This article reviews the process for exporting tip distributions within the Tip Automation feature.
Article Topics
- Exporting Contributors and Receivers In a Single File
- Exporting Contributors and Receivers Separately
- Exporting Tip Earnings to Workforce
- Exporting Pending Tip Distributions
Exporting on the Tip Automation Page
Follow these steps to download the distribution export for both contributing and receiving employees for an approved tip distribution:
Navigate to the Tip Automation page | ||
Click on the 'Approved' tab | ||
Click the 'Export' icon for the desired tip distribution |
The downloaded tip distribution export will contain one tab for contributors and one tab for receivers.
Note: For payroll purposes, it is recommended to only use tip distribution exports for approved tip distributions.
Exporting on the Tip Distribution Details Page
Follow these steps to download the tip distribution export for an approved tip distribution for contributors and receivers separately:
Navigate to the Tip Automation page | ||
Click on the Approved tab | ||
Click the View button for the desired tip distribution. The associated Tip Distribution Details page will open. | ||
Click Export to Excel in the header. |
Note: For payroll purposes, it is recommended to only use tip distribution exports for approved tip distributions.
Exporting Tip Earnings to Workforce
Only tip earnings from approved tip distributions can be exported to Workforce.
Approving a tip distribution will add 'Tips' earnings to the DSS. These earnings are then automatically included when payroll information is sent to Workforce from the labor dashboard. Learn more about sending earnings from Smart Ops to Workforce here.
Important Note: Because earning information cannot be sent to Workforce more than once for a single pay run, it is important to review and approve tip distributions prior to sending payroll information from Smart Ops.
Exporting Pending Tip Distributions
For payroll purposes, it is recommended to only use tip distribution exports for approved tip distributions.
For review purposes, tip distribution exports for pending distributions can also be downloaded. On both the 'Pending' tab of the Tip Automation page and on the Tip Distribution Details page, clicking the 'Export' icon for the desired pending tip distribution will download the associated Tip Distribution Export.
Tip Automation Page 'Pending Tab | |
Tip Distribution Details Page |