Toast POS provides a full-fledged report that accounts for sales and labor related activities for individual employees.
- Start by navigating to Employee located in the Labor section.
- Click on the name of the active employee you want to review.
The Summary tab utilizes Toast's sales report and drills down the information to only include sales data attached to the employee.
- Payment details on the lower right tablet will separate by payment type - providing an easy way to review tips and totals by each method of payment.
- If you have already created and assigned sales categories and revenue centers, the net sales data related to the employee will be displayed.
- Deferred amount will include any gift card sales completed by the employee. Toast only adds gift card sales as revenue once the gift card value has been redeemed.
- This report can be exported directly to excel via the Export button at the top right of the summary.
- The report contains additional data not listed on the example above. They include:
- Net sales by tax rate and tax amount per tax rate category.
- Net sales by discount.
- Net sales and order count by service type.
- Total void amount, void order count and void item count.
- Employee productivity for table and quick service.
The Cash Difference section of the Sales Summary will breakdown the sales difference between the employee and the restaurant.
- A positive cash difference means that the employee has cash on hand from cash payments that are owed to the restaurant.
- A negative cash difference means the server accrued more credit/non-cash tips and gratuity than total cash payments and tips. In a negative cash difference scenario, the restaurant owes the employee and a tip out would need to be performed.
In the example below, the employee has taken in $350.13 worth of cash payments. The employee also received $15.00 in credit/non-cash tips. Since the total cash payment exceed the credit/non-cash tips amount, the employee owes the restaurant $335.13. The employee will need to ensure that $335.13 on hand or in their cash drawer is accounted for the restaurant.
- Toast differentiates between tips and gratuity for reporting purposes.
- Cash Gratuity: Service charge gratuity total for orders that are settled in cash. As this service charge gratuity is added to the check total before it is settled, any cash gratuity will show as a negative amount that needs to be included to tip out the employee.
- Credit/Non-Cash Gratuity: Service charge gratuity total for orders settled in credit or other non-cash payments. Generally, the restaurant will owe the employee for this form of gratuity.
- Credit/Non-Cash Tips: This includes standard credit card tips and any tips accumulated from other non-cash payments. The restaurant will owe the employee for this form of tip.
The Order Details tab provides a list of all orders for the time frame and employee you are reviewing. Click on any order to bring up the order details that contains a complete breakdown for the order, including:
- Order #, check #, server name and time stamp.
- All associated items, modifiers, voids and discounts.
- Any payments attached to the check.
The Payment Details tab provides an overview of all recorded payments for the employee you are reviewing.
- Click on any payment to bring up the payment details.
- For credit card payments, this will include the credit card reference code and the current processing status of the credit card payment.
- Use the drop down receipt menu to view the receipt. You can also text or email the receipt to a customer, if needed.
If you have created revenue centers and assigned sales categories, you will be able to track net sales performed by the employee from this tab.
Use the Shifts tab to review individual shift details. The Show / Hide Columns drop down menu gives you access to additional data points. This is a good way to review and export employee labor data such as hours, recorded cash tips declared, non-cash tips and cash on hand.
The first row allows you to click a shift in order to do the following actions:
- Mark Cash Collected: This will manually adjust the shift to indicate that cash was collected from the employee. This is for shifts where the employee owes the restaurant.
- Mark Tips Paid: This will manually adjust the shift to indicate that tips were paid to the employee for the shift. This is for shifts where the restaurant owes the employee.
- Clock Out: This will clock out the employee and end the active shift.
If you are not collecting cash or paying out tips immediately at the end of a shift, you find marking cash collected or tips paid helpful to maintain up to date records.
Use this tab to review or export shifts specific to an employee. Click the Show / Hide Columns drop down menu to add or remove data points as needed. You will not be able to edit time entries through the employee report. You can manually edit and update time entries from Toast's Labor report.