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How to Evaluate Your Rules
How to Evaluate Your Rules

Rules, Job Codes, Take Home, Clocked Out Employees, Time of Sale Rules, Daily Rules

Nathan Andrus avatar
Written by Nathan Andrus
Updated over 2 weeks ago

How do you know if you have the proper rules for your store? There are a few tricks that you can employ to work towards the most equitable outcome.

'None' Job Codes

  • If any “None” Job Codes show up in the breakdown, you should fix those first. If they are regular employees and should have a job code like a server attached to them, then go into your POS and make sure that they were clocked in for the times they have sales.

  • If you have managers or online ordering ‘employees’ who have ‘none’ job codes, you should permanently assign them job codes in Settings. Managers seldom clock in for actual shifts as they are usually salaried, so if they do make sales on the floor, you will need to assign them a job code. Remember that job codes are associated with shifts and not particular orders, so you will get 'none' if you don’t have a shift to reference.
    See: Manual Job Code Assignments

Clocked-Out Employees

  • Sometimes, employees clock out and then make a sale. This results in that sale and its respective tips not having a job code assigned to them.

Take-Home

  • On the Breakdown Page, the Take Home per Hour column for similar job codes. This is the most important number to consider when ‘fairness’ is trying to be achieved. You want each job code to be getting something similar to the next in terms of their take-home per hour, i.e., servers should all make about $25-$35 per hour in take-home, bussers should make $8-$15 per hour in take-home, etc. The amount ranges will be unique to your business, but you should work to achieve some amount of consistency. You can also view this data on the Home Page in Table and Chart form.

Time of Sale

  • Time-of-Sale rules should be reserved for rules that tip out roles that directly assist the tip earner, i.e., a server tipping out a bartender for drinks being made.

Daily Rules

  • Daily rules are good for tipping out employees like prep cooks who do not work during hours while sales are made. For example, because there are usually no tips being made at 6 am, a prep cook working at that time would receive no tips from a Time-of-Sale rule.

“Ghost job codes” Take-Home

  • "Ghost job codes" are job codes that are not utilized by a single employee but rather by a group of employees or a method to introduce external sales into your point-of-sale (POS) system. Examples of such transactions include online orders or sales at a particular location, such as a bar or patio.
    It is important to ensure that ghost job codes do not have a take-home after tip distributions, as this could be perceived as the organization retaining employee tips.

Toggling on Invalid Take-Home Notifications will help alert you when a job code that should not have tips has a Take Home after all calculations have been completed.

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