How to Track Cash & Credit Tips

Homebase allows for the tracking of cash and credit tips in Timesheets to easily breakdown all of the tips associated with specific employees during a given pay period.

Note: For Tip Pooling please see here.

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How Tips Are Entered

Tips can be inputted into Homebase by the following methods:

• Entered manually by Managers with the required Team Permissions.
• Entered manually by Employees while signed into their account on the Homebase Mobile app.
• Transferred over automatically by an eligible POS partner.

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Entering Cash & Credit Tips for Managers

Entering For Managers

Both cash and credit tips can be entered in the Timesheets section of Homebase.

Note: Only Managers with access to edit Timesheets are able to enter in tips for employees.

Entering Cash & Credit Tips as a Manager

1. Sign into your Homebase account .
2. Click Timesheets on the left side of the page.
3. Click Pay period review.
   1. (Optional) Enable Cash Tips and Credit Tips from the Show/hide columns drop down in the Manage timesheet view.
4. Add a time card or click on a pre-existing one.
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5. Enter in the Cash Tips and/or Credit Tips in the necessary fields under the Tips section.
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6. Click Save changes.

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Entering Cash Tips For Employees 

Employees can use the Homebase Mobile app to track their cash tips received by logging them at the end of their shift.

Note: The ability for Employees to declare cash tips at the end of their shift needs to be setup on the account by a Manager with the required Team Permissions.

Enabling Declare Cash Tips

1. As a Manager with the required Team Permissions, click Settings on the left side of the screen.
2. Click Timesheets.
3. Toggle on Require employees to declare cash tips at the end of their shift.
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4. Click Save changes.

Entering Tips for Employees

Note: You can only declare cash tips for shifts that have been clocked-out of.

1. As an Employee, open the Homebase Mobile app on your Android or iOS device.
2. Tap Home in the bottom left corner of the screen.
3. Scroll down to the Cash tips section and press Add cash tips in purple.
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4. Enter the total amount of cash tips earned for your shift.
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5. Click Submit at the bottom right of the page.
6. A confirmation message will appear at the bottom of the screen informing you that Cash tips were added.
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Entering Tips for POS Integrations

Certain POS integrations with Homebase allows for the automatic sync of credit tips into Timesheets.

1. Click Settings on the left side of the screen.
2. Click POS Connection.
   1. Note: Click Connect on your POS partner from the list of Available integrations if not connected already. Sign Into your POS account through the pop-up. For more information on this process, see here.
3. Toggle on Automatically sync credit tips into a team member's time card using the purple check box.
4. 
5. Click Save Changes.