How-To-Yelli: Roster and Team Onboarding

In this article: How to navigate the roster screen and onboard new team members to your Yelli account.

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Hey, this is the first article in our “How-To-Yelli” series! 

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As a startup, our main focus is introducing Yelli to new users, and then of course seeing where the pain points are and working to make the user experience better. As with any new tool, there is a learning curve associated with implementing it.

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I wanted to write a series of blog posts that can help new users get through that learning curve quicker! You can refer to these articles if you are getting started with a new Yelli account, or use them as resources in your training program. We're going to cover everything - from adding menu items and updating uniform requirements, to onboarding new team members and issuing tests. Each article will highlight tips and tricks for using the app, plus how we suggest using features to see the best results in your team training and communication.

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If you're just starting out, be sure to check out our FAQ page as well as our User Manual. Need more help? Contact us directly!

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Since it’s the very first thing you should set up when you create your Yelli account, this first article is going to cover the roster page and how to onboard new team members.

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The Roster Page

The roster page is accessible only to manager-level users, and it can be accessed right from the home page. Click on the Roster tab to launch.

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When you create your Yelli account, the roster page should be your first stop. All of the job roles that you create under the roster will sync throughout the app in places like uniform guidelines and steps of service. 

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Adding Job Roles

To add job roles, click +Add New Role at the bottom of the page. Name the role, and then click save in the top right corner. The role will be added to the roster, and will sync throughout the app.

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Editing Existing Job Roles

Are you going to call your bussers backwaiters instead? No need to create an entirely new job role, simply edit the existing role. To do this, click on the pencil icon next to the role name. Edit as you need, and then click save in the top right corner. The job role will modify on the roster screen, and throughout the app.

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Deleting Job Roles

If you want to delete a job role, you will need to make sure no users are assigned to that role. If there are users assigned to it, you will want to re-assign them to new roles first.

To re-assign a user to a new role, go to the user's profile and click on the pencil icon right next to their role label that is directly under their name. A window will open that will let you select a different job role for them. Click “update” when you are done to save the changes.

*Keep in mind that the user will now be assigned the new job role’s training schedule, if one has been built for that role.

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Once there are no users assigned to a job role, you will be able to delete the role completely. You will see a trash can icon appear next to the pencil icon, simply click that trash icon to delete the role.

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Where Job Roles Synchronize

To help managers stay more organized, and to create a thorough training program, the job roles you create under the roster screen will sync throughout the app. It’s important to know what material is tied to roles, so if you edit the roles you know what material you need to update or modify.

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Steps of Service

Steps of service can be found under the “Your Restaurant” tab on your home screen. When you click into the steps of service section, you will see all of the job roles from your roster.

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For each job role you can outline the specific steps that you want that role to perform when interacting with guests. 

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Remember, if you delete a job role under the roster screen, the steps of service for that role will be deleted as well.

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Uniform Guidelines

Uniform guidelines can be outlined under the uniform section, which is also found under the “Your Restaurant” tab on your home screen. When you click into the uniform section, you will see all of the job roles from your roster.

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For each job role you can outline the specific uniform requirements that you want them to follow. 

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Remember, if you delete a job role under the roster screen, the uniform guidelines for that role will be deleted as well.

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Training Schedules

The last place that your job roles will sync is under the train tab on your home screen.

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This section lets you pre-set the training schedules for new hires in each job role. When you click into the train section, you will see all of the job roles from your roster. For each job role, you can add individual days of training with specific tasks to complete on each day. When you onboard a new employee, the training schedule built for their job role will automatically be assigned to them. 

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Remember, if you delete a job role under the roster screen, the training schedule for that role will be deleted as well.

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Adding New Team Members to Yelli

When you’re ready to invite a new team member to join your Yelli account, you will go to your Roster page, then click the “Add New Employee” button at the bottom of the page.

You will be prompted to enter their first and last name, email address, and job role. Once finished, click “invite” at the bottom. Your new team member will get an email with instructions on how to activate their account.

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Quick tip! Activation emails are only valid for 24 hours, and after that they will need to be resent. You can send invites as many times as needed.

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Viewing Team Members on The Roster

Once they have activated their account and logged into their profile, each user will show on the roster page under their respective role. 

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Click on their profile to view their training and testing status, or go to the messaging page to say hello!

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Using the Roster Page as Your Management Dashboard

In conclusion, the roster page is really the main manager dashboard within Yelli. It is only accessible to manager level users, and it can be used to organize your Yelli account, view team member profiles, and invite new team members to Yelli.

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I hope that this article gave you a thorough understanding of how the roster page works, and if you picked up a few tricks along the way, that’s great too! Make sure you subscribe to our newsletter, and follow us on social media if you want access to these helpful how-to articles as they’re released.

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