03-17-2023 02:49 PM - edited 03-17-2023 02:50 PM
Completing shift reviews is like mise en place for your front-of-house team. It's vital for ensuring a smooth close-out for the day! Employees are prompted to review any open checks and reconcile cash and tips before clocking out. Here's what you need to know:
Notes: The shift review process can vary depending on the shift review/closeout settings, cash entries, and other information.Managers can view the employees' shifts under Manager Activities > Shift Review.
Completing a Shift Review
If shift review is required, the following tasks must be completed by the non-manager employees before they can end their shift and clock out:
If shift review is optional, employees can clock out anytime without closing any open or unpaid checks.
A manager is needed to help make sure these steps are completed. You can see the full checklist here: Shift Review Checklist for Employees and Managers.
Note: Some jobs may require employees to clock into their shifts to complete the review. An error message will appear on the Shift Review screen if an employee has not clocked in yet.
How to Close Checks
The first task in shift review is to close all open and unpaid checks. The Checks step displays a summary of checks, including the number of open, paid, and closed checks. The actions available in the Checks step depend on the status of the checks. Employees can choose to close checks, view closed checks, or close the shift (if reviewing a previously closed shift) once all checks have been closed.
To close open and unpaid checks:
Note: Any open checks left over from previous shifts will not appear in the shift review. If a check cannot be closed, employees can void the check with a manager's approval or transfer the check to another employee.
How to Declare Cash Tips
To require employees to declare their cash tips as part of the shift review, the “must declare cash tips before clocking out” setting must be selected in the Toast administration back-end.
If cash tips must be declared, the next task for shift review is to declare them.
To declare cash tips:
Note: If a minimum tip requirement has been configured in the Toast administration back-end, employees must enter a tip amount that meets the requirement before proceeding to the next shift review task.
Completing the shift review in Toast POS ensures checks are closed, cash is reconciled, and tips are declared. Employees can successfully end their shifts and clock out by completing the shift review.
Do you have any other questions about shift reviews in Toast? Want to have access to this new shift review process? Let us know in the comments below!
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