Tip Pool Troubleshooting

If you notice that not all tip data is being included in your Tip Pool reports, there is a chance that some settings still require your attention either within 7shifts or on your Toast POS.

If you are wanting to create, edit, or run reports for your Tip Pool, click here instead.

Continue reading if you are using Toast POS and would like to learn more about some of the corrective steps that you can take.


Troubleshooting Tips

To troubleshoot how your tip data is being pulled in from your POS, please review and complete the following:

1. Ensure that your employees within Toast are set up correctly
 with each of the roles/job codes that they will perform. This means that the appropriate roles/job codes are selected for every active employee's profile on your POS.

Click here for steps on how to do this in Toast.

2. Ensure that your employee profiles within 7shifts are assigned to the correct Roles. This means that the appropriate roles/job are selected for every active employee's profile in 7shifts.

Click here to learn more about updating your employee profiles in 7shifts.

3. Within 7shifts, ensure that you have mapped all of your Roles/job codes between 7shifts and Toast POS. This helps to verify that the Roles in 7shifts are matched to their counterparts in your POS and ensures that the data being pulled in is accurate.

⚠️It is highly recommended that you map/match only one 7shifts Role to a single Role on your POS (one-to-one pairs).

Example: The Role 'Bartender' in 7shifts could match with the job code 'Bar Keeper' on your POS.
❗️At this time we do not support the ability to map more than one POS job code with the same Role in 7shifts. In this case, it is best to add additional Roles within 7shifts so that the pairs made while mapping are still a one-to-one ratio.

Example: The Role 'Bartender' in 7shifts could match with the job code 'Bar Keeper' but not also the job code 'Bar Assistant' on your POS.

A new Role for 'Bar Assistant' would need to be created with 7shifts in order to match the one on your POS.
Click here to learn more about mapping your Roles.

4. Within 7shifts, ensure that you have mapped all of your Employees between 7shifts and Toast POS. This helps to verify that the Employee profiles in 7shifts are matched to their counterparts in your POS and ensures that the data being pulled in is accurate.

Click here to learn more about mapping your Employees.

5. Whether employees are clocking in/out on your Toast POS or through 7punches, be sure that employees are punching out at the end of their shift.

This ensures that tips are calculated correctly based on employee's actual worked hours and allocated to the correct teams. It is especially important that they clock out on time if you are using the Dayparts feature. Tip data collected from users that still have an open punch, or have a punch incorrectly recorded, may cause discrepancies.

⚠️To assist with this, you can be notified when an employee forgets to punch out for their shift by using the Alerts for Missing Punches feature.

6. If Shift Reviews have been enabled within Toast, ensure the Shift Reviews are run every time an employee clocks out. If the Shift Review Process is optional for employees, they may not be declaring their tips on punch out. Management can override these Shift Review reports if changes are needed.

Click here for more information about the Shift Review settings and process.

7. Ensure that the jobs in Toast are selected as 'Tipped' jobs if any of those positions will be contributing tips. This ensures that the employees will be provided prompts about their tips during the Shift Review process when they go to clock out.

⚠️This is only required if employees declared tips upon punch out. If they do not have to declare their tips, then this setting is not required.

Click here for more information about completing this step in Toast.
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