Tip Management Overview

What is the Tip Management Overview?

The Tip Management Overview is a reporting tool that provides real-time insights  and a live snapshot of tips earned, paid, and owed to Employees. All tip-related data is accurately reflected, and automates the process of Tip Payouts.

In this article, you'll learn how to set up and navigate the Tip Management Overview page.

⚠️ If you're using Tip Payouts to automatically send tips to your Employees, click here!

⚠️ Prerequisites

⚠️ Adjusting Time Clocking pay periods in 7shifts may trigger a recalculation in tips. This recalculation can impact the amounts reflected in Tip Payouts, Tips to Payroll, and Tip Pooling.

⚠️ The Tip Management add-on must be enabled in the account to access the Tip Management Overview dashboard.

⚠️ All Managers/Assistant Managers have access to the Tip Overview.

⚠️ Sending tips to Employees from the Tip Overview is only available for Accounts with Tip Payouts enabled. Click here to learn more.

⚠️ Certain features displayed below may require an upgrade from your existing plan.
 

 
 

Setup Requirements

Before you get started, please review this checklist to make sure your Account setup is complete. We rely on the data and configurations you have set to ensure accurate tip information across your 7shifts account. Once this is finalized, we'll let you know the tip amount to pay your Employees. If enabled, automatically initiate the transfer right to their debit accounts with Tip Payouts!

  • Mapped POS Integration Roles & Employees. Only needed if you have a POS integration that is syncing labor and sales data (e.g. credit card tips) from the POS. This ensures your employee's data is propagated to the features listed below.
  • Time Clocking. Your settings will determine how an employee's worked hours are recorded, and which features your team can access.
  • Tip Pooling. (optional) The tip pooling rules you've defined, that is how tips are contributed and distributed, will determine the tips each  Employee will receive from all sources.
  • Tip Calculations. (optional) We'll use the equation you've set here to calculate the total value of paid and owed tips. This must be set to automatically sync tip data for a tip payout.
  • Tip Payouts.(optional) Digitally send tips and transfer funds directly to your Employee's debit cards. We'll populate the list of employees to be paid and the tip amounts they'll receive. You'll have the flexibility to edit the amounts deposited, or send them right away!

The Tip Management Overview 

Welcome to your Tip Overview! Located under Tip Management > Overview.

The daily values you see here update in real-time to give you a snapshot of the live tip amounts earned by, paid to, and owed to your team:

Here are additional tools on the Tip Overview to help you manage your data:

  • Use the filters to narrow down your search results by location and pay period date:

     
  • Lock data. As the Tip Overview is constantly syncing live data, use this button to freeze and prevent certain tip data changes from impacting this payout. Once the pay period ends, Earned, Paid, and Owed Tips will be automatically locked 3 days after the pay period has ended:


     
  • Reopen the pay period. After locking a timesheet, you can reopen it to resync the pay period data. Any changes applied to your tip data (such as adjustments in tip pooling, labor or sales) after you locked the timesheet will also change your Tips Owed amounts.

    ⚠️ Reopening a timesheet is a permanent action that cannot be undone. You can always close it again, but you will permanently lose the values that you had if these values were to change.


     

  • Employee Tip Breakdown. Click on an Employee's tip information to expand the details of their tip breakdown:

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Tip Glossary

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