Team Member: Onboard and Offboard

[kcoronel]

Dependencies

Team members joining or leaving

Overview

We need to have a checklist of items to do when a team member [not product manager or UX lead] onboard and offboard so that the process can be consistent and fast.

Date Updated

• Created 2023-04-05
• This issue has fewer items on it then the onboard for product does. However, it pays to keep an eye on the template/changelog so that if there are other assets or instructions added, we can update this issue if appropriate

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 [replace with name and role]
- [ ] Slack channel membership
  - [ ] ```#civictechjobs```
- [ ] Add to Google calendar invites
   - [ ] All-team meeting
   - [ ] Dev meeting 
   - [ ] UXR meeting 
   - [ ] UI/UX Design
   - [ ] Leads meeting 
- [ ] Google Drive
   - [ ] For PM add to drive as Content Manager
   - [ ] For all other positions add to drive as Contributor
[ ] Roster
  - [ ] Send google doc form
  - [ ] Transfer google form information into roster 
  - [ ] Check for Public
- [ ] GitHub
     - [ ] Add to team write team
     - [ ] Add to base/read team
     - [ ] Confirm that their name is on their Github  
     - [ ] Add them to role call and accountability check 
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
  - [ ] not needed
- [ ] 1password
     - [ ] invitation (if necessary)
       - [ ] not needed 
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Civic Tech Jobs
       - [ ] Civic Tech Jobs UI/UX
         - [ ] not needed 
- [ ] Add to team page on Wiki
- [ ] Add to email address(s)
   - [ ] [email protected] (if necessary)
      - [ ] not needed
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook (if necessary)
      - [ ] not needed
- [ ] Train how to 
   - [ ] login to team email account (if necessary)
      - [ ] not needed
   - [ ] setup chrome shortcut for adding to desktop (if necessary)
      - [ ] not needed

#### Offboard [replace with name and role]
- [ ] Remove from Google calendar invite
   - [ ] All-team meeting
   - [ ] Dev meeting 
   - [ ] UXR meeting 
   - [ ] UI/UX Design
   - [ ] Leads meeting 
 - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] Civic Tech Jobs 
       - [ ] Civic Tech Jobs UI/UX
       - [ ] not needed
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] remove from write team
     - [ ] remove them from role call and accountability check 
     - [ ] Unassign from any other Meeting Agenda issues
     - [ ] Check their Assignment status on the Issue tab, to make sure they are no longer assigned to any issues
- [ ] Figma
  - [ ] remove from team
  - [ ] not needed 
- [ ] Help them delete the desktop shortcut to email address if they made one
  - [ ] not needed 
- [ ] Remove from email address(s)
   - [ ][email protected]
   - [ ] not needed 
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook
   - [ ] not needed
- [ ] WIKI
  - [ ] move to new place on team page

Resources/Instructions

• 1password.com
• [Google Drive Link]
• [Internship Team Roster]
• Check public at people page
• GitHub Team URL
  • [base (read)]
  • [write]
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• WIKI team page:
• Figma:
• Forward emails to team members
• [How to Add/Remove team members from HfLA website:

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org template updated 2022-02-23 Changelog

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