When preparing to onboard with TipHaus, ensuring your data is clean and well-organized will streamline the process and prevent potential issues. Below are best practices to follow before integrating TipHaus with any POS or labor system.
1. Remove Unused Job Codes
Problem: Old or incorrect job codes can cause employees to use the wrong role, leading to errors in tip calculations.
Solution:
Review: Examine all active job codes in your system.
Remove: Delete any codes that are outdated or no longer in use.
Consolidate: Merge any duplicate job codes or serve a similar function.
Assign: Check that every employee has the correct job code assigned for their current role.
2. Clean Up Sales Item Categories
Problem: Disorganized sales categories make it difficult to configure rules for tip distribution based on specific items sold.
Solution:
Remove: Delete any obsolete or unused sales categories.
Assign: Ensure every sales item is mapped to the correct category.
Standardize: Use a consistent naming system for all categories to maintain consistency.
3. Update Employee Lists
Problem: An outdated employee list slows down onboarding and complicates tip management.
Solution:
Remove: Deactivate any former employees in your system.
Add: Ensure all current employees are in the POS or labor system with a valid email.
Verify: Confirm that employee roles and job codes are correct and current.
4. Verify Payroll and POS Data Accuracy
Problem: Inaccurate data in your POS or payroll system can lead to incorrect tip payments.
Solution:
Confirm Payroll Info: Double-check that all employee payroll details are up to date.
Check Integration Requirements: Some setups require matching payroll IDs in the POS. Contact support to see if this applies to you.
5. Standardize Naming Conventions
Problem: Inconsistent naming for items like job codes or sales categories creates confusion and errors.
Solution:
Use Uniform Formats: Establish a single format for employee names, job codes, and categories.
Avoid Ambiguity: Do not use special characters or abbreviations that could cause system conflicts.
Align Systems: Ensure your naming conventions are identical across both your payroll and POS systems.
Conclusion
By following these best practices, your onboarding process with TipHaus will be smoother, minimizing delays and potential issues. A well-maintained data structure will help ensure accurate tip distribution, improve efficiency, and enhance overall user experience.
Still have questions? Contact our customer success team here or click the Chat icon in the bottom-right corner of your Client Dashboard