Feature Focus Guide: Tipshare Distribution

Transcription

1 Feature Focus Guide: Tipshare Distribution Table of Contents About Tipshare Distribution... 3 Configuring Tipshare Distribution... 5 Adding Tipshare Functions to Back Office Security Levels... 5 Allowing Employees to Pay and Receive Tipshare... 6 Establishing Tipshare Pools... 7 Defining Contribution and Distribution Requirements... 8 Excluding Items from Tipshare Calculations Using an Event to Change the Tipshare at a Specific Time Configuring the Ability to Adjust Tipshare from FOH On Demand Refreshing Data Using Tipshare Distribution Checking Out and Contributing a Tipshare Amount Distributing Tipshare Amounts Clocking In with Newly Received Tipshare Amounts Adjusting the Tipshare Percent from FOH Understanding Tipshare Distribution Calculations Reporting Tipshare Distribution Running the Tipshare Distribution Detail Report Running the Tipshare Distribution Summary Report Feature History Page 1

2 Copyright 2009, Radiant Systems, Inc. The information contained in this publication is confidential and proprietary. No part of this document may be reproduced, disclosed to others, transmitted, stored in a retrieval system, or translated into any language, in any form, by any means, without written permission of Radiant Systems, Inc. Radiant Systems, Inc. is not responsible for any technical inaccuracies or typographical errors contained in this publication. Changes are periodically made to the information herein; these changes will be incorporated in new editions of this publication. Any reference to gender in this document is not meant to be discriminatory. The software described in this document is provided under a license agreement. The software may be used or copied only in accordance with the terms of that agreement. Radiant Systems, Inc., 2009 All Rights Reserved. ALOHA is a U.S. Registered Trademark of Radiant Systems, Inc. MenuLink is a U.S. Registered Trademark of Radiant Systems, Inc. Tipshare Distribution Page 2

3 About Tipshare Distribution Tipshare Distribution at a Glance Core Product Complementary Products Separate License Required? Other References Aloha Table Service No Aloha Table Service Reference Guide Tipsharing is common in a table service environment where employees who do not directly receive tips from the guests, referred to as the support staff, are compensated for their efforts by sharing in the tips the guests give to the wait staff. The practice is often a company policy that is either mandatory or strongly suggested. Restaurants use tipsharing as a hiring incentive for the support staff, which ordinarily are less desirable positions and have a higher turnover rate. These positions are indirectly tipped on top of the wages they already receive; thereby, providing a more satisfied and long-lasting employee for the restaurant. When the employees who contribute to the tipshare pool checkout, they contribute a portion of their tips into a tipshare pool, based on a percentage of their sales. The positions who receive money from the tipshare pool generally include bussers, dishwashers, food runners, and greeters. Although bartenders are normally a higher-level position, they are also considered part of the support team because they prepare alcoholic beverages for the wait staff. Figure 1 Tipshare Diagram A server can also contribute more than the default tipshare percentage to reward the support team or specific employees for making their job easier and allowing them to spend more time serving their guests. For example, if a server feels that a busser cleaned their station extra well, the server can tip out more than the allotted amount to that busser. Tipshare Distribution Page 3

4 Once the contributions are put into the tipshare pool, a manager can distribute the default tipshare contributions to the appropriate recipients. You can configure the distribution to occur either daily or weekly, but not both. Tipshare Distribution Page 4

5 Configuring Tipshare Distribution This section details the configuration requirements for Tipshare Distribution. If you are an experienced user, refer to Procedures at a Glance for abbreviated steps. If you prefer more detail, continue reading this document. To configure Tipshare Distribution, perform the following procedures : Procedures at a Glance: If you are viewing this document using Adobe Acrobat Reader, click each link for detailed information regarding the task. Click Previous View to return to this location and proceed to the next step. 1. Access Maintenance > Labor > BackOffice Security Levels to provide access to Tipshare functions. See page Access Maintenance > Labor > Job Codes > Financial tab to define the job codes to pay and receive tip shares. See page Access Maintenance > Labor > Tipshare Pools to determine the job codes that will receive tips from a tipshare pool. See page Access Maintenance > Store Settings > Labor group > Tipshare tab and define the contribution and distribution requirements. See page Access Maintenance > Menus > Categories and create a category of items for which you want to exclude the sales from the tipshare calculations (optional). See page Access Maintenance > System > Events and create an event to activate a new tipshare percent at a specific time (optional). See page Access Maintenance > Labor > Access Levels > Employees tab to configure an access level with the ability to adjust the tipshare percent from the FOH. See page Access Utilities > Refresh Data to update the information on the FOH terminals, or wait for the End-of-Day (EOD) process to accomplish the data refresh for you. See page 12. Adding Tipshare Functions to Back Office Security Levels To use tipshare, you must provide access to the Tipshare Pools and Tipshare Distribution Maintenance functions for the appropriate BOH security level. The default options for Tipshare Pools are: Run Add Edit Delete Minimum Yes No No No Typical Yes Yes Yes No Maximum Yes Yes Yes Yes The default options for Tipshare Distribution are: Run Add Edit Delete Minimum Yes Disabled Disabled Disabled Typical N/A N/A N/A N/A Maximum N/A N/A N/A N/A Tipshare Distribution Page 5

6 To add Tipshare Pools and Tipshare Distribution functions to Back Office Security Levels: 1. Select Maintenance > Labor > Back Office Security Levels. 2. Select a security level and press Edit. 3. Scroll the list of functions and select Tipshare Pools. 4. Select Run, Add, Edit, or Delete. 5. Scroll the list of functions and select Tipshare Distribution. 6. Select Run, Add, Edit, or Delete. 7. Click Save and exit the Back Office Security Levels function. Allowing Employees to Pay and Receive Tipshare You must configure which employees contribute to a tipshare pool and which employees receive tips from a tipshare pool. Typically, employees who receive tips directly from the guests, such as bartenders and servers, pay into the tipshare pool, and employees, such as bussers, greeters, and dishwashers, receive tips from the tipshare pool. To allow employees to pay and/or receive tipshare: 1. Select Maintenance > Labor > Job Codes > Financial tab. Figure 2 Maintenance > Labor > Job Codes > Financial Tab 2. Select the job code from the Number drop-down list and press Enter. 3. Select Pays Tipshare if the job code contributes to a tipshare pool, upon checkout. 4. Select Receives Tipshare if the job code receives tips from a tipshare pool. 5. Click Save. 6. Repeat the procedure for all job codes that are paying into the tipshare pool and/or receiving tips from the tipshare pool. 7. Exit the Job Codes function. Tipshare Distribution Page 6

7 Establishing Tipshare Pools The tipshare pool determines which job codes to receive the tipshare amount based on a defined percentage. For example, if the restaurant determines that bartenders should receive more from a tipshare pool that consists of bussers, dishwashers, and bartenders, you can configure bartenders to receive 50% of tipshare, while bussers and dishwashers receive 25% each. To establish tipshare pools: 1. Select Maintenance > Labor > Tipshare Pools. Figure 3 Tipshare Pools Function 2. Type an unused number, from 0 to 999, from the Tipshare Pool drop-down list, and press Enter. Only the job codes configured to receive tipshare appear in the list. 3. Type a descriptive name for the tipshare pool. 4. Select Include for a job code to receive tips from the tipshare pool. It may be necessary to clear Include for a job code you wish to exclude from the tipshare pool. You may need to click in the Include field twice to either select or clear a tipshare pool reciepient. 5. Type the percentage of the tipshare pool to be received by each employee clocked in under the job code. 6. Repeat Steps 4 and 5 for each job code to include in the tipshare pool. Tipshare Distribution Page 7

8 7. Click Save. If the total tipshare percentage is not equal to 100%, an error message appears. 8. Repeat the procedure for each tipshare pool you want to establish. 9. Exit the Tipshare Pools function. Defining Contribution and Distribution Requirements Use the options in Store Settings to define the contribution and distribution requirements for Tipshare Distribution. These options determine things such as whether the calculation is based on net sales or includes taxes, whether to run the distribution daily or weekly, and more. To define tipshare contribution requirements: Figure 4 Total of Share of Pool Must Equal 100% Message 1. Select Maintenance > Store Settings > Labor group > Tipshare tab. Figure 5 Store Settings - Labor Group - Tipshare Tab 2. Type the Default Tipshare percentage to use for all contributing employees, to ensure they contribute at least the minimum tipshare amount. This prevents an employee from entering an amount that is too low. Enter tipshare percents as a whole number. For example, 3.00 is equal to 3%. 3. Select Tipshare on Comp d Item Sales to calculate the tipshare amount based on the full price of the item, before applying the comp. If cleared, the system calculates the tipshare amount based on the discounted price. Tipshare Distribution Page 8

9 4. Select Tipshare on Promo d Item Sales to calculate the tipshare amount based on the full price of the item, before applying the promotion. If cleared, the system calculates the tipshare amount based on the discounted price. 5. Select Tipshare on Tax d Item Sales to calculate the tipshare amount based on the full price of the item, including taxes. If cleared, the system calculates the tipshare amount on net sales. 6. Select Allow Tipshare Override at Checkout to enable employees to contribute a tipshare amount greater than the amount the system calculates using the default tipshare percentage. For example, a server might specify an amount over the minimum 3% default tipshare percentage, if the server determines the restaurant support staff performed exceptionally well during their shift. 7. Click Save. To define tipshare distribution requirements: 1. Select Maintenance > Store Settings > Labor group > Tipshare tab (Figure 5). 2. Select Use Tipshare Distribution to activate the use of the tipshare distribution function. 3. Select either Process Daily or Process Weekly to establish the frequency for processing the tipshare distribution. If you select Process Weekly, skip to Step Select Run Automatically if you want the daily tipshare distribution to process automatically when the End-of-Day occurs. 5. If you selected Run Automatically, select one of the following options: Select Do Not Allow Clocked in Recipients to prohibit the system from automatically distributing tipshare if employees are still on the clock when the End-of-Day occurs. If you select Do Not Allow Clocked in Recipients and recipient employees are still on the clock when the End-of-Day runs, tipshare distribution aborts the dispersing of tipshare for all employees. You must run the distribution manually. Select Allow Clocked in Recipients to allow the system to automatically distribute tipshare to employees who are still on the clock when the End-of-Day occurs. If you select Allow Clocked in Recipients and recipient employees are still on the clock when the End-of-Day runs, the tipshare owed to the individual employees who are still on the clock is not automatically distributed. You must distribute their tipshare manually. If the distribution for that specific date has been finalized, you must access Edit Punches to manually distribute the tipshare. 6. Select one of the following options: Distribute by Number of Hours Worked Calculates the tipshare distribution based on the number of hours each recipient employee worked during the time contributing employees were clocked in. Distribute by Number of Employees Calculates the tipshare distribution based on the number of recipient employees who worked during the time contributing employees were clocked in. 7. Select the default tipshare pool to use for distribution. Tipshare Distribution Page 9

10 8. Select Auto Distribute Excess Tipshare to allow the system to automatically distribute any excess tipshare contribution to all eligible recipients equally. When you checkout, the FOH Tipshare Distribution screen does not display. 9. Click Save and exit the Store Settings function. Excluding Items from Tipshare Calculations If you wish to exclude the sales for certain items from the tipshare calculation, you may need to create a category for these items and select the Exclude from Tipshare Calculations option for the category. To exclude specific items from tipshare calculations: 1. Select Maintenance > Menus > Categories. Figure 6 Categories Function 2. Select an existing category and continue with step 8 or type an unused number and press Enter. 3. Type a descriptive name for the category. 4. Select either Sales or Retail. 5. Select an item from the right list box. To select multiple items in a row, hold down the Shift key, select the first item and the last item to include in the category. 6. Click Include. The item appears in the left list box. 7. Select Exclude from Tipshare Calculations to exclude the sales for the items in this category from any tipshare calculations or tippable sales amounts. 8. Click Save and exit the Category function. Tipshare Distribution Page 10

11 Using an Event to Change the Tipshare at a Specific Time You set the default tipshare percent in Store Settings and you can define a tipshare pool for separate days; however, if you want to change either of these during a specific time of the day, you can use an event. The change remains in effect until the EOD occurs, or you can use another event to change the percent or tipshare pool back to its original configuration before the EOD occurs. To use an event to change a tipshare: 1. Select Maintenance > System > Events. The System Events function tab appears. 2. Click Add Event. The Event Time & Type dialog box appears. 3. Select Set Tipshare from the Event Type drop-down list. 4. Select either Daily, Weekly, Monthly, or Special for the time frequency of the event. 5. Type the time for the new tipshare percent to become active. 6. Click OK. The Set Tipshare dialog box appears. Figure 7 Set Tipshare Dialog Box 7. Type the Job Group ID to specify which job codes contribute to the tipshare when this event is active. 8. Type the Tipshare Percent to activate at the specified time. 9. Select the Day Part for which you want to activate the new tipshare percentage or tipshare pool. 10. Select the Tipshare Pool containing the employees to receive the tipshare. 11. Click OK. 12. Click Done and exit the Events function. Configuring the Ability to Adjust Tipshare from FOH On Demand To allow an employee to adjust the tipshare percent on demand from the FOH, you must select Adjust Tipshare for their access level in Maintenance > Labor > Access Levels. Tipshare Distribution Page 11

12 To configure the ability to adjust the tipshare from the FOH: 1. Select Maintenance > Labor > Access Levels > Employees tab. 2. Select an access level, such as Manager, from the Level drop-down list and press Enter. 3. Select Adjust Tipshare to display the Adjust Tipshare button on the Functions > Employee screen for any employee clocked in under that access level. 4. Click Save and exit the Access Levels function. Refreshing Data Figure 8 Access Levels - Employee Tab After all settings are in place in Aloha Manager, you must select Utilities > Refresh Data to transfer the new information to the FOH terminals, or wait for the End-of-Day (EOD) process to accomplish the data refresh for you. After the data refresh is complete, all new settings become operational across the Aloha network. Tipshare Distribution Page 12

13 Using Tipshare Distribution Using Tipshare Distribution in the Aloha system involves three groups of employees: the contributing employee, the recipient employee, and the manager. Each group performs a different function, when appropriate, to successfully contribute and distribute tipshare amounts. Figure 9 Typical Tipshare Progression The diagram shown depicts a typical tipshare progression that spans into two business days. You might configure the system to automatically distribute the default tipshare and not need a manager to perform the task, or you can configure the system to distribute on a weekly basis, rather than daily. Checking Out and Contributing a Tipshare Amount When employees can only contribute the minimum tipshare amount, the system automatically disperses the calculated tipshare amounts to the employees in the tipshare pool. The system calculates the tipshare amount based on the following formula: default tipshare percentage x net sales. Tipshare Distribution Page 13

14 When employees can contribute an excess tipshare amount, they must contribute at least the minimum tipshare amount; however, they can contribute more, to reward the support staff for doing a great job. The Enter Tipshare Amount and Tipshare Distribution screens appear in succession, during the checkout process. The system then calculates the tipshare amount based on the following formula: default tipshare percentage x net sales + excess tipshare amount. If a checkout for which you contributed an excess tipshare amount gets deleted, you must re-contribute the amounts when you run your checkout again for the shift. To check out and contribute an excess tipshare amount: 1. When you are ready to check out of the system, touch Checkout from the Working with Tables/ Tabs screen, or a floor plan in use. The Are you ready to run your checkout screen appears. 2. Touch OK. The Enter Tipshare Amount screen appears, with the system calculated tipshare value. Figure 10 FOH Enter Tipshare Amount Screen Tipshare Distribution Page 14

15 3. Touch OK to accept the default tipshare amount, to reward one or all of the support staff for a job well done, or enter an amount greater than the default tipshare amount and touch OK. When you enter more than the default tipshare amount, the Tipshare Distribution screen appears. This screen only appears when you enter an excess amount. Figure 11 FOH Tipshare Distribution Screen If the system is configured to automatically distribute excess tipshare among recipients equally, any amount entered over the default tipshare amount is divided between the recipients in the tipshare pool, in accordance with their share of the pool. The FOH Tipshare Distribution screen does not appear and the procedure ends. You cannot distribute to individual employees. 4. Distribute the excess tipshare amount using one of the following methods: a. Select an employee, enter the tipshare amount you want to give them, then touch OK. b. Repeat the procedure for each available employee for which you want to distribute an excess tipshare amount. Figure 12 FOH Tipshare Distribution Screen with Mixed Contributions Tipshare Distribution Page 15

16 OR Touch Quick Distribution to distribute the excess tipshare amount equally among all recipients. The system rounds any remaining cents to the employee with the most hours worked. Figure 13 FOH Tipshare Distribution Screen with Equal Contributions 5. Touch Done. 6. Clock out of the system, as normal. The Employee Clock Out chit prints to the local printer with the following information. Figure 14 FOH Employee Clock Out Chit Tipshare Distribution Page 16

17 Postponing Tipshare Contributions If you touch Cancel on the Enter Tipshare Amount screen, the system postpones the distribution of your tipshare amount. Touch inside the message to return to the FOH Working with Tables/Tabs screen and enter the tipshare amount at another time. You cannot complete your checkout until you enter a tipshare amount. Figure 15 FOH Postpone Tipshare Entry Message If you touch Cancel once you have selected employees to receive an excess tipshare amount, the system postpones the distribution of the tipshare amount. Figure 16 FOH Postpone Tipshare Distribution Message Touch Yes to distribute your tipshare amount at another time and return to the Enter Tipshare Amount screen. Touch No to return to the Tipshare Distribution screen. You cannot complete your checkout until you distribute your tipshare amount. Tipshare Distribution Page 17

18 Distributing Tipshare Amounts Once the tipshare amounts are contributed into the tipshare pool, the manager must distribute the minimum tipshare amounts to the recipient employees. You can distribute tipshare amounts either daily or weekly, but not both. Depending on the operations of the restaurant, the manager can either collect the amounts from the cash-on-hand and personally distribute the money to the recipients, or interface with a payroll software and have the amounts reflect on the recipient s paycheck. If the system is configured to automatically distribute excess tipshare among recipients equally, any amount entered over the default tipshare amount is already divided between the recipients in the tipshare pool, in accordance with their share of the pool. Distributing by Day If you distribute tipshare daily, you can distribute tipshare for certain employees and return at a later time to distribute for the other employees. Once you distribute for all employees for a certain day, the date does not appear as a selection. If tipshare distribution runs automatically during the EOD, but is set to distribute tipshare to employees who are still on the clock, you must distribute the tipshare for that employee manually. To distribute tipshare amounts by day: 1. Select Functions > Tipshare Distribution. The Tipshare Distribution - DOB dialog box appears. Figure 17 Tipshare Distribution - DOB Dialog Box Tipshare Distribution Page 18

19 2. Select the date to distribute and click OK. The Employees Contributing to the Tipshare Pool dialog box appears. Click the column headers to sort by that column. The Excess paid column appears if you allow employees to contribute excess tipshare. If the system automatically distributed excess tipshare, the amount is Figure 18 Employees Contributing to the Tipshare Pool Dialog Box 3. Select the contributors for which you want to distribute the tipshare amounts, or select Select All, and click Next. The Tipshare Distribution - Confirmation dialog box appears. Figure 19 Tipshare Distribution - Confirmation Dialog Box Tipshare Distribution Page 19

20 4. Click Distribute to distribute the amounts and return to the Tipshare Distribution - DOB dialog box. If you click Cancel, a message appears. Figure 20 Cancel Tipshare Distribution Message 5. If you click Yes, you must run the Tipshare Distribution again. Once you confirm distribution for an employee, you cannot redistribute their tipshare. You must access Edit Punches if you need to change the distributed tipshare. Distributing by Week If you distribute tipshare weekly, you cannot distribute tipshare until after the End-of-Day occurs for the last day of the specific week. The distribution is total amounts for the specific week. You must distribute tipshare for all employees working that week before you can confirm distribution. Once you distribute for a certain week, the date does not appear as a selection. To distribute tipshare amounts by week: 1. Select Functions > Tipshare Distribution. The Tipshare Distribution - DOB dialog box appears. Figure 21 Tipshare Distribution - DOB Dialog Box Tipshare Distribution Page 20

21 2. Select the week to distribute and click OK. The Employees Contributing to the Tipshare Pool dialog box appears. Click the column headers to sort by that column. The Excess paid column appears if you allow employees to contribute excess tipshare. If the system automatically distributed excess tipshare, the amount is Figure 22 Employees Contributing to the Tipshare Pool Dialog Box 3. Select the contributors for which you want to distribute the tipshare amounts and click Next. The Tipshare Distribution - Confirmation dialog box appears. Figure 23 Tipshare Distribution - Confirmation Dialog Box Tipshare Distribution Page 21

22 If you selected the current week, the Tipshare Distribution - Preview dialog box appears. You cannot distribute for the current week until the week has passed. Click OK and perform Tipshare Distribution after the week has passed. Figure 24 Tipshare Distribution - Preview Dialog Box 4. Click Distribute to distribute the amounts and return to the Tipshare Distribution - DOB dialog box. If you click Cancel, a message appears (Figure 20). Once you confirm distribution for a week, you cannot redistribute the tipshare. You must access Edit Punches if you need to change any distributed tipshare. Tipshare Distribution Page 22

23 Clocking In with Newly Received Tipshare Amounts When an employee clocks in who has received a tipshare amount since the last time they clocked out, regardless of the job code under which they clock in, a message appears stating the date and amount of the tipshare. Touch Print to print the receipt and exit the screen. Figure 25 FOH Distributed Tipshare Since Last Clockout The FOH tipshare notification message appears for tipshare distributed for the same business day only. The message does not appear for recipients clocking in for the day following contribution. Adjusting the Tipshare Percent from FOH There are two ways you can adjust the tipshare percentage during the business day: Using a configured event. Manually When you adjust the tipshare percent or tipshare pool using a configured event, the change occurs seamlessly when the time occurs. The adjusted amounts and tipshare pool assignments are reflected on all reports. When a manager, or an employee with access, adjusts the tipshare percent on demand from the FOH, the change occurs immediately for all open and future checks. When you select the Adjust Tip Share button, all job codes with Pays Tip Share selected appear. The function allows you to select one or more job codes and adjust the tip share percent for all employees clocked in under the job codes you select. Tipshare Distribution Page 23

24 To adjust the tip share percent from the FOH: 1. From the Functions screen, touch Employee to display the Employee screen. Figure 26 FOH Employee Screen 2. Touch Adjust Tipshare to display the FOH Select Job Code to Adjust Tipshare screen. Figure 27 FOH Select Job Code to Adjust Tipshare Screen Tipshare Distribution Page 24

25 3. Touch the job codes for which you want to adjust the tipshare percent, and touch OK. To clear a selection, touch the job code again. The Enter Tipshare % screen appears. Figure 28 FOH Enter Tipshare % Screen 4. Enter the adjusted tip share percent, using the numeric keypad, and then touch OK to return to the Employee screen. Tipshare Distribution Page 25

26 Understanding Tipshare Distribution Calculations We provide the following use case scenarios for explaining Tipshare Distribution calculations: Scenario 1: Typical Contribution Figure 29 Typical Tipshare Contribution In Figure 29, the contributing employee enters items for a subtotal of $15.48 when the tipshare is 3% for the tipshare pool. The system calculates 3% x $15.48 = $0.46 to add to the tipshare pool. Scenario 2: Contributing with Items Including Tax Figure 30 Tipshare Contribution with Items Including Tax In Figure 30, the contributing employee enters items for a subtotal of $15.48 when the tipshare is 3% for the tipshare pool; however, the system is configured to calculate tipshare on the taxed items. The system calculates 3% x $16.76 = $0.50 to add to the tipshare pool. Tipshare Distribution Page 26

27 Scenario 3: Contributing with Discounted Price of Items Figure 31 Tipshare Contribution with Discounted Price of Items In Figure 31, the contributing employee enters items for a subtotal of $15.48 when the tipshare is 3% for the tipshare pool. One item that costs $1.99 is discounted with a 50% promotion and the system is configured to calculate tipshare on the discounted price. The subtotal is reduced to $ The system calculates 3% x $14.48 = $0.43 to add to the tipshare pool. Scenario 4: Contributing with Items Excluded from Tipshare Calculations Figure 32 Tipshare Contribution with Items Excluded from Tipshare Calculations In Figure 32, the contributing employee enters items for a subtotal of $15.48 when the tipshare is 3% for the tipshare pool. One item that costs $1.99 is found in a category that is excluded from tipshare calculations; therefore, the subtotal to calculate tipshare is reduced to $ The system calculates 3% x $13.49 = $0.40 to add to the tipshare pool. Tipshare Distribution Page 27

28 Scenario 5: Contributing with No Eligible Recipients Clocked In Figure 33 Tipshare Distribution with No Recipients Clocked In In Figure 33, the contributing employee works a shift when the tipshare is 3% for the tipshare pool. No eligible recipients clock in during the hours worked by the contributing employee. The system does not contribute any tipshare into the tipshare pool since there are no recipients eligible to receive tipshare. Scenario 6: Distributing Based on the Number of Recipients Figure 34 Tipshare Distribution Based on Number of Recipients In Figure 34, the tipshare pool contains $10.00 and distribution is based on the number of recipients who worked during a shift with contributing employees. The tipshare pool contains the following job codes and its corresponding percentages: Busser (30%), Greeter (30%), and Bartender (40%). Two bussers, two greeters, and one bartender clock in during the shift. The system calculates the following tipshare distribution: Employee Calculation Busser A $10.00 x 30% / 2 = $1.50 Busser B $10.00 x 30% / 2 = $1.50 Greeter A $10.00 x 30% / 2 = $1.50 Greeter B $10.00 x 30% / 2 = $1.50 Bartender $10.00 x 40% = $4.00 Total Tipshare Pool $10.00 Tipshare Distribution Page 28

29 Scenario 7: Distributing Based on the Number of Hours Worked by Recipients Figure 35 Diagram for Contributing Employees Hours Compared to Recipient Hours In Figure 35, the tipshare pool contains $10.00 and distribution is based on the number of hours recipients worked during the time contributors were clocked in. The tipshare pool contains the following job codes and its corresponding percentages: Busser (30%), Greeter (30%), and Bartender (40%). Two bussers, two greeters, and one bartender clock in during the shift. Busser A works from 10:00 am to 8:00 pm, of which four hours are during the time contributing employees were clocked in. Busser B works from 12:00 pm to 6:00 pm, of which six hours are during the time contributing employees were clocked in. Busser A receives 40% and Busser B receives 60% of the tipshare owed to the Busser job code. Therefore, the allocation of the Busser job code is as follows: Employee Calculation Busser A 40% x $3.00 = $1.20 Busser B 60% x $3.00 = $1.80 Total for Busser job code 100% x $3.00 = $3.00 Greeter A works from 06:00 pm to 10:00 pm, of which two hours are during the time contributing employees were clocked in. Greeter B works from 12:00 pm to 8:00 pm, of which eight hours are during the time contributing employees were clocked in. Greeter A receives 20% and Greeter B receives 80% of the tipshare owed to the Greeter job code. Therefore, the allocation of the Greeter job code is as follows: Employee Calculation Greeter A 20% x $3.00 = $0.60 Greeter B 80% x $3.00 = $2.40 Total for Greeter job code 100% x $3.00 = $3.00 Tipshare Distribution Page 29

30 The bartender works from 12:00 pm to 4:00 pm, of which four hours are during the time contributing employees were clocked in. The bartender receives all of the tipshare owed to the Bartender job code. Therefore, the allocation of the Bartender job code is as follows: Employee Calculation Bartender 100% x $4.00 = $4.00 Total for Bartender job code 100% x $4.00 = $4.00 Therefore, the tipshare distribution looks like the example depicted in Figure 36. Figure 36 Tipshare Distribution Based on Number of Hours Worked by Recipients Scenario 8: Distributing When a Recipients Job Code Does Not Clock In Figure 37 Tipshare Distribution When Job Code Does Not Clock In In Figure 37, the tipshare pool contains $10.00 The tipshare pool contains the following job codes and its corresponding percentages: Busser (30%), Greeter (30%), and Bartender (40%). Two bussers and one bartender clock in; however, no recipients from the Greeter job code clock in. The 30% allocated to the Greeter job code is divided proportionately between the remaining job codes. The system then calculates the following tipshare distribution: Employee Calculation Busser A $10.00 x (30% + 15%) / 2 = $2.25 Busser B $10.00 x (30% + 15%) / 2 = $2.25 Bartender $10.00 x (40% +15%) = $5.50 Total Tipshare Pool $10.00 Tipshare Distribution Page 30

31 Reporting Tipshare Distribution There are two reports available for Tipshare Distribution: BOH Tipshare Distribution Detail report BOH Tipshare Distribution Summary report You can export each report to comma separated values (.csv) text (.txt), or rich text (.rtf) file formats. Running the Tipshare Distribution Detail Report The BOH Tipshare Distribution Detail report is an interactive report designed to provide confirmation between management and the employee, if desired. The report is grouped by the checkout time of the contributor, which could span more than one business date, depending on the time the employee checked out. The second sort is by distribution time and any tipshare not distributed at the time you run the report, listed last. Each line containing a received tipshare amount includes a signature line for the recipient employee to sign. To use the BOH Tipshare Distribution Detail report: 1. Select Reports > Employee > Tipshare Distribution > Detail. Figure 38 Tipshare Distribution Detail Report Dialog Box Tipshare Distribution Page 31

32 2. Select a date and click View to view the report or click Print to print the report. Figure 39 BOH Tipshare Distribution Detail Report Running the Tipshare Distribution Summary Report The BOH Tipshare Distribution Summary report is a summary report designed for reporting to the corporate office or to provide legal documentation, if desired. The report displays the total calculated tipshare received by the selected dates, with totals from each contributor. Tipshare Distribution Page 32

33 To use the BOH Tipshare Distribution Summary report: 1. Select Reports > Employee > Tipshare Distribution > Summary. Figure 40 Tipshare Distribution Summary Report Dialog Box 2. Select a date and click View to view the report or click Print to print the report. Figure 41 BOH Tipshare Distribution Summary Report Tipshare Distribution Page 33

34 Feature History Supported Versions Aloha Table Service 3.6 and above. Aloha Table Service and above. Aloha Table Service e and above. Aloha Table Service and above. Enhancement Description Implemented default tipshare percent calculations on reports. Added support to change the tipshare percent using the Set Tipshare event. Added support for contributors to pay excess tipshare upon checkout. Added support to distribute tipshare to employees. Tipshare Distribution Page 34