We need to onboard the new team member to our resources so that they can have access to the drive and repo.
Action Items
For Onboarding
[ ] Copy the Onboarding template below, to a comment
[ ] add the person's name
[ ] replace YYYY-MM-DD with the date using that format
[ ] check off the boxes as you add the person to each asset, using the links below.
For Offboarding
[ ] Copy the Offboarding template below, to a comment
[ ] add the person's name
[ ] replace YYYY-MM-DD with the date using that format
[ ] check off the boxes as you remove the person from each asset, using the links below.
Resources/Instructions
Onboarding template
#### Onboard
- Name:
- Date: YYYY-MM-DD
- [ ] Slack channel membership
- [ ] BOP
- [ ] Add to relevant Google calendar invites
- [ ] PM
- [ ] All
- [ ] DEV
- [ ] Add to team page on Wiki (don't currently have one)
- [ ] Google Drive
- [ ] Add as Manager
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] GitHub
- [ ] Add to team write team
- [ ] promote to maintainer
- [ ] Add to read vault
- [ ] promote to maintainer
- [ ] Figma
- [ ] invite
- [ ] acceptance
- [ ] 1password
- [ ] invitation
- [ ] acceptance
- [ ] add to appropriate vaults
- [ ] BOP (for PMs and research)
- [ ] BOP - Dev/Data
- [ ] BOP - UI/UX (for design)
- [ ] Zoom vault
- [ ] Add to email address(s)
- [ ] bop@hackforla.org
- [ ] [REPLACE with name of secondary email]
- [ ] Social Media Accounts with role assignment
- [ ] Facebook
- [ ] Train how to
- [ ] login to team account
- [ ] setup chrome shortcut for adding to desktop
- [ ] use zoom spreadsheet, vault and accounts
- [ ] calendar invite
#### Offboard
- [ ] Remove from Google calendar invite
- [ ] PM
- [ ] All
- [ ] DEV
- [ ] WIKI
- [ ] move to new place on team page
- [ ] 1password setup
- [ ] remove from team vaults
- [ ] BOP (for PMs and research)
- [ ] BOP - Dev/Data
- [ ] BOP - UI/UX (for design)
- [ ] Zoom vault
- [ ] Google Drive
- [ ] remove from drive
- [ ] Roster
- [ ] mark as inactive
- [ ] GitHub
- [ ] demote member to read only team and remove from write team
- [ ] Figma
- [ ] remove from team
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
- [ ] bop@hackforla.org
- [ ] [REPLACE with name of secondary email]
- [ ] Remove from Social Media Accounts with role assignment
- [ ] Facebook
Dependencies
Overview
We need to onboard the new team member to our resources so that they can have access to the drive and repo.
Action Items
For Onboarding
YYYY-MM-DD
with the date using that formatFor Offboarding
YYYY-MM-DD
with the date using that formatResources/Instructions
Onboarding template
Resources for Onboarding
Add the links below each item