Save up to 8 hours per week managing your tip pool with custom contribution and distribution rules, automatic calculations, comprehensive reports, and payroll export options. To collect your tip data, there are two contribution methods:
POS Integration Contribution - Companies using Toast POS or TouchBistro POS will be able to automatically collect and divide tips and gratuities among employees.
Manual Contribution - If you do not use a supported POS or want to use tip data from a specific source, you can use this method to enter your daily tip data into 7shifts for redistribution among your employees.
SKIP AHEAD TO:
Setting up your Tip Pool - POS Integration Contribution
Setting up your Tip Pool - Manual Contribution
Managing / Editing multiple Tip Pools
Setting up your Tip Pool - POS Integration Contribution
1. An Actual Sales integration with Toast POS or TouchBistro POS. (If you're not using either of these POS systems, learn how to access the Manual Contribution option here.)
2. 7punches for time clocking or an Actual Labor integration with Toast POS or TouchBistro POS (since this feature relies on employees' worked hours in order to redistribute tips).
3. Have Role and Employee mapping completed. This will ensure that Employees will be assigned the correct tips, based on their hours and Roles.
If you are using Toast POS, click here to see other steps to consider.
To access the Tip Pool feature:
1. Head over to the 7shifts logo > Add-ons > Tip Pooling.
2. An Admin, Manager, or Assistant Manager has the option to start a free trial if you'd like the try out the feature. Only Admins will be able to proceed with purchasing the Tip Pooling add-on at the end of the trial.
3. Next, select the 'Go To Tip Pooling' button to get started right away.
Going forward this tool will also be available by heading to the more menu ' ☰ ' > Tip Pooling. Click on 'Create a tip pool.'
4. Select your Location, enter a name/title for your Tip Pool, and then click on 'Next: Who is adding to the pool?'
The name is required since you'll later have the option to create multiple Tip Pools for the same Location.
5. Here, be sure to select the option 'Pull in tips automatically from my POS', then click on 'Next: Tell us about your tip Pool.'
6. Next, you'll need to select the fields on your POS that you wish to pull in tip data from. This will be the initial source to calculate the Location's total tips, which will then be divided out between your staff from there.
Check any boxes that apply, then click on 'Next: Whos is adding to the pool?'
7. You will need to enter what percentage of tips will go to the Tip Pool for transactions that are unassigned to any employees. For transactions that are assigned to Employees, you will need to select which Roles, and enter what percentage of the tips they collected will contribute to the Tip Pool at this Location.
Contributors are usually customer-facing employees that gather tips, gratuities or collect payment during their shift.
Example: Severs can contribute 100% of their tips and still receive 50% from that initial 100% that was put into the Tip Pool.
Click on '+ Add Contributor' to include more Roles or click on the 'Trash' icon to remove any Roles from the list of contributors.
8. When finished, click on 'Next: Who will be receiving from the Pool?'
Equal Distribution:
Percentage:
Points Weighting:
10. Next, you will need to select your Receivers by clicking the dropdown and selecting a Department or specific Role.
Click on '+ Add Receiver' to include more Departments or Roles or click on the 'Trash' icon to remove any Departments or Roles from the list of receivers.
If you chose to use the 'Percentage' or 'Points Weighting' distribution methods, you will need to enter a percentage or amount of points beside each Department or Role.
11. After you have set up which Departments and Roles will be receiving tips, click on 'Next: One last review.'
12. Lastly, you will be given an overview of how your Tip Pool will be set up. Here you can go back through any steps to make any changes needed, or click on 'Save' to finalize it.
Success! You've just created a Tip Pool.
Now you're ready to create more Tips Pools or access any of your Tip Pooling reports.
Setting up your Tip Pool - Manual Contribution
If you do not use a supported POS or want to use tip data from a specific source, you can still use the Tip Pooling feature. Here's how you can set up your Tip Pool and enter your tip data manually into 7shifts for redistribution.
1. 7punches for time clocking or an Actual Labor integration with a POS (since this feature relies on employees' worked hours in order to redistribute tips).
2. Have Role and Employee mapping completed. This will ensure that Employees will be assigned the correct tips, based on their hours and Roles.
To access the Tip Pool feature:
1. As the Admin, head over to the 7shifts logo > Add-ons > Tip Pooling.
2. Click on the 'Enable Tip Pooling' button and follow the billing prompts to confirm enabling this add-on.
3. Once the Tip Pooling feature has been enabled, you can select 'Go To Tip Pooling' and get started right away.
Going forward this tool will also be available by heading to the more menu ' ☰ ' > Tip Pooling. Click on 'Create a tip pool.'
4. Select your Location, enter a name/title for your Tip Pool, and then click on 'Next: Who is adding to the pool?'
The name is required since you'll later have the option to create multiple Tip Pools for the same Location.
5. Next, click on 'Next: Whos is receiving from the pool?'
6. Then, in the dropdown determine how you'd like tips to be redistributed to your team. All distribution methods will reallocate tips based on employees' actual worked hours. Select any 1 of the 3 distribution options:
Equal Distribution:
Percentage:
Points Weighting:
7. Next, you will need to select your Receivers by clicking the dropdown and selecting a Department or specific Role.
Click on '+ Add Receiver' to include more Departments or Roles or click on the 'Trash' icon to remove any Departments or Roles from the list of receivers.
If you chose to use the 'Percentage' or 'Points Weighting' distribution methods, you will need to enter a percentage or amount of points beside each Department or Role.
8. After you have set up which Departments and Roles will be receiving tips, click on 'Next: One last review.'
9. Lastly, you will be given an overview of how your Tip Pool will be set up. Here you can go back through any steps to make any changes needed, or click on 'Save' to finalize it.
You've just created a Tip Pool! Now you can enter your tip data into 7shifts.
10. To enter your tip data, head to the more menu ' ☰ ' > Tip Pooling. Next to the appropriate Tip Pool, click on 'Add Tips.'
11. Then, enter in your Tip data under the appropriate date. You can enter data for other weeks by using the date selector.
If you enabled the Dayparts option while setting up your Tip Pool, you'll be able to enter tips for the selected Dayparts separately. 
12. Be sure to hit 'Save' before leaving this page or changing the week.
Now you're ready to create more Tips Pools or access any of your Tip Pooling reports.
Managing / Editing multiple Tip Pools
1. As an Admin, you can access your Tip Pool dashboard by heading to the more menu ' ☰ ' > Tip Pooling.
You can also sort your list of Tip Pools by Name, Location, Daypart, or the last date updated.
2. Click on the 'Manage' icon to Edit, Delete, or view the details for an existing Tip Pool.
3. Simply click on 'Create Pool' to create an additional Tip Pool.
