All posts by Vinay Patankar

Everything You Need to Know About Onboarding Remote Employees

People Operations leader presenting a remote employee onboarding equipment kit

Onboarding remote employees is the process of giving new hires the access, context, relationships, and clear expectations they need to contribute from anywhere. The work starts before day one and continues through the employee’s first 30, 60, and 90 days.

A strong remote onboarding process makes progress visible without forcing people into constant meetings. This guide gives People Operations leaders and managers a practical checklist for secure access, role clarity, early feedback, and genuine connection.

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Everything You Need to Know About Conducting Employee Pulse Surveys (+ Free Template)

Employee experience leader moving a feedback collection cart for pulse surveys

An employee pulse survey is a short, focused questionnaire sent regularly to track employee sentiment and changes over time. It can monitor engagement, but it can also evaluate a new procedure, strategy, policy, or business practice while the experience is still recent enough to act on.

Pulse surveys are most useful between broader engagement surveys and after meaningful workplace changes. They only build trust when employees know why the survey is being run, how confidentiality will be protected, and what will happen next. A strong program also tells people when results will be shared and who owns the response. This guide explains the difference between pulse and engagement surveys, a practical cadence, question examples, and a free template you can adapt.

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9 Places to Find The Best Copywriting Examples for Your Swipe File

Copywriter presenting a metal typesetting composing stick beside the title Copywriting Swipe File

A copywriting swipe file is a searchable collection of ads, emails, headlines, landing pages, and other copywriting examples that you can study when you need a stronger hook, offer, or structure.

Your boss has asked you to write an email telling customers their free trial has ended and encouraging them to upgrade. A blank page is a bad place to start. A well-organized swipe file gives you proven patterns to examine without copying someone else’s words.

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8 Electrical Inspection Checklists to Keep Your Workspaces Safe

Black-and-white electrical safety inspector checking a freestanding electrical service panel

An electrical inspection checklist turns a complex safety review into a repeatable sequence of checks, evidence, findings, and corrective actions. It helps a qualified inspector cover the right ground without relying on memory or scattered notes.

This collection gives you eight ready-to-run checklists for general electrical systems, premises motor circuits, marinas, electric vehicle charging equipment, agricultural buildings, health-care facilities, residential rough-ins, and air-conditioning or refrigerating equipment.

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14 Essential Workflow System Features to Make Your Team Into Superstars

Operations manager standing beside a freestanding control console showing linked task cards, a checklist column, a progress bar and labelled modules for assignment, due dates, approvals, logic and reporting

Whether you’re writing a blog post or building the world’s largest commercial aircraft, you need to be able to rely on your systems. To do that, your platform has to have a set of basic workflow system features.

That is unless you want to follow Airbus A380’s example and waste massive amounts of time and money because of a few simple oversights.

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Customer Success 2.0: The Essential Software Stack to Execute McKinsey’s Model

Customer success leader operating a five-layer software stack

Customer Success 2.0 is an organization-wide operating model that aligns go-to-market work, funding, talent, analytics, and culture around measurable customer outcomes.

The model comes from McKinsey’s Customer Success 2.0 framework. This guide keeps its five-part structure and shows how a current software stack can turn each element into repeatable work.

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Download Your Free Microsoft Word Checklist Template

Operations professional organizing an editable Microsoft Word checklist template

A Microsoft Word checklist template is an editable document with ready-made checkboxes and task rows. Use it when you need a simple list you can customize, save, print, and share without adopting new software.

Download the free Microsoft Word checklist template. The file includes fields for the checklist name, owner, date, due date, tasks, and notes. Open it in Word, replace the blank rows, then save your own copy.

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EAP Program: How to Keep Employees Safe, Secure, and Stable (Free Templates)

Employee wellbeing coordinator presenting a private counseling booth for an EAP program

An employee assistance program (EAP) is an employer-sponsored service that gives employees confidential access to assessment, short-term support, referrals, and follow-up for personal or work-related problems that may affect their wellbeing or job performance.

A well-designed EAP program can help people respond to stress, burnout, work anxiety, bereavement, substance use, family pressures, financial concerns, and critical incidents. It can also give managers a safer route for connecting employees with qualified support. The exact services, hours, eligibility rules, costs, and confidentiality limits vary by provider, plan, location, and law.

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Employee Spotlight: Leti Escanciano, Senior Frontend Engineer

Black-and-white woman walking through a spotlight arch for the Leti Escanciano employee profile

This employee spotlight is a profile of Leti Escanciano, who was a Senior Frontend Engineer at Process Street when this conversation took place in June 2022. She shares her path into frontend engineering, what persistence looks like in practice, and her advice for women building careers in tech.

What do a neuroscientist, a DJ, a college professor, and a bartender have in common? They have all worked at Process Street. A remote company draws from a wider talent pool, startup work attracts its share of liminal weirdos, and a strong company culture recognizes that tacit knowledge can be as valuable as explicit training. Workplace management software can support the shared systems behind that distributed work, but the people and their different backgrounds make the culture.

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Employee Checklists: How Successful Organizations Use Them

Operations manager completing an employee checklist on a physical shift handoff board

Employee Checklists are repeatable task lists that help people complete routine work consistently. Organizations use them for daily operations, onboarding, training, marketing, safety, quality control, handoffs, and compliance, especially when missing one step creates rework or risk.

The useful question is not whether employees should use checklists for everything. It is where a checklist protects valuable work without becoming micromanagement. The examples below come from successful organizations that shared how they design, use, and adapt employee checklists in practice.

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