2. Invite Your Employees to Enroll

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The following article covers how your management team can invite employees to receive Tip Payouts in 7shifts. Once the invitations have been sent, the Employees will receive a notification to accept it, and Managers can monitor and manage these invitations as needed.

Prerequisites

⚠️ Managers and Assistant Managers will require permission: Can invite payees.
⚠️ Managers and Assistant Managers (with permissions: can invite payees, can process payouts) will be able to process payout batches, and invite employees to Tip Payouts.

⚠️ The user who initiates the batch cannot be included in the batch as a payee.


Send Invites

    1. Login as an Admin or Manager/Assistant Manager with permissions.

    2. In the left navigation bar, select Tip Management > Tip Payouts > click on the Employees tab.

    3. Set your Location from the dropdown menu, and select + Invite Employees:

      Screenshot 2024-05-16 at 11.43.37 AM.png

    4. Use the search bar to locate and add their profiles > hit Send invites:

      Screenshot 2023-09-29 at 4.02.35 PM.png

    5. 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 this handy article that covers "Accepting your invite"!

      Screen_Shot_2023-02-03_at_10.10.19_AM.png

    6. You can always return to the Employees tab to review the status of the invitations. Use the filters to switch between locations, and narrow down your search by Payee status:

      Screenshot 2024-05-16 at 11.44.09 AM.png

    7. Click on the More options icon  Screen_Shot_2022-12-01_at_5.26.25_PM.png  to resend a payee's invite, or unlink their profile:

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Nice job! Now that your invitations have been sent, you're ready to build your payout structure.


Next Steps


To see this in action, check out our Tip Payouts Overview video!

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