Quick Reference: Employees

Employee creation and management is completed under System Setup > Employees. This section is divided into four parts:

• Employees
• Employee Groups
• Employee Options
• Employee Roles

Employees

The Employees section is essential for defining who can access Yellow Dog Inventory, what they can do, and where they can do it. It balances ease of administration (via groups and copy functions) with security and accountability (through permissions, store restrictions, and role assignments). For organizations, proper use of this area is critical to protecting data integrity and ensuring smooth day-to-day operations.

​

Related Article: How To: Create an Employee

Employee Groups

 The Employee Groups area is crucial for role-based access control in Yellow Dog Inventory. It simplifies administration by bundling permissions and store assignments into reusable groups, which can then be applied to employees. This not only improves security and consistency but also makes onboarding and staff management more efficient.

​

Related Article: How To: Create an Employee Group

Tip: It's best practice to assign one employee group to an employee. When an employee is assigned multiple employees groups, the employee will retain the lowest permission set between the two groups. 

Employee Options

Yellow Dog Inventory can integrate with Windows Accounts or Active Directory to validate employee logins.

• This allows employees to log in using their Windows credentials.
• Access permissions still need to be configured in Yellow Dog.

Note: To configure, work with your Implementation Guide or reach out to Support to ensure proper setup.

Employee Roles

The Employee Roles section is used for Purchase Order (PO) Approvals.

• Roles define who should receive approval notifications.
• Roles are created here and then assigned by store when using the hierarchy approval method.

Related Article: Hierarchy PO Approval Setup

Summary

• Use Employees to create and manage individual users.
• Use Employee Groups for bulk access management.
• Configure Employee Options if integrating with Windows/Active Directory.
• Set up Employee Roles for PO approval workflows.
  

• Related Articles

• How To: Create an Employee Group

  The Employee Groups area is crucial for role-based access control in Yellow Dog Inventory. It simplifies administration by bundling permissions and store assignments into reusable groups, which can then be applied to employees. This not only improves ...

• How To: Create a New Employee

  Knowing how to create an employee in Yellow Dog is important because it ensures each user has the proper login, store access, and permissions to perform their role securely and efficiently. All client types How to Add New Employee (4 mins) ...

• How To: Remove a former Employee from Yellow Dog

  When an employee leaves your organization, remove the employee record instead of reusing it. Removing the record preserves the accuracy of historical data and maintains a clear record of work performed by the new employee. Reusing a former employee’s ...

• Quick Reference: Manual Adjustment Editor

  When editing a Manual Adjustment account, the Manual Adjustment Editor will display. Manual Adjustment Accounts categorize inventory adjustments made outside normal operations, making reports easier to sort and filter. They also ensure adjustments ...

• Quick Reference: Adding new Stores & Levels to Yellow Dog

  When you add a new store or level in Yellow Dog, it isn’t automatically available everywhere. You must update settings promptly so items can be created and accounting exports generate correctly. Interfaces are store-specific. Assign Inventory ...

• Popular Articles

• How To: Find Your Yellow Dog Inventory Version

  Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...

• Feature Overview: Par & Re-Order Points

  Par levels and reorder points help streamline purchasing in Yellow Dog. Par level is the ideal quantity to keep on hand. Reorder point is the minimum quantity that triggers reordering. You can update par and reorder points in the following locations: ...

• Tips & Tricks: How do I download and install drivers for my Zebra Printer?

  **As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...

• How To: Swap the On-Hand/Parent Size (Edit Base Unit)

  When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...

• FAQs: What are Bins?

  Question: What are Bins? Answer: Bins are optional location identifiers that specify exactly where an item is stored. You don’t need to create bins in advance. You can assign them: In the Stores tab of the item editor Through a Balto import Bins ...