Before You Begin

Applies to: Toast POS, Toast Web

Permissions needed:

3.12 Shift Review — required to edit shift review settings

What you'll accomplish: Configure whether shift review is required before clock-out, set how cash and non-cash tips are paid out, and customize which sections appear on the printed shift review report.

Shift review is the end-of-shift workflow that walks employees through declaring cash tips, paying out cash owed to the restaurant, and collecting credit card tips. To learn how employees complete it, see Shift Review Overview.

There are two areas you can customize:

The shift review experience on the POS — required vs. optional, tip-out behavior, and who has to complete it.
The printed shift review report — which sections appear and in what order.

Customize the Shift Review Experience

Shift review behavior is configured in Toast Web. The path depends on whether this is your first time setting it up.

If you are setting up shift review for the first time: navigate to Toast Web > Employees > Shift review > Shift review setup, then select Customize shift review to launch the setup wizard. The wizard walks you through every configurable option in order.
If you have already completed initial setup: Navigate to Toast Web > Employees > Shift review > Advanced shift review settings to edit individual settings without re-running the wizard.

If you change a shift review setting after employees have already completed shift reviews, the change applies to new shifts going forward. To apply the change to a shift that has already closed, temporarily delete the employee's clock-out time — this automatically reopens the shift review and recalculates the data. If that does not work, navigate to the employee's shift review on the POS, select Edit, and reopen the shift.

Expected outcome: The shift review settings page in Toast Web reflects your changes after you select Publish all changes.

Require Shift Review Before Employees Clock Out

By default, shift review is optional, and employees can clock out directly. To make shift review a required step before clock-out:

In Toast Web, navigate to Employees > Shift review > Advanced shift review setup.
For the Require shift review setting, select Required from the drop-down.
Select Publish all changes.

Expected outcome: Hourly employees must complete all required shift review steps — closing checks, declaring cash tips (if enabled), and reconciling cash and tips — before they can clock out.

Change Shift Review Tip-Out Settings

How your restaurant pays out tips and gratuities at the end of a shift determines how this setting should be configured. You can set tip-out behavior for mandatory gratuity and non-cash tips separately — make sure to set both.

Non-cash tips are tips left on credit cards, gift cards, or other non-cash payment types. Gratuities include cash gratuities and non-cash gratuities (service charges paid on credit card, gift card, and other non-cash payments).

If you pay out gratuity and non-cash tips at the end of the night (from the cash drawer):

In Toast Web, navigate to Employees > Shift review > Shift review setup.
Select Customize shift review.
Select Payout.
Under the non-cash tip section (or non-cash gratuities section, whichever applies), select Pay from the cash drawer.
Proceed through the remaining Payout options.
Select Publish all changes.

Expected outcome: When employees complete their shift review, they see a Tip Out step at the end of their shift review and collect non-cash tips from the cash drawer.

If you pay out gratuity and non-cash tips through payroll:

In Toast Web, navigate to Employees > Shift review > Shift review setup.
Select Customize shift review.
Select Payout.
Under the non-cash tip section (or non-cash gratuities section, whichever applies), select Pay out through payroll.
Proceed through the remaining Payout options.
Select Publish all changes.

Expected outcome: When employees complete their shift review, they are not prompted to collect non-cash tips during the tips portion of their shift review. Non-cash tips are paid out later through payroll.

Note: Tip-out behavior is set at the restaurant level — you cannot apply different tip-out methods to different job roles (for example, paying servers from the cash drawer while paying bartenders through payroll). For a deeper walkthrough of the two options, see Change Shift Review Tip Out Settings.

Customize the Shift Review Report

The shift review report is the printed (or on-screen) summary of activity from a shift — sales, tips, cash, voids, and so on. You can choose which sections appear and reorder them.

In Toast Web, navigate to Employees > POS report configurations > Shift review report.
Enable the sections you want included by toggling them on. Sections include:
- Tips & Fees Earned and Tip Sharing
- My Guest Report and Employee Account
- Credit Tip Audit and Credit Card Breakdown
- Sales & Taxes Summary and Revenue Center
- Total Voids, Removals, and Discounts
- Total Payments and Pay Outs
- Employee Signature
To reorder a section, select and drag the grid icon next to its row.
Select Publish all changes.

Expected outcome: Toast Web automatically saves your section selections and order. After you publish, employees see the updated shift review report at the end of their next shift.

Shift Review Report Components

Each row in the shift review report comes from a specific section. Some rows require additional permissions or configuration before they appear. Use the table below to confirm what each row shows and what controls it.

Section	Row	What it shows	Required permission or setting
Employee Account	Cash in hand (collected cash sales)	Total cash payments taken by the employee, kept in their own cash bank	1.6 Apply Cash Payments permission
Employee Account	Cash in drawer	Total cash payments taken by the employee and placed in a cash drawer	1.12 Shift Review Sales Data permission. In the Toast POS app: Setup > Device Setup > Open Cash Drawer > Yes, and Setup > Device Setup > Receipt Printer
Employee Account	Driver bank	Starting cash balance for delivery drivers	In Toast Web > Takeout & delivery > Availability > Takeout/delivery > Driver cash management > Assign driver bank > Yes, assign driver bank for reporting
Employee Account	Total gratuity and fees	Total gratuity and fees to be paid out to the employee	In Toast Web > Employees > Shift review > Payout options
Employee Account	Non-cash tips (%)	Total non-cash tips to be paid out to the employee	In Toast Web > Employees > Shift review > Payout options
Employee Account	Tips withheld (%)	Total tips withheld by the restaurant to cover credit card processing fees	In Toast Web > Employees > Shift review > Payout options and Employees > Payroll management > Tip withholding > Enable house tip withholding
Employee Account	Driver reimbursement	Total amount reimbursed to a driver for personal vehicle use	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 Account	Employee owes the restaurant / restaurant owes employee	Net cash position for the employee at the end of the shift	Requires a Driver job. Same driver reimbursement path as above
Employee Account	Total guests served	Total number of guests served during the shift	None
Employee Account	Average spend per guest	Total average spend per guest, per check	None
Tips & Fees Earned	Cash tips (declared) (%)	Total cash tips declared by the employee	Requires a Tipped job. In Toast Web > Employees > Shift review > Shift review setup > Declare cash tips
Tips & Fees Earned	Total tips & fees	Calculated as non-cash tips + non-cash gratuity and cash automatic gratuity (service charges) + total driver reimbursements + declared cash tips − house tip share	None
My Guest Report	Total guests served	Total guests served	None
My Guest Report	Average spend per guest	Average spend per guest	None
Credit Tip Audit	Credit tip audit	Total credit card tips. Fields include check number, last four digits of the credit card, subtotal, tip (if applicable), and order total	None
Tip Sharing	Sales category (%)	Total tip amount per sales category	None
Tip Sharing	Total	Total tip sharing amount	None
Delivery	Fees to the driver	Delivery driver fees	A service charge must be configured. In Toast Web > Finance > Related > Settings > Service charges & fees
Delivery	Fees	Applicable driver fee per check, including check number and gross sales	None
Delivery	Reimbursement	Applicable driver reimbursement per check, including check number and gross sales	None
Sales & Tax Summary	Sales category	Total number of items and net sales per sales category	A sales category must be configured. In Toast Web > Menus > Settings > Sales categories
Sales & Tax Summary	Non-grat svc charges	Total non-gratuity service charges collected by the restaurant	A service charge must be configured. In Toast Web > Finance > Related > Settings > Service charges & fees
Sales & Tax Summary	Deferred amount	Total amount excluded from the restaurant's net sales	In Toast Web > Menus > Bulk management > Advanced properties > Select your item > Reporting > Defer Revenue > Yes
Sales & Tax Summary	Total net sales	Total paid by guests for menu items and service charges	None
Sales & Tax Summary	Tax	Applicable tax amount	None
Sales & Tax Summary	Gross sales	Total non-gratuity services and items sold before deductions	None
Sales & Tax Summary	Total amount	Gross sales + total gratuity and fees + non-cash tips	None
Sales & Tax Summary	Paid in total	Total payments for future orders completed within the date range	None
Cash/Credit Per Sales Category	Cash sales by sales category	Total number of items and cash sales per sales category	None
Cash/Credit Per Sales Category	Non-cash sales by sales category	Total number of items and non-cash sales per sales category	None
Revenue Centers	Revenue center	Total revenue center sales (does not include tax)	A revenue center must be configured. In Toast Web > Front of house > Tables & sections > Revenue centers
Total Voids	Void amount	Total void amount	None
Total Voids	Void order count	Total number of voided orders	None
Total Voids	Void item count	Total number of voided items	None
Total Voids	Void percent	Percentage of total orders voided	None
Total Removals	Removal amount	Total amount removed from checks	In Toast Web > Employees > Shift review > Shift review report > Total removals
Total Removals	Removed item count	Total items removed from checks	In Toast Web > Employees > Shift review > Shift review report > Total removals
Total Discounts	Discount name	Total discounts applied and discount amount	A discount must be configured. In Toast Web > Finance > Related > Settings > Discounts & promo codes
Total Payments	Amount (number of checks)	Total number of checks, credit, and cash payments	None
Total Payments	Tips (%)	Total percentage and amount of credit and cash tips	None
Total Payments	Gratuity	Total credit and cash gratuities	None
Total Payments	Total	Total of payments, tips, and gratuities	None
Total Payments	Deposit sales collected	Total payments for future orders completed within the date range	None
Credit Card Breakdown	Credit card name	Amount paid with each credit card type. A section is created for each credit card type used during the shift	None
Other Breakdown	Alternate payment name	Amount paid with each alternate payment type. A section is created for each alternate payment used during the shift	None
Pay Outs	Name of payout	Total cash removed from a cash drawer per payout	None
Pay Outs	Total payouts	Total payout amount	None
Employee Signature	Employee x	Employee signature line	None
Employee Signature	Cash received by	Signature line for the employee receiving cash deposits	None

Add Sales Category Tip Percentages

If your restaurant tips out employees based on a percentage of sales (for example, a bartender receives 2% of a server's beer sales), the shift review report can display those calculated percentages by sales category. This is a calculation — it does not move tips between employees.

In Toast Web, navigate to Employees > POS report configurations > Shift review report.
Select Details on the Tip Sharing row.
Select + Add new and enter the sales category, tip percentage, and a description.
Select Publish all changes.

Expected outcome: The tip-sharing amounts shown on the shift review report are calculated from net sales for each sales category you configured.

Add Delivery Service Fees to Shift Reviews

If your restaurant has delivery service charges that go directly to drivers, the fees can appear on the driver's shift review.

In Toast Web, navigate to Payments > Checks & receipt setup > Service charges.
Select an existing service charge, or select + Add to create a new one. For full service charge setup, see Customize Service Charges and Mandatory Gratuity.
Set the Assign to check owner (Gratuity)? option:
- If set to Yes, Assign the fee to the owner of the check, the delivery service charge appears as a Total Gratuity and as a Delivery Fee to the driver.
- If set to No, Assign the fee to the restaurant, the delivery service charge appears on the driver's shift review as a Non-Grat Svc. Charge under Sales and Taxes Summary.
Confirm Delivery? is set to Yes.
Select Save, then Publish all changes.

Expected outcome: The delivery service fee appears on the driver's shift review report in the location matching the option you selected in step 3.

Known Limitations

Tip-out method is restaurant-wide, not per job. You cannot pay some employees through payroll and others from the cash drawer in the same restaurant. The non-cash tip and non-cash gratuity settings apply to every job that earns those tips.
Custom steps cannot be added to the shift review workflow. The shift review workflow steps (close checks, declare cash tips, reconcile cash and tips, close cash drawers) are fixed. To add reminders or checklists, use a Manager Log entry instead.
Per-job-role report customization is not supported. The shift review report sections you enable apply to every employee. You cannot show different sections to bartenders versus servers.

Frequently Asked Questions

How do I stop the shift review pop-up from appearing when employees log in?

To stop the shift review pop-up from appearing, change the Require shift review setting from Required to Optional in Toast Web > Employees > Shift review > Advanced shift review setup. When required, employees see the shift review prompt before they can clock out.

Also asked as:

- How do I remove the shift review screen at clock out?
- How do I disable the shift review pop-up?
- How do I get the shift review to stop at clock out?

How do I make a shift review required for only certain jobs?

The Require shift review setting applies to every hourly employee — there is no built-in option to require shift review only for specific jobs. To approximate per-job behavior, mark only the jobs that need to declare cash tips as Tipped in Toast Web > Employees > Employee management > Jobs. Tipped jobs see the Declare cash tips step; non-tipped jobs skip it. For full details on the Tipped setting, see Declare Cash Tips Overview.

Also asked as:

- Can I require shift review for servers only?
- How do I change the setting for certain jobs to not require a shift review?
- How do I make it so only servers and bartenders have to do a shift review?

Can I pay some employees from the cash drawer and others through payroll?

You cannot pay some employees from the cash drawer and others through payroll. The tip-out method is configured at the restaurant level for non-cash tips and for non-cash gratuities. Both options apply to every job that earns those tips.

Also asked as:

- Can I tip out bartenders from the drawer but pay servers through payroll?
- Is tip-out per job role?

How do I hide the earned-tips amount from employees when we use a tip pool?

To hide the earned-tips amount when your restaurant uses a tip pool, set the non-cash tip payout option to Pay out through payroll in Toast Web > Employees > Shift review > Shift review setup > Customize shift review > Payout. With payroll selected, employees do not see a non-cash tip collection step during shift review, which prevents the printed shift review from showing an earned-tips figure that conflicts with the pooled distribution.

Also asked as:

- How do I remove tip collection from shift review?
- How do I keep the old tip pool from showing on the printed shift review?

How do I edit a cash tip that an employee declared incorrectly?

To edit a cash tip declared incorrectly during shift review, navigate to Toast Web > Reports > Labor > Time entry management, select the shift, and update the Cash Tips Declared field. Managers can also reopen the shift on the POS through Manager Activities > Review Employee Shifts. For full details, see Declare Cash Tips Overview.

Also asked as:

- An employee forgot to declare tips — how do I fix it?
- How do I correct a declared cash tip?
- Where do I edit shift tips after the shift is closed?