Additional Payments & Tips
Note: Screenshots in this article use data from our internal demo organisation. Any organisation IDs or user IDs visible in the screenshots reference our demo dataset, not your or any other customer's data.
🎯 Overview
Track every additional payment and tip entry submitted across your organisation in one place.
This report:
- Surfaces each additional payment entry with the employee, amount, units, total, pay code, and approval status
- Links entries back to the originating shift where one was attached, including shift location and shift type
- Defaults to last full calendar month when no date range is set
Use this dashboard to:
- Review tips and additional payments earned by employee, location, or job title
- Confirm which entries have been approved and submitted to payroll
- Spot how much of the total comes from each shift type or job
➕ Benefits
- See a single view of every additional payment entry instead of pulling from multiple custom-form exports
- Reconcile entries to shifts, approvers, and payroll submission timestamps in one table
- Break down totals by job title and shift type to understand where tips are concentrated
🗂️ Dashboard Tabs
| Tab | What it shows | Best for |
|---|---|---|
| Overview & Trends | Every additional payment entry plus totals by person, job title, and shift type | Reviewing payments before payroll cut-off and analysing how tips are distributed |
Overview & Trends
This single tab gives you both the line-by-line detail and the high-level breakdowns, with Latest Data Sync and Dates Showing indicators at the top so you can confirm the range and freshness at a glance.
- Total Received — the headline total of all additional payments and tips earned in the selected date range, shown in your organisation's currency.
- Total Received By Shift Type — pie chart breaking the total down by the type of shift each entry was linked to. Entries that aren't linked to a shift are excluded from this view.
- Total Received By Job Title — pie chart breaking the total down by the employee's job title.
- Total Received Per Person — table summing each employee's total, with their employee ID, primary location, contract type, and job title.
- Additional Payment Entries — the full line-by-line table: one row per entry with the employee, when the tip was earned, the amount, units, total, pay code, who added it, when it was submitted, the approval state and notes, and the linked shift's location, type, and times where applicable.
🎛️ Filters
Standard Filters
- Location / Parent Location / Grandparent Location — filter by organisational hierarchy
- Job Title — filter by employee role
- Contract Type — filter by employment contract
- Full Name / Employee ID — find a specific employee
- Status — employee status (Active, Leaver, Left, Starting Soon, Deactivated). Defaults to Active and Leaver.
Report-Specific Filters
| Filter | Default | What it does |
|---|---|---|
| Start Date | First day of last full calendar month | Sets the earliest Tip earned on date included |
| End Date | Last day of last full calendar month | Sets the latest Tip earned on date included |
| Shift Location | -- | Narrows to entries linked to a shift at the chosen location |
| Shift Type | -- | Narrows to entries linked to a shift of a given type |
| Linked To Shift? | -- | Filters to entries that are (or are not) attached to a shift |
| Approved? | -- | Filters to entries by approval status |
| All Locations Downstream From | -- | Includes every entry from the chosen location and all locations below it in the hierarchy |
❗️ Important Definitions
- Tip earned on — the date the employee earned the payment, taken from the submitted entry. This is what the Start Date and End Date filters apply to, not the date the entry was submitted or approved.
- Linked to shift — indicates whether the entry was attached to a shift when submitted. Entries without a linked shift will have blank values in the shift-related columns (location, type, start/end times) and won't appear in the Total Received By Shift Type chart.
❓ Common Questions
Why is my entry missing from the Total Received By Shift Type chart?
That chart only includes entries with a linked shift, so anything submitted without a shift attached is excluded from the breakdown even though it still counts in Total Received and Total Received Per Person. Use the Linked To Shift? filter to isolate unlinked entries.
Which date does the date filter apply to?
Both Start Date and End Date filter on the Tip earned on date, not the submission or approval timestamps. If you're reconciling against a payroll cut-off, check the Approved for payroll at and Submitted to payroll at columns in the entries table separately.
🗓️ Data Coverage
- Data freshness: Refreshes every 30 minutes via the automated data pipeline. Check the Latest Data Sync indicator on the dashboard for the exact timestamp.
⬇️ Downloading Data
- To download the current view as a PDF, click the download button in the top-right corner of the dashboard.
- To download an individual chart or table as CSV or Excel, click the download button in the top-right corner of that chart.