Welcome

Your Toolbox

Workstation

By now you should have received your email address and workstation from our IT team, and have set up the accounts they provided you and any other hardware.You should have received the following pieces of equipment:

  • Laptop (Mac or PC)
  • Docking Station
  • 1 or 2 External Monitors
  • Wireless Mouse
  • External Keyboard
  • Headset
  • External Camera (if needed)

Here at The Predictive Index we use Google as our email provider and Chrome as our internet browser.   Apart from Gmail for email services, we also use and have access to the entire G Suite applications (Google Calendar, Drive, Docs, Sheets, Slides, etc.).If you are having any trouble please contact itsupport@predictiveindex.com.  They can also assist with any additional hardware needs.

PI Acronyms and Glossary

PI uses a lot of acronyms and internal jargon when presenting and talking about products and projects. To help with decoding what these acronyms and terms are, we have a PI Definitions Deck prepared by our Product Marketing team to help you become better familiarized.

Software and Operating Systems

As User Operations Specialists, we use a plethora of operating systems to assist us in helping our network. 

Below is a list of some of those systems that are used regularly.  In later lessons, we will review how to use these systems effectively, but for now, bookmark these to your browser and ensure you can log in.  Unless stated, your username will be your unique predictive index email address.  If you are not able to login to any of the systems, let your manager know or contact itsupport@predictiveindex.com. 

Creating folders on your bookmarks bar in google is a great way to organize these URLs.

Click each system to expand and learn more.

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    rn t
  • Communication tool for the company, designed to replace email as our primary method of communication and sharing.
    • rn t
  • Workspace URL: thepredictiveindex.slack.com
    • rn t
  • Edit your profile and add title/job description
    • rn
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Slack

Communicating with other teams at PI is paramount to our job as User Operations. We would be unable to support clients, partners, or even PI itself without the support of other teams around PI. 

The most common and frequent means of communication at PI is the use of Slack, an internal instant messaging system. Slack can be broken down into channels of shared interest, and there are tons of channels that already exist at PI, from #dogs for sharing photos of puppies, to #eng_esc_reports for sharing important mission-critical information regarding software issues.

Here is a list of channels we believe are necessary for you to do your job well, with a short description of what they are. Each channel will begin with a hashtag. One important means of using this is to search using the search bar at the top of Slack. Before you ask your question, try searching for a few keywords to see if it has been asked before. This may save you some time.

You will have been automatically added to many of these channels, but we encourage you to fill out your Slack with other non-work-related channels to brighten your day. This list is by no means exhaustive, but we’ve included the most important channels for doing your job.

Most importantly, don’t feel bad if you ask a question that’s been asked before once or twice. Do your due diligence, but with the amount of locations for information, it’s easy to miss things. We ask that you do your best to find the information yourself, and sometimes that is only done by asking others for help through these channels.

Common Commands:

  • @here → Notifies every member within that specific channel 
  • @John → Notifies that specific user only
  • /zoom → starts an instant zoom meeting

Meetings at PI

Company-wide
  • All Company: We have a company meeting roughly once a month. Agenda varies from one month to the next, but Zani and Daniel usually get up and talk about the business at a high level.
  • Product Unplugged: The Product team hosts a meeting every other week where they talk about things they’re working on. Everyone is invited to this meeting, but it’s not mandatory.
  • Sprint Review: Some teams plan “sprints,” which are periods where they list what they’re working for a defined period of time (typically two weeks). Then, they get together to review what went well, what didn’t go well, and why they might not have been able to deliver on the things they committed to.
  • Executive Meetings: The executive management team meets every other week. They release the notes after each meeting.
Operations Department
  • No Meeting Mondays: No Meeting Mondays allows the department to focus on our core responsibilities. Individual contributors in the operations team are provided time to focus 100% in their core responsibilities, and they should not be invited to, and should decline team or cross-functional meetings as needed. As a member of the User Operations team, your core responsibility is to provide extraordinary service to our partners and clients. No Meeting Mondays allows you to be able to do so without any interruptions or additional expectations. For an overview of this policy, read here.
  • Department (Quarterly): We have a department meeting quarterly. Agenda varies but each quarter you will receive updates from each team director about progress towards goals set that quarter and upcoming projects to be aware of. Following department updates, there is typically a planned activity to build rapport and camaraderie across the department.
  • Skip Pods: Our Senior VP of Operations, Maribel Olvera, believes that there is something to learn from everyone on the team. Therefore, she conducts quarterly group meetings with individuals that do not directly report to her, nor have quarterly 1:1 meetings with her. This is an opportunity for you to share your perspective of the experiences you are having at PI.
User Operations Team
  • User Operations Bi-Weekly Team Meeting: The UOS Director gathers our team every other Thursday. Topics vary each week, and may include guest speakers, team building, process learnings, ideation, etc.
  • Weekly Stand-up: A 15-30 minute catch-up with the entire team to review progress towards quarterly targets and share quick updates.
  • Skip Level:  This is a quarterly meeting for you and your Director to connect.  Your Director wants to hear about what’s going well for you, where are there opportunities, and what can they do to help you.
  • Weekly 1:1s: You should have a weekly 1:1 with your manager. While you might decide that you don’t need to meet on a given week, it’s expected the meeting will be on the books. These meetings are for the employees’ benefit, not the managers, therefore the employee should be leading it.
How to structure an asana board for a successful 1:1 session with your manager

Setting Up Your Calendar

Preparing for PTO

During New Hire Orientation you learned how to log into ADP and request time off. After you have received approval for your PTO, but before you pack your bags for Cocoa Beach, there are a few steps you need to take to ensure coverage and clear communication.

  1. Set your calendar and email to Out of Office
  2. Coordinate with your coverage buddy

Specific steps and details can be found here. Be sure to reference this each time you are preparing for PTO.

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