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How do I set up tip management?

Activating and configuring tip management and distribution

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Written by Paul Haskell

Want to set up tip distribution for your organization? Now you can with the new tip management module available in Atlas Scheduling!

Note: Only users with the administrator role can access the organization's settings.


Enable tip management

To enable and configure tip management and distribution:

  1. Go to the Atlas Scheduling > Settings tab.

  2. Click on Tip distribution.

  3. If tip distribution has not yet been configured, you'll see the home page below and can click on the pink button to access the quick configuration.

Once you've completed the setup, you can enable or disable the tip feature with the toggle in the top-right corner.

Configure tip distribution settings

Once you've enabled quick configuration of tip distribution settings, a vertical pop-up window will open on the right side of the screen.

Step 1

  1. Access to tips: Choose whether employees can add tip information, only view tip information, or not view it at all, and whether it's accessible only to timesheet managers.

  2. Select locations: Select one, several, or all branches covered by the agreement.

  3. Select positions: Select the positions of the employees who will be affected.

  4. Press Continue.

Step 2

  1. Press Save to confirm your choices.


Pro tip: To fully understand and choose your different distribution methods based on parameters specific to individual branches, or to create more specific additional conventions, read this article.


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