Automated tip pooling calculations and payouts

**1. Purpose**

1. Automate tip pooling calculations and payouts for staff in brewpub operations, ensuring timely, accurate, and transparent distribution.

2. Automates data collection from POS systems, calculates pool splits by staff role, shift, and criteria, triggers notifications, and automates payout or payroll file creation.

3. Ensures all staff receive their fair share of pooled tips based on preset rules, automating compliance, reducing manual errors, and saving management time.

**2. Trigger Conditions**

1. Shift end detected in POS or scheduling platform.

2. Manual trigger by manager for off-cycle calculations.

3. Achieved sales or tip thresholds.

4. Scheduled automation—e.g. daily batch run at close.

**3. Platform Variants**

1. Square POS

• Feature/Setting: Automate tip data export via Webhooks or Reports API for end-of-day shift.
  

2. Toast POS

• Feature/Setting: Automate pulling tip totals using Toast API / "Tips" endpoint after closeout.
  

3. Lightspeed Restaurant

• Feature/Setting: Automates shift reports with integrated "Employee Tips" API call.
  

4. Clover

• Feature/Setting: Use Clover REST API /payments endpoint to fetch tip records for batch processing.
  

5. Upserve

• Feature/Setting: Automation with Upserve API on "close day" to retrieve tip pool data.
  

6. QuickBooks Time (TSheets)

• Feature/Setting: API-driven automation to pull shift logs for tip eligibility, matching employee IDs.
  

7. ADP Workforce Now

• Feature/Setting: Automates payroll input file generation and submission using "Payroll Import API."
  

8. Paychex Flex

• Feature/Setting: Automates payout upload via Time Input API or Batch Payroll API post calculation.
  

9. Gusto

• Feature/Setting: Automate direct deposit of pooled tips using "Off-Cycle Payrolls" API trigger.
  

10. BambooHR

• Feature/Setting: Automates employee records sync via "Employee" API for accurate assignments.
  

11. Slack

• Feature/Setting: Sends automated tip distribution notifications to staff channels via Slack API.
  

12. Microsoft Teams

• Feature/Setting: Automate daily summary messages using Graph API/Bots for shift staff tip shares.
  

13. Gmail

• Feature/Setting: Automates sending tip payout summaries via Gmail API.
  

14. SendGrid

• Feature/Setting: Automates generation and delivery of custom email payout receipts using "Send Email" API.
  

15. Zapier

• Feature/Setting: Workflow automator for integrating POS tip totals, calculation logic, and payout triggers.
  

16. PayPal Payouts

• Feature/Setting: Automates distributing tip payments via "Create Batch Payout" API.
  

17. Stripe Connect

• Feature/Setting: Automates sending pooled tip payouts to connected staff accounts with "Transfer" API.
  

18. Xero

• Feature/Setting: Automates payroll and accounting entries with "Payroll API" functions.
  

19. Google Sheets

• Feature/Setting: Automator pulls tip pool calculations and logs to Sheets for audit with "Sheets API."
  

20. Airtable

• Feature/Setting: Automation via Airtable API for recording and visualizing tip split breakdowns.
  

21. DocuSign

• Feature/Setting: Automates e-signature requests for staff tip agreements via DocuSign REST API.
  

22. Monday.com

• Feature/Setting: Automates assignment of payout approval tasks with "Create Item" API.
  

**4. Benefits**

1. Automates tip calculations—eliminating manual math, saving time, and reducing errors.

2. Expedites and automates payout processes with ensured timeliness and staff satisfaction.

3. Transparent automation builds staff trust in fairness and process.

4. Audit trails are automatable—compliance-ready, with full logs of every run.

5. Integrates with multiple automatable HR and payroll tools for seamless workflow.

6. Schedules can be automatedly adjusted for holidays or irregular operations.

7. Automation reduces managerial overhead and risk of disputes.

8. Data-driven automation sets foundation for ongoing process optimizations.