You can set up tip reporting on your payment device to track tips for individual staff members.
To set up tip reporting, complete the following steps:
Step 1. Enable tip reporting on your device
- Log in to https://terminalplus.rocpos.com/login.
- On the side menu, select Device Management.
- (Optional) Search for your device using one of the following criteria:
- Endpoint identifier (EPI) of your device
- Serial number of your device
- Model number of your device
- Doing Business As (DBA) name associated with your device
- Store name associated with your device
- Select the EPI of your device.
- Select EDIT PARAMETERS > Tip, Tax & Differential > Tip.
- Turn on Tip Option.
- Turn on Server/Clerk Setup.
- (Optional) To require staff members to enter their clerk or server ID before they run a sale, turn on Clerk Mandate.
- (Optional) To allow multiple staff members to share tips from a transaction, turn on Split Clerk.
Step 2. Add your staff members
- Select ADD SERVER / CLERK DETAILS.
- (Optional) In the Clerk / Server ID field, enter a prefix for the ID and NAME column headings. If you enter Server, the columns will show SERVER ID and SERVER NAME.
- For each staff member, enter the following details:
- In the ID field, assign a unique identifier number to your staff member.
- In the NAME field, enter the name of your staff member.
- Select
.
- Select SAVE.
- To save your changes, from the top right of the Device Parameters screen, select SAVE.
Step 3. Download updates to your device
- Download updates to your device. For more information about how to download updates, go to one of the following articles:
- If you are using a physical payment device, for example, Newland N950, N950S, or X800, go to one of the following articles:
- If your payment device has a single-MID configuration, go to Download a parameter update to a device.
- If your payment device has a multi-MID configuration, go to Download a parameter update to a multi-MID device.
- If you are using the Roc Terminal+ mobile app on your phone or tablet, go to Download a parameter update to the Roc Terminal+ mobile app.
- If you are using a physical payment device, for example, Newland N950, N950S, or X800, go to one of the following articles: