Tip Management: Setup Your Tip Calculation

Save time and eliminate tipping mistakes by creating automated rules to calculate paid and owed tips. Accounts using 7punches , supported POS integrations, or Tip Pooling will be able to send their tip data to 7shifts and include it when processing payroll.

Setup Your Tip Calculation

1. Login as an Admin.

2. In the left navigation bar, head to Tip Management > Settings.
   

3. Select Set your tip calculation.
   
4. Click Set up.
   
5. If you have multiple Locations, choose a Location from the dropdown menu that you would like to set up > click Add.
   
6. Configure how you pay Tips!
   Customize your equations for this Location by selecting which tip sources you want to be included, and which ones you wish to deduct. The formulas you set here will determine how tip data will surface in the Worked Hours and Wages Report, and your integrated payroll export.
   
   Here's an example of an account that pulls tip data from Toast POS + Tip Pooling + 7punches: 
   
   

   Want to see more examples? Click here!

   
   
   Taking a closer look, you'll set up which tip sources are to be Paid (show in green) and Deducted (shown in red). We'll show you your final equation based on your selections: 
   
   

   

   Pro Tip!

   The tip sources available for you to choose from are dependent on which features you have enabled in your account:

   1. POS
   2. Tip Pooling 
   3. 7punches
   
   To learn more about enabling and including these tip sources, click here.
   
   And here are some examples !
7. When you're ready, hit Save and preview changes. You'll be able to preview your tip calculation and how it will appear for your employees:
    
8. If you have multiple Locations, you'll save time setting them up as we will default the last Location's configuration when creating a new Location.