November 14th 2024, Release Note: Admin | Fuego: Tip Management Improvements

Summary

Release date: November 14th 2024 

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - Yes
• Roles affected: - Customer Admins and Location Manager users with the 'Tips Import' permission

What's Changing?

• When uploading tips files, two different formats can now be selected - 'Custom Template' and 'Download Template'
• A new 'High Earner' indicator has been added to notify when an employee's earnings exceed a predefined threshold
• Users can now refresh employees’ tip balances with a simple action, providing up-to-date information

Reason for the Change

Overall improvements to the tip management user experience.

Customers Affected

All customers who have access to import tips on the 'Tip Management' page in the Admin application.

Release Note Info/Steps

New Tips File Formats

Users need the 'Manual Tips Import' permission to be able to import tips files.

• Use the side menu and select Tip Management
• Select the Day view, a Business Date, and then Upload File

Fig.1 – Tip Management, 'Upload File'

In the 'Upload File' pop-up window that opens, the 'Business Date' will be auto-populated

• Use the File Format drop-down and select either:
  • Download Template format -  use this if the selected file has been created from the 'Download Template' link (shown in Fig.1)
    or
  • Custom Template format - use this if the file uses a custom format, set up during the implementation phase
• Either drag & drop your tips file or use Browse files to find and select it
• Synching Enabled - this is the default setting - manually imported tips data will be overwritten by any subsequent automatic tip imports on that date
• Synching Disabled - manually imported tips data will not be overwritten by any subsequent automatic tip imports on that date
  Regardless of which setting is chosen, a manual import will always overwrite any existing loaded data for that day
• To apply the settings and upload the file, select Save

Fig.2 – Selecting File Format

High Earner/Payout Warnings

If an employee reaches a certain tips earnings threshold for a business day, a warning indicator will appear next to their name. This is just a warning - the tips will still be paid out.

If alerted, please make sure all tip values are correct and up to date.

Fig.3 – High Earner alert

If an employee reaches the tip payout limit for the pay period, a warning indicator will appear next to their name. Tips will be paid out up to the limit, and any amount exceeding the limit will be held as a balance for the employee and should be paid out through Payroll.

Fig.4 – Tip payout period limit alert

Tip thresholds and payout limits are controlled by settings applied during the initial setup of Fuego. To have them changed, please submit a support request.

Manual Tip Balance Refresh

On the main Tip Management screen, there is now a Refresh button next to the Pay Period drop-down.

Using this button will instantly reload and display the latest data, ensuring you always have up-to-date information at your fingertips. This enhancement streamlines data management by allowing users to refresh content without needing to navigate away from the page.

Fig.5 – Manual Tip Balance Refresh