Last updated: Feb 24, 2026, 5:17 PM
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Shift review is an optional end-of-day task that employees can complete before leaving for the day. Shift review provides employees with an overview of their sales transactions, tip amounts, and other information.
Shift reviews can only be completed for employees who are clocked in. For instructions, see Clock In and Out for Shifts and Breaks.
You can choose if shift review is required or optional for employees on the Shift review setup page in Toast Web. In Toast Web, navigate to Employees > Shift review > Shift review setup > Select the Customize shift review button. Keep in mind that enabling the shift review will require employees to close all checks and declare cash tips before clocking out. For more information, see Toast's technical documentation: Require shift review.
Shift review walks hourly employees through all the steps that need to be completed before clocking out and closing their shifts. Shift review provides employees with an overview of their sales transactions, tip amounts, and other end-of-shift information.
The shift review setup wizard 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 the setup wizard and enable/disable shift review by navigating to Employees > Shift review > Shift review setup > and selecting the Customize shift review button in .
| For detailed instructions, check out Toast's technical documentation: . |
The Shift Review report is on the left side of the screen, and the steps to complete the shift review are on the right side of the screen. When a step is completed, a green checkmark appears next to the step.
To access shift review in the Toast app's main menu, select Shift Review under My Account. Managers can view employees’ shifts under Manager Activities > Shift Review.
| In order to access My Account > Shift Review on the main menu of the Toast app on your POS, a job must have at least one of these permissions enabled: 1.1 Table Service Mode, 1.2 Quick Order Mode, or 1.4 Payment Terminal Mode. These are required for an employee to complete shift review and tip out. For more information on permissions, check out Toast's . |
Note: The steps listed below are in chronological order, but based on configurations in Toast Web, the additional optional tasks of Declaring cash tips and Closing cash drawers may be required for shift review.
| For detailed instructions, check out Toast's technical documentation: . |
In this step, hourly employees will close, adjust, or view all checks they own during their shift. This step shows:
If all checks are already closed, this step is automatically skipped and marked with a green checkmark. If there are unpaid or open checks, employees have to close them or transfer them to another employee before moving on.
In this step, tipped employees are required to enter cash tips collected throughout the shift.
Depending on the configuration enabled in Toast Web, employees may either:
If a tip requirement is required, the window appears. Enter the minimum amount to declare your cash tips.
Once cash tips are declared, employees will select the Close shift button on the shift review screen to continue closing their shifts. This indicates that they are no longer taking payments.
If you would like to adjust a declared cash tip, check out this Toast Central article: .
| For more detailed instructions, check out Toast's technical documentation: . |
In this step, employees are prompted to turn in any cash sales and collect non-cash tips from their shifts. Depending on the configuration enabled in Toast Web, employees may either:
| For more detailed information, check out Toast's technical documentation: . |
In this optional step, employees who are locked to a cash drawer are required to close the drawer. Please note that this step only shows up if it’s been enabled in Toast Web, otherwise, the step will be hidden. When enabled, this step is only shown to employees who are locked to a cash drawer.
Selecting the Close cash drawers button takes the employee to the cash drawer screen where they can count all cash in the drawer and enter the total amount into the Cash Actual field. If the employee has the 3.17 Cash Drawers (Blind) permission, they won't know how much cash is supposed to be in the drawer.
| For more detailed information, check out Toast's technical documentation: . |
In this last step, the employee clocks out. They can choose to:
By reopening the shift, the Tip Out and Cash Collected entries from before are deleted, and you are free to redo them. When a shift is reopened, previous cash and tip entries will be overwritten, meaning that you will have to turn in your cash and collect your tips again. Follow these instructions to reopen a shift:
In the event a cash drawer was incidentally closed out at the beginning of the shift, on your POS, you can navigate to Manager > Cash Drawer > Closed > Re-Open.
| The 2.1 Delivery Mode permission is required for a driver to complete shift review and tip out. For more information on permissions, check out Toast's . For more detailed information, check out Toast's technical documentation: . |
Delivery drivers with the 2.1 Delivery Mode permission must complete a shift review. Delivery drivers follow the same workflow as other employees who need to complete shift reviews.
In Toast Web, you can configure your Driver Cash Management settings by navigating to Takeout & delivery > Availability > Takeout/delivery and scrolling down to the Driver Cash Management section.
When a delivery driver completes a shift review, this helps in calculating delivery fees, reimbursements, gratuities, and other information. This information appears in the driver’s shift review report.
| The 3.12 Shift Review permission is required in order to access the Review Employee Shifts feature on the POS. For more information on permissions, check out Toast's . Shifts created in Toast Web instead of on the POS will not appear in the Review Employee Shifts function on your POS. |
With the manager Review Employee Shifts function, you can easily check on the status of shifts and ensure that all shift reviews are completed prior to the end of the day. You can also use this feature to adjust clock-in and clock-out times for employees (learn more: ).
On the main menu of the Toast app on your POS, navigate to Manager Activities > Review Employee Shifts. Here, you can see an overview of all of the open and closed shifts at any given time.
The status of each employee's shift will be shown in the column to the left of each employee's name. The icon list below shows the possible shift review statuses.
If needed, you can select the row for an employee and complete the shift review. This is a great tool in case the employee has left for the day and forgot to complete their shift review.