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Payout email and settings

When a week is paid, each person can be emailed a secure link to their own payout report, showing what they earned. You decide how much detail it carries. Total Tips always shows; everything else is a tick box.

There are two of these templates, and they are independent of each other:

TemplateUsed forWhere
Per venuePayout emails sent from the venue's tip sheet.Admin view, the venue's Customise Payout Email tab.
Per businessEmails sent from a pay run. One report covers every venue and week in the pay run.Admin view, Pay Runs, then Email Template.

Saving one does not change the other. Both work the same way; this page shows the venue's.

Choose what the report shows​

Open Venues, choose the venue, then Customise Payout Email. The Staff payout report card lists the Details on the report on the left, with a preview of the report beside them.

The Customise Payout Email tab of The Slippery Slope: the Staff payout report card with every detail ticked, and the report in a phone1. Edit

Choose Edit, then tick the details you want.

DetailAdds to the report
Week DaysEach day they worked, beside the period total.
Tip PointsTheir tip points each day. Sits under Week Days.
DepartmentsWhere they worked.
HoursThe hours that earned tips.
ServicesThose hours split by service period. Sits under Hours.

Two details sit under another: Tip Points under Week Days, and Services under Hours. Tick the first before the second; until then the second reads Tick Week Days first or Tick Hours first. Unticking the first unticks the second too.

The card being edited: Hours unticked, Services greyed out reading Tick Hours first, and the phone preview without hoursUnticking Hours unticks Services2. Phone or Computer

A dependent venue's list differs slightly. Week Days is left out for a venue that calculates weekly, and instead of Hours there is a detail named after how the venue counts entitlement: Days, Hours or the name of its multiplier.

Preview​

Beside the ticks, the report shows as staff see it when they open their link, for a sample person called Sam. Switch between Phone and Computer above it. On the phone, the first day is already open, so each tick shows straight away what it adds.

The same report in the Computer preview: a table of days with Departments, Tip Points and Total Tips

The preview uses your venue's real departments and services but made-up figures, so you can see the shape of the report without anyone's actual tips.

Save​

Choose Save at the foot of the card, or Cancel to leave the report as it was. If nothing is ticked, the card says Staff will see only their Total Tips. If you open another tab before saving, a bar asks whether to Keep editing, Discard or Save.

The template changes the report the link opens, not the wording of the email itself.

Less is often more

A supervisor who is paid weekly rarely needs a day-by-day breakdown. Start with Departments and Hours and add detail when someone asks for it.

Permission​

The venue's Customise Payout Email tab appears only if you can edit staff management settings for that venue. The pay run template needs permission to manage pay runs.