Guidelines with Trainer Signature TIPS Certification: Update every year for anyone who serves and/or sells liquor. Policy and Procedures Manual. Team Member has registered and input their availability into Toast

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Development Tools

Evaluations: Retain for reference and development. Warning Notices: Retain any and all written warnings and documentation of performance/policy violations.

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The signatures below confirm that all required personnel file forms/documents from page one have been obtained and reviewed and have been completed accurately and in full.

______________________________ File Preparer’s Signature ______________________________ General Manager’s Signature

___________________________ File Preparer’s Name (Print)

_______________

Date

___________________________ General Manager‘s Name (Print)

_______________ Date

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