Tip Payouts: Setup Guide (Beta)

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. 

Enabling Tip Payouts

1. Login as an Admin
   
   
2.  Hover over the 7shifts Logo > select More
   
   
3. Click on Tip Payouts
   
   
4. Click Get Started to begin setup!
   
   

Setting Up a Float

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 More tab > select Tip Payouts > click on Settings on the left-hand menu:
   

   

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. Fill in your Bank Account information > and click Next
   7shifts will use this account to withdraw funds and top-up your Float Amount.
   
   
   
   
   
8. Click Next to confirm your Bank Account and payment selection
   
   
9. Review the float amount being withdrawn from your bank, and click Confirm transfer:
   
   
   
   Hit Done, and you have successfully set up this Location's Payment Batch!

Inviting Employees to Tip Payouts

1. Login as an Admin or Manager/Assistant Manager
   
   
2. Hover over the More tab > 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    to resend a payee's invite, or unlink their profile:
   
   

Accepting Your Invite (for Employees)

1. Tap on the notification on your mobile device's home screen to be taken directly to the app:
   
   
   
   Or, login to the mobile app >  select the More menu  at the bottom right of your screen > select Tip Payouts:
   
   
   
   
2. Click on Get Started > Continue.
   
   
3. Enter your Banking details > click Submit:
   
   
   
   
4. Just a moment! We'll need to some time to verify and validate your banking information. 
   
   
5. Once your information has been verified, you're all set
   
   Moving forward, you'll be able to see your Payment History when navigating back to the Tip Payouts Dashboard.
   
   
   
   
   Click on the settings icon at the top right of your screen to update your banking details:
   
   

Sending your first Payment Batch

1. Login as an Admin or Manager/Assistant Manager with Permissions
   
   
2. Hover over the More tab > select Tip Payouts > click on Payment Batches on the left-hand menu:
   

   

3. Select the + Create 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 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 the creation date, amount, and status (draft, processing, paid, or failed) of all your Payment Batches :
    
    Clicking into an individual Payment Batch will provide more details about the payments being sent to each Payee:
    
    

Tip Payout Reports

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

1. To edit a set Float Amount: 

1. Head to the More tab > select Tip Payouts > click on Settings on the left-hand menu:
   

   

2. Click on the ellipses icon > 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.