Manny Gomez - New Support Team Member Start Here

module-name: "New Support Team Member Start Here"
area: "Customer Service"
maintainer:
  - tloughlin

Introduction

Welcome to the Support Team, we are so excited that you've joined us!

As you work through this onboarding issue, remember that this issue is non-confidential and is public. Please do not add any confidential data such as customer names, logs, etc. to this issue. Linking to the appropriate Zendesk ticket is OK!

For the manager: Creating this Issue

Create an issue using this template by making the Issue Title: - New Support Team Member Start Here
Edit this issue's description to remove the irrelevant path based on the team member's role (engineer or manager).
Add the team member and their Onboarding Buddy as the assignees.
Set an initial due date 6 weeks from the start date.
Discuss an onboarding plan based on the onboarding pathway with the new team member and onboarding buddy.
(APAC only) Invite the team member to the monthly Skip Level with the Senior Support Engineering Manager.

For the onboarding buddy

Identify recent tickets which can be learning opportunities and pair with the new team member to shadow/work on them.
Identify upcoming customer calls which can be learning opportunities and pair with the new team member to shadow/join them.
Review helpful resources for the initial area of focus such as senior team members with expertise, Slack channels, scheduled pod calls, and key documentation.

Goals of this Support Team Member Onboarding Issue

This Issue is an tracking issue with a checklist of all the Learning Modules that comprise Support-specific Onboarding. Keep this issue open until you complete all the Learning Modules for your role.

General Timeline and Expectations

Read about our Support Onboarding process.
Your Support Onboarding Buddy is your primary contact-person during your onboarding. They will schedule regular check-ins with you and will be able to guide you through your Onboarding Modules at least until your onboarding tasks have been completed. Once onboarding has finished, continued pairing with the Onboarding Buddy is always encouraged but at the support engineer's discretion.
For some engineers, strictly following the onboarding pathway may not be the best learning experience. Joining Senior help sessions and pod calls can be a helpful complement to the training material by providing exposure to current tickets and troubleshooting methods, and as an introduction to the rest of the Support Team.
If there is a particular technology or area of interest for you, speak to your Onboarding Buddy or Manager to setup a pairing session to review related tickets.

Support Engineer onboarding pathway

Each of the modules listed below has an issue template in our Support Training project. To create your training issue, create a new issue using the links below, follow the instructions for the title, assign it to yourself, and save.

NOTE: When you instantiate one of the modules, replace the placeholder link below with a direct link to the new Issue ID.

It should take you approximately 6 weeks to complete all the modules that make up your onboarding pathway. It is expected that you will have more than one module open at any given time. Please refer to the Support Onboarding process.

Many new engineers find that working on tickets is a very engaging and effective complement to the onboarding modules. Discuss with your manager and onboarding buddy to determine when you should start working on tickets, and get their help choosing tickets that will accelerate your learning. You will pair closely with your onboarding buddy or another engineer as you begin, and will start to work independently as your skills and experience grow.

However, if you prefer to focus on training modules, do not feel obligated to work on tickets right away. The objective of onboarding is learning to be a Support Engineer, and as a manager of one, you can decide the best way for you to reach that goal.

Note

Ensure you first complete the theoretical sections of each module before creating and completing a new module. Don't worry if there are some examples missing (such as tickets, pairings or merge requests) as these can be completed at a later date.

Feel free to work on these modules in parallel with other commitments.

Final Steps, Onboarding Feedback & Documentation

Keeping our documentation and workflows up to date will ensure that all Support team members will be able to access and learn from the best practices of the past. Giving feedback about your onboarding experience will ensure that this document is always up to date, and those coming after you will have an easier time coming in.

Schedule a call with your manager to discuss your onboarding issue or integrate this into your 1:1. Answer the following questions:
- What was most helpful?
- What do you wish existed in your onboarding, but does not?
- In which areas do you still not feel confident?
- In which areas do you feel strong?
Make an update to one or more Support training module templates to make it better and link them below. The files are located in an issue template in the support-training repository. Have a maintainer or manager review.
1. _________
Set up your Calendly account
Read about support engineer resources and be aware of the various tools used within support.
Read about and bookmark how to get help, including the request for help project.
Read about Gmail labels and how you can optimise your email inbox for better efficiency in our Handbook. Check for Search operators and how you can use them in your filter rules
Consider joining the #spt_donut Slack channel if you want donut pairing with support team members.
- APAC only: Consider joining the #spt_donut-apac Slack channel if you want donut pairing with APAC support team members.
Discuss with your manager about adding yourself to the Support Team Sync meeting rotation as Chair and Note-taker.

Congratulations on completing your Support Onboarding modules successfully!

Edited Oct 20, 2025 by Manny Gomez