The Settings Page serves as the command center for configuring essential aspects of your organization, including locations, employees, and job codes. Designed for efficiency and clarity, it provides all the tools needed to keep your operations running smoothly.
Locations Management
The Locations tab provides an overview of all your business locations and associated settings. From here, you can manage employee, job code, sale item category, and revenue center data:
Manage Employees:
Use the search bar to find specific staff members.
Sync employee information with your POS system through the Actions button (automatic sync occurs at 5:00 AM daily).
Assign or update job codes via the “+” icon under the Job Code Assignment column.
Edit employee details using the 📝 icon.
Manage Job Codes
Toggle between active or inactive job codes using the Status filter.
Create Custom Job Codes or Sync Job Codes with your POS by clicking on the Actions button.
Enable/Disable Tip Distribution: Use the "Take Home Enabled" toggle. Disabled codes won’t appear in tip-sharing rules.
By toggling off the “Take Home Enabled” feature, you will receive an alert every time the job code has a take-home greater than 0 after tip distribution.
Sale Item Categories Settings
View details like name, creation date, and tip distribution status.
Enable or disable categories for tip distribution.
Sync categories from your POS system using the Actions button.
User Settings
You can view existing Admin and GM users, add new ones, and register employees for the Employee App, and create and manage custom roles.
To see a detailed explanation of how to create and manage users and roles within your organization please refer to the following article: Custom User Roles & Permissions
Credit Card Tip Fee Settings
This section provides tools for managing your organization's Credit Card Tip Fee.
You can:
View the current CC Tip Fee rate.
Edit the fee to adjust the percentage.
Remove the fee entirely.
Set location-specific fees by accessing the Locations tab.
Note: Keep in mind, that laws may vary from state to state or region to region. Be sure to review your local laws before setting this fee.
Pay Period Settings
This tab provides essential tools for maintaining accurate and timely payroll processing. The Pay Period tab allows you to customize and manage your payroll cycle. Its functionalities include:
View and modify pay period intervals (weekly, bi-weekly, semi-monthly).
Set the start date for the pay period.
Determine the auto-finalize date, you can choose from 1 to 5 days.
Access information about finalized pay periods and unlock them if necessary.
Note: Unlocking a finalized pay period might alter your current calculations after Tiphaus performs a sync. We recommend downloading a copy of your breakdown before changing previous pay periods.
Peer-to-Peer Settings
Essentially, this tab serves as a central hub for managing and understanding the Peer-to-Peer tip sharing functionality within your organization.
The Peer-to-Peer tab allows you to:
Activate the Peer-to-Peer feature for your employees.
View Peer-to-Peer transactions and their impact on take-home pay.
Learn more about the Peer-to-Peer feature.
💬 Still have questions? Contact our customer success team here or click the Chat icon in the bottom-right corner of your Client Dashboard. We're here to help