III · Making it pay · Topic 5

Training the team

13 min

Most complaints about a POS are complaints about training. The system did not lose the modifier — nobody showed the new server where it was, so they typed a note instead, and the kitchen guessed. Training is the cheapest fix available to you and the first thing that gets cut when someone calls in sick.

✅ The eight tasks, and the standard

Everyone who touches the terminal must be able to do these without hesitating and without asking. Not "has seen it done" — can do it, alone, while somebody waits:

  1. Log in and out. Their own login, every time, including for one quick item.
  2. Ring an order with modifiers. Including one awkward request, not the easy case.
  3. Add to an existing check without opening a second one.
  4. Split a check. By seat and by amount. This is the task that goes wrong most and the one to test.
  5. Take every payment type you accept. Card, cash with change, gift card, split payment across two cards.
  6. Handle the mistake. Void, correct, or call a manager — and know which of the three this situation is.
  7. Transfer a table or a tab to another server at shift change.
  8. Close out their shift and produce their own report.

Print that list. It is your checklist for every new hire, and probably a gap analysis for people who have worked with you for years.

🎓 How to actually train it

Ninety minutes before the first shift, in this shape:

StageHow longWhat happens
Show20 minYou ring a full table, out loud, explaining each step
Do40 minThey ring in training mode. Real menu, no real money
Break it15 minWrong item, allergy, a customer who changes their mind, a split by seat
Prove15 minThe eight tasks, in order, unassisted
ShadowFirst shiftSomeone stands behind them on the real floor

Use training mode if the system has one — nearly all do. If it does not, train before opening on a terminal you can clear afterwards. Do not let anyone learn on live checks with customers waiting; that is where the workarounds are born.

🧾 The rules that need saying out loud

Some of this feels obvious to you and has never been said to them:

  • Ring everything, immediately. Nothing goes to the kitchen without being rung — not the staff meal, not the owner's friend, not the remake. Untracked food is invisible cost, and it is the habit that hides real losses.
  • Your login is yours. Not lent, not borrowed, not written down. Say why: it protects them.
  • Never use "Misc" or a note for something that has a button. If it has no button, tell the manager — that is a menu gap, and it gets fixed.
  • Card numbers are never written down anywhere, for any reason.
  • Mistakes get reported, not hidden. A void with a manager takes thirty seconds. A hidden mistake takes an hour to find at close, and the tone you set here decides which one you get.

🔁 Keeping it from decaying

Training is not an event. Three habits keep it alive:

  • Ten minutes at pre-shift, once a week. One function. Splitting checks this week, discounts next. It costs almost nothing and it compounds.
  • Retrain when the menu changes. New items, new modifiers, new prices — before the first service, not during it.
  • Watch the reports for a training signal. The numbers tell you who is struggling before they tell you anything else. A server with unusual voids may be stealing; far more often they are ringing wrong and fixing it. Look before you assume, and the difference is easy to see.

One more, worth its own line: keep a note of what people ask for and cannot find. That list is not a staff problem. It is your topic 3 punch list, arriving for free, from the people using the system every night.

Answer in your own words, JP gives feedback and a progress score.