Settings Page Overview

The Settings Page is where you manage basic functions for your organization.

Louis Pelaez avatar
Written by Louis Pelaez
Updated over a week ago

A. This “x” minimizes expansion of the left side panel, making only page icons visible.

B. Home (House Icon), will take you to the Home Page.

C. Tip Distribution Logic (Pie Icon), will take you to the Tip Distribution Logic Page.

D. Breakdown (Calendar Icon), will take you to the Breakdown Page.

E. Reporting (Clipboard Icon), will take you to the Reporting Page.

F. Settings (Gear Icon), will take you to the Settings Page.

G. This arrow will minimize the expansion of the left side panel, making only icons for pages visible. Once pressed, the arrow will face in the opposite direction. You can use the opposite direction arrow to expand the left side column (as seen in the image).


H. These 3 bars will expand the left side panel, where the names of the pages and icons are visible.

I. The "Tiphaus" logo will take you to the Home Page.

J. This dropdown menu allows you to access a specific location in your organization.

K. The "Home" button will take you back to the Home Page.

L. This “Settings” button will take you to the Settings Page.


M. The "Locations" tab is where you will be able to access your locations to manage basic functions like employees and job codes.

N. Here, you can choose to view All, Active, or Inactive locations.

O. Your locations will be displayed in rows. Simply click on the row to view areas where changes can be made.


Location's General Settings

P. In the "General" tab, you can make changes to the location Name, Timezone, and CC Tip Fee.

Q. Here you can close the display window and return to the previous view.

R. Use this blue "Edit" button to make changes to the location name.

S. Use this blue "Edit" button to make changes to the location’s timezone.

T. Use this blue "Edit" button to make changes to the location's CC tip fee.

U. Reach out to us if you are looking to make this location inactive.


Location's Employee Settings

V. In the "Employees" tab, you can view employee names, email addresses, payroll IDs, most recent shifts, and job code assignments.

W. Use this search box to search for employees by name.

X. In this dropdown menu to can resync employees from your POS.

Y. In this dropdown menu, you can choose how many results you would like displayed per page.

Z. Here you can close the display window and return to the previous view.

AA. Hover over the blue circle for more information about "Job Code Assignments".

BB. Here you can remove a job code assignment for an employee.

CC. Here you can edit the employee name, email address, and payroll ID.


Location's Job Code Settings

*** You can hover over the blue circles and blue toggle areas, for more information.

DD. In the "Job Codes" tab, you can view Job Codes, what Tips Sharing Rules and Tip Pools they are part of, Employee Assignments, and whether their Tip Distribution and Take-Home are enabled.

EE. Here you can filter your search results by "Job Code".

FF. In this dropdown menu, you can choose to see All, Enable, or Disabled job codes.

GG. In the "Actions" dropdown menu, you can "Create a Custom Job Code", and "Resync Job Codes with POS".

HH. In this dropdown menu, you can choose how many results you would like displayed per page.

II, Here you can close the display window and return to the previous view.

JJ. Here you can toggle on/off "Tip Distribution Enabled" for all job codes.

KK. Here you can toggle on/off "Take Home Enabled" for all job codes.

LL. Here you can toggle on/off "Tip Distribution Enabled" for a given job code.

MM. Here you can toggle on/off "Take Home Enabled" for a given job code.

NN. Here you can "Edit" a job code.

OO. Here you can "Delete" a job code.

PP. Here you can remove an employee from a job code.


Location's Sales Categories Settings

*** You can hover over the blue circles and blue toggle areas, for more information.

QQ. In the "Sale Item Category" tab, you can see the Name of the categories for the items you have available at your location, the Date Created, and whether or not the Tip Distribution is Enabled.

RR. Use this search box to filter by name of the item.

SS. In this dropdown menu, you can choose to see All, Enable, or Disabled items.

TT. Use this "Actions" button to "Resync Sale Categories from POS".

UU. Here you can close the display window and return to the previous view.

VV. Here you can toggle on/off (Enable/Disable) a given Sale Item Category for Tip Distribution.

WW. Here you can "Edit" the Name of the Sale Item Category.


User Settings

XX. In the "Users" tab, you can add or remove Admin and GM Users, you can also register Employee App Users.

YY. This is where you can view your Admin and GM Users.

ZZ. Click here to register your Employee App Users.

AAA. Click here to create a new Admin or GM User.

BBB. Use this toggle to make a User, Active or Inactive.


Credit Card Tip Fee Settings

*** Keep in mind, laws may vary from state to state or region to region. Be sure to review your local laws before setting this fee.

CCC. In this tab, you can view your "CC Tip Fee" rate. which is set for your organization.

DDD. Here you can "Edit" your CC Tip Fee.

EEE. Here you can "Remove" your CC Tip Fee.

FFF. This will open your Locations tab, where you can set your CC Tip Fee by location if it differs from other locations in your organization.


Pay Period Settings

GGG. In the "Pay Period" tab, you can view your Pay Period Interval, Pay Period Start Date, Days when the pay period will Auto-Finalize, and Recent Pay Periods.

HHH. In this dropdown menu, you can adjust your pay period to Weekly, Bi-weekly, or Semi-monthly.

III. Here you can set your Pay Period Start Date.

JJJ. Here you can set the number of days after the last Pay Period date, where your pay period will Auto-Finalize. You can choose from 1 to 5 days.

KKK. Click here to learn more about finalized pay periods.

LLL. Click here to unlock your last pay period in case there is any data new data you need to sync from your POS.


Peer-to-Peer Settings

MMM. In the "Peer-to-Peer" tab, you can turn access the button to activate the Peer-to-Peer feature.

NNN. This link will send you to the Reporting Page, where you can view the Peer-to-Peer transactions.

OOO. This link will send you to the Breakdown Page where you can view the incorporated tips shared when calculating take-home amounts.

PPP. Click here if you want to learn more about the Peer-to-Peer feature.

QQQ. This button will "Activate" the "Peer-to-Peer" feature for your Employee App Users. You can hover over the button for more information.


RRR. Here, “Your Name” will be displayed. This dropdown will let you access your “Profile” in case you want to change your password or update user information, like name or email address, or even switch between the “Night Mode” and “Day Mode” screen display. You can access the Settings Page from here, contact us via chat, or log out as well.

SSS. The “Help” button will give you access to a “Guided Tour” for the Settings Page. From here you can also access the “Help Center”, where you will find many informative articles about TipHaus features and functionalities.

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