Tip Payouts: Setup Guide

Counting cash tips and ensuring there is enough on hand can cause unnecessary challenges at the end of a long day. With Tip Payouts, you can eliminate all the extra steps and digitally transfer earned tips directly to your employee's debit accounts! As this is an immediate transfer, you and your employees won't have to wait around on-site or for payroll to receive their tips. 



⚠️ This feature is only available for Accounts located in the U.S.

⚠️ Employees must have (1) a debit card and (2) use the 7shifts mobile app in order to receive funds.

⚠️ Admins/Managers/Assistant Managers can only access Tip Payouts on the web app.


Enabling Tip Payouts

Setting up a Float

Inviting Employees 

Sending your first Payment

Tip Payout Reports

Editing a Float

Frequently Asked Questions

Enabling Tip Payouts

  1. Login as an Admin.

  2.  In the left navigation bar, head to Tips & Pay.

  3. Select Tip Payouts.

  4. Click Get Started to begin setup!


Setting Up a Float

⚠️ Only Admins can set up and adjust a float amount.

⚠️ A maximum amount of $10 000 can be held within the account.

⚠️ Each Location will require Tip Payouts to be set up individually (even if the funds will be taken out of a shared bank account).

⚠️ If a float amount needs to be refunded, please reach out to our Support team (tippayouts@7shifts.com) for assistance.

To get started, you'll be connecting your restaurant's bank account and setting a minimum float reserve in 7shifts :

  1. Login as an Admin.

  2. Hover over the navigation bar > Tips & Pay > Tip Payouts > Settings:


  3. Once you're on the Settings page > click Set up new location:

  4. Select your Location from the dropdown menu > click Next:


  5. Click Next to begin setting up your float.


  6. Set your Float amount > click Add Banking.
    Select a minimum amount that you want in your Account at all times. 7shifts will automatically top-up funds into the Account when the balance falls below the amount you have set.


  7. Select who covers your transaction fee > and click Next:

  8. Fill in your Bank Account information > and click Next
    7shifts will use this account to withdraw funds and top-up your Float Amount.


  9. Click Next to confirm your Bank Account and payment selection

  10. Review the float amount being withdrawn from your bank, and click Confirm transfer:

  11. Hit Done, and you have successfully set up this Location's Payment Batch!
⚠️ Please note: It may take 2-4 business days for funds to appear within the Account.

Inviting Employees to Tip Payouts

⚠️ Managers and Assistant Managers (with permissions: Can invite payees, Can process payouts) will be able to process payout batches, invite employees, and send batches to employee profiles.

⚠️ The user who initiates the batch cannot be included in the batch as a payee.

    1. Login as an Admin or Manager/Assistant Manager

    2. Hover over the navigation bar > select Tip Payouts > click on Payees on the left-hand menu:

    3. Select + Invite Employees:

    4. Pick your Location from the dropdown menu > select Create:


    5. Use the search bar to locate and add their profiles > hit Send:


    6. Once the invitations have been sent, your Employees will receive a push notification on their mobile devices, and an email prompting them to accept their invite (depending on their unique notification settings).

      To guide them through this process, feel free to share with them this handy link: Accepting your invite!


      You can always select Payees on the left-hand menu to review the status of the invitations. Use the filters to switch between locations, and narrow down your search by Payee status:

      Click on the More Options icon  Screen_Shot_2022-12-01_at_5.26.25_PM.png  to resend a payee's invite, or unlink their profile:


Sending your first Payment Batch

⚠️ Managers and Assistant Managers (with permissions: Can invite payees, Can process payouts) will be able to process payout batches, invite employees, and send batches to employee profiles.

⚠️The user who initiates the batch cannot be included in the batch as a payee.

⚠️ A maximum amount of $1000 can be sent per transaction.  

  1. Login as an Admin or Manager/Assistant Manager with permissions.

  2. Hover over the navigation bar > Tips & Pay > Tip Payouts > Payment Batches:

  3. Select the + New batch button.

  4. Choose the Location you would like to create a batch for > click Create:


  5.  Click + Add employee: 

  6. Begin adding the employees to be paid out > click Add


  7.  In the Net Payout column, begin entering the amount you would like to transfer to each employee:


  8. When you're ready, click Review.

  9. Click Pay to confirm the payout details and begin processing the transfer:


  10. Select Done to return to the Tip Payouts page.

  11. On the Payment Batches page, you'll be able to see your available funds and a history of all your transactions (i.e. process date, amount, and status): 34th_Street.png

    Click on See all activity to see a history of payouts and float top-ups.

  12. Clicking into an individual Payment Batch will provide more details about the payments being sent to each Payee:


Tip Payout Reports

⚠️ Managers/Assistant Managers require permissions: Can run reports, Can invite payees, Can process payouts
  1. Login as an Admin/Manager/Assistant Manager

  2. Click Reports in the top navigation bar

  3. Select Tip Payouts in the left-hand menu

  4. Use the filters to set a date range and Location

  5. If you'd like, you can export the report as a CSV file

Editing a Payout Batch

This section will cover:

1. Editing a set Float Amount
2. Unlinking a bank account

1. To edit a set Float Amount: 

    1. Hover over the navigation bar > Tips & Pay > Tip Payouts > click on Settings on the left-hand menu:


    2. Click on the ellipses icon Screen_Shot_2022-12-01_at_5.26.25_PM.png > select Edit Float Amount:

    3. Enter a new float amount > click Adjust


    4. Review your changes and select Confirm:


2. To unlink a bank account :

 Please reach out to tippayouts@7shifts.com, or use our live chat feature to begin the process.

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