Hiring and Onboarding Remote Employees
Best practices for recruiting, hiring, and training remote employees.
140 topics in this forum
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Four teams. Three systems. One ticket nobody wanted to own. A customer can’t access their dashboard. Your support agent troubleshoots for twenty minutes, confirms it’s not a password issue, and escalates the ticket to engineering. Engineering sends it back: “This is a support issue.” Your agent re-escalates with more context. Engineering kicks it to DevOps. DevOps routes it to the platform team. The platform team sends it back to your queue: “Severity 3, not ours.” By the time someone actually looked at the problem, two business days had passed and your customer filed three follow-up tickets. Nobody bounced the ticket out of spite. Everyone applied their proce…
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How do you manage work between Jira and Smartsheet? At Unito, we often see examples of one department using one tool, while the team they work with prefers another, while neither is interested in doubling their work in multiple tools. This disrupts software development projects with lost information, siloed data, miscommunication, and sluggish collaboration. So if you’ve come here seeking help with enhanced project or task management, this Smartsheet Jira connector is your go-to solution. By the end of this article, you’ll learn how easily anyone can set up real-time task and issue syncing to boost your team’s efficiency. We’ll navigate through each Unito connector’s …
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Your engineer just shipped a Slack app that surfaces ServiceNow tickets in relevant channels. It took three days to build. Six months later, ServiceNow changed their API versioning structure, your Slack workspace reorganized, and the engineer who built it is on a different team. The integration still works, mostly, but no one’s entirely sure how the error handling works, and there’s a growing list of edge cases in a Notion doc somewhere. This is the moment you start looking at integration platforms. Not because you can’t build integrations, but because you’re already supporting too many of them. The conversation that follows usually splits along predictable lines.…
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You hired two L2 agents. Built better training documentation. Restructured your escalation tiers. Six months later, you’re staring at the same dashboard number: 28% escalation rate. Your manager wants to know why engineering is still underwater with tickets. You’ve tried everything the ITSM (IT Service Management) playbooks recommend (more people, better processes, clearer criteria) and the number hasn’t moved. Here’s what’s actually happening: You’re measuring volume and speed. You’re missing what shows where things break. Traditional escalation metrics track outcomes (how many tickets escalated, how fast they moved). But escalations fail at structural breakpoint…
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You’ve deployed AI agents to handle first-line customer inquiries, and they’re good at what they do—when they have the information they need. But you keep seeing them escalate tickets unnecessarily, give generic responses to known customers, or miss obvious context that would let them resolve issues immediately. The frustrating part? That context exists. It’s just trapped in a different system. Your billing history lives in Stripe. Account tier and contract details sit in Salesforce. Previous support interactions are in Zendesk. Project status updates are in Jira. Your AI agent only sees what’s in front of it: typically the current support ticket and whatever standard…
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When teams track MTTR (mean time to resolution), they typically focus on technical response speed: how quickly engineers diagnose and deploy fixes. But look at actual incident timelines and you’ll find a different pattern. Delays happen while information travels between teams. Support has customer impact data trapped in tickets. Engineering has resolution context stuck in dev tools. Operations has monitoring insights isolated in observability platforms. The repair work waits on someone manually bridging these gaps. This isn’t about slow people or poor communication skills. It’s structural. Your systems don’t talk to each other, so humans become the connective tissue b…
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You’re at your desk reviewing last week’s ticket metrics, coffee cooling beside your monitor, and one number looks good: 4.5 hours average time to escalation. That means your L1 team tried everything before passing tickets up, right? Then you drill into a resolved incident. Engineering fixed it in 10 minutes. API timeout error (something they’d seen three times that day already). Your L1 agent spent 4 hours troubleshooting (restarted services, checked configurations, walked the user through cache clearing). Standard fixes for connectivity problems. Engineering recognized the pattern immediately and applied a known workaround. Where did those 4 hours create value? …
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Your support AI routes a high-value customer to the basic tier queue. Not because the AI is poorly trained, but because it can’t see the CRM data showing their account status. The customer waits 20 minutes for an agent who immediately needs to escalate. You check the ticket later and see what went wrong: the AI made its routing decision using only what existed in the support platform. Everything else such as the account value, the renewal date, and the previous escalations live in systems the AI couldn’t access. ChatGPT works brilliantly because you give it complete context within the conversation. You describe the problem, provide background, and clarify details in r…
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Here’s everything you need to know about setting up an integration to sync Rovo with Salesforce work items with an automated flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources and minimal maintenance. No need to troubleshoot complex automations or rely on expensive consultants, either. Overview Tools: Rovo and Salesforce Use cases: AI agent integration, record syncing Great for: Project managers, IT teams, software developers. Unito’s integration for Rovo and Salesforce allows users of any technical background, from project managers to software devel…
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Data makes for better decisions, more effective projects, and stronger alignment across your organization. With Smartsheet as the powerhouse for that data, you get visibility on valuable work, seamless collaboration, and deep reporting. But the data you need isn’t always in Smartsheet. That’s when you need a software integration. Smartsheet offers its own integrations through Smartsheet Bridge, allowing you to bridge the gap between this essential tool and other platforms. Unito’s Smartsheet integration, meanwhile, creates a two-way flow between Smartsheet and other tools, powering smoother collaboration across tools. Here’s your guide to picking the right option …
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Need to move data between NetSuite and Smartsheet? Maybe you have teams working primarily in Smartsheet, but need to see their work represented in NetSuite? Or is Smartsheet your reporting tool of choice for NetSuite work? In this guide, you’ll find the following four methods for connecting Smartsheet with NetSuite: Manually exporting data between Smartsheet and NetSuite Using Smartsheet Data Shuttle Using automation tools Syncing Smartsheet and NetSuite with Unito First method: Manually exporting data between Smartsheet and NetSuite Both NetSuite and Smartsheet allow users to manually export data from specific parts of their workspace or the …
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You update your ServiceNow ticket with engineering notes. Then open Jira to update the corresponding ticket with the same notes. Then Slack the engineer: “Did you see the update?” Then check both systems to confirm they match. Fifteen minutes gone. Forty escalations this week mean ten hours of duplicate work. Nobody’s tracking this (no time code for “checking if systems are in sync” exists) but you’re paying for it. In time. In delays when systems drift. In errors when updates don’t match. Management sees “tickets resolved.” Doesn’t see the invisible labor creating that output. Why escalation work stays invisible to management Your time tracking shows a ticket …
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In this guide, you’ll find everything you need to set up an integration that syncs Freshservice service requests with Jira issues through an automated flow from Unito. Since Unito is a completely customizable platform with a no-code interface, you can set up this integration without any technical resources and minimal maintenance. No need to troubleshoot complex automations or rely on expensive consultants, either. Overview Tools: Freshservice and Jira Use cases: Ticket escalation, software development, project management, AI agent integration Great for: IT teams, software developers, product owners, project managers Unito’s integration for Freshservice …
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You close the ServiceNow ticket at 4:17 PM, finally. Customer issue resolved after three hours of back-and-forth, all fields updated, status set to Closed. You switch tabs to check engineering’s progress on the underlying bug in Jira. The ticket is still marked “Waiting for Support.” The last comment is from yesterday: “Need more info from customer.” You closed that loop three hours ago. Your engineering team never saw the update. Now you’re typing an explanation to the customer about why the fix took two days longer than it should have. Your support team averages four-hour resolution times. Your engineering team averages a six-hour turnaround on escalations. But …
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You’re staring at an incident that looks familiar. The symptoms match something you saw three months ago: authentication failures cascading through the mobile app, then the web portal, then the partner integrations. You remember the pain of that incident clearly. What you can’t remember is whether you actually fixed the underlying problem or just patched the symptoms. You pull up the previous incident ticket. It shows the resolution: “Updated connection pool settings in the auth service.” But you’re looking at a Jira ticket, and the actual authentication service lives in a different team’s Azure DevOps backlog. The monitoring alerts came through PagerDuty. The custome…
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You meet all your Service Level Agreement metrics, but customer satisfaction scores are low and falling fast. You’re in monthly meetings explaining how both can be true while executives read comments about tickets “disappearing for days” despite being resolved “on time.” You suspect handoff delays are happening somewhere in the gaps between teams as tickets move between them. But your SLA tracking shows clean handoffs; the timer pauses, ownership transfers, and the clock restarts. Everything looks fine in your dashboard. The problem? Your metrics don’t actually measure your customers’ experience. They track ownership as though moving a ticket between systems is insta…
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The backlog was supposed to be a list. One list, one tool, one source of truth. Reality diverged. Feature requests arrive through Zendesk tickets. The sales team drops customer feedback in Slack. Executives add strategic initiatives to an Asana project. Your PM tool tracks validated opportunities. The engineering backlog in Jira is supposed to reflect all of this, but it reflects whatever someone last remembered to copy over. Managing a product backlog now means consolidating input from half a dozen sources, making prioritization decisions across different contexts, and ensuring that whatever ends up in front of engineering has enough information to actually build…
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Four hundred support tickets last month. Twelve variations of the same feature request. Three lost deals because competitors have a capability that isn’t mentioned anywhere relevant. NPS comments mentioning the same pain point repeatedly. The PM knows about these patterns. Engineering does not. Product feedback lives in support tools, sales CRMs, feedback platforms, and survey results. Engineering work lives in Jira. The gap between where feedback arrives and where work gets done means customer voice gets lost in translation. By the time a feature request becomes a Jira ticket, the original context (the frustration, the use case, the competitive pressure) has been str…
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A failed product launch rarely comes from building the wrong thing. It comes from the right thing shipping while everyone else is out of position: sales unaware, marketing three days late, and support fielding questions without documentation. The feature shipped on Friday. Jira tickets closed. Engineering moved on. Monday morning, sales gets a customer question about the new feature and has no idea it exists. Marketing’s email goes out on Wednesday, announcing something customers already found on their own. Support has been improvising answers all weekend. Product launches involve multiple teams working independently on overlapping timelines. When coordination fai…
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In IT service management processes (ITSM), end users rarely use tools like ServiceNow. That means everything from communicating with users to getting updated information for a ticket depends on a secondary data channel. Usually, it’s either copying and pasting data, communicating through a chat app, or even using email. Even with a dedicated IT portal, IT professionals have to switch between tools. There may also be tasks your IT department can only handle in other tools, making ServiceNow integrations essential. Here are some high-priority integrations. What is ServiceNow? ServiceNow is a popular platform for automating enterprise workflows across IT, HR, and …
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If you’re a Smartsheet user, you know just how useful having the right bit of data from a different tool can be. While Smartsheet is a great way to oversee even the most complex projects, it’s not quite as specialized as tools like GitHub, ServiceNow, or Jira for some teams. Bridging the gap between these tools is essential for better collaboration, and that’s where data integration comes in. Smartsheet’s built-in Data Shuttle is one option. Unito is another. Which one’s best for what you need? Smartsheet Data ShuttleUnitoIntegration typeScheduled file imports and exportsTwo-way live data syncSetup complexityManual file handling and simple mappingNo-code, user-fri…
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You’re staring at the escalation queue again. Same ticket, third reformat this week. Priority disappeared when it crossed from Zendesk to Jira. Custom fields such as business unit, revenue impact, compliance flags are all missing. Now you’re manually rebuilding the context your L2 team needs to route this properly, while the SLA (Service Level Agreement) clock keeps running. Your upstream team followed procedure. They documented everything in their system. But their “Critical” priority doesn’t exist in your priority schema. Their custom fields don’t map to your field structure. The ticket crossed the system boundary, and the metadata that makes escalation decisions po…
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Your workflow documentation describes the happy path: a ticket arrives, gets categorized, routes to the right team, and gets resolved. Real workflows fail at the transitions. A P1 incident escalates from the service desk. Your engineering team sees it for the first time days after the customer reported it. The ticket shows three status changes, two reassignments, and zero context about what’s been tried. The customer’s last update reads: “Still broken. This is unacceptable.” You’re about to spend your evening reconstructing days of troubleshooting from Slack messages and email threads because someone, somewhere, marked the ticket as “in progress” without documenting w…
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Not every ticket gets resolved on the first try. Difficult issues, technical questions, and situations out of your control can all lead to a ticket needing to be escalated to a leader or a completely different team. That’s why having a robust, documented ticket escalation workflow is so important. Without this workflow, every ticket has the potential to balloon into a massive, costly issue. So how do you get this workflow under control? How do you measure its effectiveness? Here’s Unito’s guide to this essential workflow. What is ticket escalation? Ticket escalation is a process through which tickets that need additional expertise or authority are routed to…
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Your service desk metrics look great. Average handle time is down. First response time is under ten minutes. Ticket volume is steady. Then the VP of Sales corners you after standup: “Why does it take three days to reset someone’s laptop permissions? My team is still waiting on that CRM integration issue from last week.” You pull up the tickets. Both were closed by your service desk within the Service Level Agreement (SLA). Both were handed off to specialist teams (security, integration support), and that’s where they vanished into the void. Your service desk did its job perfectly. The work still didn’t get done. This is the coordination problem that most IT direct…
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