Tip distribution calculation and reporting

Purpose

1.1. Automate the calculation, allocation, and reporting of distributed tips for staff in Colombian restaurants, covering full-service, bar, and kitchen employees.
1.2. Automates multi-role proportioning (e.g., waiters, kitchen) based on daily sales and shift participation.
1.3. Generates automated reports for finance and compliance, ensuring legal/tax consistency.
1.4. Supports auditability and transparency, automating delivery to managers and employees.
1.5. Enables automated archival for end-of-year analysis, management review, and payroll reconciliation.

Trigger Conditions

2.1. Automated process starts at daily shift-end or POS register closure.
2.2. Automates on payroll cycle cutoff or manual manager request.
2.3. Triggers also on new staff schedules or roster changes.
2.4. Initiates via incoming sales data, real-time POS tip update, or designated time schedule.

Platform variants

3.1. Square POS
• Feature/Setting: Use 'Tips API' with webhook on close-of-day; automate calculation and invoke report-generation endpoint.
3.2. Shopify POS
• Feature/Setting: 'Admin API' with order/transaction and tips endpoints automation; schedule with Staff Management App.
3.3. Revel Systems
• Feature/Setting: Revel 'Tips Report API'; schedule automated exports, then automate CSV parsing and allocation.
3.4. Toast POS
• Feature/Setting: Configure 'Tips Reporting API' automation for transaction-close events; auto-email reports.
3.5. Lightspeed Restaurant
• Feature/Setting: 'Reporting API' filter=tip; trigger automation on specific cash register events.
3.6. Clover POS
• Feature/Setting: Clover 'Tips API' automation after each shift; trigger staff payroll automation flow.
3.7. Xero
• Feature/Setting: Xero 'Accounting API' automate posting tip data; integrate with payroll module.
3.8. QuickBooks Online
• Feature/Setting: 'Payroll API' for recording tips; automate with scheduled uploads and entries.
3.9. ADP Workforce Now
• Feature/Setting: Automate 'Payroll Data API' to inject tip data at cycle-end.
3.10. Paychex Flex
• Feature/Setting: Automate Paychex 'Pay Data Input API'; scheduled batch tip data entries.
3.11. Google Sheets
• Feature/Setting: Automate Sheets API; update shared tip sheets and trigger notifications.
3.12. Airtable
• Feature/Setting: 'Automations' for periodic calculations; update tip records, automate notifications.
3.13. Slack
• Feature/Setting: Automate Slack Bot API to deliver tip summaries to staff/public channels.
3.14. Microsoft Teams
• Feature/Setting: Automate Teams webhook to post tip-distribution reports.
3.15. Email (Gmail/Outlook)
• Feature/Setting: Automate sending scheduled PDF or CSV reports upon completion of tip allocation.
3.16. Zapier
• Feature/Setting: Automate multi-app workflows linking POS and payroll/reporting platforms for end-to-end processing.
3.17. Make (Integromat)
• Feature/Setting: Automate data pulling, split calculations, and scheduled reports routing.
3.18. DocuSign
• Feature/Setting: Initiate automated receipt generation and digital signature flows on finalized tip reports.
3.19. Dropbox
• Feature/Setting: Automate backup of calculated reports and schedules to a shared, timestamped folder.
3.20. Twilio SMS
• Feature/Setting: Automate staff alert upon tip-split completion and individual allocations.
3.21. Amazon S3
• Feature/Setting: Automate raw data and report archiving to secure S3 buckets; schedule access control.
3.22. Power BI
• Feature/Setting: Automate ingestion of tip data for real-time dashboards and compliance visualization.
3.23. Trello
• Feature/Setting: Automate tip-resolution task creation for manager approval via API.
3.24. Notion
• Feature/Setting: Automatedly update staff directories and tip logs for transparency.

Benefits

4.1. Reduces management overhead by automating manual calculations and reporting cycles.
4.2. Ensures automatable compliance with Colombian labor/tax laws on tip handling.
4.3. Improves transparency with automated, auditable records for all staff and stakeholders.
4.4. Automates personalized notifications and dispute workflows, boosting staff satisfaction.
4.5. Minimizes data-entry errors and omissions for reliable, scalable finance operations.