Weekly tip-pool allocation
Goal
The closed week's tips are allocated by the approved house rule with a balanced control total and status Ready for payroll.
Trigger
TapTab POS › Reports › Exports shows the last Monday–Sunday sales week with status Closed, and the Tip pool workbook › Weekly allocation shows no allocation with status Ready for payroll for that week number. Not a trigger: a week already showing Ready for payroll.
Required access
Tip pool workbook (Weekly allocation import and Calculate); TapTab POS Reports (closed-week check only).
Inputs
- The closed week's TapTab tips export and hours export, selected through the Weekly allocation sheet's import control (the only defined way to obtain them — no surface that produces these exports is established). Both files must be present and display the identical closed-week number.
- The displayed house tip-pool rule: eligible weighted hours ÷ total eligible weighted hours × pooled tips. Do not modify the rule.
Procedure
- In the Tip pool workbook › Weekly allocation, import the closed week's tips CSV and hours CSV through the sheet's import control; verify both carry that week's number. If either file is not available to the import control, stop and request the week's two TapTab exports from the back-office role — never substitute another week's file or a rebuilt one.
- Select the displayed house rule and click Calculate.
- Verify the company control-total line: Allocated equals the displayed Pooled tips, Exceptions $0.00, and Difference $0.00. Any imbalance goes to an exception row — never absorbed into an employee amount or the formula.
- Confirm status reads Ready for payroll. Employee-level amounts stay behind the payroll review boundary; do not distribute or message them.
Decisions and human gates
| Condition | Action |
|---|---|
| Either CSV unavailable to the import control, or week numbers differ | Stop; request matching exports for the closed week from the back-office role |
| Difference ≠ $0.00 after Calculate | Trace to source rows; park the amount in an exception row and stop short of Ready |
| Pressure to tweak weights or eligibility | Never; the rule is fixed; rule disputes are a human decision |
| Allocation already Ready for the week | Do not recalculate over it |
Verification and evidence
Weekly allocation showing Source, Direct, Pooled, Allocated, Exceptions $0.00, Difference $0.00, and status Ready for payroll for the correct week number — the status the payroll run requires of every sales week in its pay period.
Recovery and escalation
Re-importing the same week's files and recalculating is safe and replaces the draft. An unresolvable difference or a source-export discrepancy escalates to the back-office role with both CSV totals and the workbook control line.