Order of shift review prompts

[LiveOakCafe]

Hi I'm new to Toast, coming from Square and trying to get in the swing of the shift review process with my staff. our previous practice was to print the server sales report at the end of the shift, then do a "paid out" for the cc tips from the drawer. the server would then combine their cash tips with their credit card tips to figure our how much to tip out their support staff. then after tip out they would go to clock out and it would prompt them to claim their tips for the day. they would then enter how much they were walking home with. 

With this shift review process they are prompted to claim their cash tips before even collecting their cc/non cash tips. They therefore don't know how much they are tipping out their support staff yet and cannot enter in their cash tips. is there a way to have the cash tip claim prompt after they collect their cc non cash tips? I cannot find a way to rearrange how this checklist is set up? Or, how do other restaurants put this in practice to work with this format?

thanks!

[rcmck · Accepted solution]

Can't change the order but they should be able to go back to shift review to clock out and update cash tips then as long as entering cash tips is not set to required. Keep in mind that the system already knows about their credit card tips, just need to enter cash tips.

[LiveOakCafe]

Thanks very much for that clarification. Yes I have had them just go back in to add their correct tip out but it just adds a few extra steps and I was trying to make sure I was doing this as efficiently as possible. Sometimes the servers are walking away with less than what their credit card tips are reporting (after they tip out staff) so they have to go in and use the negative cash claim to account for that. I think I will have them just go to the shift review, view their non-cash tips, do their tip distribution math and then go back in to claim tips, complete the shift review and receive their money. 

[rcmck]

If it helps it is possible to add some tip distribution suggestions onto the shift review itself, under UI options, sales category tip percentage which will do the calculations (need to have sales categories configured and assigned to your menus) https://central.toasttab.com/s/article/Pooling-Tips-and-Tipping-Out scroll down to setup percentage based staff tipouts