Say hello to free templates, manuals, and procedures.​

Nobody likes paperwork. That’s why we’ve put together a collection of resources to help you successfully run your restaurant or bar.

All / Back of House / Cash Out / Checklists / Front Of House / Guest Experience / Health and Safety / Hiring / Meetings / Onboarding / Operations Manual / Performance / Policies

BOH Dress Code

Ensure all your staff are safe and adhere to your independant bar or restaurants dress code standards.
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AM Opening Checklist

A thorough checklist for your independent bar or restaurant staff to use to ensure your opening duties are completed.
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AM Server Setup

A thorough checklist for your independent bar or restaurant staff to use to ensure your morning servers duties are completed.
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Required Checklists

An overview of all the required checklists used by your staff on a daily basis in your independent restaurant or bar.
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Answering the Phone

Sounds simple, but helping staff know how you want the phone answered ensures good quality customer service.
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Bar Waste Sheet

A printable sheet your bartending staff can use to document drink waste in your independent restaurant or bar.
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Expo Orientation

A comprehensive orientation manual for your recently hired independent restaurant or bar expo.
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Chemical Use

A manual for ensuring safe chemical use in your independant restaurant or bar for cleaning and sanitization
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Leader H&S Questionnaire

A health questionnaire for your staff to fill out regarding COVID-19 safety and any potential symptoms or contact they may have made.
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Mask Wearing

A mask wearing policy for your staff to follow at your small independent bar or restaurant.
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Wearing Gloves

Easy to follow instructions for staff describing when gloves should be worn in your bar or restaurant
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FOH Walk Through Tour

A template to ensure your serving, dishwashing, and line and cooler stations are kept clean and employees know all correct procedures.
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Host Onboarding

An outline of the onboarding process for any host or hostess new hires from beginning to end.
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Protected Grounds

An overview of Protected Grounds within Canada, specifically broken down for BC, Alberta, Ontario and Quebec province.
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BOH Walk Through Tour

A template to ensure your serving, dishwashing, and line and cooler stations are kept clean and employees know the correct procedures for each of them.
Download

Customer Relations

A template to improve your customer relations, address any potential customer complaints, and deal with unexpected customer emergency scenarios.
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Daily Operations

A master template outlining your daily operations: opening, closing, managing shifts, food management, and maintenance.
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Employee Administration

An overall guide to posting jobs, reviewing and screening applicants, interviewing, onboarding, training and engaging new staff employees.
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Managing Labour

A comprehensive template you can use for to improve your scheduling and labour cost processes.
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Money Management

A template to help your managers understand the financial side of the business in order to run your restaurant smoothly.
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Restaurant Safety

A comprehensive action plan for dealing with any unexpected safety concerns that may arise in your restaurant.
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Disciplinary Process

Document performance issues and detrimental behaviours. It uses the same conversational techniques as providing feedback.
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Final Warning

A final warning template for you to use in a situation where a staff member has violated one of your restaurant or bar's policies.
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Accomodation

This Accommodation policy covers the steps needed to eradicate negative treatment of individuals or groups protected under human rights acts.
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Anti-harassment

Prevent harassment of employees and to take action against any person who subjects an employee to harassment of any kind.
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Code of Conduct

Sets out the guidelines for your team to ensure they conduct themselves in an appropriate manner that is aligned with your company values.
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Conflict Of Interest

This policy ensures your company conducts business with integrity and equity, with the goal of limiting or eliminating conflicts of interest.
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Sanitation

A framework for ensuring your restaurant or bar meets your food safety standards and passes any potential future health inspections.
Download

Substance Free Workplace

Ensure a drug free workplace and to provide a resource for employees who may need assistance from drug and alcohol dependency.
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Learn more with Hailo Data

Need help with your bar or restaurant? Reach out to us to learn more how Hailo Data can save your business time and money.

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