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Get Started with Tip Pooling for Team Management

With Team Plus, you can use tip pooling to equally divide each credit card tip across all tip-eligible team members clocked in at the time of the transaction. Tip pooling ensures equitable and timely tip payouts for your team and removes any alternate and complicated workflows you currently use to manually distribute tips — giving you more time for other aspects of your business.

Glossary

Review the table below to learn more about commonly used terms associated with tip pooling.

Término Definición
Distribución de propinas La Distribución de propinas es la manera en que se reparten y pagan las propinas entre los miembros del equipo. Según las necesidades de su negocio, puede pagar las propinas a quien procesó la transacción (atribución directa) o puede recolectar las propinas en un pozo único y dividirlas (pozo de propinas).
Pozo de propinas El pozo de propinas es una forma de distribución de propinas en la que estas se suman en un pozo de recolección y se dividen entre los miembros del equipo elegibles para ganarlas. Según las necesidades del negocio, los vendedores usarán diferentes divisiones, siendo las opciones más comunes dividir por horas trabajadas en un día laboral y dividir por horas trabajadas en un turno comercial.
Día laboral Un día laboral es un período de 24 horas corridas en los que se desarrolla toda la actividad comercial. Para la mayoría de los negocios, el día estándar (12 a. m. a 11.59 p. m.) coincide con su día laboral. Para los negocios que están abiertos después de la medianoche, el comienzo del día laboral debe coincidir con la hora en la que todos los miembros del equipo marcaron su salida para el día. Por ejemplo, en los bares, el día laboral puede ir de 4 a. m. a 3.59 a. m. para registrar las horas en que están abiertos después de la medianoche.
Semana laboral Una semana laboral empieza en el inicio del día laboral que establezcas y finalizará siete días después. Puedes establecer tu día laboral en Turnos > Ajustes > Programar en el Panel de Datos Square en línea. La mayoría de los negocios empiezan la semana laboral el domingo o el lunes, pero algunos negocios pueden empezarla en días laborales no estándar, como por ejemplo considerar la semana de miércoles a martes.

Turn On Tip Pooling

Before setting up tip pooling, you need to check that each team member is selected or deselected to be a part of tip splitting for transactions. For example, if you don’t want a manager to receive tips, you’ll need to toggle off Tip eligible in their team member profile. To get started:

  1. Go to Staff > Team in your Panel de Datos Square en línea.

  2. Select the team member you want to edit to open their team member profile.

  3. Click Edit under the “Job and compensation” section.

  4. Toggle on or off  Tip eligible for each role.

After confirming that you applied tip pooling eligibility to all of your team members, you can turn on tip pooling. To do so:

  1. Go to Staff > Shifts in your Panel de Datos Square en línea.

  2. Select Settings > Tips.

  3. For distribution method, select Tip directly, Pool tips per transaction, or Pool tips by hours worked.

    1. Tip directly: Transaction tips are attributed to the team member who collected the tip.

    2. Pool tips per transaction: Transaction tips are split equally among all tip-eligible team members clocked in at the time of the transaction. This distribution method works best if you want to reward your team based on the tips earned during their specific shift.

    3. Pool tips by hours worked: Transaction tips from sales are split among tip-eligible team members based on their hours worked. You can specify whether to split tips based on a 24-hour workday or across a 7-day workweek. Splitting tips by workday works best if you want to reward team members who may not work their entire shift interacting with customers; splitting tips across a workweek better accounts for tip variability across a wider time frame.

  4. Choose whether you want to apply tip pooling to Only this location or All locations, as well as an effective date. Note: The effective date can be up to two weeks in the past. 

  5. Click Save.

You have the option to toggle on or off Distribute unattributed tips equally, which is only relevant if you’ve selected Pool tips per transaction as the tip distribution method. If you toggle on Distribute unattributed tips equally, tips received when no one is clocked in will be equally distributed among all tip-eligible team members who clocked in that workday.

Once you follow the steps above, credit card tips will either split equally among all tip-eligible team members clocked in at the time of the transaction, or split among all tip-eligible team members based on their hours worked within a 24-hour workday or across a 7-day workweek.  Note: Be sure to check your leyes estatales y locales regarding tip pooling, notice, and record-keeping requirements.

Update Permission Sets

For team members who help manage shifts and scheduling that don’t have owner-level or full access permissions, you need to update their permission set to include Manage tip settings. To do so:

  1. Go to Staff > Team in your Panel de Datos Square en línea.

  2. Select the team member you want to edit to open their team member profile.

  3. Under the Permissions section, click Edit.

  4. Next to “Permission set,” select Edit.

  5. Click on Shifts and check Manage tip settings.

  6. Click Continue > Save.

Tip Management and Reporting

With tip pooling set up, you can rest assured that your team members will receive the appropriate amount of tips throughout each workday. Follow the steps below to keep track of tips for team members by shift or by various time ranges.

View tips for team members by workday

  1. Go to Staff > Shifts in your Panel de Datos Square en línea.

  2. Select Workday.

  3. Choose a team member’s shift and select Tips earned from the pop-up screen.

  4. Credit card and cash tips will be the total of that team member’s share of tips during the selected shift.

View tips for team members by date range

  1. Go to Staff > Shifts in your Panel de Datos Square en línea.

  2. Select Labor cost.

  3. Choose the date range and select any other applicable filters above the report.

  4. Each team member that worked during the chosen date range will appear with their associated tips.