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:


CorrectionStep
Tip automation rule has incorrect:
  • Frequency
  • Hours
  • Days
  • Contributing Jobs
  • Contributing Percentage
  • Receiving Jobs
  • Receiving Percentage
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.