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    Tip Automation Page
    • 12 Aug 2024
    • 2 Minutes to read
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    Contents

    Tip Automation Page

    • Updated on 12 Aug 2024
    • 2 Minutes to read
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    Article summary

    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.

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    Navigation

    The Tip Automation page is found under Labor in the left navigation menu:

    1. Navigate to Smart Ops.

    2. In the left navigation menu, click Tip Automation under Labor to open the Tip Automation page.

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    Security

    The following permissions are associated with Tip Automation page:

    Labor → Tip Automation →

    • Approve Distributions

    • Configure Rules


    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) or approved tip 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

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    Field

    Description

    1

    Pending Tab

    Displays all unapproved tip distributions that have been calculated.

    2

    Approved Tab

    Displays all approved tip distributions.

    3

    Search

    Search the Date, Tip Automation Rule, and Frequency columns for the entered text.

    4

    Filter

    Filters the list of tip distributions by frequency.

    5

    Tip Distribution

    Tip distribution for a specific date range and tip automation rule. Click to open the Tip Distributions Details page. 

    6

    Export Button

    Click to download the associated Tip Distribution Export.

    An error iconis displayed if the calculated distribution is empty.

    7

    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.

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