Tip Distribution Details
  • 29 Oct 2024
  • 3 Minutes to read
  • Dark
    Light
  • PDF

Tip Distribution Details

  • Dark
    Light
  • PDF

Article summary

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

Navigation

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.

A screenshot of a computer  Description automatically generated


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

A screenshot of a computer screen  Description automatically generated

Header

A close-up of a computer screen  Description automatically generated

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


Was this article helpful?