Employee Management
How do I add a new Employee to my YELL business account?
To add an employee to your business, follow these steps:
- Navigate to the “Sell” tab on the left-hand side of the dashboard.
- Select “Employees” from the menu.
- Click the “Create employee” button at the top right of the screen.
- Fill out the required details, including:
- First and last name.
- Phone number.
- Address, city, state, and ZIP code.
- Choose how to send the credentials by selecting either Email or Phone number. This determines where the employee will receive their password for accessing the POS app.
- Tick the checkbox labeled Allow this employee to process refunds if you want to grant them this permission.
- After completing all fields, click “Create” to add the new employee to your list.
- To add multiple employees at once, use the “Import” option located next to the “Create employee” button and follow the import process.
How do I import multiple employees at the same time?
To import multiple employees into the system, follow these steps:
- Click the “Import” button on the employee management page.
- Download the sample Excel sheet provided on the data import page. This template ensures all necessary fields for employee data are included.
- Fill out the template with the employee information, ensuring accuracy and completeness.
- Return to the import page and click “Upload completed list” to import the completed Excel sheet.
- The system will validate your data for any errors or missing information.
- If needed, download a copy of the validated data for your records.
How to assign an Employee to a Store?
To assign an employee to a store, follow these steps:
- Navigate to the “Sell” tab and open the “Store” page.
- Select the relevant store where you want to assign an employee.
- Click on the “Manage Employees” button to access the employee management section.
- Review the list of available employees displayed.
- Locate the specific employee you want to assign to the store.
- In the final column of the page, locate the option to assign an employee and click the “Assign” button.
How do I resend a password link to an Employee?
To resend a password reset link to an employee, navigate to the “Employee” section under the “Sell” tab, select the employee, and choose the “Resend Link” option on the right. This will help resolve the password reset issue.