Procedure to Duplicate a Rule
Navigate to Tip Distribution
Ensure you have selected the correct location.
Go to the Tip Distribution page.
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.
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
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.
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