Troubleshooting missing POS tip data

If you use a POS integration for tip pool contributions and notice missing data in your reports, it usually indicates a mapping mismatch or incomplete punch data between 7shifts and your POS.

Issue

Tip data is missing from Tip Pool reports when using the POS integration contribution option.

Cause

Common causes for missing tip data include unmapped roles or employees, incorrect one-to-one mapping ratios, or employees failing to punch out of their shifts.

What To Do

Follow these steps to resolve tip data discrepancies:

1. Ensure employees in your POS are assigned the specific job codes they perform. Note that a receipt remains under the name of the staff member who opened it, even if transferred.
2. Ensure 7shifts Roles match their counterparts in the POS.
   

• Note: You must use a one-to-one mapping ratio (e.g., 'Bartender' in 7shifts to 'Bar Keeper' in POS).
• Important: 7shifts does not support mapping multiple POS job codes to a single 7shifts Role. Create additional Roles in 7shifts if necessary to maintain one-to-one pairs.

1. In 7shifts, verify that all employees are correctly mapped to their POS profiles to ensure data syncs to the correct person.
2. Employees must punch out at the end of every shift (on your POS or through 7punches). Open punches prevent tips from calculating and allocating correctly, especially when using Dayparts.

• Tip: Enable Alerts for Missing Punches to stay notified of forgotten clock-outs.

Issue Unresolved

If the steps above do not resolve the discrepancy, contact support. To expedite the resolution process, provide our team with the reports specifically needed for your POS system.

GoTab

• Required Report: Transaction Report
• Details: Shows server name, totals, tips, autogratuities, date, and time. This may require manipulation after download. 7punches must be used for time clocking.

Lightspeed POS

• Required Report: Transactions Report
• Details: Provides daily sales data by individual receipt and sales category.

Toast

• Required Report: Payments Report
• Details: Navigate to Reports > Payments > Payments. Set the required date range. Before exporting, ensure these columns are selected: Location, Order, Date, Server, Amount, Tip, Gratuity, Total, and Status.
• Required Report: Time Entries Export
• Details: Used to confirm time clock data for each employee.

TouchBistro

• Required Report: Staff Performance Report
• Details: Includes credit card tips, cash tips, and auto gratuities per employee.
• Required Report: Shift Details Report
• Details: Shows time punch data including employee name, role, and shift duration.
• Required Report: Detailed Sales Report
• Details: Sales broken down by individual receipt.
• Required Report: Sales Dashboard (CSV Export)
• Details: Overview of daily sales and breakdown by category.

Square

• Required Report: Transactions Report
• Details: Log in to Square > Transactions > Filter the timeframe > Export as CSV. Provides daily sales data by individual receipt.
• Required Report: Shift Report
• Details: Includes hours worked, tip details, and sales summary per employee.

Revel

• Required Report: Time Worked Report
• Details: Includes hours worked. You must enable "Display Roles" before exporting.
• Required Report: Payment Summary Report
• Details: Access Payment Details and ensure "Include tips in totals" is enabled.

Qu

• Required Report: Check Details Report
• Details: Provides full check-level details to support investigations.

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