Help Guide
Helpful Tips
HOW TO IMPORT USERS
To bulk import users, first create an .xlsx document. Click here to download a template file.
Within the .xlsx document, name the first 4 columns as follows:
- first_name
- last_name
- email
- role
Then, enter the users information in the following rows. Once done, you can drag and drop or select the document to import. Click Import and then review the invites before sending.
If you receive an error message when importing, check that your job roles match the job roles set in Yelli (example: 'server' vs 'servers') and make sure that multiple job roles assigned to a single user are all of the same access level (admin, manager, or staff level). Users cannot be assigned job roles across different access levels.
If issues persist, please contact us directly for help.
FONT SIZE
If text within the Yelli mobile app is cut off or not centered, try decreasing the font size within your device settings.
FILE SIZE LIMITATIONS
Throughout the Yelli platform there are places to upload media. The file size limitations are PDF, PNG, or JPG files 10MB or smaller.
Having issues with uploads? Contact us for assistance.
Admin & Manager Level Users
CHANGE YOUR PASSWORD
Change your password by opening the drop down menu and navigating to Settings.
Under Personal Information > Change Password, enter your current password and new password. Save to confirm.
Forgot password? Click here to reset your password without logging in.
CHANGE YOUR EMAIL
Click on your photo or name in the upper right corner to open the drop down menu.
Click on Profile > Settings icon.
Edit email address and then click Save. This will update your login credentials as well.
DASHBOARD
The Dashboard, or homepage, is the main landing page in your account.
The Dashboard displays widgets, the nav bar, and the drop down menu.
The widgets:
- Your Restaurant - Shortcuts to content sections to easily find what you're looking for.
- Notifications - See the latest changes, assignments, and announcements.
- Training - Visual report of overview team training status.
- Testing - Visual report of overview team testing status.
The nav bar:
- Home - this Dashboard
- Restaurant - opens content section menu
- Testing - Opens testing page
- Training - Opens training page
CREATING A YELLI SUBSCRIPTION
Yelli requires a monthly or annual subscription after the free 30 day trial.
Once your account is created, you will have the option to choose a plan. This is where you will create your subscription, with the option to choose monthly or yearly billing options. Simply click "Choose Plan" when prompted and follow the instructions to continue.
The name and email entered when creating your Yelli account are designated as the billing admin. If other admins are invited they will have access to all account and billing settings. See Roster for more info.
TESTS: CREATE, EDIT AND ISSUE TESTS TO TEAM
Yelli lets your test your staff on their knowledge of your menu and procedures. Yelli also documents and stores the results for each employee.
When you issue a new test to team member(s) they are notified that a test is waiting for them.
- Menu Based tests: Yelli automatically creates tests for each category of Food and Drink menu items that have been added under Your Restaurant. No steps are required to create menu based tests.
- Creating a multiple choice test: Yelli allows you to create customized tests on any subjects you choose. From the Home Screen select Test > Create > Enter the Name > Enter the first question. Enter possible answers and click the grey circle next to the correct answer, a check mark will appear showing which answer you indicated as correct. > Click Add Another Question and fill in question and answer text. Remember to indicate which answer is correct! > When you are done adding questions click Save.
- Edit existing tests: From the Home screen select Test > Edit > Click the pencil icon next to the test you wish to edit > Edit the questions / answers as needed. Click Save. Note: To edit the content of Food/Drink Tests edit the items in the Materials Section.
- Delete tests: From the Home screen select Test > Edit > Click the pencil icon next to the test you wish to edit > Click Delete > Confirm Delete
- Issuing tests to be taken: Yelli allows you to issue any test to an individual team member, all team members in a role (for example: all servers), or to all team members. From the Home screen select Test > Issue > Select test to issue > Select what team members to issue test to > Click Issue
- Review test results: Test results can be viewed by test or by employee
- View results by test: From the Home screen select Test > Results > Select which test to view > Select employee results to view.
- View results by employee: From the Home Screen select Roster > select Role > select employee to view > on employee profile page click on View Test Results > Select test to view results.
SETTINGS
The settings menu allows all users to access the following:
Personal Information
- Update First and Last name*
- Update phone number*
- Update email address*
- Changing your email address here will change your email login as well.
- Change password
- Delete profile
- Add/Edit/Delete About Me information*
- Add/Edit/Delete Education information*
- Add/edit/delete Experience information*
- Upload/delete Documents*
*Profile information is accessible to admin and manager level users.
Notification Settings
- Turn off/on material notifications
- Turn off/on test notifications
- Turn off/on training notifications
- Turn off/on Shift Alerts
We strongly suggest that you leave all notification turned ON, setting them otherwise will have a significant impact on the communication benefits of Yelli.
You can manage push notifications under your device settings. This will not impact in-app notifications.
Language and Region
- Choose language settings
- Choose timezone settings
Admin users also have access to:
Location Information
- Update Location name
- Update location email (for billing and account notifications)
- Update location address
- Update location timezone
Manage Account:
- Manage subscription (monthly or yearly)
- Manage payment methods
- Cancel subscription
USER PROFILE
Complete your profile information so the rest of your team can contact you and get to know you.
To complete or update your profile:
- Click on your name in the upper right corner to activate the drop down menu.
- select Profile > Edit in upper right corner.
- Click on upload photo, select photo from your device for your profile picture.
- Fill in Name, Email, Phone number, and other information.
- Click Save when complete!
NOTIFICATIONS
This is how Yelli keeps you up to date in real time on things you need to know about your restaurant! Check and review your notifications often.
When you have new notifications a push notification will be sent to your device, and they will also show on your Notifications widget when you log in. There will also be a red icon with the number of unread notifications over your profile picture in the top right corner of the screen.
Yelli sends out notifications when:
- Food or Drink items are added or updated.
- Any other training material is updates or added including Table layouts, uniforms, steps of service, sidework, health & safety guides, procedures, company information, schedules, special events or training videos.
- A test is issued for you to complete.
- Training is assigned to you
- Tests are completed (managers only)
- Training is completed (managers only)
- There is a new Shift Alert
To Access Notifications:
- View Notifications widget on dashboard, click "See All" to view all notifications
- Open drop down menu by selecting your profile picture in top right corner.
- Select Notifications.
- All notifications will appear on the screen with the most recent ones first. Scroll down to read all notifications.
- Select a notification to go to that item.
To Mark as Read:
- Notifications will automatically be marked as read once selected.
- Click on the "..." in the top right of a notification to mark as read.
- Open the full notification page for Mark All as Read option
YOUR RESTAURANT: ENTERING MENUS, UNIFORMS AND PROCEDURES
This is a section-by-section guide on how to build and edit the information under Your Restaurant sections. Anytime a change is made, the default Save settings will send your team members a notification to review. Choose "Save Without Notifying" to not send the notifications.
Food
Yelli uses subcategories to organize food menu items. Appetizers, Entrees, etc.
- Add a new subcategory: From Home screen select Your Restaurant > Food > Add New Subcategory (at bottom of screen): enter the name for the new category and click save.
- Add New Food Item: From the Home screen select Your Restaurant > Food > Add new item: select a photo for the item from your device and enter the info for all the data fields then click save.
- Edit Food Item: From the Home screen select Your Restaurant > Food > Select item: Edit photo or fields then click save.
- Delete Food Item: From the Home screen select Your Restaurant > Food > select Item > Delete > Confirm Delete.
Drinks
Yelli uses subcategories to organize drink menu items. Cocktails, Wine By The Glass, etc.
- Add a new subcategory: From Home screen select Your Restaurant > Drinks > Add New Subcategory (at bottom of screen): enter the name for the new category and click save.
- Add New Food Item: From the Home screen select Your Restaurant > Drinks > Add new item: select a photo for the item from your device and enter the info for all the data fields then click save.
- Edit Drink Item: From the Home screen select Your Restaurant > Drinks > Select item: Edit photo or fields then click save.
- Delete Drink Item: From the Home screen select Your Restaurant > Drinks > select Item > Delete > Confirm Delete.
Restaurant Layout
- Add New Restaurant Layout: From the Home Screen select Your Restaurant > Restaurant Layout > Add New Floor Layout: Click to add layout document and select the PDF file from your computer. Add the floor layout name to the field below the document. Click Save.
- Edit Restaurant Layout: From the Home Screen select Your Restaurant > Restaurant Layout > Select Layout to Edit: Select Change Document to change the pdf file for this layout and/or edit the layout name. Click Save.
- Delete Restaurant Layout: From the Home Screen select Your Restaurant > Restaurant Layout > Select Layout to Delete > Delete > Confirm Delete.
Steps of Service
This is a section that will allow you to communicate to your staff the details of any specific steps you want them to take when serving your customers. You can add a unique set of steps for each role of staff you have created.
Each staff-level job role that you create under the Roster will have a corresponding Steps of Service entry. Deleting an entire department under the Roster will delete the corresponding Steps of Service entry.
- Add Steps of Service: From the Home screen select Your Restaurant > Steps of Service > Select the department: Enter the Title and Description for each step then click add to add another step for that role. When all steps are added click Save.
- Edit Steps of Service: From the Home screen select Your Restaurant > Steps of Service > Select the department: Edit the Title and Description for each step as needed. Click Save.
- Delete Steps of Service: From the Home screen select Your Restaurant > Steps of Service > Select the department: Click on the X next to each step to delete as needed. To delete content in Step one for any role enter “None” in Title and Description fields. Click Save.
Uniform
Each staff-level job role that you create under the Roster will have a corresponding Uniform entry. Deleting an entire department under the Roster will delete the corresponding Uniform entry.
- Add or Edit Uniforms: From the Home screen select Your Restaurant > Uniform> Select department. Click on the photo area then select a photo from your device to add or change the current photo. Enter the description for each item of the uniform or enter “none”. Click Save.
Special Events
- Add Special Event: From the Home screen select Your Restaurant > Special Events > Add New Event: Complete all the fields for the new event. Click Save.
- Edit Special Event: From the Home screen select Your Restaurant > Special Events > Click on the pencil icon next to the Select Special Event to edit: Edit fields as needed. Click Save.
- Delete Special Event: From the Home screen select Your Restaurant > Special Events > Click on the trash can icon next to the Special Event to Delete > Confirm Delete.
Sidework
Sidework information can be uploaded as a PDF File or entered as a text list.
From the Home screen select Your Restaurant > Sidework > Add New > Select the type (either text or Document[pdf])
- For PDF Select “Document” > Click OK > Select the document from your device to upload. Enter the Title for this Sidework below the document. Click Save.
- For text Select “Text” > Click OK > Enter the Title. Enter First Description. Click Add to add more Descriptions as needed. Click Save.
Edit Sidework: From the Home screen select Your Restaurant > Sidework > Click on the pencil icon next to the Sidework to edit: Edit fields or PDF file as needed. Click Save.
Delete Sidework: From the Home screen select Your Restaurant > Sidework > Click on the trash can icon next to the Select Sidework to Delete> Confirm Delete.
Health & Safety
Health & Safety information can be uploaded as a PDF File or entered as text.
From the Home screen select Your Restaurant > Health & Safety > Add New > Select the type (either text or Document[pdf])
- For PDF Select “Document” > Click OK > Select the document from your device to upload. Enter the Title for this Health & Safety below the document. Click Save.
- For text Select “Text” > Click OK > Enter the Title. Enter First Description. Click Add to add more Descriptions as needed. Click Save.
Edit Health & Safety: From the Home screen select Your Restaurant > Health & Safety > Click on the pencil icon next to the Health & Safety to edit: Edit fields or PDF file as needed. Click Save.
Delete Health & Safety: From the Home screen select Your Restaurant > Health & Safety > Click on the trash can icon next to the item to Delete> Confirm Delete.
Company Info
Company information can be uploaded as a PDF File or entered as text.
From the Home screen select Your Restaurant > Company Info > Add New > Select the type (either text or Document[pdf])
- For PDF Select “Document” > Click OK > Select the document from your device to upload. Enter the Title for this entry below the document. Click Save.
- For text Select “Text” > Click OK > Enter the Title. Enter First Description. Click Add to add more Descriptions as needed. Click Save.
Edit Company Info: From the Home screen select Your Restaurant > Company Info > Click on the pencil icon next to the entry to edit: Edit fields or PDF file as needed. Click Save.
Delete Company Info: From the Home screen select Your Restaurant > Company Info > Click on the trash can icon next to the item to Delete > Confirm Delete.
Procedures
Procedures can be uploaded as a PDF File or entered as text.
From the Home screen select Your Restaurant > Procedures > Add New > Select the type (either text or Document[pdf])
- For PDF Select “Document” > Click OK > Select the document from your device to upload. Enter the Title for this entry below the document. Click Save.
- For text Select “Text” > Click OK > Enter the Title. Enter First Description. Click Add to add more Descriptions as needed. Click Save.
Edit Procedures: From the Home screen select Your Restaurant > Procedures > Click on the pencil icon next to the entry to edit: Edit fields or PDF file as needed. Click Save.
Delete Procedures: From the Home screen select Your Restaurant > Procedures > Click on the trash can icon next to the item to Delete > Confirm Delete.
Schedule
Schedule information can be uploaded as a PDF File or entered as text.
From the Home screen select Your Restaurant > Schedule > Add New > Select the type (either text or Document[pdf])
- For PDF Select “Document” > Click OK > Select the document from your device to upload. Enter the Title for this entry below the document. Click Save.
- For text Select “Text” > Click OK > Enter the Title. Enter First Description. Click Add to add more Descriptions as needed. Click Save.
Edit Schedule: From the Home screen select Your Restaurant > Schedule > Click on the pencil icon next to the entry to edit: Edit fields or PDF file as needed. Click Save.
Delete Schedule: From the Home screen select Your Restaurant > Schedule > Click on the trash can icon next to the item to Delete > Confirm Delete.
Training Videos
You can link videos hosted on YouTube or Vimeo to your Yelli account for your team to watch during their training,
From the Home screen select Your Restaurant > Training Videos > Add New
- Name the entry
- Add the video URL link from YouTube or Vimeo.
- Click Add to enter additional URL's under the same entry.
- Click Save.
Edit Training Videos: From the Home screen select Your Restaurant > Training Videos > Click on the pencil icon next to the entry to edit: Edit fields or PDF file as needed. Click Save.
Delete Training Videos: From the Home screen select Your Restaurant > Training Videos > Click on the trash can icon next to the item to Delete > Confirm Delete.
ROSTER: ADDING TEAM MEMBERS
When a new team member is invited, an email is sent to them with their unique activation code. The employee will need to activate their account with the code, then they can sign in to the desktop and mobile app.
Adding users:
- From the Dashboard select Roster > + New User
- Enter the team members' first and last name, email, select their job role(s)
- Note: All job roles must have the same access level
- Click “Invite”. An email including an activation code will be sent to their email.
Pending users:
- Resend Invites as many times as needed
- Revoke invite by deleting their profile completely
Deleting users:
- From the Dashboard select Roster > Select team member profile
- Settings Icon
- Remove User
Changing a team members job role/department:
- From the Dashboard select Roster > Select Employee.
- Settings Icon
- Select job role(s)
- Note: All job roles must have the same access level
- Note: All job roles must have the same access level
- Click Save
- The user may need to sign out and back in to refresh their profile and see the updated job roles.
SETUP AND EDIT JOB ROLES
Yelli uses job roles such as Server, Bartender, Manager, etc to manage team members. Some information and functions within Yelli are sorted by these roles, so setting them up properly is important.
To add a new role:
- From the Home Screen Select Roster > Settings > +Add Role
- Enter the name of the new role, select a label color and access level. Note that only Staff-level job roles will sync in content and training sections.
- Click save.
To edit an existing role:
- From the Home screen select Roster > Settings
- Click on the pencil icon next to the role you wish to edit. Enter the new role name and click save.
To delete an existing role:
- WARNING: Prior to deleting a role it is necessary to reassign or delete all the employees that are assigned to that role.
- From the Home screen select Roster > Settings
- Click on the trash can icon next to the role you wish to delete (if the icon is not visible, there are still users assigned to the role.)
- Confirm to delete.
SUBSCRIPTIONS / PAYMENTS / CANCELLATIONS
To purchase a subscription:
- Create a Yelli account
- Once logged in, click Choose Plan from the 30-day trial window.
- Follow the instructions to select a subscription and setup your billing account.
To change your payment method:
- Open the drop-down menu
- Settings > Manage Account
- Enter new payment info and Save.
To cancel your subscription:
If you need to pause your subscription we will be glad to help you. Please email us at support@yelliapp.com
- You must be an admin user to cancel a subscription.
- ALL INFORMATION WILL BE DELETED if you cancel your subscription.
- Open the drop-down menu
- Settings > Manage Account > Cancel Subscription > Confirm Cancellation.
RESTAURANT INFORMATION
The restaurant Information (Name, Address, etc) is entered initially when the Yelli subscription is purchased.
To edit the Restaurant Information:
- Must be logged in as admin user.
- Click on your photo or name in the upper right corner for the drop down menu.
- Click on: Settings > Manage Account: Enter or Edit information then Click Save.
USER TYPES
There are 3 different user types within Yelli:
Admin
The first admin user is created when the Yelli account is created. This admin user can invite as many other admin users as necessary.
- Admin is the highest level user.
- Can change the Restaurant Name and Address.
- Can add or delete other admin and manager users.
- Can manage subscription and billing settings.
- Can manage job role and permission settings.
- (Coming soon) can manage category and custom field settings.
- Admin users have all Manager permissions as well.
Manager
Unlimited manager-level job roles can be created and unlimited users can be invited.
- Can add and delete employee users
- can view the roster, including user profiles
- Can add and edit Restaurant information
- Create, edit and issue tests
- Create and edit training plans
- Send shift alerts/custom notifications
Employee
Unlimited staff-level job roles can be created and unlimited users can be invited.
- Employee users do not have access to add, edit or delete any information within Yelli with the exception of their profile info.
- Employee users can access all the materials information, take tests, update their training schedule completion and add documents and personal information to their profile.
TRAINING PLANS
Yelli lets you build custom day-by-day training plans for each department created under the Roster section.
*Note: Deleting an entire department under the Roster will delete the corresponding training plans.
Employees will be assigned training based on their department. They can complete training by following the checklist for each day and marking items as complete as they
Creating Training Plans:
- From the Home screen select Train > Select department > Click Add new Training Day
- Enter the first item/training description.
- Click Add to enter the next Item/description.
- Repeat until all training items for that day are entered.
- Click Save
- Click Add new training day to add additional days and repeat above steps until all desired training days have been entered.
Edit Training Plans:
- From the Home screen select Train > select department > click on the pencil icon next to the training day you wish to edit.
- Edit or add items as needed.
- Click save
- Individual training items within each day can be deleted by click the X next to the item.
Delete Training Plans:
- From the Home screen select Train > select delete > Click on the trash can icon next to the training day you wish to delete.
- Confirm delete.
- Repeat for all training days you wish to delete.
Viewing training plan completion:
- Yelli will show you how much of the training has been completed for each employee.
- From the Home screen select Roster > select department > select employee > select Training Status > select an individual day to see more details.
DROP DOWN MENU
Click on your profile picture in the upper right corner to open the drop down menu.
Drop down menu options:
- Notifications: Opens notification log.
- Profile: Opens your profile, option to edit profile information.
- Settings: Personal Information, Notifications, Language and Region, Location Settings, Manage Account
- Training Material Library: Opens training library in separate browser.
- Help: Directs you to this Help Guide
- Contact Yelli: Opens form to contact Yelli support.
- Sign Out: Logs you out of Yelli.
- Terms & Conditions and Privacy Policy
Staff Level Users
LOGGING ON / ACTIVATION CODES
The first time you use Yelli you must register your user account.
Open Yelli > Select Register New Account
Complete each field: Name, Email, Password and Activation Code
The activation code was sent to you in an email from Yelli <support@yelliapp.com>
If you have not received an activation code:
- Check your spam folder
- Check that your manager has added you to the roster and that the email address they entered is correct.
- If you cannot find your Activation code Contact us and we will help you find it.
SETTINGS
The settings menu allows staff and manager level users to access the following:
Personal Information
- Update First and Last name*
- Update phone number*
- Update email address*
- Changing your email address here will change your email login as well.
- Change password
- Delete profile
- Add/Edit/Delete About Me information*
- Add/Edit/Delete Education information*
- Add/edit/delete Experience information*
- Upload/delete Documents*
*Profile information is accessible to admin and manager level users.
Notification Settings
- Turn off/on material notifications
- Turn off/on test notifications
- Turn off/on training notifications
- Turn off/on Shift Alerts
We strongly suggest that you leave all notification turned ON, setting them otherwise will have a significant impact on the communication benefits of Yelli.
You can manage push notifications under your device settings. This will not impact in-app notifications.
Language and Region
- Choose language settings
- Choose timezone settings
USER PROFILE
Your user profile is accessible to you, and the managers on your team. The following information is displayed:
- First and Last name
- Phone number
- Email address
- About Me information
- Education information
- Experience information
- Documents
- Testing progress
- Training progress
To edit your profile information, click on the settings icon in the top right of the profile page, or navigate to Settings > Personal Information from the drop down menu.
TESTS
When a test is issued for you to complete you will get a notification, and will then be able to take the test. Tests may be multiple-choice format, or menu-based with open-ended flashcard format.
From the dashboard Test widget or Test page:
- Any tests that you need to complete will be listed first.
- Select Begin to start taking the test.
- You will be unable to leave the test until it is completed.
- If you are taking a food or drink items test flip each card and fill in the details for that item then click save.
- For other tests click the circle next to the correct answer for each question until the test is completed.
- When a test is completed you will be given your score, able to review the questions you missed (multiple choice only), and your managers will be able to view your results.
CHANGE YOUR EMAIL
Click on your photo or name in the upper right corner to open the drop down menu.
Click on Profile > Settings icon.
Edit email address and then click Save. This will update your login credentials as well.
CHANGE YOUR PASSWORD
Change your password by opening the drop down menu and navigating to Settings.
Under Personal Information > Change Password, enter your current password and new password. Save to confirm.
Forgot password? Click here to reset your password without logging in.
UNIFORMS
All of the details of required uniforms are in Yelli for your reference.
From the Dashboard, either select Uniforms from the Your Restaurant widget, or open the Restaurant drop down menu and select Uniforms.
Select your job role. View the sample photo of your uniform.
Click Flip Card to view the details of your uniform.
Click the back arrow in the upper left corner as needed to select and view other uniforms or to return to the Dashboard.
SPECIAL EVENTS
Details and notices for special events at your restaurant are posted in Yelli.
From the Dashboard, either select Events from the Your Restaurant widget, or open the Restaurant drop down menu and select Special Events.
Review the date, time, notes and other details of the Event.
Click the back arrow in the upper left corner as needed to select another event or return to the Dashboard.
RESTAURANT LAYOUT
Table and section layout diagrams are stored in Yelli for you to learn.
From the Dashboard, either select Layout from the Your Restaurant widget, or open the Restaurant drop down menu and select Restaurant Layout.
View and learn the layout selected.
Click the back arrow to select a different layout or return to the Dashboard.
TRAINING PLANS
A training plan for each job role is created in Yelli to walk you through your training. For each day of training, it is up to you to check off the training tasks as you complete them. View the Training widget on the dashboard or select Train from the nav bar.
To review the training items for each day:
- Click the Continue box and view the items.
- Click the back arrow in the upper left corner to return to the list of training days.
To complete training Items:
- Click Continue in the appropriate day > Place a check mark next to the completed Items.
- Click the back arrow in the upper left corner as needed to return to the list of training days or to return to the Dashboard.
COMPANY INFO
Company information is stored in Yelli for you to reference and learn from.
From the Dashboard, either select Company Info from the Your Restaurant widget, or open the Restaurant drop down menu and select Company Info.
Select an item to review the content.
Click the back arrow in the upper left as needed to select another item or return to the Dashboard.
HEALTH & SAFETY
Health & Safety practices and procedures are stored in Yelli for you to reference and learn from.
From the Dashboard, either select Health from the Your Restaurant widget, or open the Restaurant drop down menu and select Health & Safety.
Select an item to review the content.
Click the back arrow in the upper left as needed to select another item or return to the Dashboard.
SIDEWORK
Tasks and descriptions of sidework are stored in Yelli for you to learn and refer to.
From the Dashboard, either select Sidework from the Your Restaurant widget, or open the Restaurant drop down menu and select Sidework.
Select an item to review the content.
Click the back arrow in the upper left corner as needed to select another sidework item or return to the Dashboard.
PROCEDURES
Procedures are stored in Yelli for you to reference and learn from.
From the Dashboard, either select Procedures from the Your Restaurant widget, or open the Restaurant drop down menu and select Procedures.
Select an item to review the content.
Click the back arrow in the upper left as needed to select another item or return to the Dashboard.
SCHEDULE
Schedule information may be stored in Yelli for you to reference and learn from.
From the Dashboard, open the Restaurant drop down menu and select Schedule.
Select an item to review the content.
Click the back arrow in the upper left as needed to select another item or return to the Dashboard.
TRAINING VIDEOS
Training videos may be linked in Yelli for you to watch during training.
From the Dashboard, open the Restaurant drop down menu and select Training Videos.
Select an item to review the content. There may be multiple links in an item, click play next to each link to watch the video.
Click the back arrow in the upper left as needed to select another item or return to the Dashboard.
NOTIFICATIONS
This is how Yelli keeps you up to date in real time on things you need to know about your restaurant! Check and review your notifications often.
When you have new notifications a push notification will be sent to your device, and they will also show on your Notifications widget when you log in. There will also be a red icon with the number of unread notifications over your profile picture in the top right corner of the screen.
Yelli sends out notifications when:
- Food or Drink items are added or updated.
- Any other training material is updates or added including floorplans, uniforms, steps of service, sidework, health & safety guides, procedures, company information, schedules, special events or training videos.
- A test is issued for you to complete.
- Training is assigned to you.
- Testing or training reminders are sent by a manager.
- There is a new Shift Alert
To Access Notifications:
- View Notifications widget on dashboard, click "See All" to view all notifications
- Open drop down menu by selecting your profile picture in top right corner.
- Select Notifications.
- All notifications will appear on the screen with the most recent ones first. Scroll down to read all notifications.
- Select a notification to go to that item.
To Mark as Read:
- Notifications will automatically be marked as read once selected.
- Click on the "..." in the top right of a notification to mark as read.
- Open the full notification page for Mark All as Read option
DASHBOARD
The Dashboard, or homepage, is the main landing page in your account.
The Dashboard displays widgets, the nav bar, and the drop down menu.
The widgets:
- Your Restaurant - Shortcuts to content sections to easily find what you're looking for.
- Notifications - See the latest changes, assignments, and announcements.
- Training - Review and complete assigned training.
- Testing - Review and complete assigned tests.
The nav bar:
- Home - this Dashboard
- Restaurant - opens content section menu
- Testing - Opens testing page
- Training - Opens training page
FOOD & DRINKS
All of the menu items for your restaurant are in flashcard format in the Food and Drinks sections of Yelli for you to learn.
From the Dashboard, either select Food or Drinks from the Your Restaurant widget, or open the Restaurant drop down menu and select Food or Drinks.
Select a Food or Drink category to review. Click on the first item in the category to open the flashcard deck.
Click on Flip Card to view and learn the Ingredients, Allergies, Table Talk, Garnish, Price and other notes.
Click on the arrows below the card to scroll through all the items in this category. Click the back arrow in the upper left corner to return to select a different category or return to the Dashboard.
STEPS OF SERVICE
The steps of service for all job roles in the restaurant are stored in Yelli for you to learn.
From the Dashboard, either select Service from the Your Restaurant widget, or open the Restaurant drop down menu and select Steps of Service.
Review and learn the Steps of Service for your role.
Click the back arrow in the upper left corner.
Select another role to view their steps of service or click the back arrow in the upper left corner to return to the Dashboard.
DROP DOWN MENU
Click on your profile picture in the upper right corner to open the drop down menu. Drop down menu options:
- Notifications: Opens notification log.
- Profile: Opens your profile, option to edit profile information.
- Settings: Personal Information, Notifications, Language and Region
- Help: Directs you to this Help Guide
- Contact Yelli: Opens form to contact Yelli support.
- Sign Out: Logs you out of Yelli.
- Terms & Conditions and Privacy Policy
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