After you've set up your Tip Pool, or multiple Tip Pools in your 7shifts account, here are some steps to take to run the reports for any of your Tip Pools.
SKIP AHEAD TO:
⚠️ Rule changes: the open pay period will be updated even if the rule changed halfway through the pay period, or, if a past pay period was opened after the rules had been changed.
⚠️ Deactivated employees: they are removed from the open pay period, or if a past pay period was opened after the employee had been deactivated. This will affect your report figures.
To Run the Tip Pooling Report
The Tip Pool report can be accessed from the Tip Pooling dashboard or directly in the Reports section of 7shifts.
1. If you are already viewing the Tip Pool dashboard, click on View Report beside the specific Tip Pool you wish to review .
Or, head to Reports > Tip Pooling:
3. Next, select your date range, Location, Tip Pool name, and desired layout within the option dropdowns.
4. Then, click on Get Report.
5. Once you have generated the report, you'll get a CSV file similar to this:
(Detailed layout - not all columns are depicted)
Syncing Tips to Payroll
Accounts using a supported payroll provider will be able to send their tip data calculations, from the Tip Pool, when processing payroll.
Please review carefully to see if your payroll provider is compatible.