Automated gratuity/tip pool calculation

Purpose

1.1. Automate calculating pooled gratuities/tips from daily sales for Oaxacan restaurant staff, factoring in roles, shifts, and tipouts as per policy.
1.2. Automated data collection from POS, shift management, and payroll records to ensure compliance and transparency in tip pool distribution.
1.3. Automates record-keeping and reporting for financial management, payroll accuracy, and labor law regulations.

Trigger Conditions

2.1. End of shift or end of day POS Z-report generation.
2.2. Manual trigger when manager confirms final daily sales and closes accounts.
2.3. Scheduled automation at specific times (e.g., midnight) or following custom event (e.g., payroll/week end).

Platform Variants

3.1. Square
• Feature/Setting: Use "List Payments" and "List Employees" APIs to automate tip aggregation and employee role mapping.

3.2. Toast POS
• Feature/Setting: Configure "Tips API" and "Employee Management API" for automated tip retrieval and team assignments.

3.3. Micros Oracle
• Feature/Setting: Utilize "Employee Labor API" for shift details and "Payments API" for automating tip metadata retrieval.

3.4. QuickBooks Online
• Feature/Setting: Integrate "Payroll API" to automate gratuity distribution entries and reporting.

3.5. ADP
• Feature/Setting: Use "Tip Import API" for automating direct upload of tip pool allocations.

3.6. BambooHR
• Feature/Setting: Configure "Employee Shifts API" and automate role validation for tip eligibility.

3.7. Xero
• Feature/Setting: Automate manual journal entries for pooled tips via "Accounting API".

3.8. Gusto
• Feature/Setting: Use "Custom Pay Type" and import CSV with automated gratuity calculations.

3.9. Deputy
• Feature/Setting: Automate shift and employee data extraction through the "Rosters API".

3.10. Slack
• Feature/Setting: Post automated tip distribution notifications using "Incoming Webhooks".

3.11. Zapier
• Feature/Setting: Set up multi-step automation using "Webhooks by Zapier" for chaining POS, HR, and payroll apps.

3.12. Google Sheets
• Feature/Setting: Use "Sheets API" for automating input and calculation of daily/weekly tip pools.

3.13. ServiceNow
• Feature/Setting: Automate workflow and compliance recaps with "IntegrationHub".

3.14. Bamboo POS
• Feature/Setting: Use "Reports Export" to automate shift and tip extraction.

3.15. Workday
• Feature/Setting: Automate payroll integration of gratuity allocations via "Payroll Input API".

3.16. Microsoft Power Automate
• Feature/Setting: Create automated flows from POS export to payroll update.

3.17. Paychex
• Feature/Setting: Use "Payroll Import" function for automating tip-out payment batches.

3.18. Paycor
• Feature/Setting: Automate CSV imports using "Payroll Data Importer" for tip pools.

3.19. Monday.com
• Feature/Setting: Set up automated dashboards with "Automations Recipes" and "API".

3.20. Trello
• Feature/Setting: Automate board card creation for daily tip reconciliation using "Automation Rules".

3.21. Stripe
• Feature/Setting: Use "Payouts API" to automate gratuity fund disbursement.

3.22. FreshBooks
• Feature/Setting: Automate "Expense Log" population for tip pool management.

3.23. Notion
• Feature/Setting: Use "Databases API" for automated recordkeeping and staff acknowledgment.

3.24. Airtable
• Feature/Setting: Automate calculation fields and notifications for pooled tips using "Automations".

Benefits

4.1. Automated accuracy and fairness in gratuity/tip pool calculations.
4.2. Significantly reduces manual errors and mitigates disputes.
4.3. Automated records streamline payroll, accounting, and legal compliance.
4.4. Enables automatable reporting and oversight for management and stakeholders.
4.5. Automating staff notifications for improved transparency and morale.