Step-by-Step Guide to How to upskill yard employees for ERP usage

As construction supply companies increasingly rely on ERP (Enterprise Resource Planning) systems to streamline operations, it’s critical that every part of the workforce—including yard employees—is equipped to use the technology effectively. Yard teams often play a hands-on role in inventory management, loading, receiving, and order staging, all of which can be tracked and managed more efficiently through an ERP.

But ERP systems can feel intimidating to employees who aren’t used to working with digital tools. That’s why a structured, supportive upskilling process is key.

Here’s a step-by-step guide to help you train and empower your yard team to use ERP systems with confidence and consistency.

Step 1: Start with the “Why”

Before diving into the system, explain the purpose of the ERP and how it supports their day-to-day work.

Clarify the benefits: faster check-ins, fewer inventory errors, real-time communication with sales and dispatch teams.

Connect it to their role: Show how the ERP helps reduce rework, improve job flow, and eliminate paper-based processes.

When employees understand the value, they’re more open to learning.

Step 2: Assess Digital Comfort Levels

Not all employees will start at the same point. Gauge the team’s comfort level with basic tech use—tablets, barcode scanners, or mobile apps.

Conduct a quick skills assessment.

Pair tech-savvy workers with those who need more support.

Use this information to group trainees and adjust pacing.

Step 3: Break Down the System into Role-Specific Functions

Don’t try to train everyone on everything. Focus only on what each role needs to know.

For yard staff, this typically includes:

Checking in received materials

Staging outbound orders

Scanning inventory barcodes

Updating order statuses

Logging equipment usage or yard movements

Deliver training modules based on real tasks, not system menus.

Step 4: Use Hands-On, Scenario-Based Training

Yard employees learn best by doing. Create training sessions that reflect common workflows:

Receiving and logging incoming deliveries

Loading a truck and updating the system

Scanning damaged goods and flagging them in the ERP

Use real or mock orders to make training practical and relevant.

Step 5: Provide Easy-to-Use Devices and Interfaces

If the ERP will be accessed via mobile devices or rugged tablets in the yard, ensure:

The devices are set up and tested before rollout

Interfaces are simplified (e.g., large buttons, minimal navigation)

Yard conditions are considered—sunlight visibility, glove compatibility, Wi-Fi range

The easier the tool is to use, the faster adoption will follow.

Step 6: Assign On-the-Ground Support

Designate ERP “champions” within the team—supervisors or experienced users—who can assist others during the transition.

Having a go-to person available on shift:

Reduces frustration

Builds team confidence

Speeds up issue resolution

Step 7: Monitor Performance and Provide Ongoing Coaching

After rollout:

Track task completion times, accuracy rates, and error logs

Use this data to identify who needs more help

Schedule regular check-ins and refresher sessions

Encourage feedback and let employees suggest improvements to the process or system interface.

Step 8: Recognize Progress and Milestones

Acknowledge early adopters and those who improve their skills. Recognition boosts morale and encourages others to follow.

Use shout-outs in team huddles, reward programs, or simple certificates to highlight growth.

Final Thoughts

Bringing your yard crew up to speed with ERP systems doesn’t have to be overwhelming. With the right structure, practical training, and on-site support, you can turn hesitation into confidence—and build a more connected, efficient operation.

The goal isn’t just software adoption—it’s workforce empowerment.