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How To Duplicate Tip-Sharing Rules and Tip Pools

Learn how to duplicate existing tip rules to efficiently create new, similar ones with minor changes to names, percentages, or recipients.

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

Procedure to Duplicate a Rule

  1. Navigate to Tip Distribution

    • Ensure you have selected the correct location.

    • Go to the Tip Distribution page.

  2. Select a Rule to Duplicate

    • Locate the existing rule you want to copy (e.g., "Server to Bartender").

    • Click the three vertical dots located on the far right of that rule's entry.

    • Select Duplicate from the menu.


Editing the Duplicated Rule

The Create Rule wizard will open, pre-filled with information from the duplicated rule. Follow these steps to modify it.

  1. Step 1: Basic Rule Details

    • In the Rule Name field, enter the new name (e.g., "Server to Expo").

    • Click Percentage Shared to continue.


Step 2: Percent Shared

  • Adjust the contribution percentage as needed for the new rule.

  • Click Collect From to continue.


Step 3: Collect From

  • The contributing job code (e.g., "Server") is already selected. No changes are typically needed here.

  • Click Distribute To to continue.


Step 4: Distribute To

  • Remove the previous recipient job code (e.g., "Bartender").

  • Add the new recipient job code (e.g., "Expo").

  • Click Submit.


Finalizing the New Rule

  1. Review the Rule Summary

    • A Rule Summary pop-up will appear, displaying all the details of the new rule.

    • Carefully review the Rule Name, Distribute percentage, From job code, and To job code for accuracy.


Submit to Save

  • Click Submit to finalize and save the new rule.

  • The new rule will now appear in your list on the Tip Distribution page.


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