Configuring your shift review

You configure your shift review settings in Toast Web .

Requiring shift review

Certain job roles may require employees to complete shift review before clocking out. On the Shift review page, you can customize your Require shift review setting to require employees to complete shift review before clocking out. For more information about requiring employees to complete shift review before clocking out, see Customizing Shift Review Settings.

To require employees to complete shift review before clocking out

1. Access Toast Web.

2. Choose Employees > Shift review > Shift review setup to open the Shift review setup page.

3. On the Require shift review page, select if shift review is required or optional for employees:

   • Shift review is required: Employees who are hourly and have the following permissions are required to complete shift review:

     • Table Service Mode

     • Payment Terminal Mode

     • Quick Order Mode

     • Delivery Mode (if applicable)

     Note

     If you try to clock out without completing your shift review, an error appears with the following message: You must close your shift before clocking out.

   • Shift review is optional: Employees are not required to complete shift review before clocking out.

The Toast platform automatically saves your changes. Select the Publish all changes button to publish your changes.

Configuring your cash drawer and cash balance

You can configure and assign a cash drawer to an employee to use during their shift. If an employee is assigned a cash drawer, then they must complete the additional step of closing the cash drawer for shift review. For more information about how to use cash drawers, see Using Cash Drawers During Your Shift.

From Toast Web, you can configure, adjust, and choose how to reset the starting balance in your cash drawer. To configure, adjust, or choose how to reset your starting cash drawer balance, choose Payments > Payment methods > Cash overview > Cash drawers > View cash drawers to open the Cash drawers page.

For more information about cash drawers, see Adjusting Your Starting Cash Drawer Balance.

Configuring your shift review report

You can configure the information that appears on your shift review report. The shift review report is a summary of activity completed during your shift. You can configure your shift review report in Toast Web.

Note

You can change the order the sections appear in the shift review report. To move a section, select and drag the grid icon next to the section up or down.

To configure your shift review report

1. Access Toast Web.

2. Choose Employees > POS report configurations > Shift review report to open the Shift review report page.

3. On the Shift review report page, select the sections you want to enable:

   • Tips & Fees Earned

   • My Guest Report

   • Employee Account

   • Credit Tip Audit

   • Tip Sharing

   • Delivery

   • Sales & Taxes Summary

   • Cash/Credit Per Sales Category

   • Revenue Centers

   • Total Voids

   • Total Removals

   • Total Discounts

   • Total Payments

   • Credit Card Breakdown

   • Other Breakdown

   • Employee Signature

   • Pay Outs

The Toast platform automatically saves your changes. Select the Publish all changes button to publish your changes. For more information on shift review report configurations, see Shift Review/Closeout.

Shift review report configurations

The sections included in your shift review report reflect your selections in the Shift review report section on the Shift review page. Each shift review report section contains rows that display the activity completed during your shift.

The following table lists the shift review report row, a description of the row, and any permissions or settings required to display the row.

Shift review report row	Description	Required permissions and settings
Employee Account heading
Cash in hand (collected cash sales)	Total amount of cash payments taken by an employee that is kept separately in their own cash bank.	Apply Cash Payments permission.
Cash in drawer	Total amount of cash payments taken by an employee and placed into a cash drawer.	Shift Review Sales Data permission. In the Toast POS app  Setup > Device Setup > Open Cash Drawer > Yes Setup > Device Setup > Receipt Printer
Driver bank	Starting cash balance for drivers to use during their shift.	In Toast Web  Takeout & delivery > Availability > Takeout / delivery > Driver cash management > Assign driver bank > Yes, assign driver bank for reporting
Total gratuity and fees	Total gratuity and fees to be paid out to the employee.	In Toast Web  Employees > Shift review > Payout options
Non-cash tips (%)	Total amount of non-cash tips to be paid out to the employee.	In Toast Web  Employees > Shift review > Payout options
Tips withheld (%)	Total amount of tips withheld by the restaurant to cover the cost of credit card processing fees.	In Toast Web  Employees > Shift review > Payout options Employees > Payroll management > Tip withholding > Enable house tip withholding
Driver reimbursement	Total amount a driver is reimbursed for wear and tear of their personal vehicle used for delivery.	Requires a Driver job. In Toast Web  Takeout & delivery > Availability > Takeout / delivery > Driver reimbursement > Reimburse drivers > Yes, reimburse drivers for each delivery order completed
Employee owes restaurant or restaurant owes Employee	Total amount that the employee owes the restaurant or is owed by the restaurant to the employee.
Tips & Fees Earned heading
Cash tips (declared)(%)	Total cash tips.	Requires a Tipped job. In Toast Web  Employees > Shift review > Declare cash tips
Total tips & fees	Total tips and fees are calculated as: Non-cash tips (ex: credit card payment tips) + Non-cash gratuity and cash automatic gratuity (ex: service charges) + Total driver reimbursements + Declared cash tips (ex: cash tips declared during shift review) - House tip share (ex: tip withholding reclaims a portion of employee credit card tips to cover processing fees)
My Guest Report heading
Total guests served	Total guests served.
Average spend per guest	Average spend per guest.
Credit Tip Audit heading
Credit tip audit	Displays total credit card tips amount. Fields include: Check number Last four digits of the credit card Subtotal Tip (if applicable) Order total
Tip Sharing heading
Sales category (%)	Total tip amount per sales category.	In Toast Web  Employees > Shift review > Shift review report > Tip sharing
Total	Total tip sharing amount.
Delivery heading
Fees to the driver	Delivery driver fees.	In Toast Web  A service charge must be configured. Payments > Checks & receipt setup > Service charges
Fees	Applicable driver fee per check. Includes check number and gross sales.
Reimbursement	Applicable driver reimbursement per check. Includes check number and gross sales.
Sales & Tax Summary heading
Sales category	Total number of items and net sales per sales category.	In Toast Web  A sales category must be configured. Menus > Settings > Sales categories
Non-grat svc charges	Total non-gratuity collected by the restaurant and added to the restaurant’s net sales amount.	In Toast Web  A service charge must be configured. Payments > Checks & receipt setup > Service charges
Deferred amount	Total amount that is excluded from the restaurant’s net sales.	In Toast Web  Menus > Bulk management > Advanced properties > Select your item > Reporting > Defer Revenue > Yes
Total net sales	Total paid by guests for menu item selections and services charges.
Tax	Applicable tax amount.
Gross sales	Total amount of (non-gratuity) services and items sold before deductions are taken.
Total amount	Total amount of Gross sales + Total gratuity and fees + Non-cash tips.
Paid in total	Total amount of payments for future orders completed within the date range.
Cash/Credit Per Sales Category heading
Cash sales by sales category	Total number of items and cash sales per sales category.
Non-cash sales by sales category	Total number items and non-cash sales per sales category.
Revenue Centers heading
Revenue center	Total amount of revenue center sales. The total amount does not include taxes.	In Toast Web  A revenue center must be configured. Front of house > Tables & sections > Revenue centers
Total Voids heading
Void amount	Total void amount.
Void order count	Total number of voided orders.
Void item count	Total number of voided items.
Void percent	Percentage of total orders voided.
Total Removals heading
Removal amount	Total amount removed from checks.	In Toast Web  Employees > Shift review > Shift review report > Total removals
Removed item count	Total number of items removed from checks.	In Toast Web  Employees > Shift review > Shift review report > Total removals
Total Discounts heading
Discount name	Total number of discounts applied and discount amount.	In Toast Web  A discount must be configured. Payments > Comps and promos > Discounts and promo codes
Total Payments heading
Amount (number of checks)	Total number of checks and credit and cash payments.
Tips (%)	Total percentage and amount of credit and cash tips.
Gratuity	Total amount of credit and cash gratuities.
Total	Total amount of payments, tips, and gratuities.
Deposit sales collected	Total amount of payments for future orders completed within the date range.
Credit Card Breakdown heading: A section is created for each credit card type used during shift review
Credit card name	Amount paid with that credit card type.
Other Breakdown heading: A section is created for each alternate payment type used during shift review
Alternate payment name	Amount paid with that alternate payment type.
Pay Outs heading
Name of pay out	Total cash amount removed from a cash drawer per pay out.
Total pay outs	Total pay out amount.
Employee Account heading
Total guests served	Total number of guests served during your shift.
Average spend per guest	Total average spend per guest per check.
Employee Signature heading
Employee x	Employee signature line.
Cash received by	Employee receiving cash deposits signature line.