Tip Automation Page

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 delete distributions, restore deleted distributions, and export tip distributions.

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Navigation

Navigation Menu

Select Workforce from the left navigation rail.
Under Time & Attendance, select Tip automation.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Security

The following Permissions are associated with Tip Automation page:

Labor → Tip Automation →

Approve Distributions
Configure Rules
Delete Pending Distributions
Recalculate Distributions
Generate Test Distributions

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

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) distributions, approved tip distributions, or test distributions for all tip automation rules.

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Header

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	Field/Button	Description
1	Location	Location associated with tip distributions and tip automation rules Only employees who have worked hours at this Location will be included in tip distributions
2	Settings Button	Click to open the Tip Automation Rules sidesheet
3	Last POS Import Timestamp	Date and time of the last DSS import from the POS for the displayed location.
4	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.
5	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
6	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
7	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
8	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
1	Pending Tab	Displays all unapproved tip distributions that have been calculated.
2	Approved Tab	Displays all approved tip distributions.
3	Test Tab	Displays all test distributions. This tab is only displayed when test distributions are present. Only users with the Generate Test Distributions permission will be able to access the Test tab.
4	Search	Search the Date, Tip Automation Rule, and Frequency columns for the entered text.
5	Filter	Filters the list of tip distributions by frequency.
6	Deleted Distributions Button	Opens the Deleted Distributions list. This button is only displayed on the Pending tab.
7	Tip Distribution	Tip distribution for a specific date range and tip automation rule. Click to open the Tip Distributions Details page.
8	Export Button	Click to download the associated Tip Distribution Export. An error iconis displayed if the calculated distribution is empty.
9	Trashcan Button (delete)	Deletes the associated distribution. Deleted distributions can be restored from the Deleted Distributions list (#6) This button is not displayed for approved distributions.
10	View Button	Click to view, approve, or unapprove the Tip Distribution Details

Tip Distributions Columns

Column Title	Description
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.

Deleted Distributions List

	Button/Field	Description
1	X Button (close)	Closes the Deleted Distributions list.
2	Deleted Distributions	Details for the deleted distributions: Tip automation rule for the distribution Date of the distribution Timestamp for when the distribution was deleted User who deleted the distribution
3	Restore Button	Restores the deleted distribution. Distributions cannot be restored if the associated tip automation rule has been deleted.
4	Load More	Loads additional deleted distributions.