How to Ensure Tip Pool Values Are Accurate in Preparation for Payroll

Scenario

You're an employer using 7shifts Tip Pooling and 7shifts Payroll and need to verify that tip values are accurate in 7shifts, before running payroll.

Common concerns include employees missing from tip distributions or discrepancies between the tips reported in 7shifts and your POS.

What To Do

There are several factors in 7shifts that ensure accurate tip values in the Tip Pooling report. Follow these steps to confirm your setup is correct.

• Check Role & Employee Mapping

• Ensure all Roles & Employees in 7shifts are mapped to the correct Role & Employee from your POS.
  1. In the 7shifts web app, navigate to Apps & Integrations > Mapping .
  2. Verify mappings for Roles & Employees, ensuring all employees that contribute/receive tips from the tip pool are mapped to their counterparts in the POS.

• Check Punches

• Ensure all punches are present, accurate, and approved.
  1. In the 7shifts web app, navigate to Time Clocking > Pay Periods.  
  2. Open the Pay Period in question to review punches.
  3. Review and approve punches awaiting approval.  

• Check Employees' Assignments

• Verify that employees are assigned the correct roles.
  1. In the 7shifts web app, navigate to Team > View Employees.
  2. Select an employee profile and open the Assignments tab to verify the Roles they have been assigned. 

• Review Tip Pool Configuration

• Ensure the Tip Pool setup aligns with your expectations.
  1. In the 7shifts web app, navigate to Tip Management > Tip Pooling.
  2. Click the three dots to the right of the Tip Pool you would like to review. 
  3. Select Tip pool details to review tip pool configuration.
  4. If using manual contributions, confirm the input values are accurate.

• Check Dayparts Setup

• If tipping is based on separate time categories, review Dayparts.
  1. In the 7shifts web app, navigate to Settings > Locations/ Departments/ Roles.
  2. Click the pencil icon next to the affected location.
  3. Open the Scheduling Hours tab and scroll to Dayparts to ensure dayparts are configured properly as it relates to tip distributions.  

• Verify Tips to Payroll Configuration

• Ensure your Tip Calculation is set up accurately to reflect tips already paid (if applicable) and tips to be paid out on payroll. 
  1. In the 7shifts web app, navigate to Tip Management > Settings > Set your tip calculation.
  2. Select the affected location and update the Tip Calculation.

Still Experiencing Issues?

To expedite the process, please have Labor reporting information from your POS for the impacted period, including:

• Employee names
• Roles
• Wages
• Punch-in/out times
• Tips earned