Tip-sharing rules and tip pools are triggered depending on the job code that closes the sales (unless it is set differently for your organization). TipHaus provides a feature called Batch Job Code Assignment to update a sale's job code, allowing you to trigger specific tip-sharing rules or tip pools for a sale or group of sales.
For example, if a server incorrectly clocked in as a bartender, you can use the batch job code assignment feature to trigger the server tip distribution instead.
How to Use the Batch Job Code Assignment
Navigate to Reporting > Sales.
Use the filters to locate the sale you want to update the job code to.
From the Actions dropdown menu, select Batch Job Code Assignment.
A new window will appear. Select the correct Location.
In the Select a Job Code field, search for and select your desired job code.
Click Select Sales
A list of all sales for the selected date will appear. Find and check the box next to the specific sale you want to exclude.
Click the Assign button at the top of the list.
A confirmation window will pop up. Click Yes to finalize the assignment.
The following scenarios describe common uses for the batch job code assignment feature:
The Problem: Employees Tipping Out From Their Own Funds on $0 Tip Checks
The Problem: Employees Tipping Out From Their Own Funds on $0 Tip Checks
When using a sales-based tip distribution, a server might receive a check with a $0 tip. The system may still calculate a mandatory tip-out based on the check's sales total. This forces the server to pay the tip-out from their own funds, which is unfair.
As you can see, in the image above, there was no tip out on this check. Below you can see the 3 distribution rules that apply to this sale.
The Solution: Exclude Sales from Tip Distribution With Batch Job Code Assignment
The Solution: Exclude Sales from Tip Distribution With Batch Job Code Assignment
TipHaus provides a feature called Batch Job Code Assignment to trigger specific tip-sharing rules or tip pools for a sale or group of sales, in this case we will use it to exclude the sales from all tip sharing rules or tip pools. The process involves two main steps:
Create a unique job code that is not linked to any tip-sharing rules.
Assign this new job code to the specific sale that had a zero tip.
Step 1: Create a "No Tip Out" Custom Job Code
First, you must create a new job code that will be used to mark these sales.
Navigate to Settings > Job Codes.
Click the Actions dropdown menu.
Select Create a Custom Job Code.
In the Job Name field, enter a descriptive name like "No Tip Out".
Click Submit.
Step 2: Assign the Custom Job Code to the Sale
Next, find the specific sale and apply the new job code.
Navigate to Reporting > Sales.
Use the date filters to locate the day the transaction occurred.
From the Actions dropdown menu, select Batch Job Code Assignment.
A new window will appear. Select the correct Location.
In the Select a Job Code field, search for and select your "No Tip Out" job code.
Click Select Sales
A list of all sales for the selected date will appear. Find and check the box next to the specific sale you want to exclude.
Click the Assign button at the top of the list.
A confirmation window will pop up. Click Yes to finalize the assignment.
Result: The sale is now assigned the "No Tip Out" job code. Because this job code is not included in any tip-sharing rules, the system will ignore this sale when calculating sales-based tip-outs, and the server will not have to pay out of pocket.
The Problem: An Employee Clocked in Under an Incorrect Job Code
The Problem: An Employee Clocked in Under an Incorrect Job Code
Tip-sharing rules and tip pools are triggered depending on the job code that closes the sales (unless it is set differently for your organization). If an employee clocks in under an incorrect job code, their tip outs won't be correct.
For example an employee clocked in under the Server job code but worked an event and should have clocked in as Server Event, or a Bar Lead that clocked in as a Bartender.
The Solution: Update Their Sales’ Job Code to Ensure Correct Tip Distribution With Batch Job Code Assignment
The Solution: Update Their Sales’ Job Code to Ensure Correct Tip Distribution With Batch Job Code Assignment
To ensure correct tip distribution, use the Batch Job code assignment to update the employee's sales job code and trigger the correct tip distribution. On the other hand, if an employee clocked in under a wrong job code, you may also want to update their shift's job code.
Still have questions? Contact our customer success team here or click the Chat icon in the bottom-right corner of your Client Dashboard.