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Managing Tips

Overview #

The Tips feature is designed to help track, manage, and report tips within your organization. This system allows for easy entry, editing, and reporting of both cash and charge tips, while also providing granular control over which employees can access tip-related features.

The Tips page is accessible from the main menu by navigating to Reports → Tips.

Key Features #

Filter Module #

At the top of the Tips page, you will find the Filter Module. This module allows you to customize the data displayed in the table below. The available filter options are:

  • Select Employee: Filter the list by employee name.
  • Select Department: Filter the list by department.
  • Pay Period: Choose between different pay periods (Weekly, Bi-Weekly, Semi-Monthly, Monthly).
  • Pay Date: Filter the list according to the selected pay date.
  • PERMISSIONS (button): Opens the Tips Permissions page to manage employee tip access.
  • Print Icon: Print the report or save it as a PDF.
  • Refresh Icon: Refresh the page to display the latest data.

Pay Period vs. Pay Date #

  • Pay Period: Useful if your company has multiple pay schedules (e.g., weekly for staff, monthly for managers). Select between Weekly, Bi-Weekly, Semi-Monthly, and Monthly.
  • Pay Date: Filters the data based on the specific pay date selected.

Tips Table #

Below the filter module, the Tips page displays a table with the following columns:

  • Date: The date of the tip entry.
  • Cash Tips: Amount of tips received in cash.
  • Charge Tips: Amount of tips received via credit card.
  • Regular Hours: Number of non-tipped hours worked.
  • Tipped Hours: Number of hours worked in a tipped position.
  • Total Tips: Sum of cash and charge tips.
  • Total Wages: Total wages earned for the period.

Editing Tips #

  • When employees add tips from the mobile app, they will appear in the appropriate row/column.
  • Managers can click or tap on any amount in the table to edit it in-place. A text box will appear, allowing manual entry of a new amount.

Tracking Multiple Roles #

  • If an employee works in multiple roles (e.g., both a non-tipped and a tipped position in one day), the Regular Hours and Tipped Hours columns help distinguish between the hours worked in each role and the corresponding tips received.

Managing Permissions #

Accessing the Permissions Page #

To manage which employees can use the Tips feature:

  1. Click the PERMISSIONS button in the Filter Module on the Tips page.

Permissions Page Features #

At the top of the Permissions page, you will find a filter module with:

  • Select Employee: Filter by employee name.
  • Select Department: Filter by department.

Below the filter module, a table lists employees with the following columns:

  • EmpNo: 4-digit Employee ID.
  • Name: Employee’s name.
  • Tipped (Checkbox): Enables the Tips feature in the mobile app.
  • Cash Tip (Checkbox): Allows the employee to add and manage cash tips.
  • Charge Tip (Checkbox): Allows the employee to add and manage charge tips.

Adjusting Permissions #

  • To enable or disable tip features for an employee, check or uncheck the relevant boxes.
  • When finished, click the Save Changes button at the bottom of the page.

Common User Questions #

How do I filter tips by a specific employee or department? #

  • Use the Select Employee or Select Department dropdowns in the Filter Module to display only the relevant data.

Can I edit tip amounts after they have been entered? #

  • Yes. Managers can click on any tip amount in the table to edit it directly.

How do I print or save a report? #

  • Click the Print Icon at the top of the Tips page to print the report or save it as a PDF.

What if an employee works both a tipped and non-tipped job in one day? #

  • The Regular Hours and Tipped Hours columns allow you to track hours and tips separately for each role.

How do I enable or disable tip entry for an employee? #

  • Go to the Permissions page via the PERMISSIONS button, adjust the checkboxes for the employee, and click Save Changes.

Troubleshooting #

Tips Not Appearing for an Employee #

  1. Check Permissions: Ensure the employee has the appropriate permissions enabled on the Permissions page.
  2. Refresh the Page: Click the Refresh Icon to reload the data.
  3. Check Filters: Make sure the correct employee, department, and pay period are selected in the Filter Module.

Unable to Edit Tip Amounts #

  • Only Managers have permission to edit tip amounts. Ensure you are logged in with the correct access level.

Changes to Permissions Not Saving #

  • After making changes on the Permissions page, always click the Save Changes button. If issues persist, refresh the page and try again.

Report Not Printing Correctly #

  • Ensure your browser’s print settings are configured correctly. Try saving as PDF if printing directly does not work.
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