This article reviews creating a tip automation rule for the Tip Automation feature.

Article Topics:

• Create A Tip Automation Rule
• Locations With No Tip Automation Rules

Create A Tip Automation Rule

First, navigate to the Tip Automation page, then follow these steps to create a tip automation rule:

	Click the 'Gear' icon to open the Tip Automation Rule sidesheet.
	Select the desired location.
	Click the '+ Add New Tip Automation Rule' button.
Enter 'Information' details:
	Enter the rule Name.
	Enter the rule Description'.
	Enable/disable the 'Cash tips paid with payroll' setting. When 'Cash tips paid with payroll' is enabled, cash tips will be included in contributors' 'Owed Tips' totals and payroll 'Tips' earnings.
	Select the Activation Date. The selected date must be today or a future date.  This is the first date that tip distributions will be calculated using this tip automation rule.
Enter 'Time' details:
	Select the rule 'Frequency': Daily  Weekly Note: Tip automation hours for selected days cannot overlap with other tip automation rules for the contributing jobs.
	Enter the 'Start Time'. The tip automation rule will only be applied to employees with worked hours between the start and end times.
	Enter the 'End Time'. The tip automation rule will only be applied to employees with worked hours between the start and end times. Note: Tip automation hours for selected days cannot overlap with other tip automation rules for the contributing jobs
	When 'Frequency' is set to 'Daily', the following is also required: Days of the Week Note: Tip automation hours for selected days cannot overlap with other tip automation rules for the contributing jobs.
Enter 'Contributors' details:
	Select 'Contribution is based on' type: Sales - A percentage of sales will be contributed. Tips - A percentage of tips will be contributed.
	If the contribution is based on Sales, select the sales categories that will be included in the sales contribution calculation.  If Net Sales is selected, no other sales categories can be selected. If one or more sales categories are selected, Net Sales cannot be selected.  Note: Sales categories are defined by the POS.
	Select the Funding On type: Job - Contributing employees are determined by the job(s) that they work. Service Type - Contributing employees are determined by the service type(s) associated with their sales.
	Select the desired contributing job(s) or service type(s) from the 'Job(s)/Service Type(s)' dropdown menu. If the 'Funding On' type is 'Job', jobsare selected. Note: Only jobs with a tip designation of 'Directly Tipped' can be selected.  If the 'Funding On' type is 'Service Type', service types are selected. Note: Service types are defined by the POS.  Note: Tip automation hours for selected days cannot overlap with other tip automation rules for the contributing job(s)/service type(s).
	Set the 'Contributes Percentage' for the selected group of contributing job(s)/service type(s). This is the percentage amount of sales or collected tips that a contributing employee will contribute.
	Click '+ ADD' to assign an additional group of contributing job(s)/service type(s) that will have a different associated 'Contributes Percentage' (optional).
Enter 'Receivers' details:
	Select the desired 'Tips are divided by' option: Worked Hours Evenly
	Enable/disable 'All jobs receive the same percentage of the tips' setting.
	Select desired receiving job(s) from the 'Job(s)' dropdown menu.
If the 'All jobs receive the same percentage of tips' setting is disabled:
	Enter the 'Splits Percentage' for the first group of receiving job(s).
	Click '+ ADD' to assign an additional group of receiving jobs with a different 'Splits Percentage'. Note: Total 'Splits Percentage' for all receiving job groups must equal 100% before the rule can be saved.
Save the tip automation rule:
	Click 'Save' in the sidesheet header to create the tip automation rule.

Locations With No Tip Automation Rules

When the location selected on the Tip Automation page has no tip automation rules configured, the 'Pending' and 'Approved' tabs will display a message informing the user there are no tip distributions yet. Clicking 'Create a Tip Automation Rule' will open the Tip Automation Rule sidesheet.

When the location selected on the Tip Automation Rules sidesheet has no tip automation rules configured, the '+ Add New Tip Automation' button will be disabled and a placeholder rule titled 'New Tip Automation Rule' will be automatically selected. Completing and saving the displayed tip rule details will create the first tip automation rule for that location. 

Once a tip automation rule for a location is created, the placeholder rule is no longer displayed and the '+ Add New Tip Automation Rule' button is enabled.  

Tip automation hours for selected days cannot overlap with other tip automation rules for the contributing jobs.