Customize Shift Review Settings

Last updated: Jun 16, 2026, 2:16 PM

Shift Reviews can be customized in several ways, from requiring them, adding bar tip percentages, or recording service fees.

In this Article:

 

Before You Begin

Applies to: Toast POS, Toast Web

 

Permissions needed:

  • 3.12 Shift Review — required to edit shift review settings

 

What you'll accomplish: Configure whether shift review is required before clock-out, set how cash and non-cash tips are paid out, and customize which sections appear on the printed shift review report.

 

Shift review is the end-of-shift workflow that walks employees through declaring cash tips, paying out cash owed to the restaurant, and collecting credit card tips. To learn how employees complete it, see Shift Review Overview.

 

There are two areas you can customize:

  • The shift review experience on the POS — required vs. optional, tip-out behavior, and who has to complete it.
  • The printed shift review report — which sections appear and in what order.

 

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Customize the Shift Review Experience

Shift review behavior is configured in Toast Web. The path depends on whether this is your first time setting it up.

 

  • If you are setting up shift review for the first time: navigate to Toast Web > Employees > Shift review > Shift review setup, then select Customize shift review to launch the setup wizard. The wizard walks you through every configurable option in order.
  • If you have already completed initial setup: Navigate to Toast Web > Employees > Shift review > Advanced shift review settings to edit individual settings without re-running the wizard.

 

If you change a shift review setting after employees have already completed shift reviews, the change applies to new shifts going forward. To apply the change to a shift that has already closed, temporarily delete the employee's clock-out time — this automatically reopens the shift review and recalculates the data. If that does not work, navigate to the employee's shift review on the POS, select Edit, and reopen the shift.

 

Expected outcome: The shift review settings page in Toast Web reflects your changes after you select Publish all changes.

 

Require Shift Review Before Employees Clock Out

By default, shift review is optional, and employees can clock out directly. To make shift review a required step before clock-out:

 

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

 

Expected outcome: Hourly employees must complete all required shift review steps — closing checks, declaring cash tips (if enabled), and reconciling cash and tips — before they can clock out.

 

Change Shift Review Tip-Out Settings

How your restaurant pays out tips and gratuities at the end of a shift determines how this setting should be configured. You can set tip-out behavior for mandatory gratuity and non-cash tips separately — make sure to set both.

 

Non-cash tips are tips left on credit cards, gift cards, or other non-cash payment types. Gratuities include cash gratuities and non-cash gratuities (service charges paid on credit card, gift card, and other non-cash payments).

 

If you pay out gratuity and non-cash tips at the end of the night (from the cash drawer):

  1. In Toast Web, navigate to Employees > Shift review > Shift review setup.
  2. Select Customize shift review.
  3. Select Payout.
  4. Under the non-cash tip section (or non-cash gratuities section, whichever applies), select Pay from the cash drawer.
  5. Proceed through the remaining Payout options.
  6. Select Publish all changes.

 

Expected outcome: When employees complete their shift review, they see a Tip Out step at the end of their shift review and collect non-cash tips from the cash drawer.

 

If you pay out gratuity and non-cash tips through payroll:

  1. In Toast Web, navigate to Employees > Shift review > Shift review setup.
  2. Select Customize shift review.
  3. Select Payout.
  4. Under the non-cash tip section (or non-cash gratuities section, whichever applies), select Pay out through payroll.
  5. Proceed through the remaining Payout options.
  6. Select Publish all changes.

 

Expected outcome: When employees complete their shift review, they are not prompted to collect non-cash tips during the tips portion of their shift review. Non-cash tips are paid out later through payroll.

 

Note: Tip-out behavior is set at the restaurant level — you cannot apply different tip-out methods to different job roles (for example, paying servers from the cash drawer while paying bartenders through payroll). For a deeper walkthrough of the two options, see Change Shift Review Tip Out Settings.

 

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Customize the Shift Review Report

The shift review report is the printed (or on-screen) summary of activity from a shift — sales, tips, cash, voids, and so on. You can choose which sections appear and reorder them.

 

  1. In Toast Web, navigate to Employees > POS report configurations > Shift review report.
  2. Enable the sections you want included by toggling them on. Sections include:
    • 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
  3. To reorder a section, select and drag the grid icon next to its row.
  4. Select Publish all changes.

 

Expected outcome: Toast Web automatically saves your section selections and order. After you publish, employees see the updated shift review report at the end of their next shift.

 

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Shift Review Report Components

Each row in the shift review report comes from a specific section. Some rows require additional permissions or configuration before they appear. Use the table below to confirm what each row shows and what controls it.

 

Section

Row

What it shows

Required permission or setting

Employee Account

Cash in hand (collected cash sales)

Total cash payments taken by the employee, kept in their own cash bank

1.6 Apply Cash Payments permission

Employee Account

Cash in drawer

Total cash payments taken by the employee and placed in a cash drawer

1.12 Shift Review Sales Data permission. In the Toast POS app: Setup > Device Setup > Open Cash Drawer > Yes, and Setup > Device Setup > Receipt Printer

Employee Account

Driver bank

Starting cash balance for delivery drivers

In Toast Web > Takeout & delivery > Availability > Takeout/delivery > Driver cash management > Assign driver bank > Yes, assign driver bank for reporting

Employee Account

Total gratuity and fees

Total gratuity and fees to be paid out to the employee

In Toast Web > Employees > Shift review > Payout options

Employee Account

Non-cash tips (%)

Total non-cash tips to be paid out to the employee

In Toast Web > Employees > Shift review > Payout options

Employee Account

Tips withheld (%)

Total tips withheld by the restaurant to cover credit card processing fees

In Toast Web > Employees > Shift review > Payout options and Employees > Payroll management > Tip withholding > Enable house tip withholding

Employee Account

Driver reimbursement

Total amount reimbursed to a driver for personal vehicle use

Requires a Driver job. In Toast Web > Takeout & delivery > Availability > Takeout/delivery > Driver reimbursement > Reimburse drivers > Yes, reimburse drivers for each delivery order completed

Employee Account

Employee owes the restaurant / restaurant owes employee

Net cash position for the employee at the end of the shift

Requires a Driver job. Same driver reimbursement path as above

Employee Account

Total guests served

Total number of guests served during the shift

None

Employee Account

Average spend per guest

Total average spend per guest, per check

None

Tips & Fees Earned

Cash tips (declared) (%)

Total cash tips declared by the employee

Requires a Tipped job. In Toast Web > Employees > Shift review > Shift review setup > Declare cash tips

Tips & Fees Earned

Total tips & fees

Calculated as non-cash tips + non-cash gratuity and cash automatic gratuity (service charges) + total driver reimbursements + declared cash tips − house tip share

None

My Guest Report

Total guests served

Total guests served

None

My Guest Report

Average spend per guest

Average spend per guest

None

Credit Tip Audit

Credit tip audit

Total credit card tips. Fields include check number, last four digits of the credit card, subtotal, tip (if applicable), and order total

None

Tip Sharing

Sales category (%)

Total tip amount per sales category

None

Tip Sharing

Total

Total tip sharing amount

None

Delivery

Fees to the driver

Delivery driver fees

A service charge must be configured. In Toast Web > Finance > Related > Settings > Service charges & fees

Delivery

Fees

Applicable driver fee per check, including check number and gross sales

None

Delivery

Reimbursement

Applicable driver reimbursement per check, including check number and gross sales

None

Sales & Tax Summary

Sales category

Total number of items and net sales per sales category

A sales category must be configured. In Toast Web > Menus > Settings > Sales categories

Sales & Tax Summary

Non-grat svc charges

Total non-gratuity service charges collected by the restaurant

A service charge must be configured. In Toast Web > Finance > Related > Settings > Service charges & fees

Sales & Tax Summary

Deferred amount

Total amount excluded from the restaurant's net sales

In Toast Web > Menus > Bulk management > Advanced properties > Select your item > Reporting > Defer Revenue > Yes

Sales & Tax Summary

Total net sales

Total paid by guests for menu items and service charges

None

Sales & Tax Summary

Tax

Applicable tax amount

None

Sales & Tax Summary

Gross sales

Total non-gratuity services and items sold before deductions

None

Sales & Tax Summary

Total amount

Gross sales + total gratuity and fees + non-cash tips

None

Sales & Tax Summary

Paid in total

Total payments for future orders completed within the date range

None

Cash/Credit Per Sales Category

Cash sales by sales category

Total number of items and cash sales per sales category

None

Cash/Credit Per Sales Category

Non-cash sales by sales category

Total number of items and non-cash sales per sales category

None

Revenue Centers

Revenue center

Total revenue center sales (does not include tax)

A revenue center must be configured. In Toast Web > Front of house > Tables & sections > Revenue centers

Total Voids

Void amount

Total void amount

None

Total Voids

Void order count

Total number of voided orders

None

Total Voids

Void item count

Total number of voided items

None

Total Voids

Void percent

Percentage of total orders voided

None

Total Removals

Removal amount

Total amount removed from checks

In Toast Web > Employees > Shift review > Shift review report > Total removals

Total Removals

Removed item count

Total items removed from checks

In Toast Web > Employees > Shift review > Shift review report > Total removals

Total Discounts

Discount name

Total discounts applied and discount amount

A discount must be configured. In Toast Web > Finance > Related > Settings > Discounts & promo codes

Total Payments

Amount (number of checks)

Total number of checks, credit, and cash payments

None

Total Payments

Tips (%)

Total percentage and amount of credit and cash tips

None

Total Payments

Gratuity

Total credit and cash gratuities

None

Total Payments

Total

Total of payments, tips, and gratuities

None

Total Payments

Deposit sales collected

Total payments for future orders completed within the date range

None

Credit Card Breakdown

Credit card name

Amount paid with each credit card type. A section is created for each credit card type used during the shift

None

Other Breakdown

Alternate payment name

Amount paid with each alternate payment type. A section is created for each alternate payment used during the shift

None

Pay Outs

Name of payout

Total cash removed from a cash drawer per payout

None

Pay Outs

Total payouts

Total payout amount

None

Employee Signature

Employee x

Employee signature line

None

Employee Signature

Cash received by

Signature line for the employee receiving cash deposits

None

 

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Add Sales Category Tip Percentages

If your restaurant tips out employees based on a percentage of sales (for example, a bartender receives 2% of a server's beer sales), the shift review report can display those calculated percentages by sales category. This is a calculation — it does not move tips between employees.

 

  1. In Toast Web, navigate to Employees > POS report configurations > Shift review report.
  2. Select Details on the Tip Sharing row.
  3. Select + Add new and enter the sales category, tip percentage, and a description.
  4. Select Publish all changes.

 

Expected outcome: The tip-sharing amounts shown on the shift review report are calculated from net sales for each sales category you configured.

 

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Add Delivery Service Fees to Shift Reviews

If your restaurant has delivery service charges that go directly to drivers, the fees can appear on the driver's shift review.

 

  1. In Toast Web, navigate to Payments > Checks & receipt setup > Service charges.
  2. Select an existing service charge, or select + Add to create a new one. For full service charge setup, see Customize Service Charges and Mandatory Gratuity.
  3. Set the Assign to check owner (Gratuity)? option:
    • If set to Yes, Assign the fee to the owner of the check, the delivery service charge appears as a Total Gratuity and as a Delivery Fee to the driver.
    • If set to No, Assign the fee to the restaurant, the delivery service charge appears on the driver's shift review as a Non-Grat Svc. Charge under Sales and Taxes Summary.
  4. Confirm Delivery? is set to Yes.
  5. Select Save, then Publish all changes.

 

Expected outcome: The delivery service fee appears on the driver's shift review report in the location matching the option you selected in step 3.

 

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Known Limitations

  • Tip-out method is restaurant-wide, not per job. You cannot pay some employees through payroll and others from the cash drawer in the same restaurant. The non-cash tip and non-cash gratuity settings apply to every job that earns those tips.
  • Custom steps cannot be added to the shift review workflow. The shift review workflow steps (close checks, declare cash tips, reconcile cash and tips, close cash drawers) are fixed. To add reminders or checklists, use a Manager Log entry instead.
  • Per-job-role report customization is not supported. The shift review report sections you enable apply to every employee. You cannot show different sections to bartenders versus servers.

 

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Frequently Asked Questions

How do I stop the shift review pop-up from appearing when employees log in?

To stop the shift review pop-up from appearing, change the Require shift review setting from Required to Optional in Toast Web > Employees > Shift review > Advanced shift review setup. When required, employees see the shift review prompt before they can clock out.

 

Also asked as:

    • How do I remove the shift review screen at clock out?
    • How do I disable the shift review pop-up?
    • How do I get the shift review to stop at clock out?

 

How do I make a shift review required for only certain jobs?

The Require shift review setting applies to every hourly employee — there is no built-in option to require shift review only for specific jobs. To approximate per-job behavior, mark only the jobs that need to declare cash tips as Tipped in Toast Web > Employees > Employee management > Jobs. Tipped jobs see the Declare cash tips step; non-tipped jobs skip it. For full details on the Tipped setting, see Declare Cash Tips Overview.

 

Also asked as:

    • Can I require shift review for servers only?
    • How do I change the setting for certain jobs to not require a shift review?
    • How do I make it so only servers and bartenders have to do a shift review?

 

Can I pay some employees from the cash drawer and others through payroll?

You cannot pay some employees from the cash drawer and others through payroll. The tip-out method is configured at the restaurant level for non-cash tips and for non-cash gratuities. Both options apply to every job that earns those tips.

 

Also asked as:

    • Can I tip out bartenders from the drawer but pay servers through payroll?
    • Is tip-out per job role?

 

How do I hide the earned-tips amount from employees when we use a tip pool?

To hide the earned-tips amount when your restaurant uses a tip pool, set the non-cash tip payout option to Pay out through payroll in Toast Web > Employees > Shift review > Shift review setup > Customize shift review > Payout. With payroll selected, employees do not see a non-cash tip collection step during shift review, which prevents the printed shift review from showing an earned-tips figure that conflicts with the pooled distribution.

 

Also asked as:

    • How do I remove tip collection from shift review?
    • How do I keep the old tip pool from showing on the printed shift review?

 

How do I edit a cash tip that an employee declared incorrectly?

To edit a cash tip declared incorrectly during shift review, navigate to Toast Web > Reports > Labor > Time entry management, select the shift, and update the Cash Tips Declared field. Managers can also reopen the shift on the POS through Manager Activities > Review Employee Shifts. For full details, see Declare Cash Tips Overview.

 

Also asked as:

    • An employee forgot to declare tips — how do I fix it?
    • How do I correct a declared cash tip?
    • Where do I edit shift tips after the shift is closed?

 

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