POS Tip Pooling Troubleshooting

Updated December 09, 2024 17:03

Issue

You are using the Tip Pooling feature with the POS integration Contribution option but have noticed that some tip data is missing from your Tip Pool reports.

What to Do

This may indicate incomplete setup or mismatched settings within 7shifts or your POS.

Ensure that your Roles, Employees, and time-punch data are correctly configured and mapped between 7shifts and your POS. Follow the troubleshooting steps provided to identify and resolve any discrepancies.

To troubleshoot how your tip data is being pulled in from your POS, please review and complete the following:

⚠️ Rule changes: the open pay period will be updated even if the rule changed halfway through the pay period, or, if a past pay period was opened after the rules had been changed.

⚠️ Deactivated employees: they are removed from the open pay period, or if a past pay period was opened after the employee had been deactivated. This will affect your report figures.

1. Ensure that your employees within your POS are set up correctly  with each of the roles/job codes that they will perform. This means that the appropriate roles/job codes are selected for every active employee's profile on your POS.

2. Ensure that your employee profiles within 7shifts are assigned to the correct Roles. This helps to verify that the Roles in 7shifts are matched to their counterparts in your POS and ensures that the data being pulled in is accurate.

⚠️ It is highly recommended that you map/match only one 7shifts Role to a single Role on your POS (one-to-one pairs).

Example: The Role 'Bartender' in 7shifts could match with the job code 'Bar Keeper' on your POS.

❗️At this time we do not support the ability to map more than one POS job code with the same Role in 7shifts. In this case, it is best to add additional Roles within 7shifts so that the pairs made while mapping are still a one-to-one ratio.

Example: The Role 'Bartender' in 7shifts could match with the job code 'Bar Keeper' but not also the job code 'Bar Assistant' on your POS.

A new Role for 'Bar Assistant' would need to be created with 7shifts in order to match the one on your POS.

Click here to learn more about mapping your Roles.

3. Within 7shifts, ensure that you have mapped all of your Employees between 7shifts and your POS. This helps to verify that the Employee profiles in 7shifts are matched to their counterparts in your POS and ensures that the data being pulled in is accurate.

Click here to learn more about mapping your Employees.

4. Whether employees are clocking in/out on your POS or through 7punches, be sure that employees are punching out at the end of their shift.

This ensures that tips are calculated correctly based on employee's actual worked hours and allocated to the correct teams. It is especially important that they clock out on time if you are using the Dayparts feature. Tip data collected from users that still have an open punch, or have a punch incorrectly recorded, may cause discrepancies.

⚠️ To assist with this, you can be notified when an employee forgets to punch out for their shift by using the Alerts for Missing Punches feature.

Issue Unresolved

Are you still encountering a discrepancy? You're welcome to get in touch with our Support team for further assistance.

To expedite the resolution process, please provide our team with the following information :

The date range you're seeing is a discrepancy.
The tip pool name you're seeing is a discrepancy.
From your POS, an export of payment reports (i.e. with Toast, this is your Payment Export).
From your POS, an export of time-clocking reports. (i.e. with Toast, this is your Time Entries Export).