Discovery Questionnaire Wizard

Discovery Call Questionnaire

Step 1: General Group Info

Group Name:

Operating Market(s):

Select At least One

Main Contact Person/Admin:

Main Contact Job Title:

Main Contact Email:

Phone Number:

Step 2: Please tell us your type of operation:

Select At least One

Fast Food

Food Delivery

Retail

Casual Dining

Hair Salon & Spa

Casual Full Service

Fine Dining Restaurant

Hotels

Night Club

Resorts

Gas Stations 24/7

Step 3: Operational Details

POS Type:

Other POS Type:

Version:

Time Provider:

Other Time Provider:

Version:

Total Number of Locations:

Total number of tipped employees?:

Do you want to pay tips to employees personal accounts/direct deposit?

Yes

Do you currently use Pay Cards?

Yes

Type in your Card Provider (If Applicable):

If NO, do you plan to use one?

Yes

Select (If Applicable):

Step 4: Pay Out Info

What is your current payment method?
(How do you pay your tipped employees; if you are using pay cards you can skip):

Cash/Self cash out from cash drop

Check/ACH

Payroll (Time and attendance hours + TIPS)

How often are charged tips paid?

Per shift

Daily

Weekly

Bi-weekly

Who is your current Payroll Provider?

Other:

What is the current process for paying out charged tips? (Please describe) example :

Does a shift manager need to manually track or reconcile tips, POS and payroll checks?

Yes

Is Cash Shortage an issue across your locations?

Yes

Step 4.1: Pay Out Info

Do the same tip sharing distribution rules and policies apply to all locations?

Yes

Do employees sometimes pay medical or other deductions directly to the company because they do not have enough net pay from payroll to cover the deductions?

Yes

How soon are you looking to implement an automated tip funding routine?

ASAP

1-3 Months

3-6 Months

6-9 Months

9-12 Months

Is an electronic onboarding solution utilized with new hires? If so, is it used to collect pay type choice (e.g., direct deposit, a pay card or live check)

Yes

What is the your main goal?

Step 5: Additional Comments

Addtional Comments?