Staff shift handover

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Operations and quality templates

• Business

  For example: The Harbour Kitchen

• Date

  For example: 12 April 2027

• Handing over (name and shift)

  For example: Sofia Rossi, lunch shift

• Taking over (name and shift)

  For example: Marc Dubois, evening shift

• Bookings and covers expected

  For example: 18:00 table of 12, birthday, cake arrives at 17:30 19:30 table of 6, one guest is vegan Expect 85 covers in all

• Guests to watch, allergies or special requests (optional)optional

  For example: Table 4: severe nut allergy, the chef knows Table 9: asked for a quiet seat

• Dishes and stock running low or off (optional)optional

  For example: Sea bass: 3 portions left House red wine: last bottle open, 2 in the bar

• Problems and breakdowns (optional)optional

  For example: Dishwasher leaking at the back, engineer comes at 16:00 Table 2 complained about a late starter; we gave a drink

• Cash and takings (optional)optional

  Only if the handover includes the till.

  For example: Float counted 200.00; takings 1,240.50; card reader checked

• Jobs left to do

  For example: Restock the fridge at the bar Polish glasses for the 18:00 party Call the fish supplier about tomorrow's order

• Safety, cleaning and temperature checks (optional)optional

  For example: All checks done, logged in the food safety record

• Staffing notes (optional)optional

  For example: Anna is late (arrives 17:45). Two servers on until 22:00, one until close

1. 11. Bookings and covers
2. 22. Guests to watch
3. 33. Stock and menu
4. 44. Problems and breakdowns
5. 55. Staffing
6. 66. Cash and takings
7. 77. Safety and cleaning
8. 88. Jobs left to do
9. 99. Checked together at the handover

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 12 details, starting with Business, Date, Handing over, Taking over, Bookings and covers expected. 6 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

Are these operations templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do they meet a standard such as ISO 9001?

They are a practical starting point and certify nothing. Standards and safety laws differ by industry and country, so check what applies to you.

Who should approve a procedure?

The person who owns the process and a manager who can authorise it. The procedure template has fields for both, and for the review date.

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