Help Guide
Helpful Tips
FONT SIZE
If you are seeing text within the Yelli mobile app that is cut off or not centered, try decreasing your font size within your device settings.
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.
Admin & Manager Users
CHANGE YOUR PASSWORD
If you need to change your password: Sign out of Yelli > on the Sign In screen select “Forgot Password” > follow the steps to reset your password.
CHANGE YOUR EMAIL
Click on your photo or name in the upper right corner for the drop down menu.
Click on: Profile > Edit > Edit email address then click Save.
USER TYPES
Any number of users can be added to Yelli for one restaurant location. Each physical location requires its own Yelli subscription.
User types have different permissions and functionality within Yelli.
Owner(Admin)
- The account owner (admin) is the highest level user.
- The admin user is created when the Yelli subscription is purchased.
- This is the only user that can change the Restaurant Name and Address.
- This is the only user that can add or delete Manager users from the app.
- Admin users have all Manager permissions as well.
Manager
Any number of Managers can be added. Manager-level users have permission to:
- Add and delete employee users
- Create or delete job roles/departments under Roster
- Enter and edit ALL material information
- Create, edit and issue tests
- Create and edit training plans
- Send shift alerts/custom notifications
Employee
Any number of Employees can be added. Employee-level users have permission to:
- 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 communicate with other users.
CREATING A YELLI SUBSCRIPTION
Yelli requires a monthly or annual subscription. Click here to subscribe.
The name and email entered when purchasing your Yelli subscription are designated as the admin/account owner.
*Note: The admin user will need to add manager level users to the account. The manager level users can then add other team members.
(See Roster section of help guide for steps to add users)
Setting Up Yelli For Your Restaurant
SETUP AND EDIT JOB ROLES
Yelli uses job roles such as Server, Bartender, Manager, etc to manage team members. Some information and functions of Yelli are sorted by these roles so setting them up properly is important.
To add a new role:
- From the Home Screen Select Roster > Add New Role: Enter the name of the new role and click save.
To edit an existing role:
- From the Home screen select Roster, then 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, then click on the trash can icon next to the role you wish to Delete.
ROSTER: ADDING TEAM MEMBERS
When a new team member is added an email is sent to them with their unique activation code. The employee will need to download the app and register as a new user with their code.
Adding team members:
- From the Home Screen select Roster > Add new employee: Enter the team members' first and last name, email, select their job role and then select “Invite”. An email including an activation code will be sent to their email.
Deleting team members:
- From the Home screen select Roster > Department > Select team member profile > Delete (upper right hand corner of profile screen)
Changing a team members job role/department:
- From the Home Screen select Roster > Select department > Select Employee. Below employee name select pencil icon next to current role > Select new role from drop down menu> Select update. Click save. The user will need to log out and log back in to see the update.
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.
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!
SETTINGS
This section will allow you to control what notifications you will receive within Yelli.
***We strongly suggest that you leave all notification turned ON, setting them otherwise will have a significant impact on the communication benefits of Yelli.
Admin level users can also access account settings here via Manage Account option below notification settings.
Manage Account allows you to:
- Update Restaurant name
- Update Restaurant email (where payment and subscription notifications will be received)
- Update Restaurant address
- Update subscription payment method
- Cancel Yelli subscription
YOUR RESTAURANT: ENTERING MENUS, UNIFORMS AND PROCEDURES
Anytime a change of any kind is made in the following sections your team will be notified in real time and the information will be shown in the notification for them to review.
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 department 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 department 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 Sidework > 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 Sidework > 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 Sidework: From the Home screen select Your Restaurant > Health & Safety > Click on the trash can icon next to the item to Delete> Confirm Delete.
SUBSCRIPTIONS / PAYMENTS / CANCELLATIONS
To purchase a subscription:
- From the main screen > Register New Account > Click here to Subscribe: Enter Restaurant Info, Owner(admin person) Info, and Payment Info
- Or Click Here to Subscribe
To change your payment method:
- Click on your photo or name in the upper right corner for the drop down menu.
- Click on: Settings > Manage Account: Enter new payment info and select Update..
To cancel your subscription: (if you need to pause your subscription we will be glad to help you. Please contact Support@yelliapp.com)
- You must be the admin user to cancel a subscription.
- ALL INFORMATION WILL BE DELETED if you cancel your subscription.
- Click on your photo or name in the upper right corner for the drop down menu.
- Click on: 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.
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 full notification log.
- Profile: Opens your profile, option to edit profile information.
- Settings: Opens notification settings, and account settings for admin users.
***We strongly suggest that you leave all notification turned ON, setting them otherwise will have a significant impact on the communication benefits of Yelli.
- Training Material Library: Opens training library in separate browser.
- Help: Directs you to this Help Guide
- Contact Yelli: Opens contact form
- Sign Out: Logs you out of Yelli.
- Terms & Conditions and Privacy Policy
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.
Staff Level Users
CHANGE YOUR PASSWORD
If you need to change your password: Sign out of Yelli > on the Sign In screen select “Forgot Password” > follow the steps to reset your password.
CHANGE YOUR EMAIL
Click on your photo or name in the upper right corner to open the drop down menu.
Click on Profile > Edit
Edit email address and then click Save.
FOOD & DRINKS
All the menu items for your restaurant are on flash cards in the Food and Drinks sections of Yelli for you to learn.
From the Home screen select Your Restaurant > Food (or) Drinks > Select a Category (Appetizers, Entree, Etc)
Click on an item photo to view the item name and photo.
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 Home page.
STEPS OF SERVICE
The steps of service for your particular role are stored in Yelli for you to learn.
From the Home screen select Your Restaurant > Steps of Service > select your job role.
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 Home screen.
UNIFORMS
All of the details and a photo of your required uniform are in Yelli for your reference.
From the Home screen select Your Restaurant > Uniform> select your department.
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 Home screen.
SPECIAL EVENTS
Details and notices for special events at your restaurant are posted in Yelli.
From the Home screen select Your Restaurant > Special Events > select the Event to view by clicking on it.
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 Home screen.
SIDEWORK
Tasks and descriptions of sidework are stored in Yelli for you to learn and refer to.
From the Home screen select Your Restaurant > Sidework > select the sidework item to view.
Review and learn the details of selected sidework item.
Click the back arrow in the upper left corner as needed to select another sidework item or return to the Home screen.
HEALTH & SAFETY
Health & Safety practices and procedures are stored in Yelli for you to reference and learn from.
From the Home screen select Your Restaurant > Health and Safety > Select the item to view.
Review and Learn the selected guideline or practice.
Click the back arrow in the upper left as needed to select another item or return to the Home screen.
TESTS
Testing of your knowledge as a team member is done in Yelli. When a test is issued for you to complete you will get a notification.
Menu-based tests require that you fill in the information from the back of the flash card.
All other tests will be in multiple choice format.
From the Home screen select Test
- 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.
TRAINING PLANS
A training plan for each job role is created in Yelli to help you learn how to do your new job.
For each day of training, it is up to you to check off the training tasks as you complete them.
From the Home screen select Train
To Review the training items for each day:
- Click Continue box and view the items.
- Click the back arrow in the upper left corner to return to the list of training days.
To Check off Completed 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 Home screen.
RESTAURANT LAYOUT
Table and section layout diagrams are stored in Yelli for you to learn.
From the Home screen select Your Restaurant > Restaurant Layout > select to view.
View and learn the layout selected.
Click the back arrow to select a different layout or return to the Home screen.
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.
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.
- 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.
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 full 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 contact form
- Sign Out: Logs you out of Yelli.
- Terms & Conditions and Privacy Policy
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.
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 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 phone settings. This will not impact in-app notifications.
Language and Region
- Choose language settings
- Choose timezone settings
.svg)
