The Employee Shift Report provides a detailed summary of an individual employee's activity during their work period, printed directly from the POS terminal. It serves as a crucial tool for both employees and managers to review sales performance, reconcile payments and tips, and finalize cash handling for the shift.
- Comprehensive Shift Summary: Details gross/net sales, discounts, taxes, fees, tips, payment breakdowns (cash, credit), and check/cover statistics for the employee's shift.
- Cash Reconciliation Focus: Calculates the net cash amount due between the employee and the house, especially important in environments where employees receive cash tips or credit card tip payouts directly from their collected cash at the end of their shift.
- Detailed Breakdowns: Includes sections summarizing payments by type, tips by type, sales by category (COGS/Sales), and provides details for reconciling the cash drawer or bank assigned to the employee.
Each section of the Shift Report is explained in detail below:
Header
| Field | Definition |
|---|---|
| Location | The name of the restaurant or specific location where the shift took place. |
| Address | The street address of the location. |
| Current date | The date the report was generated. |
| User | The name of the employee whose shift is detailed in this report. |
| Tickets open in Revenue Center | A summary line (or lines) indicating the number of checks opened by this employee, broken down by the Revenue Center they are associated with (e.g., "2 Patio", "1 Bar"). |
Duration
| Field | Definition |
|---|---|
| Start Time | The date and time the employee clocked in for this specific shift. |
| End Time | The date and time the employee clocked out for this shift (or blank if the shift is still active). |
| Shift Duration | The total calculated time duration of the shift (End Time minus Start Time). |
Overview
Summary of the employee's financial activity.
| Field | Definition |
|---|---|
| Gross Sales | The total value of all items sold by this employee during the shift, before any discounts or taxes are applied. |
| Discounts | The total value of all discounts applied to checks handled by this employee. |
| Net Sales | The net revenue figure used for calculating Avg Check and Avg Cover. It is calculated as: Gross Sales - Discounts + Fees. |
| Taxes | The total amount of tax collected on the sales generated by this employee. |
| Gratuities | The total value of automatic gratuities added to checks handled by this employee during the shift. This typically refers to service charges automatically applied based on rules (like for large parties) and is distinct from voluntary tips left by guests. |
| Fees | The total amount of other service charges or fees applied to checks handled by the employee. |
| Tips | The total value of all tips (cash, credit, non-cash, etc.) recorded for this employee during the shift. This value often corresponds to the absolute value of Total Tips & Gratuity in the Tip Out section. |
| Prepayments | The value of prepayments processed by the employee (e.g., gift card sales). |
| Gross Receipts | The total accountable receipts value for the shift. It is calculated as: (Gross Sales - Discounts) + Taxes + Gratuities + Fees + Tips + Prepayments. |
| Voids | The total value of items or checks voided by this employee. |
| Checks | The total number of checks opened or handled by this employee during the shift. |
| Avg Check | The average value per check handled by the employee during the shift. It is calculated as: Reported Net Sales / Checks. |
| Covers | The total number of guests (covers) served by this employee, as entered on their checks. |
| Avg Cover | The average value per guest (cover) served by the employee during the shift. It is calculated as: Reported Net Sales / Covers. |
| Price Overrides | The total monetary value difference resulting from any price overrides performed by this employee. |
Pay In / Pay Out
Breakdown of manual cash movements into and out of the drawer during the employee's shift.
| Field | Definition |
|---|---|
| Pay In | Cash or credit card payment manually added to the drawer during the shift (e.g., for making change, supply run). Must be accurately recorded. |
| Pay Out | Cash manually removed from the drawer during the shift (e.g., vendor payments, manual tip outs). Must be accurately recorded. |
Payment Summary
Breakdown of payment tenders received by the employee.
| Field | Definition |
|---|---|
| Type | The method of payment used (e.g., Cash, Credit Card types like Visa, MC, Amex). |
| Quantity | The number of transactions processed for each payment type. |
| Total | The total dollar amount received for each specific payment type. |
Credit Card Breakdown
Detailed breakdown of credit card payments.
| Field | Definition |
|---|---|
| (Brand Totals) | Lists totals for specific card brands like Visa, MC, Amex, Discover etc., summing up to the Credit total in Payment Summary. |
| TOTAL | The sum of all credit card payment totals received by the employee. |
Tips
Breakdown of tips received by payment type.
| Field | Definition |
|---|---|
| Type | The type of tip received (e.g., Cash, Credit Card). |
| Quantity | The number of tip transactions of each type. |
| Total | The total dollar amount of tips received for each type. |
Tip Out
Cash reconciliation for the employee. This section appears on the Shift Report only when the Location's Tip Out Policy is set to End of Day. To change this, navigate to Bridge > Business Units > Locations and edit the Tip Out Policy for your specific location.
Note: This section's relevance/visibility depends on location settings regarding tip payouts.
| Field | Definition |
|---|---|
| Total Cash Payments | The total amount of cash collected by this employee for all payments received during their shift (should match the "Cash" total in Payment Summary). |
| Declared Cash Tips | Cash tips declared by the employee for reporting purposes (this feature may not be fully implemented or used by all locations, often shows $0.00). |
| Cash before Tipouts | The employee's Total Cash Payments plus any Declared Cash Tips. Represents the cash the employee is starting the reconciliation with. |
| Cash Gratuity | The total value of any automatic gratuities paid for with cash on checks closed by this employee. |
| Credit / Non-Cash Gratuity | The total value of any automatic gratuities paid for with non-cash methods (Credit Cards, Gift Cards, etc.) on checks closed by this employee. |
| Credit / Non-Cash Tips | The total value of tips added by customers via non-cash payment methods (Credit Cards, Gift Cards, etc.) on checks closed by this employee. |
| Total Tips & Gratuity | The sum of all tips and gratuities earned by the employee during the shift (typically Cash Gratuity + Credit/Non-Cash Gratuity + Credit/Non-Cash Tips + Declared Cash Tips if applicable). This is displayed as a negative value because it represents money the employee is entitled to, reducing the amount of cash they owe to the house. |
| Total Cash | This is the Net Cash Due to the House. It is calculated as Cash before Tipouts minus the amount of the Total Tips & Gratuity that the employee takes home from their collected cash. If this number is positive, the employee owes this amount of cash to the restaurant. If negative, the restaurant owes this amount of cash to the employee. |
COGS Category
Sales breakdown by Cost of Goods Sold categories.
| Field | Definition |
|---|---|
| Type | The name of the COGS Category assigned to the sold items (e.g., Food, Beer, Liquor, Wine). |
| Quantity | The total number of items sold within that COGS Category by this employee. |
| Total | The total sales value (usually Net Sales) for items within that COGS Category sold by this employee. |
| (Overall) TOTAL | The sum of quantities and total dollar amounts across all COGS Categories for this employee. |
Sales Category
Sales breakdown by Sales Categories.
| Field | Definition |
|---|---|
| Type | The name of the Sales Category assigned to the sold items (e.g., Food, Beer, Liquor, Wine). |
| Quantity | The total number of items sold within that Sales Category by this employee. |
| Total | The total sales value (usually Net Sales) for items within that Sales Category sold by this employee. |
| (Overall) TOTAL | The sum of quantities and total dollar amounts across all Sales Categories for this employee. |
Bank
Reconciliation of the employee's assigned cash drawer/bank.
| Field | Definition |
|---|---|
| Employee | Name of the employee associated with this bank session. |
| Started at | Time your cash drawer session began. |
| Closed at | Time your cash drawer session ended (or blank if still open). |
| Opening Amount | The initial amount of cash your drawer started with. |
| Paid In | Cash manually added to your drawer during the shift (e.g., adding change). Must be accurately recorded. |
| Paid Out | Cash manually removed from your drawer during the shift (e.g., paying a vendor, tip outs paid from this drawer). Must be accurately recorded. |
| Withdrawals | Cash removed from your drawer for bank drops/deposits. Must be accurately recorded. |
| Net Cash Receipts | The net amount of cash received from sales transactions. This typically represents the cash tendered by customers minus the change given back. |
| Accountable | The amount of cash the system calculates should be in your drawer at the end of the session, based on all recorded movements. |
| Over/Under | The difference between the Accountable amount and the Actual Amount In Drawer as claimed by the employee. Positive means more cash than expected; negative means less cash than expected. |
Understanding the Accountable Calculation
A common point of confusion is the Accountable amount. It might seem like it should just be Opening Amount + Net Cash Receipts, but it actually includes all cash movements. The formula is as follows:
- Accountable =
- Opening Amount
- + Total Cash Tendered (from cash payments)
- + Total Paid In (manual additions to the drawer)
- + Total Deposits (cash added via specific “Deposit” bank events)
- - Total Change Given Back (from cash payments)
- - Total Paid Out (manual removals from the drawer)
- - Total Withdrawals (cash removed via “Withdrawal” or drop events)
Why Accountable Might Seem Different Than Expected:
- It’s NOT just Opening Amount + Net Cash Receipts: The key missing piece is the Change Given Back. The system tracks the full amount of cash tendered by customers and the amount returned as change separately, even though only the Net Cash Receipts (Tendered minus Change) might be displayed prominently elsewhere.
- Net Cash Receipts vs. Cash Tendered: Remember, Net Cash Receipts already has the change given back subtracted out. The Accountable calculation starts with the total cash tendered and then subtracts the change and other outflows.
Footer
Bottom Portion.
| Field | Definition |
|---|---|
| Date and Time | The date and time the report was printed. |
| User Name | The name of the user who initiated the printing of the report (usually the employee whose shift it is). |
Shift Report → Cash Report Mapping
The Employee Shift Report summarizes the detailed cash activities logged in the Bridge’s Cash Report. While the Cash Report provides a granular, event-by-event breakdown, the Shift Report aggregates this information for the specific employee and shift timeframe. Here’s how they generally relate:
| Shift Report Field | Cash Report Field | Notes |
|---|---|---|
| Payment Summary Cash Total and Tip Out Total Cash Payments |
Cash Payment Amount | Sum of Cash Tendered minus Cash Change. Represents net cash collected after giving change back. |
| Tips Cash Total | Cash Tip Amount | Sum of all cash tips associated with the employee’s shift. |
| Bank Opening Amount | Cash Open Amount | Pulled from the “Bank - Open” event logged for the employee’s drawer session. |
| Bank Paid In | Pay In Amount | Sum of all manual Pay In events during the drawer session. |
| Bank Paid Out | Pay Out Amount | Sum of all manual Pay Out events from the drawer session. |
| Bank Withdrawals | Withdrawal | Total of all Withdrawal events (e.g., safe drops, bank deposits). |
| Bank Net Cash Receipts | Cash Payment Amount | Calculated as Cash Tendered - Cash Change. Same as Payment Summary Cash Total. |
| Bank Accountable | Expected Amount | Calculated as: Cash Open Amount + Tendered + Paid In + Deposit - Change - Paid Out - Withdrawal. |
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