How-To-Yelli: Getting Started
In this article: How to set up a new Yelli account for your restaurant in 6 straight-forward steps.
So you just signed your restaurant up for Yelli - that’s awesome!
Like any new tool or technology, there can be a bit of a learning curve when it comes to implementation. While Yelli is designed to be straightforward and intuitive, we want to make sure you have everything you need to make the most out of your new Yelli account.
In this article, we’ll go through step-by-step how to create your account if you haven’t already, add your training materials, and onboard your team.
Step 1: Creating Your Yelli Account
If your restaurant is already registered with Yelli and you’re signed into your account, skip ahead to Step 2.
If you haven’t created your account yet, click here and follow the instructions to do so.
Quick tips for signing up:
- The login information created when signing up will be assigned to the admin user of the account. Please keep this in mind when choosing the email address and password to use. Learn more about user types and permissions here.
- Select the Setup Service add-on if you would like us to set up your account for you. This is optional and can also be added later on.
- No charge today! Every account begins with a 2 week trial period.
Once you are logged into your dashboard, you’re ready to start setting up your account.
Step 2: Roster
It’s important to start by setting up your roster page. This is because the job roles you create here will sync in places like training schedules, steps of service, and uniform guidelines.
Create as many job roles as you need by clicking Add New Role.
You will always be able to update the job labels in the future, but you will only be able to delete the label entirely if there are no users under it.
Once you're happy with your roster settings, navigate back to the home screen.
Note: It might be tempting to start inviting your team members to join, right away - and you’re free to do so! However we do recommend setting up your account before onboarding staff. It may be helpful to invite other manager-level users so that they can assist with the setup process. More on onboarding later 🙂
Step 3: Your Restaurant
The next step is to add all of your training materials to Yelli.
Your Restaurant section acts as an outline, or general template, for all of your content. Go into each section and add your training materials where they fit best.
As you’re going through this process, keep in mind that the goal is to make your content easy to find, both for your managers when they need to update something, and for your team members when they are training.
Building menus, adding steps of service, and sidework lists are a great way to start. The other sections such as restaurant layout, uniform, health and safety, and company info help to round out all of the training information your team may need.
Now, don’t freak out - this process isn’t going to be as hard as you think! Once your account is set up it will be easier than ever to keep things organized and up to date.
If you really don’t have the time to go through your current training materials and add them to your account, our setup service is a great option. You can simply email us your training materials in whatever format you have, and we’ll do the rest. Learn more about the setup process here.
Step 4: Tests
This step is optional. You can choose to implement tests as part of your training program, or you may not. You may also choose to test outside of a digital platform.
If you do decide to use the test features we have in Yelli, navigate to the Test section to get started.
There are two test formats available: multiple choice and menu based.
To create a multiple choice test, choose Create, and then enter your test questions. Be sure to select the right answer for each one! Click save when you’ve added all of your questions. You’ll be able to add as many tests as you need.
Related: 4 Key Elements That Your Testing Program Should Focus On
If you ever want to edit a multiple choice test, you can do so under the Edit tab.
The menu based tests have already been created for you based on your food and drink sections under Your Restaurant (see Step 3). When assigned, team members will be prompted to complete blank “flashcards” for each menu item in the category (ie. appetizers, cocktails, specials).
Related: How-To-Yelli: Menu Tests
Later on when your team has been onboarded, you can come back here to assign tests and view results!
Step 5: Train
The last step in the process of setting up Yelli for your restaurant is to build your training plans for each job role.
Start by navigating to the Train tab from your dashboard.
Select the job role you would like to begin with, then click Add New Training Day.
Add each individual training task you would like the team member to complete, building a checklist for them to follow.
Once saved, each team member under that job role will automatically have that day of training to complete.
Step 6: Onboarding and Implementation
Congrats, you're all done with setting up your training program on Yelli!
Now its time to onboard your team. Navigate back to the Roster tab, and then send each team member an invitation to join.
Related: How-To-Yelli: Roster and Team Onboarding
From here, Yelli will start streamlining and simplifying your training. Team members can review your training materials, complete tests and training, and get notifications when changes happen.
Be sure to check out the rest of the How-To-Yelli articles for more tips and tricks on making the most of your new Yelli account.
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