For detailed Shift Review training, please view Shift Review: Close Out Procedures.
Shift Review is a tool that walks your employees through all the steps that need to be completed before clocking out and closing out their shift.
For cashiers, the employee must go through the four step Shift Review process which ultimately includes the closing of the cash drawer they are responsible for.
Step 1: Make sure all checks are closed.
Step 2: If you receive cash tips, they’ll need to be declared.
Step 3: If you receive non-cash/credit card tips, you’ll need to tell Toast where the tips were pulled from (cash drawer, safe, etc.) by selecting Tip Out.
- Generally, in the case of cashiers, non-cash tips will be taken from the cash drawer in which the employee was locked to throughout the shift.
- For this step, the employee will not owe any cash to the house since all of their cash earnings were calculated as being added into their cash drawer.
- This step can be skipped, however, please understand that your reporting for cash earnings will be skewed.
Step 4: Close out the cash drawer by entering the cash actual amount into the field. If you are set to have Blind close out permissions, there will be no indicator how much cash is expected to be in the drawer.
Note: If for any reason you need to revert back to the previous step, use the Edit button to tell Toast that the Collect Cash & Tip Out step is being repeated and revised.
To close the drawer, select Close Drawer, then enter the cash amount.
Once the cash drawer has been closed, select Next, then Clock Out of the shift.