This article reviews approving and unapproving tip distributions within the Tip Automation feature.
Article Topics:
Security
Only users with the following permission will be able to approve tip distributions.
- Labor → Tip Automation → Approve Distributions
Approving Tip Distributions
Follow these steps to approve a tip distribution:
Navigate to the Tip Automation page | ||
Click on the 'Pending' tab | ||
Click the 'View' button for the desired tip distribution | ||
Review the tip distribution details | ||
Click 'Approve' in the top right corner of the page | ||
Click 'Approve' to confirm that related tip earnings should be added to the DSS. After tip distributions are approved, tips owed will be added to the DSS as 'Tips' earnings. Cash tips already paid to contributing employees will be added as 'Previously Paid Tips' earnings. | ||
The tip distribution will now be locked and will not recalculate when changes are made to the DSS. To recalculate a tip distribution, it must first be unapproved. |
Unapproving Tip Distributions
Follow these steps to unapprove an approved tip distribution:
Navigate to the 'Tip Automation' page | ||
Click on the 'Approved' tab | ||
Click the 'View' button for the desired tip distribution | ||
Click 'Unapprove' in the top right corner of the page | ||
Click 'Reverse' to confirm that all related tip earnings should be deleted from the DSS | ||
The tip distribution will now be unlocked and will recalculate when changes are made to the DSS |
Editing Tip Distributions
Tip distributions cannot be directly edited. Tip distributions are calculated based on tip automation rules and DSS data. Each time the DSS is edited or repolled, unapproved tip distributions are recalculated.
- Note: When the DSS is repolled, tip earnings on the DSS are retained and approved distributions are not recalculated.
Depending on the correction needed, the following steps are recommended:
Correction | Step |
Tip automation rule has incorrect:
| Ensure that all distributions that should be recalculated are in a 'Pending' status. Make the corrections to the desired tip automation rule. Pending distributions will be recalculated when the rule is saved. |
Net sales and/or collected tips amounts need to be updated. | Ensure that all distributions that should be recalculated are in a 'Pending' status. Correct net sales and/or collected tips in the POS, then repoll the DSS for that day. Note: A DSS repoll will adjust net sales, collected tips amounts, and punch information. If R365 Punch Edits is enabled, any punch edits made in R365 will need to be re-entered. |
An employee's clock in time, clock out time, or worked job needs to be updated. | Ensure that all distributions that should be recalculated are in a 'Pending' status. If R365 Punch Edits is not enabled, make shift corrections in the POS, then repoll the DSS for that day. If R365 Punch Editsis enabled, edit employee shift data in the DSS. |