Onboard & Offboard: General (Non-PM)

[MichelleRT]

Dependency

• Waiting for new person to join team that needs onboard or a person leaving that needs offboarding.

Overview

We need to have a checklist of items to do when a new member onboard and offboards so that the process can be consistent and fast.

Date Updated

2022-02-17 (created date) (keep updating the date each time the org template change are integrated)

Action Items

• [ ] Check to see if the org template for this process has new steps in it, and if it does, update this issue and its template with content and add the last date you updated the template below
• [ ] Copy template to comment below
• [ ] Add name of person
• [ ] Check off as done

#### Onboard
- [ ] Google Drive
   - [ ] Add to drive as Content Manager
- [ ] Slack channel membership
  - [ ] ```#lucky-parking```
- [ ] Add to Google calendar invites
   - [ ] Monday - All-team meeting
   - [ ] UI/UX - Design/Research team meeting (Ad-hoc)
- [ ] Add to team page on Wiki
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public and note in roster
  - [ ] Check for 2FA and note in roster
- [ ] GitHub
     - [ ] Add to team write team
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] lucky parking
       - [ ] Lucky Parking Project Design
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] luckyparking@hackforla.org
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

#### Offboard
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] lucky parking
       - [ ] Lucky Parking Project Design
       - [ ] Zoom vault
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Remove from Google calendar invite
   - [ ] Monday - All-team meeting
   - [ ] UI/UX - Design/Research team meeting (Ad-hoc)
- [ ] WIKI
  - [ ] move to new place on team page
- [ ] 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)
    - [ ] luckyparking@hackforla.org

Resources/Instructions

• 1password.com
• Old Google Drive
• New Google Drive
• Roster
• Check public and 2FA at people page
• [REPLACE with GitHub Team URL]
  • base (read)
  • write
  • [maintain] Does Not Exist Yet
  • [triage] Does Not Exist Yet
  • admin
• Figma
• WIKI team page: https://github.com/hackforla/lucky-parking/wiki
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

---

org template updated 2022-02-23 Changelog

[gordonruby]

Onboard Heejung Yun

• [x] Google Drive
  • [x] Add to drive as Manager
• [x] Slack channel membership
  • [x] #lucky-parking
• [x] Add to Google calendar invites
  • [x] Monday - All-team meeting
  • [x] UI/UX - Design/Research team meeting (Ad-hoc)
• [ ] Add to team page on Wiki
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Check for Public and note in roster
  • [ ] Check for 2FA and note in roster
• [x] GitHub
  • [x] Add to team write team
    • [x] Change membership to maintainer
  • [x] Add to read vault
    • [x] Change membership to maintainer
• [x] Figma
  • [x] invite
  • [ ] acceptance
• [ ] 1password
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] lucky parking
    • [ ] Lucky Parking Project Design
    • [ ] Zoom vault
• [ ] Add to email address(s)
  • [ ] luckyparking@hackforla.org
• [ ] Train how to
  • [ ] login to team account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite

[ychu196]

Offboard Heejung Yun

• [ ] 1password setup
  • [ ] remove from team vaults
    • [ ] lucky parking
    • [ ] Lucky Parking Project Design
    • [ ] Zoom vault
  • [x] Google Drive
  • [x] demote to viewer
  • [x] Remove from Google calendar invite
  • [x] Monday - All-team meeting
  • [x] UI/UX - Design/Research team meeting (Ad-hoc)
  • [x] WIKI (https://github.com/hackforla/lucky-parking/wiki)
• [x] move to new place on team page
  • [x] Roster
• [x] mark as inactive
  • [x] GitHub
    • [x] demote member to read only team
    • [x] 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)
  • [ ] luckyparking@hackforla.org

[ychu196]

Notes: Chu has msged Bonnie re: Admin access for Figma to remove heejung Greg - looking into removing from email address - we don't know what this means; getting admin from 1Pass

[gregpawin]

Onboard Yenlik

Onboard

• [x] Google Drive
  • [x] Add to drive as Manager
• [x] Slack channel membership
  • [x] #lucky-parking
• [ ] Add to Google calendar invites
  • [ ] Monday - All-team meeting
  • [ ] UI/UX - Design/Research team meeting (Ad-hoc)
• [ ] Add to team page on Wiki
• [ ] Roster
  • [ ] Send link
  • [ ] Team member adds themselves
  • [ ] Check for Public and note in roster
  • [ ] Check for 2FA and note in roster
• [x] GitHub
  • [x] Add to team write team
    • [x] Change membership to maintainer
  • [ ] Add to read vault
    • [ ] Change membership to maintainer
• [ ] Figma
  • [ ] invite
  • [ ] acceptance
• [ ] 1password
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] lucky parking
    • [ ] Lucky Parking Project Design
    • [ ] Zoom vault
• [ ] Add to email address(s)
  • [ ] luckyparking@hackforla.org
• [ ] Train how to
  • [ ] login to team account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite

[gregpawin]

Onboard Yao Guan

Onboard

• [x] Google Drive
  • [x] Add to drive as Manager
• [x] Slack channel membership
  • [x] #lucky-parking
• [x] Add to Google calendar invites
  • [x] Monday - All-team meeting
  • [ ] UI/UX - Design/Research team meeting (Ad-hoc)
• [ ] Add to team page on Wiki
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [ ] Check for Public and note in roster
  • [ ] Check for 2FA and note in roster
• [x] GitHub
  • [x] Add to team write team
    • [x] Change membership to maintainer
  • [ ] Add to read vault
    • [ ] Change membership to maintainer
• [ ] Figma
  • [ ] invite
  • [ ] acceptance
• [ ] 1password
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] lucky parking
    • [ ] Lucky Parking Project Design
    • [ ] Zoom vault
• [ ] Add to email address(s)
  • [ ] luckyparking@hackforla.org
• [ ] Train how to
  • [ ] login to team account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite

[gregpawin]

Onboard Brittany Anjou

Onboard

• [x] Google Drive
  • [x] Add to drive as Manager
• [x] Slack channel membership
  • [x] #lucky-parking
• [ ] Add to Google calendar invites
  • [ ] Monday - All-team meeting
  • [ ] UI/UX - Design/Research team meeting (Ad-hoc)
• [ ] Add to team page on Wiki
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [ ] Check for Public and note in roster
  • [ ] Check for 2FA and note in roster
• [ ] GitHub
  • [ ] Add to team write team
    • [ ] Change membership to maintainer
  • [ ] Add to read vault
    • [ ] Change membership to maintainer
• [ ] Figma
  • [ ] invite
  • [ ] acceptance
• [ ] 1password
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] lucky parking
    • [ ] Lucky Parking Project Design
    • [ ] Zoom vault
• [ ] Add to email address(s)
  • [ ] luckyparking@hackforla.org
• [ ] Train how to
  • [ ] login to team account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite