Financial and Administrative ProcessesPurpose
1.2 Automates reporting, records and notifications to involved staff, HR, accounting, and management systems for traceable, auditable workflows.
1.3 Automates integration with POS, payroll, scheduling, and banking systems to streamline all financial and administrative processes linked with tip handling and audits.
Trigger Conditions
2.2 Manual input triggers from managers or supervisors to launch the automation for interim or special events.
2.3 Automated reconciliation or audit requests from finance or compliance tools.
2.4 Scheduled batch automating based on business/operating calendar.
2.5 Uploaded timesheets or rota confirmation from scheduling platforms.
Platform Variants
• Feature/Setting: Webhook/Shift End; configure webhook for “Shift Closed” event to initiate tip automation.
3.2 Toast POS
• Feature/Setting: API endpoint /v2/shifts/close; automate pull of shift and tip data for automatic calculations.
3.3 Xero Accounting
• Feature/Setting: Banking API; automate payout entries to reflect tip allocation per staffer.
3.4 QuickBooks
• Feature/Setting: Payroll API /payroll/v1/employees; automate adjustment of income codes for recorded tips.
3.5 Deputy
• Feature/Setting: Timesheet export webhook; automate retrieval of shift hours for accurate tip calculation.
3.6 Zapier
• Feature/Setting: Tip Calculator zap; automate calculation workflow integrating with POS and HR.
3.7 Workday
• Feature/Setting: Time Tracking API; automate synchronization of actual worked hours for fair tip allocation.
3.8 BambooHR
• Feature/Setting: Employee Custom Fields API; automate storing and updating distributed tip totals for each staff.
3.9 Slack
• Feature/Setting: Incoming Webhook; automate notifications to staff once tips have been distributed.
3.10 Twilio SMS
• Feature/Setting: Messaging API /2010-04-01/Accounts/{AccountSid}/Messages.json; automate SMS alerts to employees of tip payouts.
3.11 PayPal Payouts
• Feature/Setting: REST API /v1/payments/payouts; automate direct sending of tips to staff bank accounts.
3.12 Stripe
• Feature/Setting: Transfers API /v1/transfers; automate payout to connected staff accounts for tips.
3.13 SendGrid
• Feature/Setting: Mail Send API /v3/mail/send; automate email notifications of tip calculations and payments.
3.14 Microsoft Excel Online
• Feature/Setting: Office Scripts; automate calculation scripts triggered by new POS exports.
3.15 Google Sheets
• Feature/Setting: Apps Script; automate processing of shifts and tip data updated from POS via webhook.
3.16 DocuSign
• Feature/Setting: eSignature API; automate signing/acknowledgment by staff of tip receipts.
3.17 Monday.com
• Feature/Setting: Automations Center; automate project boards to log and track tip distributions.
3.18 FreshBooks
• Feature/Setting: Payments API /accounting/account/me/payments; automate recording of tips as income per employee.
3.19 Jira
• Feature/Setting: Issues API /rest/api/3/issue; automate documentation of exceptions, flagged manual adjustments.
3.20 Microsoft Power Automate
• Feature/Setting: Prebuilt POS connectors and calculation flows; automate all process components using drag-and-drop.
3.21 Sage Business Cloud
• Feature/Setting: Payroll API /payroll/v1/payouts; automate processing and auditing of tip payments.
3.22 Notion
• Feature/Setting: Database API; automate logging of tip distribution logs linked to shift records.
Benefits
4.2 Automating notifications and compliance reporting increases transparency and simplifies audits.
4.3 Automated processing increases payout speed, improving staff satisfaction with real-time alerts.
4.4 Streamlined workflow automator integrates disparate systems, reducing administrative workload.
4.5 Automation ensures regularity, scalability, and adaptability to varying shift structures or legal changes.