Customize Shift Review Settings

Learn essential Toast Web configurations for going live! Select the button below to start this learning path.

In this Article:

Set Up Shift Review Settings
Require Shift Review Before Waitstaff Can Clock Out
Add Sales Category Tip Percentages
Add Delivery Service Fees to Shift Review
Change Shift Review Tip Out Settings
- Pay Out Mandatory Gratuity and Non-Cash Tips at the End of the Night
- Pay Out Mandatory Gratuity and Non-Cash Tips at the End Through Payroll
Customize the Shift Review Report

Set Up Shift Review Settings

Shift reviews include a workflow that will walk employees through declaring cash tips, paying out what is owed to the restaurant, and making sure they get paid for any credit card tips.

Toast uses a shift review setup wizard that will quickly help managers configure what needs to be done during their employee's shift review at the end of their shift. This is ideal for new Toast customers setting up their shift reviews for the first time. You can access this setup wizard by navigating to Employees > Shift review > Shift review setup. You can also always access your shift review settings by navigating to Employees > Shift review > Advanced shift review setup.

Once all shift review settings are complete in Toast Web, check out the article Shift Review Overview to learn how to instruct employees to complete this at the end of their shift.

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.

Overview of shift review on the POS and the Review Employee Shifts function.

Require Shift Review Before Waitstaff Can Clock Out

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

In Toast Web, navigate to Employees > Shift review > Shift review setup >.
On the Shift Review setup page, select the option Employees are required to complete shift review.
Then, select Customize shift review.
Require shift review allows you to configure whether shift review is required or optional. Select from the available options.
Save and publish your changes.

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.).

Add Sales Category Tip Percentages to Shift Reviews

To add sales category tip percentages to shift reviews, follow these steps:

In Toast Web, navigate to Employees from the navigation menu.
Select Edit next to Shift review report under POS report configurations.
Select Details on the Tip Sharing row.
Save and publish your changes.
The tip sharing amounts you 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 .
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.

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.

Pay Out Mandatory Gratuity and Non-Cash Tips at the End of the Night

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.

Pay Out Mandatory Gratuity and Non-Cash Tips Through Payroll

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 select which information you'd like to include in the Shift Review report, follow these steps:

Navigate to Employees > Shift review > Advanced shift review setup.
Scroll down to the Shift review report section.
Put a checkmark beside any items you'd like to keep on your Shift Review report and uncheck any items you'd like to remove.
Save and publish your changes.