Want to set up tip distribution for your organization? Now you can with the new tip management module available in Agendrix!
⚠️ Only users with the “administrator” role can access the organization's settings.
A) Enable tip management
To enable and configure tip management and distribution:
1- Go to the « Settings » tab
2- « Tip distribution » section
3- If you notice that tip distribution has not yet been configured, you will see the home page below and can click on the pink button to access the quick configuration.
* Once you have completed the setup, you can enable or disable the tip feature via this statement in the upper right corner.
2-Configure tip distribution settings
Once you have enabled quick configuration of tip distribution settings, a vertical pop-up window will open on the right side of the screen.
Step 1/2:
1- Access to tips - Choose whether employees can add tip information, only view tip information, or not view it at all, and whether it is accessible only to timesheet managers.
2- Select locations - Select one, several, or all branches covered by the tip distribution.
3- Select positions - Select the positions of the employees who will be affected.
4- Other settings — Choose whether to exclude training shifts from distribution, enable sales-based tip distribution, and whether tips are distributed daily or weekly. Press « Continue » to save the configuration.
Note: It is also possible to create location groups directly in the settings to distribute tips across them (e.g., I use locations as departments, so I can distribute tips to the Kitchen even if the tip is received by the Service department). Here's how to do it:
Step 2/2:
1- Choose and validate your tip distribution method
2- Press “Save” to save your selections, then go to the « Tip pools » tab to set up new tip pools and edit existing ones.
💡 To fully understand and choose your different distribution methods based on parameters specific to individual locations or to create more specific additional tip pools, click here!