Rota handover checklist for shift managers

1. 1

   Staffing for the next shift

   Who is on, who called in sick, who is late, any swaps that landed today. Anyone close to their 48-hour limit who needs watching.

2. 2

   Bookings and walk-in expectation

   Total covers booked, any large parties, any allergens flagged on the booking, any VIPs. Walk-in expectation based on weather/event/last week.

3. 3

   Stock issues

   What’s 86’d, what’s low, what’s on a substitute, what was meant to arrive but didn’t.

4. 4

   Equipment status

   Any broken kit (fryer, ice machine, EPOS terminal, card reader). Who has been called out, when they’re expected.

5. 5

   Cash and floats

   Float counted and signed off, safe drop done, card reader receipts reconciled, any voids over £20 noted with reason.

6. 6

   Customer issues still open

   Any complaints comped or escalated today, any guest still waiting on a callback, any review left mid-shift.

7. 7

   Cleaning and compliance

   Temperature checks done, fridge logs signed, allergen matrix updated for the day’s specials.

8. 8

   Tomorrow’s rota status

   Confirm the next 24 hours of shifts are filled and published. Anyone who needs reminding to confirm.

9. 9

   Maintenance and admin notes for HQ

   Anything for the area manager / owner that doesn’t need a phone call but does need a record.

10. 10

    Three-line written summary

    Pin a 3-line summary in the team chat: covers, blockers, anything for the morning brief. The handover conversation is verbal; the summary is the audit trail.