Customize Shift Review Settings

In this Article:

Shift Review Settings
Customize the Shift Review Experience
- Require Shift Review Before Staff Can Clock Out
- Change Shift Review Tip Out Settings
Customize the Shift Review Report

Shift Review Settings

Shift reviews are a workflow on the POS that walks employees through declaring cash tips, paying out what is owed to the restaurant, and making sure they get paid for any credit card tips. Check out the article Shift Review Overview to learn how to instruct employees to complete this at the end of their shift.

There are two areas to customize when it comes to shift review:

You can customize the shift review experience the POS.
You can customize the printed shift review report.

Customize the Shift Review Experience

The 3.12 Shift Review permission is required to edit shift review settings.

If you're setting up shift review for the first time, the shift review setup wizard will quickly help walk through all of your desired configurations. In Toast Web, navigate to Employees > Shift review > Shift review setup, and select Customize shift review.
If you've already completed your initial setup, you can navigate to Employees > Shift review > Advanced shift review settings to edit your settings as desired.

If you make changes to your shift review settings, you can update the shift review data of completed shifts by temporarily deleting the employee's clock-out time, which should automatically reopen/update their shift review. If this does not work, you can go to the employee's shift review, select Edit, and reopen the shift to update the data.

Require Shift Review Before Staff Can Clock Out

To configure shift review to be a required step before employees clock out:

In Toast Web, navigate to Employees > Shift review > Advanced shift review setup.
For the Require shift review setting, select Required from the drop-down.
Publish all changes.

Change Shift Review Tip Out Settings

Depending on whether your location tips out employees at the end of each shift or you pay out non-cash tips and/or mandatory gratuity via payroll, you may need to update the following settings under Employees > Shift review > Advanced shift review setup so that your shift review workflow matches your actual tip out workflow. Because you have the option to set the tipping behavior for mandatory gratuity and non-cash tips separately, ensure that you have made the appropriate selections for both.

If you plan to pay out mandatory gratuity and non-cash tips at the end of the night, follow these setup steps:

In Toast Web, navigate to Employees > Shift review > Shift review setup.
Select the Customize shift review button.
Select the Payout button.
Under the non-cash tip/gratuities section or whichever applies, select the Pay from the cash drawer option
Proceed through the steps to Payout options.
Select Publish all changes. When employees complete their shift review, they will be able to select Tip Out at the end of their shift from their shift review.

If you plan to pay out mandatory gratuity and non-cash tips through payroll, follow these setup steps:

In Toast Web, navigate to Employees > Shift review > Shift review setup.
Select the Customize shift review button.
Select the Payout button.
Under the non-cash tip/gratuities section or whichever applies, select the Pay out through payroll option.
Proceed through the steps to Payout options.
Select Publish all changes. When employees complete their shift review, they will not be prompted to remit non-cash tips during the tips portion of their shift review, allowing tips to later be paid out through payroll.

Customize the Shift Review Report

To further refine the experience for employees, you can configure and reorder the information displayed in the shift review report, a summary of activity completed during a shift.

In Toast Web, navigate to Employees > POS report configurations > Shift review report. Here, you can select and drag the grid icons to change the order of enabled sections, such as:

Tips & Fees Earned and Tip Sharing
My Guest Report and Employee Account
Credit Tip Audit and Credit Card Breakdown
Sales & Taxes Summary and Revenue Center
Total Voids, Removals, and Discounts
Total Payments and Pay Outs
Employee Signature

Toast Web automatically saves your changes to this page, but you must select the Publish all changes button to set them live for your staff.

Shift Review Report Components

The sections in your shift review report are customized based on the selections made within your shift review setup. Each section provides a detailed breakdown of your shift's activity, organized into specific rows for easy review. The table below describes each row in the report and identifies any specific permissions or settings required to display that information.

Shift Review Report		Description	Required Permission and Settings
Employee Account heading	Cash in hand (collected cash sales)	The total amount of cash payments taken by an employee is kept separately in their own cash bank.	Apply Cash Payments permission.
	Cash in drawer	Total amount of cash payments taken by an employee and placed into a cash drawer.	Shift Review Sales Data permission. In the Toast POS app: Setup > Device Setup > Open Cash Drawer > Yes Setup > Device Setup > Receipt Printer
	Driver bank	Starting cash balance for drivers to use during their shift.	In Toast Web, navigate to Takeout & delivery > Availability > Takeout/delivery > Driver cash management > Assign driver bank > Yes, assign driver bank for reporting
	Total gratuity and fees	Total gratuity and fees to be paid out to the employee.	In Toast Web, navigate to *Employees > Shift review > Payout options*
	Non-cash tips (%)	Total amount of non-cash tips to be paid out to the employee.	In Toast Web, navigate to *Employees > Shift review > Payout options*
	Tips withheld (%)	The total amount of tips withheld by the restaurant to cover the cost of credit card processing fees.	In Toast Web, navigate to: *Employees > Shift review > Payout options* Employees > Payroll management > Tip withholding > Enable house tip withholding
	Driver reimbursement	The total amount a driver is reimbursed for wear and tear of their personal vehicle used for delivery.	Requires a Driver job. In Toast Web, navigate to Takeout & delivery > Availability > Takeout/delivery > Driver reimbursement > Reimburse drivers > Yes, reimburse drivers for each delivery order completed
	Employee owes the restaurant, or the restaurant owes Employee	The total amount that the employee owes the restaurant or is owed by the restaurant to the employee.	Requires a Driver job. In Toast Web, navigate to *Takeout & delivery > Availability > Takeout/delivery> Driver reimbursement > Reimburse drivers > Yes, reimburse drivers for each delivery order completed*
Tips & Fees Earned heading	Cash tips (declared)(%)	Total cash tips.	Requires a Tipped job. In Toast Web, navigate to Employees > Shift review > Shift review setup > Declare cash tips
Tips & Fees Earned heading	Total tips & fees	Total tips and fees are calculated as: Non-cash tips (credit card payment tips) + Non-cash gratuity and cash automatic gratuity (service charges) + Total driver reimbursements + Declared cash tips (cash tips declared during shift review) - House tip share (tip withholding reclaims a portion of employee credit card tips to cover processing fees)
My Guest Report heading	Total guests served	Total guests served.
My Guest Report heading	Average spend per guest	Average spend per guest.
Credit Tip Audit heading	Credit tip audit	Displays the total credit card tips amount. Fields include: Check number Last four digits of the credit card Subtotal Tip (if applicable) Order total
Tip Sharing heading	Sales category (%)	Total tip amount per sales category.
Tip Sharing heading	Total	Total tip sharing amount.
Delivery heading	Fees to the driver	Delivery driver fees.	A service charge must be configured. In Toast Web, navigate to *Payments > Checks & receipt setup > Service charges.*
	Fees	Applicable driver fee per check. Includes check number and gross sales.
	Reimbursement	Applicable driver reimbursement per check. Includes check number and gross sales.
Sales & Tax Summary heading	Sales category	Total number of items and net sales per sales category.	A sales category must be configured. In Toast Web, navigate to Menus > Settings > Sales categories.
	Non-grat svc charges	Total non-gratuity collected by the restaurant and added to the restaurant’s net sales amount.	A service charge must be configured. In Toast Web, navigate to *Payments > Checks & receipt setup > Service charges.*
	Deferred amount	Total amount that is excluded from the restaurant’s net sales.	In Toast Web, navigate to *Menus > Bulk management > Advanced properties > Select your item > Reporting > Defer Revenue > Yes*
	Total net sales	Total paid by guests for menu item selections and service charges.
	Tax	Applicable tax amount.
	Gross sales	Total amount of (non-gratuity) services and items sold before deductions are taken.
	Total amount	Total amount of Gross sales plus Total gratuity and fees plus Non-cash tips.
	Paid in total	Total amount of payments for future orders completed within the date range.
Cash/Credit Per Sales Category heading	Cash sales by sales category	Total number of items and cash sales per sales category.
Cash/Credit Per Sales Category heading	Non-cash sales by sales category	Total number items and non-cash sales per sales category.
Revenue Centers heading	Revenue center	Total amount of revenue center sales. The total amount does not include taxes.	A revenue center must be configured. In Toast Web, navigate to Front of house > Tables & sections > Revenue centers.
Total Voids heading	Void amount	Total void amount.
	Void order count	Total number of voided orders.
	Void item count	Total number of voided items.
	Void percent	Percentage of total orders voided.
Total Removals heading	Removal amount	Total amount removed from checks.	In Toast Web, navigate to *Employees > Shift review > Shift review report > Total removals.*
Total Removals heading	Removed item count	Total number of items removed from checks.	In Toast Web, navigate to *Employees > Shift review > Shift review report > Total removals.*
Total Discounts heading	Discount name	Total number of discounts applied and discount amount.	A discount must be configured. In Toast Web, navigate to Payments > Comps and promos > Discounts and promo codes.
Total Payments heading	Amount (number of checks)	Total number of checks, credit, and cash payments.
	Tips (%)	Total percentage and amount of credit and cash tips.
	Gratuity	Total amount of credit and cash gratuities.
	Total	Total amount of payments, tips, and gratuities.
	Deposit sales collected	Total amount of payments for future orders completed within the date range.
Credit Card Breakdown A section is created for each credit card type used during shift review	Credit card name	Amount paid with that credit card type.
Other Breakdown heading A section is created for each alternate payment type used during shift review	Alternate payment name	Amount paid with that alternate payment type.
Pay Outs heading	Name of payout	Total cash amount removed from a cash drawer per payout.
Pay Outs heading	Total payouts	Total payout amount.
Employee Account heading	Total guests served	Total number of guests served during your shift.
Employee Account heading	Average spend per guest	Total average spend per guest per check.
Employee Signature heading	Employee x	Employee signature line.
Employee Signature heading	Cash received by	Employee receiving cash deposits signature line.

Add Sales Category Tip Percentages to Shift Reviews

An employee's shift review can show calculated percentages of pre-existing sales categories. For example, if a bartender is tipped out 2% of a server's beer sales, it will show the calculated percentages according to that sales category (liquor, beer, wine, etc.).

If your restaurant tips out employees based on job roles (i.e. busser), you can divide total tip earnings among all employees in that job. This is a calculation and does not remove or add any tips outs to specific employees. To add sales category tip percentages to the shift review report, follow these steps:

In Toast Web, navigate to Employees > POS report configurations > Shift review report.
Select Details on the Tip Sharing row.
Select + Add new to designate a sales category, tip percentage, and description.
Publish all changes. The tip sharing amounts you'll see on the shift review see are based off of net sales for each sales category.

Add Delivery Service Fees to Shift Reviews

Make sure that any service fees that go directly to a delivery driver are reflected in shift review by following these steps:

In Toast Web, navigate to Payments > Checks & receipt setup > Service charges.
Select an existing service charge or select the + Add button to create a new service charge.
1. Note: This article only covers delivery service charges for shift review. For in-depth details on creating service charges, see Customize Service Charges and Mandatory Gratuity.
Decide how the delivery fee should appear. For the Assign to check owner (Gratuity)? setting:
1. If set to Yes, Assign the fee to the owner of the check, the delivery service charge will appear as a Total Gratuity and as a Delivery Fee to the driver.
2. If set to No, Assign the fee to the restaurant, and the delivery service charge will appear on the driver's Shift Review as a Non-Grat Svc. Charge under Sales and Taxes Summary.
Ensure that Delivery? is checked to Yes.
Save and publish your changes. Your delivery service fee will now appear on the shift review.