💼 Opening and Closing Server / Staff Bank

In a busy restaurant, some trusted employees are allowed to bypass the cash drawer and manage their own cash. They keep cash in a bag, apron pocket, or money belt. This is called a Server Bank or Staff Bank. Common for servers, bartenders, and delivery drivers.

💡 In Simple Terms

Cash drawer = shared till for whole terminal. Staff bank = one employee’s personal till they carry around.

📋 In This Page

→ Why Use Staff Banks?
→ Visual: The Staff Bank Concept
→ Multi-Role Employees
→ Auto vs Manual Staff Bank
→ Opening: Manual Staff Bank Flow
→ During the Shift
→ Checking Staff Bank Status
→ Closing the Staff Bank
→ Staff Bank Report Walkthrough
→ Real-World Use Cases

🎯 Why Use Staff Banks?

Situation	Why Staff Bank Helps
🍴 Server roams between tables, terminal, kitchen	Carries cash bag — no need to walk back to drawer
🚗 Delivery driver leaves the store	Cash collected on delivery stays with driver until return
🍻 Bartender splits tips by shift	Their tips and sales tracked separately
👥 Multiple employees on one terminal	Each accountable for their own cash
⚡ High-volume rush, no time to share drawer	Each server handles their own transactions

👀 Visual: The Staff Bank Concept

💵
CASH DRAWER
Lives at the terminal
Shared by all cashiers
Counter service
e.g., Cash register

💼
STAFF BANK
Walks with the employee
One person’s responsibility
Table service / Delivery
e.g., Server’s apron, driver’s bag

👥 Multi-Role Employees in ORO POS

💡 One Person, Many Roles

An employee in ORO POS can have multiple roles — and at clock-in time, they pick which role to work. Each role can have different staff bank rules.

📌 Real Example

Manual M (the employee in the screenshot) has 3 roles:

👔 Manager — Has Staff Bank: Yes (Manual)
💵 Cashier — Uses cash drawer
🍽️ Server — Has Staff Bank: Yes (Auto)

Each shift, Manual picks which role he’s working today.

⚙️ Auto vs Manual Staff Bank

📌 Two Modes per Role

If a role has staff bank enabled, the bank can auto-open at clock-in or be opened manually.

Mode	What Happens at Clock-In	Best For
⚡ Auto Start Staff Bank	Bank opens automatically when employee clocks in	Servers, drivers — staff bank always required
🖐️ Manual Staff Bank	After clock-in, employee chooses to start bank OR use drawer	Managers/flexible roles — bank only when needed

🔓 Opening: Manual Staff Bank Flow

Here’s the complete flow when an employee with Manual Staff Bank clocks in.

📌 The Profile

Employee profile shows:

✅ has staff bank: Yes
❌ auto start staff bank: No ← Manual mode

📌 Step-by-Step

Manual staff bank: choose role → clock in → select Start Staff Bank → confirm

Step	Action
1	Employee logs in to ORO POS
2	Picks the role at top: Manager / Cashier / Server
3	Tap green Clock In button
4	A “Select action” dialog appears with two options
5	Tap Start Staff Bank (or Close to skip)
6	Confirmation: “Manual M is clocked in”
7	Tap Print to print clock-in chit, or OK to continue

💡 Choose Wisely

If the employee skips “Start Staff Bank”, their cash sales will go to the main cash drawer instead. They can also start their bank later from the clock-in screen.

🛒 During the Shift

While the staff bank is open, all cash transactions go into that employee’s bank:

Activity	Bank Effect
💵 Customer pays cash	Cash goes to server’s bank
💳 Customer pays card	Tracked in card receipts (no cash impact)
💸 Tip received (cash)	Server keeps it (or splits per shop policy)
↩️ Cash refund	Comes out of server’s bank

📊 Checking Staff Bank Status (Mid-Shift)

The employee can check their bank status anytime from the clock-in screen.

1️⃣ Staff bank status button → 2️⃣ Details → 3️⃣ Server bank sales details

Step	What to Click	Sees
1️⃣	Staff bank status button (bottom right)	Bank summary report
2️⃣	Details button	Per-transaction breakdown
3️⃣	Close the popup	Returns to clock-in screen

🔒 Closing the Staff Bank

At end of shift, employee closes their bank, declares tips, and hands cash to the supervisor.

Step	Action
1	From clock-in screen → tap Staff bank status
2	Review the report (sales balance + cash balance)
3	Tap Close staff bank
4	Declare tips (if applicable)
5	Print final Staff Bank Report
6	Hand cash + report to supervisor

📋 Staff Bank Report Walkthrough

Here’s the report from the screenshot — Manual M’s Staff Bank Report:

Demo Store — Staff bank report

Staff: Manual M | From: 07 May 2026 04:43 PM | Report time: 04:48 PM

📊 Sales Balance
Gross receipts	$46.36
– Cash receipts	$46.36
– Credit cards	$0.00
– Debit cards	$0.00
– Customer payments	$0.00
+ Cash tips	$0.00
+ Charged tips	$0.00
= Total tips	$0.00
💰 Cash Balance
Cash	$46.36
– Tips to be paid	$0.00
– Pay out	$0.00
– Refund	$0.00
+ Begin cash	$0.00
+ Cash in	$0.00
= Drawer accountable	$46.36
> Declared tips	$0.00
> Cash to deposit	$0.00
Cash due from server	$46.36

Manual must hand over $46.36 cash to the supervisor.

📋 Server Bank Sales Details (Per-Transaction)

Click “Details” to see every transaction:

Server bank sales details

Assigned to: Manual M | Payment Type: Cash

Time	Ticket ID	Amount
07-05-26 04:45:27 PM	1777081319160	$15.21
07-05-26 04:45:33 PM	1780545141156	$17.15
07-05-26 04:46:56 PM	1774630338210	$9.01
07-05-26 04:48:04 PM	1774630338210	$4.21
07-05-26 04:48:16 PM	1774630338210	$0.78
Total →		$46.36

💼 Real-World Use Cases

🍴 Full-Service Restaurant — Servers

5 servers, each with auto-staff-bank. Each carries cash bag, takes orders, settles at the table. End of shift each closes their bank → declares tips → deposits cash with manager.

🚗 Pizza Delivery Drivers

Driver clocks in → bank auto-opens. Takes deliveries with cash on delivery. Returns to store, more deliveries. End of shift → closes bank → cash + tips reconciled.

👔 Manager (Manual Mode)

Manager mostly oversees. Sometimes covers cashier role. Manual staff bank means they only open one when needed. Otherwise uses the main drawer.

🍻 Bartender

Bartender handles drinks + tabs + tips. Personal staff bank tracks all their sales. End of shift, accountable for the cash collected.

🎪 Event Vendor

Multiple vendors at festival. Each one has their own bank (no shared drawer). Reports per vendor.

⭐ Best Practices

Tip	Why
Use auto-staff-bank for servers/drivers	Always required — no chance to forget
Use manual staff-bank for managers/admins	Flexibility — only when actually handling cash
Train staff to check status mid-shift	Catch missing transactions early
Always declare tips before closing	Required for IRS reporting + correct cash deposit
Print and sign staff bank report at handover	Audit trail and accountability
Investigate variance from “Cash due”	Identify shortages or theft early
Set staff bank permission only for trusted roles	Not everyone should bypass the cash drawer

📚 Related Guides

🔗 Continue Learning

→ Opening / Closing Cash Drawer

→ Store Sessions Guide

→ Tips Payout

📞 Need More Help?

Visit guide.orocube.com or contact helpdesk@orocube.net