This article reviews the Tip Automation page, which is the main page for Tip Automation. 

The Tip Automation page is where pending and approved tip distributions can be viewed. This page displays a tip distribution for each tip automation rule per date range of the associated DSS. Here, Users can navigate to Tip Distribution Details and tip automation rules, as well as export tip distributions.

Note: Tip Automation is only available for early adopters. Contact your CSM or R365 Support to learn how Tip Automation can enhance your R365 experience!

Article Topics

• Navigation and Security
  • Navigation
  • Security
• Tip Automation Page
  • Header
  • Tip Distributions

Navigation and Security

Navigation

First, navigate to Smart Ops.  In the left navigation menu, click 'Tip Automation' under 'Labor' to open the Tip Automation page.

Security

The permissions listed here are associated with Tip Automation page. These permissions can be added to custom user roles or single users. Learn more about managing permissions and custom user roles here

Labor → Tip Automation → 

• Approve Distributions

• Configure Rules

The Permission Access report can be used to determine which user roles or users already have these permissions assigned. Learn more about user setup and security here.

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Tip Automation Page

For documentation purposes, this page has been broken into the following sections:

A) Header - Page information and action buttons

B) Tip Distributions - List of all pending (unapproved) or approved tip distributions for all tip automation rules

Header

	Field/Button	Description
	Location	Location associated with tip distributions and tip automation rules Note: Only employees who have worked hours at this Location will be included in tip distributions
	Settings Button	Click to open the Tip Automation Rules sidesheet
	Last POS Import Timestamp	Date and time of the last DSS import from the POS for the displayed location.
	Next POS Import Estimate	Estimated date and time the DSS will be imported from the POS for the displayed location. Estimate is generated based on the average import times over the last seven days.
	Collected Tips Week Selector	Week that collected tips are displayed for: Previous - Click the left chevron icon  to display the previous week Week - Click the week title to open the calendar picker, then select the desired week Next - Click the right chevron icon to display the next week
	Collected Tips Totals	Totals of collected tips, as reported in the POS for the displayed date. Includes totals for: Cash - Tips paid in cash and declared Card - Tips paid with a credit or debit card
	Average Tip Percentage Week Selector	Week that average tip percentages are displayed for:  Previous - Click the left chevron icon to display the previous week Week - Click the week title to open the calendar picker, then select the desired week Next - Click the right chevron icon to display the next week
	Average Tip Percentage Totals	Totals for the average of employee tip percentages of net sales for the displayed date. Includes totals for: Cash - Percentage of net sales for tips paid in cash and declared Card - Percentage of net sales for tips paid with a credit or debit card

Tip Distributions

	Field	Description
	Pending Tab	Displays all unapproved tip distributions that have been calculated.
	Approved Tab	Displays all approved tip distributions.
	Search	Search the Date, Tip Automation Rule, and Frequency columns for the entered text.
	Date	Date range for the tip distribution.
	Tip Automation Rule	Tip automation rule used to calculate the tip distribution.
	Last Calculated	Date and time that the tip distribution was calculated.
	Frequency	Calculation frequency for the associated tip automation rule; daily or weekly.
	Export Button	Click to download the associated Tip Distribution Export. Note: An error iconis displayed if the calculated distribution is empty.
	View Button	Click to view, approve, or unapprove the Tip Distribution Details

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