Jump to content




How to Onboard IT Support Team Members When Context Lives in Multiple Systems

Featured Replies

Your newest hire just sent their third Slack message in an hour. First, they couldn’t find the email template for password resets. Then they needed the escalation criteria for database issues. Now they’re asking which Jira project handles network tickets versus hardware requests. You answer each question in under a minute, but you’re also watching your own queue grow while they wait.

This is day three. They completed the standard onboarding materials. They know the tools exist. They just can’t find anything when they need it. Closing a single ticket requires knowledge from systems that don’t talk to each other, and you’ve accidentally built an operation where experience means remembering which system holds which piece of context.

Here’s what you can do.

What a new hire needs to close their first ticket

Walk through what actually happens when someone new picks up their first unassigned ticket. A customer reports they can’t access a shared drive. Simple issue, common fix, should take fifteen minutes.

Your new hire opens the ticket in Zendesk. They need to check if this customer has had drive access issues before. That history lives in Zendesk, but only if previous tickets were tagged correctly. They need to verify the customer’s permissions. That’s in Active Directory, which requires different credentials and a separate interface. They need to see if there’s a known issue with this particular drive. That information might be in Confluence if someone documented it, or in a Slack thread from two weeks ago, or nowhere at all.

To apply the fix, they need to follow the procedure. Is it the version in Confluence, the PDF in SharePoint, or the runbook someone maintains in a personal Notion workspace? They’re not sure, so they ask. You point them to Confluence. They find three different documents titled “Network Drive Access Issues” with different last-modified dates and no indication which is current. They stare at the screen, cursor hovering between tabs, trying to figure out which version won’t get them in trouble.

Twenty minutes in, they still haven’t touched the customer’s account. They’ve opened six different applications and sent four messages asking for clarification. The actual technical work—resetting permissions—takes three minutes once they know what to do.

This is the gap between having conceptual knowledge and being able to retrieve operational context fast enough to act on it. You hired someone who knows IT service management. They don’t know your organization’s particular information sprawl.

Five ways knowledge becomes inaccessible during onboarding

You’ve documented the processes. You’ve recorded the walkthrough videos. Information exists. New hires just can’t get to it when a customer is waiting. So why can’t new hires find the information they need to solve problems independently?

Search only works within individual tools

When your new hire searches for “database escalation,” they get results from whatever system they’re currently in. The problem is they don’t know which system contains the answer, so they either search everywhere or ask someone who remembers.

Context doesn’t transfer between systems

A ticket escalates from Tier One to Tier Two. The ticket moves to a different queue, but the Slack conversation where someone explained the workaround doesn’t move with it. The Confluence page where this issue was documented last quarter doesn’t link to the ticket. Your new hire sees the ticket but not the context around it.

Historical decisions lack breadcrumbs

Six months ago, your team decided to handle VPN tickets differently for remote employees in specific regions. That decision was discussed in Slack, documented in a meeting note, and implemented as a custom field in your service management platform. Your new hire sees the custom field but has no idea why it exists or what happens if they ignore it.

Updates don’t propagate

A procedure changes. Someone updates the runbook in Confluence, but the link embedded in the ticketing system macro still points to the old version. The training video was recorded before the change. Your new hire follows what they find first, applies an outdated fix, and creates a problem that requires escalation.

Tribal knowledge never gets written down

Your experienced team members don’t search Confluence for printer issues — they message Sarah because she handled the rollout. They don’t check the asset database — they know Mark maintains a spreadsheet that’s more current. New hires don’t have that mental map yet, so they spend time searching systems that are technically complete but operationally ignored.

Why connecting systems matters more than documentation

The instinct is to document more thoroughly, create more detailed runbooks, record more training videos, and build a comprehensive knowledge base with proper tagging and regular reviews. This helps. Documentation quality matters. But it doesn’t solve the core retrieval problem.

More documentation also means more places to search. You built the comprehensive Confluence space with proper hierarchy and tagging. You also still have the old wiki, the SharePoint site from the previous ticketing system migration, and the Google Drive folder where the team keeps templates. Each repository is well-organized within itself, but now your new hire has four organized places to search instead of one chaotic place.

The retrieval problem comes down to connection, not volume or organization. When someone encounters a ticket, they need the related information to surface automatically — not because they knew where to search, but because the systems are connected enough to show context without requiring navigation.

This is where synchronization comes in: ensuring that when something happens in one system, the relevant information appears in the other systems where people are actually working. A ticket gets created in your ITSM platform about a recurring application error. That ticket should automatically create a linked task in your development tracker. When the developer adds investigation notes, those notes should appear in the support ticket. When support adds customer impact details, those should flow back to development. The context moves with the work.

Experienced team members are fast not because they’re more skilled at searching. They’ve internalized which system holds which context for which type of issue. They don’t think about where to look anymore. You’re asking new hires to build that same mental index while simultaneously learning the technical work. It’s two cognitive loads at once.

Focus on connections that give new hires the context they need when they need it. Not instant sync for everything—that overwhelms people and creates noise. The question is: what information would prevent them from having to ask you where to find something?

Time-to-competence as an integration metric

The usual way to measure integration success is technical: sync reliability, data consistency, error rates. Those matter for system health, but they don’t tell you if integration is actually helping people work faster.

Time-to-competence is simpler: how long before a new hire can close common tickets independently? Track it the same way you track time-to-resolution, but segment by experience level. If your experienced team members resolve password resets in an average timeframe and your new hires take significantly longer, the gap is mostly context retrieval.

When you connect systems, that gap should shrink. Not because new hires suddenly know everything, but because they spend less time hunting for information. If you link support tickets to relevant documentation pages, new hires see the documentation without knowing to search for it. If you sync escalated tickets between service management and development platforms, they don’t need to ask which project board handles backend issues.

Watch the gap. If integration is working, new hires should reach experienced team member performance on common issues within weeks, not months.

Which connections reduce onboarding time the most

Not all integrations save equal time during onboarding. You have limited bandwidth to set up connections, and you need new hires productive quickly. Start with the integrations that eliminate the most frequent questions.

Ticket-to-documentation links

When someone opens a ticket, show them the related knowledge base articles or runbooks. This works if you can tag tickets and documentation with matching categories. Even rough matching helps. A new hire opening a VPN ticket sees the VPN setup guide without searching. They might still need to ask questions, but they start from a documented baseline instead of zero.

Bidirectional escalation paths

When a ticket escalates, the receiving team should see why it was escalated and what’s already been tried. When the escalated team updates status, that should flow back to the original ticket. This prevents the “what’s the status?” questions that new hires ask constantly because they’re checking the wrong system. Clear escalation workflows make the handoff visible regardless of which system someone’s looking at.

Conversation-to-ticket connection

Important discussions happen in your chat platform, then someone needs to find that context later. Instead of hoping people remember to document decisions, connect the conversation to the ticket. When your new hire picks up a ticket that was discussed yesterday, they see the thread directly. They’re not asking “has anyone seen this before?” The institutional memory is attached.

Status visibility across project systems

A customer asks when a feature will be fixed. Your new hire needs to check the development status. If your project tracker updates sync to your ticketing system, they answer immediately. If they need to request access to the development board, find the right project, search for the relevant issue, and interpret the status, that’s fifteen minutes and probably a question to you about what “code review” means for customer communication.

The pattern: connect information to the context where people need it, not just where it was created. New hires shouldn’t need to know your organizational topology to find answers. The systems should bring answers to them.

How to prioritize integration work for faster onboarding

Fragmented knowledge won’t be solved before your next hire starts. You’re going to get them productive despite fragmentation, then gradually reduce how much fragmentation matters. That means starting with the connections that block them most frequently, not building a perfect architecture.

Watch where new hires get stuck in their first two weeks. When they ask questions, note what they were trying to do and which system didn’t have the answer. After several new hires, you’ll see patterns. The same gaps appear repeatedly. Those are your integration priorities. Connect those systems first, even if it’s a basic connection that just links related items without full sync.

Track the questions your new hires ask. If you’re answering the same question for the third person in three months, that’s a system connection problem, not a training problem. “Where do I find the escalation criteria?” means your ticketing system and your documentation aren’t linked. “Which Jira project is this?” means your service desk and your development tracker aren’t connected. “What’s the status of this fix?” means updates aren’t flowing bidirectionally.

Each repeated question represents time your new hire spends waiting instead of working, and time you spend answering instead of closing tickets. The experienced team member who sighs and sends another Slack message explaining where to find something—that’s your signal. That friction point is costing you hours every week across multiple people.

You’ve built systems that work for people who already know the landscape. Now you need systems that work for people who don’t. That’s less about technology selection and more about making sure information can move to where someone needs it, regardless of where they’re working. When you can do that, onboarding stops being an archaeology lesson and becomes actual skill development. Your new hire closes their first solo ticket in fifteen minutes instead of forty-five, and by week two, they’re not interrupting you every hour because the context they need is already in front of them.

Unito keeps your tools synchronized so when information lives in one system, it’s visible in the systems where your team actually works. Your new hires see escalation context automatically, documentation links appear with relevant tickets, and status updates flow between platforms without manual copying. That’s the difference between onboarding that takes weeks and onboarding that takes days.

Ready to transform your onboardings?

Meet with a Unito product expert to see how two-way integrations improve institutional knowledge.

Talk with sales

View the full article





Important Information

We have placed cookies on your device to help make this website better. You can adjust your cookie settings, otherwise we'll assume you're okay to continue.

Account

Navigation

Search

Configure browser push notifications

Chrome (Android)
  1. Tap the lock icon next to the address bar.
  2. Tap Permissions → Notifications.
  3. Adjust your preference.
Chrome (Desktop)
  1. Click the padlock icon in the address bar.
  2. Select Site settings.
  3. Find Notifications and adjust your preference.