Employees
The Employees section is where you can manage company employee access to corporate orders. Only employees you add to the list in this tab can use corporate service independently.
- Add employee
- Disconnect or remove employee
- Restore employee
- Edit employee information
- Add department
Add employee
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In the Employees tab, click the + Employee button.
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Enter their name, phone number and department.
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Set the employee's budget limits and cost center.
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You can set limits and cost centers for multiple employees at the same time. All you have to do is:
- Open any department or the general list in the Employees section.
- Check the boxes to select employees.
- Click the Change cost center and Change limit buttons to enter what you need.
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You can also change current limits or create new limits in the Limits tab. Limits are created separately for every service.
Every service has its own specific limits. For example, in Taxi you can set limits on total amount, number of rides, time of day and available addresses.
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Click Save.
We'll text the user a notification that they were added to the service, and they'll have access to the “Corporate” (or your company name) payment method.
To teach employees to use this payment method, send them these instructions.
Disconnect or remove employee
You can disconnect or remove an employee in your account. If you disconnect an employee, they'll still be displayed in the account.
To disconnect an employee, find them in the Employees section and move their slider to inactive.
To delete an employee:
- In the Employees section, find the employee by phone number: +260ХХХХХХХХХХ.
- Tap the phone number.
- In the side menu of the employee card, click the trash icon and confirm the “Delete employees?” message by clicking the Delete button.
Restore employee
- Find them in the Employees section with a Search by phone number (format: +260ХХХХХХХХХХ).
- Hover your cursor over the employee and click the Restore button that pops up. After that, a side menu will open with an employee card — click Restore again.
Edit employee information
- In the Employees section, find the employee by phone number: +260ХХХХХХХХХХ.
- Tap the phone number.
- In the side menu of the employee card, edit the fields.
- Click Save.
Set cost centers for corporate rides
When editing an employee card in the Services tab:
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Select how the employee will specify their cost center in the app:
- Freely (no list)
- From the list (you can add a list of cost centers the employee sees in the app when requesting a ride)
- From the list or freely (no list)
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You can make it mandatory for employees to specify a cost center for rides with corporate payment. Just check the box next to “Cost center required for rides”.
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You can also set a “Default cost center” that will be used every time if the employee doesn't change it.
To enable this function for your employees, make sure they are using the latest version of Yango.
Add department
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Open the Employees tab.
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In the menu on the left, click + (next to “Employees”).
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Select Add department.
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Complete the following fields:
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Department name.
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Location.
If one department is subordinate to another, enter the name of the main department in the Location field.
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Limit (budget for the group if necessary).
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Issue a role (use to add an employee who can manage this department).
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Click Save.