Onboard & Offboard: Team members (not product)

[ExperimentsInHonesty]

Dependency

• [ ] When there is a new team member (not product) to onboard

Overview

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

Date Updated

2023-04-13

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
- [ ] Slack channel membership
  - [ ] #people-depot
- [ ] Add to Google calendar invites
   - [ ] [Thursday - All-team meeting]
- [ ] Add to team page on Wiki (does not yet exist)
- [ ] Google Drive
   - [ ] Add to drive as Contributor
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public and note in roster
  - [ ] Check for 2FA and note in roster
- [ ] GitHub
     - [ ] Add to peopledepot team
     - [ ] Add to peopledepot-write team
     - [ ] Add to read vault
- [ ] Figma 
  - [ ] invite
  - [ ] acceptance
- [ ] 1password (if needed)
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] people depot 

#### Offboard
- [ ] Remove from Google calendar invite
   - [ ] [Thursday - All-team meeting]
- [ ] WIKI
  - [ ] move to new place on team page
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] people depot (if they were added)
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
- [ ] Figma
  - [ ] remove from team

Resources/Instructions

• 1password.com
• People Depot Google Drive Link
• People Depot Team Roster
• Check public and 2FA at people page
• [REPLACE with GitHub Team URL]
  • base (read)
  • write
  • [maintain]
  • [triage]
  • [admin]
  • [other]
• WIKI team page: https://github.com/hackforla/[Replace with name of your project]/wiki/The-Team (does not yet exist)
• People Depot Figma
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

[ExperimentsInHonesty]

Onboard 2023-04-13 Jane Birman

updated 2023-07-13

• [x] Slack channel membership
  • [x] #people-depot
• [x] Add to Google calendar invites
  • [x] [Thursday - All-team meeting]
• [ ] Add to team page on Wiki (does not yet exist)
• [x] Google Drive
  • [x] Add to drive as Contributor
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Check for Public and note in roster
  • [x] Check for 2FA and note in roster
• [x] GitHub
  • [x] Add to peopledepot team
  • [x] Add to peopledepot-write team
  • [x] Add to read vault
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] ~1password (if needed)~
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] people depot

[Kathleenfrancois]

Onboard 2023-05-17 Brenda De Leon

• [x] Slack channel membership
  • [x] #people-depot
• [x] Add to Google calendar invites
  • [x] [Thursday - All-team meeting]
• [ ] Add to team page on Wiki (does not yet exist)
• [x] Google Drive
  • [x] Add to drive as Contributor
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Check for Public and note in roster
  • [x] Check for 2FA and note in roster
• [x] GitHub
  • [x] Add to peopledepot team
  • [x] Add to peopledepot-write team
  • [x] Add to read vault
• [x] Figma (does not yet exist)
  • [x] invite
  • [x] acceptance
• [ ] 1password (if needed)
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] people depot

[Kathleenfrancois]

Onboard 2023-05-17 David Kahn

• [x] Slack channel membership
  • [x] #people-depot
• [x] Add to Google calendar invites
  • [x] [Thursday - All-team meeting]
• [ ] Add to team page on Wiki (does not yet exist)
• [x] Google Drive
  • [x] Add to drive as Contributor
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Check for Public and note in roster
  • [x] Check for 2FA and note in roster
• [x] GitHub
  • [x] Add to peopledepot team
  • [x] Add to peopledepot-write team
  • [x] Add to read vault
• [x] Figma (does not yet exist)
  • [x] invite
  • [x] acceptance
• [ ] 1password (if needed)
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] people depot

[PlantGirlCodes]

2023-06-29 Re-Activate Azania Baker-Garcia

• [x] Slack channel membership
  • [x] #people-depot
• [x] Add to Google calendar invites
  • [x] [Thursday - All-team meeting]
• [ ] Add to team page on Wiki (does not yet exist)
• [x] Google Drive
  • [x] Add to drive as Contributor
• [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 peopledepot team
  • [x] Add to peopledepot-write team
  • [x] Add to read vault
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] 1password (if needed)
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] people depot

[Kathleenfrancois]

2023-08-31 Anand Ramakrishnan

• [x] Slack channel membership
  • [x] #people-depot
• [x] Add to Google calendar invites
  • [x] [Thursday - All-team meeting]
• [ ] Add to team page on Wiki (does not yet exist)
• [x] Google Drive
  • [x] Add to drive as Contributor
• [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 peopledepot team
  • [x] Add to peopledepot-write team
  • [x] Add to read vault
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] 1password (if needed)
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] people depot

[Kathleenfrancois]

2023-08-31 Alex Law

• [x] Slack channel membership
  • [x] #people-depot
• [x] Add to Google calendar invites
  • [x] [Thursday - All-team meeting]
• [ ] Add to team page on Wiki (does not yet exist)
• [x] Google Drive
  • [x] Add to drive as Contributor
• [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 peopledepot team
  • [x] Add to peopledepot-write team
  • [x] Add to read vault
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] 1password (if needed)
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] people depot

[Kathleenfrancois]

2023-08-31 Kyle Arendas

• [x] Slack channel membership
  • [x] #people-depot
• [x] Add to Google calendar invites
  • [x] [Thursday - All-team meeting]
• [ ] Add to team page on Wiki (does not yet exist)
• [x] Google Drive
  • [x] Add to drive as Contributor
• [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 peopledepot team
  • [x] Add to peopledepot-write team
  • [x] Add to read vault
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] 1password (if needed)
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] people depot

[Kathleenfrancois]

2023-09-06 Ben Pinhassi

• [x] Slack channel membership
  • [x] #people-depot
• [x] Add to Google calendar invites
  • [x] [Thursday - All-team meeting]
• [ ] Add to team page on Wiki (does not yet exist)
• [x] Google Drive
  • [x] Add to drive as Contributor
• [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 peopledepot team
  • [x] Add to peopledepot-write team
  • [x] Add to read vault
• [x] Figma
  • [x] invite
  • [ ] acceptance
• [ ] 1password (if needed)
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] people depot

[ExperimentsInHonesty]

Onboard Drake 2024-05-16

• [x] Slack channel membership
  • [x] #people-depot
• [x] Add to Google calendar invites
  • [x] [Thursday - All-team meeting]
• [ ] Add to team page on Wiki (does not yet exist)
• [x] Google Drive
  • [x] Add to drive as Contributor
• [ ] 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 peopledepot team
  • [x] Add to peopledepot-write team
  • [x] Add to read vault
• [x] Figma
  • [x] invite
  • [ ] acceptance
• [ ] 1password (if needed)
  • [x] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] people depot