Trainers Guide

Onboarding
New Team Member
Barista Training

Onboarding
LEARNING OBJECTIVES
At the end of this session, you learner will be able to:

Meet some members of the team

Discuss materials used during training
Participate in his/her first coffee or tea tasting
Finish the Onboarding process and New Hire Paperwork
Review the Team Member Retail Handbook
Describe The Coffee Bean & Tea Leaf Apparel and Grooming standards
Discuss company expectations and policies outlined in the Retail Team Member
Handbook

MATERIALS NEEDED
Trainers Guide (this book)
French Press/Tea Press for sampling
(optional: appropriate pairing for coffee or
tea)
Coffee Guide and Tea Guide
New TM Welcome Kit
Team Member Availability Sheet
Emergency Contact Card/List
Kronos log on codes, I-9 Express log
on codes
Intranet PCI Learning
Current copy of Apparel and Image
Standards
Payroll Adjustment Sheet
Wage Statement
Team Bean Paperwork (if TM is a
referral)

New Team Member Barista Training

International Coffee & Tea, LLC. 2012

Onboarding
Trainers Guide

Onboarding
Learning Topic

Approx. Time

Welcome and Team Introductions

5 minutes

Review Todays Learning Objectives

5 minutes

Training Materials Review

10 minutes

Coffee or Tea Tasting

10 minutes

Barista Buddy/Describe your Drink

5 minutes

Onboarding New Hire Paperwork

30 minutes

PCI Security Awareness Training

20 minutes

Retail 7D@L0DLADQHandbook

40 minutes

Apparel & Grooming Standards

15 minutes

Learning Journal
International Coffee & Tea, LLC. 2012

Onboarding
1-1

Materials

ONBOARDING AGENDA
Topic
Welcome the New Team Member; Team
Introductions
Review Todays Learning Objectives
Training Materials Review
Coffee or Tea Tasting
Learner Describes Coffee/Tea in Barista Buddy
Onboarding New Hire Paperwork
PCI Security Awareness Training
Review Retail TM Handbook
Discuss Apparel Standards and General Grooming
Standards

Approx. Time

Delivery Method

5 minutes

Trainer-Led

5 minutes
10 minutes
10 minutes
5 minutes
30 minutes
20 minutes
40 minutes

Trainer-Led
Trainer-Led
Trainer-Led
Learner-Directed
Trainer-Led
Learner-Directed
Trainer-Led

15 minutes

Trainer-Led

Trainer-Led Time: 1 hour: 55 minutes

Learner-Directed Time: 25 minutes
Tandem Learning:

N/A

Total Training Hours: 2 hours, 20 minutes

New Team Member Barista Training

International Coffee & Tea, LLC. 2012

Onboarding
Trainers Guide

Objectives
Today, you will be able to:

Meet some members of the team

Discuss the materials used during training
Participate in your first coffee or tea tasting
Finish the Onboarding Process and New Hire Paperwork
Complete the PCI Security Awareness Training
Review the Retail Team Member Handbook
Learn the Coffee Bean & Tea Leaf Apparel and Grooming Standards
Discuss company expectations and policies outlined in the Retail Team
Member Handbook

1-2

Learning Journal - Onboarding

International Coffee & Tea, LLC. 2012

Learning Topic & Instructional Guidelines

Materials

GM Checklist prior Onboarding Day:

Gather all training materials; check DVD player & headphones
Call NTM prior to Onboarding day and give list of what to bring:
I-9 document(s) to fill I-9 Form
Voided check
Application for Student Permit (if under 18 for California TMs)

Schedule time off the floor to facilitate the Onboarding process

Inform team of NTMs arrival

(none)

Welcome the New Team Member (5 minutes)

Welcome the New Team Member (NTM) to The Coffee Bean and Tea Leaf and
reinforce that he/she is a valued addition to the team.
Show NTM where to keep his/her belongings and introduce him/her to other TMs.
Ensure that NTM knows that training is a process, and that perfection is not expected
overnight!

(none)

SAY: Over your 8 days of basic training and 2 additionl days of advanced training,
you will learn how to provide a Total Quality Experience to our customers. Dont
expect to learn everything all at once; theres a lot to learn! Please feel free to ask
questions any time. Were all here to help.
Review Todays Learning Objectives (5 minutes)
Let the learner know the expectations for the day.

Learning
Journal
page 1-2

SAY: By the end of todays session, you will be able to

Meet some members of the team

Discuss the materials used during training
Participate in your first coffee/tea tasting
Finish the Onboarding Process and New Hire Paperwork
Complete the PCI Security Awareness Training
Review the Retail Team Member Handbook
Learn The Coffee Bean & Tea Leaf Apparel and Grooming Standards
Discuss company expectations and policies outlined in the Retail Team
Member Handbook

New Team Member Barista Training

International Coffee & Tea, LLC. 2012

Onboarding
Trainers Guide

Training Materials Review

Take a few minutes to read the introductory section of this Learning Journal (the part before
the Onboarding tab). This section will give you more information about how the training
program has been designed to help you succeed as a Coffee Bean and Tea Leaf Barista!
Write below any questions or concerns you might have for your General Manager:

Your manager will now provide you with a New Team Member Hire Kit and explain its contents.
Take some notes below:
Learning Journal:

Barista Buddy:

Retail7D@L0DLADQ Handbook:

Beverage Guide:
Job Aids:
Coffee & Tea Guides:

Learning Journal
International Coffee & Tea, LLC. 2012

Onboarding
1-3

Learning Topic & Instructional Guidelines

Materials

Training Materials Review (10 minutes)

Provide Welcome Kit to the NTM and review the contents. Have the NTM take
notes on page 1-3.
Ensure that learner knows how to use the Learning Journal and Barista Buddy.
Learning Journal
Note: Give learner time to read the Learning Journal Introduction. Answer any
questions before reviewing the following:
NTM should fill out name, store number, and todays date on the cover page
Review the Learning Calendar at a Glance on page 3
Discuss how the training hours will be scheduled; have the NTM write in
his/her schedule on page 3
Explain that all his/her Learning Journal must remain at the store when not
scheduled to work.
Barista Buddy
NTM should fill out name, store #, and hire date on the first page
Show NTM the different sections
o Coffee Basics
o Tea Basics
o Tasting Terms
o Simply the Best (includes Kosher Basics, CBTL, Caring Cup)
o Explain that the Barista Buddy should be kept with the NTM at all
times when working; its just like a uniform item.
At the end of the shift, his/her Barista Buddy must remain at the store.
Team Member Retail Handbook
Explain that the Handbook has important information about our company
policies. This is their copy to keep and reference if needed.

Learning
Journal
page 1-3
New Team
Member
Welcome Kit
Learning
Journal (in
kit)
Barista Buddy
(in kit)
Retail Team
Member
Handbook (in
kit)
Beverage
Guide
Station Job
Aids
Coffee & Tea
Guides

Additional Resources Available

Indicate location of Beverage Guide
Indicate location of Job Aids for each station (Brew, Food, Ice Blended,
Espresso Station
Indicate location of Coffee and Tea Guides

New Team Member Barista Training

International Coffee & Tea, LLC. 2012

Onboarding
Trainers Guide

Barista Buddy
Describe Your Coffee/Tea
Your General Manager will now set you up for your first tasting. Afterwards, youll get a
chance to describe that drink so you can remember it better.

Grab your Barista Buddy and find the tasting sheet for the coffee/tea you tasted. In your
own words, write your impressions of the coffee/tea - smooth, sweet, citrusy, whatever you tasted
- its all about what you think and how you would describe it for a customer! It may be difficult
to describe coffee/tea flavor characteristics at first, but dont worry as youll have plenty of
time during and after training to develop your palate and your abilities to describe the coffees
and teas youre tasting. Grab a coffee guide/tea guide for additional information on the
coffee/tea you just tasted.
Every day during training youll taste a different coffee or tea and take notes in your Barista
Buddy. Its a great way to become familiar with everything available at The Coffee Bean &

Tae Leaf.

I started out drinking a lot of sweet with a little coffee. Over the
years Ive come to really appreciate how great our coffees are
alone now I only drink my coffee black!

1-4

Learning Journal - Onboarding

International Coffee & Tea, LLC. 2012

Learning Topic & Instructional Guidelines

Materials

Drink Tasting (10 minutes)

SAY: In just a moment were going to sample a coffee/tea to introduce you to one
of our products.

Learning
Journal page
1-4

Prepare a French Press or Tea Press for the NTM. Have the NTM open his/her
Barista Buddy. Turn to the page of the coffee or tea sampled. Discuss the flavor
profile of the selected product and have the TM refer to the corresponding tasting
sheet to take notes. Provide a coffee/tea guide for additional product information.
Refer the NTM to the Tasting Terms at the back of the Barista Buddy for tasting
descriptions.

Barista Buddy
Coffee Guide
or Tea Guide

Optional: Delegate the tasting to another MOD to initiate relationship building

with the NTM.

New Team Member Barista Training

International Coffee & Tea, LLC. 2012

Onboarding
Trainers Guide

This page is intentionally left blank.

Learning Topic & Instructional Guidelines

Materials

Complete New Hire Paperwork (30 minutes)

SAY: Before we get in to the actual tasks youll be doing in your job as a Barista,
its important that we complete your onboarding process.
Have the learner complete the TM portion of the Kronos onboarding.
GM should complete the I-9 Express to confirm employment eligibility.
(If TM submits a passport or resident card to verify eligibility, fax a copy to your
HRIS for verification).

Kronos
Onboarding
Intranet
L&D>Materials
> PCI Security
Awareness
Training
I-9 Express

SAY: To ensure we meet your scheduling needs, I will provide you with a Team
Member Availability Sheet to fill out. Should your availability change (e.g. change
in school schedule), speak with me and I will provide you with a new availability
sheet to fill out and turn in.

Food
Handlers Card

Wage
SAY: I will also be providing you with an Emergency Contact List. Its a handy set Statement
of phone numbers to have in the event you need to get a hold of me or anyone else Form
in the management team. Its a good idea to keep these numbers programmed in
your cell phone. But to be sure, keep a hard copy to keep in your wallet just in
PCI Security
case you dont have your cell phone available.
Aware
Training
Acknowledgement Form
Team Member
Availability
Sheet
Emergency
Contact List

New Team Member Barista Training

International Coffee & Tea, LLC. 2012

Onboarding
Trainers Guide

Retail Team Member Handbook

Your trainer will give you the Retail Team Member Handbook, which is yours to keep. Make sure
to read it carefully! Your trainer will review the handbook with you ~ make sure to ask him or
her any questions that you have!
Look through your Retail Team Member Handbook to find the answers to the following questions.
1. Fill in the blanks:
Coffee Bean & Tea Leaf Mission Statement: To create a spirit within our company
that inspires our Team Members to provide our customers with a Total Quality Experience:
Quality of Product, Service, and Environment.
2. If a Team Member is going to be absent from work unexpectedly, he or she must contact
the Manager no later than
2
hours before the start of the scheduled shift.
3. True or False: Team Members are allowed to have cell phones and other electronic
accessories while at work or on the sales floor.
True
False
4. Team Members are paid every other week. On what day of the week are the paychecks
issued?
Friday
5. Unlawful harassment includes many forms of offensive and unwelcome behavior. List four
such behaviors that are discussed in the Retail Team Member Handbook.
Verbal harassment
Physical harassment
Visual harassment
Unwanted sexual advances

Learning Journal
International Coffee & Tea, LLC. 2012

Onboarding
1-5

Learning Topic & Instructional Guidelines

Materials

Review Retail Team Member Handbook (40 minutes)

SAY: One of the items in your Welcome Kit was the Retail Team Member
Handbook. Lets take a look at it now. This handbook contains important policies
and other information youll need to know as a Coffee Bean and Tea Leaf Team
Member. Im going to give you time to read the entire handbook and ask any
questions about it, but first lets discuss some specific areas.

Retail TM
Handbook

DO: Discuss the topics in the four sections of the handbook. Use the following
bullet points as a prompt.
Culture (including FROTH and Mission Statement)
Policies
o Harassment-Free Work Environment Policy
o Open Door Communication Policy/FROTH Hotline
Note: Point out location(s) of posters
o Absence and Notification Policies
o Break Policies & Break Sheet
Note: Point out location of break sheet
o Holidays
o Payroll & Pay Day
o Team Member Schedule (where to find, GM must approve changes)
o Team Bean
Benefits
o Team Member Discounts/Free Drinks/Benny Card

Safety
o Slip Resistant shoes
o Company Nurse
Note: Point out location of Company Nurse phone number

SAY: Now youll have a chance to look through the handbook yourself. Find the
answers to the scavenger hunt questions in your Learning Journal on page 1-5.

Learning
Journal
page 1-5

[Let the NTM have time to look through the handbook and answer the questions.
When he/she has finished, continue this discussion.]
ASK: What question do you have about the policies and procedures described in
the handbook?
ASK: Do you understand that you must read the handbook and follow the policies
and procedures described in it?

New Team Member Barista Training

International Coffee & Tea, LLC. 2012

Onboarding
Trainers Guide

Apparel Standards
Your trainer will provide you with information about our CBTL apparel standards. Please take
notes in the space below, so you always show up for work looking good!
Shirt:
Pants:
Apron:
Slip- Resistant Shoes:
Name Tag & Hat:
Emergency Contact List:

Grooming Standards
Hair:
Nails:
Cuts/Wounds:
Eating/Drinking/Gum Chewing:

Thats it for today! Your General Manager will let you know when to arrive for your first day of
training. Make sure you arrive on that day looking sharp and ready to learn!
1-6

Learning Journal - Onboarding

International Coffee & Tea, LLC. 2012

Learning Topic & Instructional Guidelines

Materials

Apparel Standards (15 minutes)

Give the NTM his/her apron, hat, uniform shirt(s), nametag, and slip resistant shoe
covers (if needed). Using the current Apparel Guidelines, discuss uniform
standards and explain that the TM is responsible for wearing clean and neat
uniform items each workday.
o Shirt should be the appropriate color, cut, free of holes and/or frays, no
logo except CBTL, wrinkle and stain free.
o If seasonal shirts are available, explain when to wear
o Pants should be free of holes and/or frays, wrinkle and stain free.
o Aprons should be clean, wrinkle and stain free; they should be taken
home and washed before the next scheduled shift.
o Slip resistant shoes are mandatory. They should be closed toed and
covering your entire foot.
o Name tags should always be attached to your apron; only company
issued buttons to be worn
o If applicable, hats worn during your shift.
o Emergency Contact List & Barista Buddy are part of your uniform when
working on shift.

Learning
Journal
page 1-6
TMs Uniform
items
Intranet
Operations>
Manuals &
Guides>
Operations
Resource
Guide > TM
Image &
Apparel
Guidelines

Additional food handler guidelines to follow:

o Hair should be pulled back if at or below the collar; a hat worn if
applicable
o Nails should be short and unpolished
o Acrylic nails are not allowed
o Cuts and wounds should be bandaged and covered
o No eating, drinking, and gum chewing when servicing customers at the
Front of House
SAY: Thats it for our first day together. I will be contacting you in the next couple
of days to schedule your first day of active learning. Remember, on your first
day, you should be in complete Coffee Bean & Tea Leaf Apparel and ready to
work.
ASK: What color shirt are you allowed to wear?
ASK: Why do you think its important to always have your hair pulled back and a
hat worn at all times (if applicable)?
ASK: Where should you keep your Learning Journal and Barista Buddy when
not scheduled to work?
SAY: To record your hours today, lets fill out a Payroll Adjustment Sheet. By your
next shift, you will have your own Team Member ID # to use to clock in and out.
Your trainer will show you how to clock in on the next day you work.
ASK: So before you leave, what questions can I answer for you?
New Team Member Barista Training
International Coffee & Tea, LLC. 2012

Payroll
Adjustment
Sheet

(none)
Onboarding
Trainers Guide

Learning Topic & Instructional Guidelines

Materials

GM Post Onboarding Checklist & HR Documents List

Wait for TMID# from HR
FORM

HOME OFFICE

I-9 Documents
All supporting
documents verified
by GM

STORE
Destroy any
copies of I-9
documents

TEAM MEMBER
TM retains
original
document(s)

*If TM presents a
Passport or
Permanent
Resident Card, fax
to HR
Student Work
Permit under 18
and residing in
California

*Fax a copy of the

Passport or
Resident card to
HR

*can send to HR
with instructions
to Shred
documents

Fax a copy of the

Student Work
Permit to HR

Store retains a
copy

TM retains
original

*If under 18 but

TM has graduated:

*Fax a copy of the Store retains a

High School
copy
diploma to HR
Fax a copy to HR Store retains a
copy

TM retains
original

Fax a signed
Wage Statement
to HR

No copy in the
store

TM retains
original

Fax a signed
Acknowledgement Form to
HR

Store retains a
copy

TM retains
original

Food Handlers
Card
Wage Statement
Form
(can print from
Kronos)
PCI Security
Awareness
Training
Acknowledgement Form
(after receipt of
TMID#)

New Team Member Barista Training

International Coffee & Tea, LLC. 2012

TM retains
original

Onboarding
Trainers Guide

Learning Topic & Instructional Guidelines

Materials

GM Checklist after receipt of TMID#

Contact TM after receipt of TMID# from HR and schedule Day 1 Training

Make appropriate adjustments on the schedule to facilitate the NTMs training
days

Fax signed PCI Security Awareness Acknowledgement Form to HR
NOTE: TMID# will be issued after completion of onboarding process. Upon receipt
of TMID#, fill in on the PCI Acknowledgment Form and fax to Human Resources.
Store retains a copy, TM retains original

Update BOH Payroll

Manually enter in TM payroll hours for Onboarding Day

Enter NTM into CSP and enter all scheduled hours for training; email revised
schedule to DM.

New Team Member Barista Training

International Coffee & Tea, LLC. 2012

10

Onboarding
Trainers Guide