The secrets behind making a Forbes’ Best Employers list

March 13, 2024

"Me when I see nobody followed the process I documented beautifully."

Want to learn how we created raving fans with content like this? 👆Then you can’t miss next week’s Inside the Process with The Marketing Millennials' head of social Aidan Brannigan. Tips for creating wildly engaging content, standing out from the crowd, and more — be there Wednesday, March 20 at 9 a.m. PDT/12 p.m. EDT. Register now!

Hot off the SMB press this week: 

  • A template that defines your employee promotion policy.
  • Next week: Everything you want to know about hiring an executive assistant.
  • Tips for becoming a “Best Place to Work.”
  • Plus, how to leverage the power of groups in Trainual.


Template of the week: Employee Promotion Policy

Trainual template Employee Promotion Policy

Your employees are your greatest asset and the driving force behind your success. And they want the opportunity to grow alongside your business as you scale. In fact, 82% of employees would quit their job if there was a lack of career progression (mattering more than pay!).

And that’s not to say you need to become some sort of promotion machine. There’s a lot that goes on behind the scenes when it comes to making promotion decisions. But that means you should aim to provide clarity on how promotions are determined, ensuring that every team member understands the growth opportunities available to them.

👉 That’s where our Employee Promotion Policy template comes in. Giving you the jumpstart you need to document promotion eligibility, the role of performance evaluations on promotions, training and development opportunities, and more! Telling your team exactly what to expect when it comes to your employee promotion process. And helping establish a culture of transparency, empowering your team to navigate their growth within your company.

Want more templates to help you build your business playbook? Check out our entire template archive of free, multimedia-enhanced, and customizable policy, process, and role starters. New to Trainual? Get a demo.


All your questions about hiring executive assistants — answered!

Trainual x Belay

If you’ve ever considered taking on an executive assistant, you may have wondered about the best place to start. Well you’re in luck — we’re only six days away from our first-ever webinar with BELAY!

We’re talking about all the ways executive assistants can help you scale up your leadership capabilities and get priceless time back to reinvest in your business.

Check out a sneak peek 👇

  • A special speaker session with BELAY CEO Tricia Sciortino and Trainual CMO and co-founder Jonathan Ronzio.
  • Q&A time, for all your burning questions.
  • Completely virtual and free to join
  • And the chance to win some swag!

When? Tuesday, March 19th, 2024 starting at 11 a.m. PDT/2 p.m. EDT. So, what are you waiting for? Secure your spot now!  

P.S. Can’t tune in live? Register anyway — we’ll be sending out the recording!


How to become a ‘Best Place to Work’

Quick humble brag: Trainual has been named on Forbes’ list of America’s Best Startup Employers 2024! 🎉 

And this isn’t because we paid to play or applied for this chance. This is the result of years of “Best Place to Work” surveys, other awards, and of course, the satisfaction of all of our employees (the writers of this newsletter attest to this!).

"POV someone pays you money to do what you love with amazing people."

And we don’t tell you this just to toot our own horn.
Lists like these are just reminders of the importance of employee happiness in the workplace. Employee satisfaction is linked to better productivity, retention, and engagement. And when you build a company culture that focuses on keeping employees happy, your business could end up on a Forbes’ best employers list, too.

Want a closer look at how we did it? Here are a couple of ways we’ve built an award-winning company culture:

1. Build a great team.
A great workplace starts and ends with the people around you. Finding the right people for the right roles isn’t just about hiring the best people for the position — it also matters how they’ll interact with their coworkers, and how their personality will fit into the company as a whole.

And we’re not saying to hire the same type of person every single time — diversity leads to better decision-making and above-average performance — but we are saying that the type of person you hire is just as important as the skills they’re going to contribute.

2. Document your processes and policies to keep your team aligned.
Yes, we know our whole shtick is documentation — but it really has made Trainual a better place to work. Think about it: Writing down the guidelines of your business makes sure that everyone’s aligned on the rules. And there’s safety in knowing you’re in a workplace that has guardrails for how you’re treated and your differences are respected. Policies FTW!

And documented processes? Which keep your operations streamlined, your employees confident in what they’re doing, and your new hires ready from day one? Those processes build the foundation for an organized and effective workplace — and what employees don’t love that?

👉 See the full Forbes’ list.


Here’s everything you need to know about group types

Groups are the best way to share content with your team at scale, keeping your content organized as your business and team grow. And don’t just take our word for it — let’s see it in action:

Video screenshot for Trainual Tips about Groups

Remember that one person will likely be in multiple groups. In the video above, Marlowe should be added to the Assistant Bookstore Manager role (because she has that job title), the Leadership team (because she’s in charge of managing two Booksellers), and the Downtown location (because that’s where she works).

Then, you can bulk-assign content to each of those groups. And with the new Everyone group (located under the “Other” group type), you can assign content to every employee in your whole account! This group is perfect for assigning content that everyone needs to know — like your welcome to the company subject, sexual harassment policy, and information about your products and services.

🔥 Tip: Before you start creating groups, check out your org chart. What roles, departments, teams, and locations do you see there? Jot them down and start to make a group for each one. This will help you make sure that you don’t miss any groups when building them out in your account.

👉 See the full Trainual Tips & Tricks video on group types.

Organize the chaos
of your small business