Onboard & Offboard: UI/UX

[Biuwa]

Overview

We need to have a checklist of items to do when a UX/UI Research/Designer onboard and offboards so that the process can be consistent and fast.

Dates

Created date: 2024-02-28 Last Updated date: 2024-09-30

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 (Design Lead)
  - [ ] tdm-calculator
  - [ ] tdm-calculator-ux
- [ ] Add to Google calendar invites (Design Lead)
   - [ ] Every Other Tuesday - 4pm PT- Stakeholder Meeting
   - [ ] Every Other Tuesday - 5pm PT- Post Stakeholder Planning Meeting
   - [ ] Wednesdays 7pm PT - All-team meeting
   - [ ] Thursdays 1pm PT- Stakeholder Prep meeting
- [ ] Google Drive (Design Lead)
   - [ ] Add to drive as Contributor
- [ ] Roster (Design Lead)
   - [ ] Send link
   - [ ] Team member adds themselves
   - [ ] Check for Public and note in roster
- [ ] GitHub (Design Lead/Product)
   - [ ] Add to team write team
   - [ ] Add to team read team
- [ ] Figma (Design Lead)
   - [ ] invite
   - [ ] acceptance
- [ ] 1password (PO/Admin)
   - [ ] invitation
   - [ ] acceptance
   - [ ] add to vaults
      - [ ] TDM Calculator
      - [ ] TDM UX (for researchers)
      - [ ] ~~Zoom vault~~
- [ ] Add to email address(s) (Research Lead)
   - [ ] [email protected] (for researchers)
      - [ ] Add to forwarding addresses (Sends invite email)
      - [ ] Acceptance
      - [ ] Add filter to forward 
   - [ ] [email protected] (for researchers)
      - [ ] Add to forwarding addresses (Sends invite email)
      - [ ] Acceptance
      - [ ] Add filter to forward 
- [ ] Social Media Accounts with role assignment (Research Lead) (for researchers)
   - [ ] Facebook
- [ ] Train how to (Research Lead) (for researchers)
   - [ ] 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
   - [ ] Every Other Tuesday - 4pm PT- Stakeholder Meeting
   - [ ] Wednesdays 7pm PT - All-team meeting
   - [ ] Thursdays 1pm PT- Stakeholder Prep meeting
 - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] TDM Calculator
       - [ ] TDM UX
       - [ ] Zoom vault
- [ ] 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
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
   - [ ] [email protected]
   - [ ] [email protected]
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook

Resources/Instructions

• 1password.com
• TDM Calculator Google Drive Link
• TDM Calculator Team Roster
• Check public and 2FA at people page
• TDM GitHub teams
  • base (read)
  • write
  • maintain
  • [triage] - does not exist
  • admin
  • [other] none
• WIKI team page: https://github.com/hackforla/tdm-calculator/wiki/The-Team
• TDM Figma
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

---

org template updated 2022-02-23 Changelog

[ExperimentsInHonesty]

Onboard 2024-05-09 nami, logan (new designers)

• [x] Slack channel membership (Design Lead)
  • [x] tdm-calculator
• [x] Add to Google calendar invites (Design Lead)
  • [x] Every Other Tuesday - 4pm PT- Stakeholder Meeting
  • [x] Wednesdays 7pm PT - All-team meeting
  • [x] Thursdays 1pm PT- Stakeholder Prep meeting
• [x] Google Drive (Design Lead)
  • [ ] Add to drive as Contributor
• [x] Roster (Design Lead)
  • [x] Send link
  • [x] Team member adds themselves (what's dashboard, status of test case?)
  • [x] Check for Public and note (?) in roster
• [x] GitHub (Design Lead)
  • [x] Add to team write team
  • [x] Add to team read team
• [x] Figma (Design Lead)
  • [x] invite
  • [x] acceptance
• [x] 1password (PO/Admin)
  • [x] invitation
  • [x] acceptance
  • [x] add to vaults
    • [x] TDM Calculator
    • [x] TDM UX
    • [x] Zoom vault
• [ ] Add to email address(s) (Research Lead)
  • [ ] [email protected] (for researchers)
    • [ ] Add to forwarding addresses (Sends invite email)
    • [ ] Acceptance
    • [ ] Add filter to forward
• [ ] Train how to (for researchers) (Research Lead)
  • [ ] login to team account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite

[yiranshan]

Onboard 2024-05-24 nilakshi (new designer)

Onboard

• [x] Slack channel membership
  • [x] tdm-calculator
• [x] Add to Google calendar invites
  • [x] Every Other Tuesday - 4pm PT- Stakeholder Meeting
  • [x] Wednesdays 7pm PT - All-team meeting
  • [x] Thursdays 1pm PT- Stakeholder Prep meeting
• [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
• [x] GitHub
  • [x] Add to team write team
  • [x] Add to team read team
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] 1password [email protected]
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] TDM Calculator
    • [ ] TDM UX
    • [ ] Zoom vault
• [ ] Add to email address(s)
  • [ ] [email protected]
    • [ ] Add to forwarding addresses (Sends invite email)
    • [ ] Acceptance
    • [ ] Add filter to forward
  • [ ] [email protected]
    • [ ] Add to forwarding addresses (Sends invite email)
    • [ ] Acceptance
    • [ ] Add filter to forward
• [ ] 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

[yiranshan]

Onboard 2024-06-19 Ancy (new designer)

• [ ] Slack channel membership
  • [ ] tdm-calculator
• [ ] Add to Google calendar invites
  • [ ] Every Other Tuesday - 4pm PT- Stakeholder Meeting
  • [ ] Wednesdays 7pm PT - All-team meeting
  • [ ] Thursdays 1pm PT- Stakeholder Prep meeting
• [ ] Google Drive
  • [ ] Add to drive as Contributor
• [ ] Roster
  • [ ] Send link
  • [ ] Team member adds themselves
  • [ ] Check for Public and note in roster
• [ ] GitHub
  • [ ] Add to team write team
  • [ ] Add to team read team
• [ ] Figma
  • [ ] invite
  • [ ] acceptance
• [ ] 1password
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] TDM Calculator
    • [ ] TDM UX
    • [ ] Zoom vault
• [ ] Add to email address(s)
  • [ ] [email protected]
    • [ ] Add to forwarding addresses (Sends invite email)
    • [ ] Acceptance
    • [ ] Add filter to forward
  • [ ] [email protected]
    • [ ] Add to forwarding addresses (Sends invite email)
    • [ ] Acceptance
    • [ ] Add filter to forward
• [ ] 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
  • [ ] Every Other Tuesday - 4pm PT- Stakeholder Meeting
  • [ ] Wednesdays 7pm PT - All-team meeting
  • [ ] Thursdays 1pm PT- Stakeholder Prep meeting
• [ ] 1password setup
  • [ ] remove from team vaults
    • [ ] TDM Calculator
    • [ ] TDM UX
    • [ ] Zoom vault
• [ ] 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
• [ ] Help them delete the desktop shortcut to email address if they made one.
• [ ] Remove from email address(s)
  • [ ] [email protected]
  • [ ] [email protected]
• [ ] Remove from Social Media Accounts with role assignment
  • [ ] Facebook

[Parisajf]

Onboard

Onboard 2024-09-04 Tristan (new designer)

• [ ] Slack channel membership
  • [x] tdm-calculator
• [x] Add to Google calendar invites
  • [x] Every Other Tuesday - 4pm PT- Stakeholder Meeting
  • [x] Wednesdays 7pm PT - All-team meeting
  • [x] Thursdays 1pm PT- Stakeholder Prep meeting
• [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] GitHub
  • [x] Add to team write team
  • [x] Add to team read team
• [x] Figma
  • [x] invite
  • [x] acceptance
• [x] 1password
  • [x] invitation
  • [x] acceptance
  • [x] add to vaults
    • [x] TDM Calculator
    • [x] TDM UX
    • [x] Zoom vault
• [ ] Add to email address(s)
  • [ ] [email protected]
    • [ ] Add to forwarding addresses (Sends invite email)
    • [ ] Acceptance
    • [ ] Add filter to forward
  • [ ] [email protected]
    • [ ] Add to forwarding addresses (Sends invite email)
    • [ ] Acceptance
    • [ ] Add filter to forward
• [ ] 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