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    Tip Distribution Details
    • 29 Oct 2024
    • 3 Minutes to read
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    Tip Distribution Details

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    • PDF

    Article summary

    Here, users can view tip distribution totals by employee, and approve or unapprove the displayed tip distribution.

    The Tip Distributions Details page for an associated tip distribution is opened by clicking 'View' in the 'Pending' or 'Approved' Tip Distribution tabs on the Tip Automation page.

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    Tip Distribution Details Page

    For documentation purposes, the Tip Distribution Details page has been broken into the following sections:

    A) Header - Page information and action buttons

    B) Contributors Table - List of employees who have contributed to the tip distribution

    C) Receivers Table - List of employees who will receive distributed tips

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    Field

    Description

    1

    Back Button

    Click to return to the Tip Automation page.

    2

    Tip Automation Rule

    Tip automation rule used to calculate the tip distribution.

    3

    Rule Description

    The user-entered description for the tip automation rule.

    4

    Location

    Location associated with the tip distribution. Only employees with worked hours at the displayed location will be included in the tip distribution.

    5

    Date

    Date range of the associated DSS that includes the tip distribution.

    6

    Time Range

    Time range of the tip automation rule. Only sales and tips from these hours are included in the distribution.

    7

    Last Calculated Timestamp

    Date and time the tip distribution was calculated.

    8

    Export to Excel Button

    Click to download the associated Tip Distribution Export.

    9

    Approve/Unapprove Button

    Approve - Shown for unapproved tip distributions. Click to approve the tip distribution.

    Unapprove - Shown for approved tip distributions. Click to unapprove the tip distribution.

    The Approve button is disabled for test distributions.

    10

    Action Menu

    Contains the following actions:

    Refresh Data - Recalculates the tip distribution with current rule configuration and DSS data.

    Rule Configuration - Opens the Tip Automation Rules sidesheet with the rule used to calculated the distribution selected.

    Delete - Deletes the distribution.

    Distributions can be restored from the Deleted Distributions list on the Tip Automation page. Test distributions are permanently deleted, but can be recreated by placing the rule in test mode again.

    Test Distributions

    Test distributions are indicated with a banner warning in the header. Test distributions are generated using historical data when the associated rule is placed into test mode. These distributions are for reference only and cannot be approved.

    Contributors Table

    Field

    Description

    1

    Search

    Search for the entered text

    2

    Contributing Employee

    Employee who worked a contributing job

    3

    Contribution Totals

    Totals for all contributing employees

    4

    Calculation Tooltip

    Displays the formula used to calculate the column totals. The calculation tooltip is displayed on the following columns:

    • Total Tips

    • Tip Out

    • Withheld CC%

    • Tips Owed

    Contributors Columns

    Column Title

    Description

    Name

    Contributing employee's name.

    Job

    Contributing employee's job associated with the contributed tips.

    This column is only displayed when the associated tip automation rule is configured to calculate tip contributions based on job.

    Net Sales

    Net sales associated with the employee during the hours associated with the tip automation rule.

    This column is only displayed when the associated tip automation rule is configured to calculate tip contributions based on sales.

    Declared Tips

    Cash tips not associated with a sales ticket and declared by the employee during the hours associated with the tip automation rule.

    This column is only displayed when the ‘Declared Tips Paid with Payroll’ setting is enabled on the associated tip automation rule.

    POS Cash Tips

    Tips received by the employee on sales tickets tendered to cash during the hours associated with the tip automation rule.

    POS Card Tips

    Tips received by the employee on sales tickets tendered to credit or debit card during the hours associated with the tip automation rule.

    Total Tips

    Total tips used for the distribution.

    The tip automation rule 'Declared tips paid with payroll' setting has the following impacts on Total Tips:

    If the 'Declared tips paid with payroll' setting is enabled, this amount will be:

    POS Cash Tips + POS Card Tips+ Declared Tips

    If the 'Declared tips paid with payroll' setting is not enabled, this amount will be:

    POS Cash Tips + POS Card Tips

    Tip Out

    Tip contribution amount of 'Total Tips' or 'Net Sales', as calculated by the tip automation rule.

    Balance Applied

    Tips Out shortfall from previous days.

    This column is only displayed when one or more contributors have a non-zero shortfall balance.

    Tips Owed

    Amount of tips still owed to the employee after the 'Tips Out' and 'Balance Applied' amounts have been contributed.

    • Total Tips - Tips Out - Balance Applied

    The minimum amount for tips owed is $0.00. A negative tips owed amount will result in a contribution shortfall that will be carried over to future distributions in the 'Balance Applied' column. This does not impact the total amount distributed to receiving employees.

    Receivers Table

    Field

    Description

    1

    Search

    Search for entered text

    2

    Receiving Employee

    Employee who worked a receiving job

    3

    Receiving Totals

    Totals for all receiving employees

    Receivers Columns

    Column Title

    Description

    Name

    Receiving employee's name

    Job

    Receiving employee's job associated with the received tips

    This column is not displayed when the ‘All jobs receive the same percentage of the tips’ setting is enabled on the associated tip automation rule.

    Worked Hours

    Number of hours worked in the receiving job during the hours associated with the tip automation rule

    Tips Owed

    Additional amount of tips owed to the employee from the tip distribution


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