# Shift Handover Template for Hospitality Source: https://nerix.ai/templates/staff-shift-handover Pass a shift on without losing anything: guests, bookings, stock, problems and jobs left open. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/staff-shift-handover) ### Shift handover **Business:** The Harbour Kitchen **Date:** 12 April 2027 **From:** Sofia Rossi, lunch shift **To:** Marc Dubois, evening shift ## 1. Bookings and covers 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 ## 2. Guests to watch Table 4: severe nut allergy, the chef knows Table 9: asked for a quiet seat ## 3. Stock and menu Sea bass: 3 portions left House red wine: last bottle open, 2 in the bar ## 4. Problems and breakdowns Dishwasher leaking at the back, engineer comes at 16:00 Table 2 complained about a late starter; we gave a drink ## 5. Staffing Anna is late (arrives 17:45). Two servers on until 22:00, one until close ## 6. Cash and takings Float counted 200.00; takings 1,240.50; card reader checked ## 7. Safety and cleaning All checks done, logged in the food safety record ## 8. Jobs left to do Restock the fridge at the bar Polish glasses for the 18:00 party Call the fish supplier about tomorrow's order ## 9. Checked together at the handover - Floor, bar and kitchen walked through - Open tables and tabs explained - Keys, alarm codes and cards passed on - Questions answered Handed over by: Sofia Rossi, lunch shift Taken over by: Marc Dubois, evening shift Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Operations and quality ## What this template is for A shift handover note for restaurants, cafes and hotels: covers, bookings, stock, problems, guests to watch and jobs left. Fill it in online and pass it on. 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](https://nerix.ai/templates/operations-quality) Operations and quality ## What you fill in The form asks for 12 details. The document fills itself in as you type. - ### 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 Operations and quality ## What is inside The parts of this document, in order. - 1 1. Bookings and covers - 2 2. Guests to watch - 3 3. Stock and menu - 4 4. Problems and breakdowns - 5 5. Staffing - 6 6. Cash and takings - 7 7. Safety and cleaning - 8 8. Jobs left to do - 9 9. Checked together at the handover Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=staff-shift-handover) ### Was this template helpful? Operations and quality ## Questions people ask ### 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. Templates ## More in Operations and quality - [Allergen and food safety record One page for the kitchen: allergens by dish, daily temperature and cleaning checks, and what was done about problems. Operations and quality](https://nerix.ai/templates/allergen-and-food-safety-record) - [Asset handover and return form Record equipment given to a person and returned later, with condition and signatures. Operations and quality](https://nerix.ai/templates/asset-handover-and-return-form) - [Asset register List what the business owns: each asset, who has it, where it is, what it is worth and its condition. Operations and quality](https://nerix.ai/templates/asset-register) - [Business continuity plan Plan how to keep critical work going through a fire, outage, supplier failure or loss of people. Operations and quality Premium, €4.99](https://nerix.ai/templates/business-continuity-plan) - [Capacity plan Work out whether you can meet future demand: current use, expected growth, gaps, options and what to decide. Operations and quality](https://nerix.ai/templates/capacity-plan) - [Class register Record attendance for one class or session, with late and absent names and the reason. Operations and quality](https://nerix.ai/templates/class-register) [See all Operations and quality templates](https://nerix.ai/templates/operations-quality) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Quality records](https://nerix.ai/product/quality-records) - [Checks](https://nerix.ai/product/audits) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Operations and quality](https://nerix.ai/templates/operations-quality)