Onboard & Offboard: Design

[ExperimentsInHonesty]

Overview

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

Date Updated

date created: 2022-04-15 date updated: 2022-04-15 (insert date you created this issue and 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
- [ ] Slack channel membership
  - [ ] ```#home-unite-us```
  - [ ] ```#home-unite-us-design```
- [ ] Add to Google calendar invites
   - [ ] TUESDAY - All-team meeting
   - [ ] MONDAY - Design team meeting
- [ ] Add to team page on Wiki (Does Not Currently Exist)
- [ ] Add to Google Drive
   - [ ] as Contributor if team member 
   - [ ] as Manager if lead
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Confirm they have filled out all the fields with white headers
  - [ ] Check for Public and note in roster
  - [ ] Update the Dark Gray column to M or L depending on if they are a
     - [ ] team member (M) 
     - [ ] team Lead (L)
  - [ ] Update the Dark Gray column for Google Drive access to 
     - [ ] Contributor if they are a member
     - [ ] Manager if they are a lead.
- [ ] GitHub
     - [ ] Add to team write team
        - [ ] Change membership to maintainer if lead
     - [ ] Add to read vault
        - [ ] Change membership to maintainer if lead
     - [ ] Update the Dark Gray columns in the roster with the `write` permission granted
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Home Unite Us (if needed)
       - [ ] Zoom vault (if lead)
- [ ] Add to email address(s)
   - [ ] [email protected] (if lead)
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook (TBD)
- [ ] If lead, train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite
- [ ] Update the hackforla.org website team 

#### Offboard
- [ ] Remove from Google calendar invite
   - [ ] TUESDAY - All-team meeting
   - [ ] TUESDAY - Design team meeting
- [ ] WIKI
  - [ ] move to new place on team page
- [ ] 1password setup
   - [ ] remove from team vaults
      - [ ] Home Unite Us
      - [ ] Zoom vault
- [ ] Google Drive
   - [ ] remove from drive, note in roster
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] unassign them from any issues they are assigned to (see tab in roster)
     - [ ] check to make sure they are on the base team, and remove from write team
     - [ ] update the Dark Gray column in the roster to indicate they have `read` permission instead of `write`
- [ ] Figma
  - [ ] remove from team
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
   - [ ] [email protected]
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook (TBD)
- [ ] Update the hackforla.org website team 

Resources/Instructions

• 1password.com
• OLD Google Drive Link
• NEW Google Drive Link
• Team Roster
• Check public and 2FA at people page
• Home Unite Us GitHub Team URL
  • base (read)
  • write
  • [maintain] - Does Not Yet Exist
  • [triage] - Does Not Yet Exist
  • admin
  • other
• WIKI team page: https://github.com/hackforla/[Replace with name of your project]/wiki/The-Team
• Figma Home Unite US Team
• Project Profile Card review and update on hackforla.org website
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

---

org template updated 2022-02-23 Changelog

---

Other onboarding issues

• https://github.com/hackforla/HomeUniteUs/issues/396
• https://github.com/hackforla/HomeUniteUs/issues/697
• https://github.com/hackforla/HomeUniteUs/issues/696

[lola3736]

Onboard Jon IIaw 08/13/24

• [X] Slack channel membership
  • [X] #home-unite-us
  • [X] #home-unite-us-design
• [x] Add to Google calendar invites
  • [X] TUESDAY - All-team meeting
  • [X] WEDNESDAY - Design team meeting
  • [x] WEDNESDAY - Design CoP meeting
• Add to team page on Wiki (Does Not Currently Exist) - NA
• [X] Add to Google Drive
  • as Contributor if team member - NA
  • [X] as Manager if lead
• [ ] Roster
  • [X] Send link
  • [X] Team member adds themselves
  • [ ] Confirm they have filled out all the fields with white headers
  • [ ] Check for Public and note in roster
  • [ ] Update the Dark Gray column to M or L depending on if they are a
    • team member (M) - NA
    • [x] team Lead (L)
  • [x] Update the Dark Gray column for Google Drive access to
    • Contributor if they are a member - NA
    • [x] Manager if they are a lead.
• [x] GitHub
  • [X] Add to team write team
    • [x] Change membership to maintainer if lead
  • [x] Add to read vault
    • [x] Change membership to maintainer if lead
  • [x] Update the Dark Gray columns in the roster with the write permission granted
• [x] Figma
  • [X] invite
  • [x] acceptance
• 1password - NA
  • invitation - NA
  • acceptance - NA
  • add to vaults - NA
    • Home Unite Us (if needed) - NA
    • Zoom vault (if lead) - NA
• Add to email address(s) - NA
  • [email protected] (if lead) - NA
• Social Media Accounts with role assignment - NA
  • Facebook (TBD) - NA
• If lead, train how to - NA
  • login to team account - NA
  • setup chrome shortcut for adding to desktop - NA
  • use zoom spreadsheet, vault and accounts - NA
  • calendar invite - NA
• [ ] Update the hackforla.org website team

[lola3736]

Onboard Amy Li 08/13/24

• [x] Slack channel membership
  • [X] #home-unite-us
  • [X] #home-unite-us-design
• [ ] Add to Google calendar invites
  • [X] TUESDAY - All-team meeting
  • [X] WEDNESDAY - Design team meeting
  • [ ] WEDNESDAY - Design CoP Meeting
• Add to team page on Wiki (Does Not Currently Exist) - NA
• [X] Add to Google Drive
  • [X] as Contributor if team member
  • as Manager if lead - NA
• [ ] Roster
  • [X] Send link
  • [X] Team member adds themselves
  • [ ] Confirm they have filled out all the fields with white headers
  • [x] Check for Public and note in roster
  • [x] Update the Dark Gray column to M or L depending on if they are a
    • [x] team member (M)
    • team Lead (L) - NA
  • [x] Update the Dark Gray column for Google Drive access to
    • [x] Contributor if they are a member
    • Manager if they are a lead - NA
• [x] GitHub
  • [X] Add to team write team
    • Change membership to maintainer if lead - NA
  • [x] Add to read vault
    • Change membership to maintainer if lead - NA
  • [x] Update the Dark Gray columns in the roster with the write permission granted
• [x] Figma
  • [X] invite
  • [x] acceptance
• 1password - NA
  • invitation - NA
  • acceptance - NA
  • add to vaults - NA
    • Home Unite Us (if needed) - NA
    • Zoom vault (if lead) - NA
• Add to email address(s) - NA
  • [email protected] (if lead) - NA
• Social Media Accounts with role assignment - NA
  • Facebook (TBD) - NA
• If lead, train how to - NA
  • login to team account - NA
  • setup chrome shortcut for adding to desktop - NA
  • use zoom spreadsheet, vault and accounts - NA
  • calendar invite - NA
• [ ] Update the hackforla.org website team

[lola3736]

Onboard Nihan Durmaz 08/13/24

• [X] Slack channel membership
  • [X] #home-unite-us
  • [X] #home-unite-us-design
• [ ] Add to Google calendar invites
  • [X] TUESDAY - All-team meeting
  • [X] WEDNESDAY - Design team meeting
  • [ ] WEDNESDAY - Design CoP meeting
• Add to team page on Wiki (Does Not Currently Exist) - NA
• [x] Add to Google Drive
  • [x] as Contributor if team member
  • as Manager if lead - NA
• [x] Roster
  • [X] Send link
  • [x] Team member adds themselves
  • [x] Confirm they have filled out all the fields with white headers
  • [x] Check for Public and note in roster
  • [x] Update the Dark Gray column to M or L depending on if they are a
    • [x] team member (M)
    • team Lead (L) - NA
  • [x] Update the Dark Gray column for Google Drive access to
    • [x] Contributor if they are a member
    • Manager if they are a lead - NA
• [x] GitHub
  • [x] Add to team write team
    • Change membership to maintainer if lead - NA
  • [x] Add to read vault
    • Change membership to maintainer if lead - NA
  • [x] Update the Dark Gray columns in the roster with the write permission granted
• [x] Figma
  • [x] invite
  • [x] acceptance
• 1password - NA
  • invitation - NA
  • acceptance - NA
  • add to vaults - NA
  • Home Unite Us (if needed) - NA
  • Zoom vault (if lead) - NA
• Add to email address(s) - NA
  • [email protected] (if lead) - NA
• Social Media Accounts with role assignment - NA
  • Facebook (TBD) - NA
• If lead, train how to - NA
  • login to team account - NA
  • setup chrome shortcut for adding to desktop - NA
  • use zoom spreadsheet, vault and accounts - NA
  • calendar invite - NA
• [ ] Update the hackforla.org website team

[lola3736]

Onboard Priyanka Gupta 08/13/24

• [X] Slack channel membership
  • [X] #home-unite-us
  • [X] #home-unite-us-design
• [X] Add to Google calendar invites
  • [X] TUESDAY - All-team meeting
  • [X] WEDNESDAY - Design team meeting
  • [ ] WEDNESDAY - Design CoP Meeting
• Add to team page on Wiki (Does Not Currently Exist) - NA
• [X] Add to Google Drive
  • as Contributor if team member - NA
  • [X] as Manager if lead
• [ ] Roster
  • [X] Send link
  • [X] Team member adds themselves
  • [ ] Confirm they have filled out all the fields with white headers
  • [x] Check for Public and note in roster
  • [x] Update the Dark Gray column to M or L depending on if they are a
    • team member (M) - NA
    • [x] team Lead (L)
  • [x] Update the Dark Gray column for Google Drive access to
    • Contributor if they are a member - NA
    • [x] Manager if they are a lead.
• [x] GitHub
  • [x] Add to team write team
    • [x] Change membership to maintainer if lead
  • [x] Add to read vault
    • [x] Change membership to maintainer if lead
  • [x] Update the Dark Gray columns in the roster with the write permission granted
• [x] Figma
  • [x] invite
  • [x] acceptance
• 1password - NA
  • invitation - NA
  • acceptance - NA
  • add to vaults - NA
    • Home Unite Us (if needed) - NA
    • Zoom vault (if lead) - NA
• [ ] Add to email address(s)
  • [ ] [email protected] (if lead)
• [ ] Social Media Accounts with role assignment
  • [ ] Facebook (TBD)
• If lead, train how to - NA
  • login to team account - NA
  • setup chrome shortcut for adding to desktop - NA
  • use zoom spreadsheet, vault and accounts - NA
  • calendar invite - NA
• [ ] Update the hackforla.org website team

[lola3736]

Onboard Sarah Kwok 08/20/24

• [X] Slack channel membership
  • [X] #home-unite-us
  • [X] #home-unite-us-design
• [X] Add to Google calendar invites
  • [X] TUESDAY - All-team meeting
  • [X] WEDNESDAY - Design weekly team meeting
  • [ ] WEDNESDAY - Design CoP weekly meeting
• [ ] Add to team page on Wiki (Does Not Currently Exist)
• [X] Add to Google Drive
  • [X] as Contributor if team member
    • as Manager if lead - NA
• [x] Roster
  • [X] Send link
  • [X] Team member adds themselves
  • [x] Confirm they have filled out all the fields with white headers
  • [x] Check for Public and note in roster
  • [x] Update the Dark Gray column to M or L depending on if they are a
    • [x] team member (M)
    • team Lead (L) - NA
  • [x] Update the Dark Gray column for Google Drive access to
    • [x] Contributor if they are a member
    • Manager if they are a lead - NA
• [x] GitHub
  • [x] Add to team write team
    • Change membership to maintainer if lead - NA
  • [x] Add to read vault
    • Change membership to maintainer if lead - NA
  • [x] Update the Dark Gray columns in the roster with the write permission granted
• [x] Figma
  • [x] invite
  • [x] acceptance
• 1password - NA
  • invitation NA
  • acceptance - NA
  • add to vaults - NA
    • Home Unite Us (if needed)
    • Zoom vault (if lead) - NA
• Add to email address(s) - NA
  • [email protected] (if lead) - NA
• Social Media Accounts with role assignment - NA
  • Facebook (TBD)
• If lead, train how to - NA
  • login to team account - NA
  • setup chrome shortcut for adding to desktop - NA
  • use zoom spreadsheet, vault and accounts - NA
  • calendar invite - NA
• [ ] Update the hackforla.org website team

[lola3736]

Offboard Bai Pai 8/23/24

• [x] Remove from Google calendar invite
  • [x] TUESDAY - All-team meeting
  • [x] TUESDAY - Design team meeting
• [ ] WIKI
  • [ ] move to new place on team page
• [ ] 1password setup
  • [ ] remove from team vaults
    • [ ] Home Unite Us
    • [ ] Zoom vault
• [x] Google Drive
  • [x] remove from drive, note in roster
• [x] Roster
  • [x] mark as inactive
• [x] GitHub
  • [x] unassign them from any issues they are assigned to (see tab in roster)
  • [x] check to make sure they are on the base team, and remove from write team
  • [x] update the Dark Gray column in the roster to indicate they have read permission instead of write
• [x] Figma
  • [x] remove from team
• [ ] Help them delete the desktop shortcut to email address if they made one.
• [ ] Remove from email address(s)
  • [ ] [email protected]
• [ ] Remove from Social Media Accounts with role assignment
  • [ ] Facebook (TBD)
• [x] Update the hackforla.org website team

[lola3736]

Offboard Eduardo De La Rosa 08/23/24

• [x] Remove from Google calendar invite
  • [x] TUESDAY - All-team meeting
  • [x] TUESDAY - Design team meeting
• [ ] WIKI
  • [ ] move to new place on team page
• [ ] 1password setup
  • [ ] remove from team vaults
    • [ ] Home Unite Us
    • [ ] Zoom vault
• [x] Google Drive
  • [x] remove from drive, note in roster
• [x] Roster
  • [x] mark as inactive
• [x] GitHub
  • [x] unassign them from any issues they are assigned to (see tab in roster)
  • [x] check to make sure they are on the base team, and remove from write team
  • [x] update the Dark Gray column in the roster to indicate they have read permission instead of write
• [x] Figma
  • [x] remove from team
• [ ] Help them delete the desktop shortcut to email address if they made one.
• [ ] Remove from email address(s)
  • [ ] [email protected]
• [ ] Remove from Social Media Accounts with role assignment
  • [ ] Facebook (TBD)
• [x] Update the hackforla.org website team

[lola3736]

Onboard Jaime Cucalon 09/19/24

• [x] Slack channel membership
  • [x] #home-unite-us
  • [x] #home-unite-us-design
• [x] Add to Google calendar invites
  • [x] TUESDAY - All-team meeting
  • [x] MONDAY - Design team meeting
• [NA] Add to team page on Wiki (Does Not Currently Exist)
• [x] Add to Google Drive
  • [x] as Contributor if team member
  • [NA] as Manager if lead
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Confirm they have filled out all the fields with white headers
  • [x] Check for Public and note in roster
  • [x] Update the Dark Gray column to M or L depending on if they are a
    • [x] team member (M)
    • [NA] team Lead (L)
  • [x] Update the Dark Gray column for Google Drive access to
    • [x] Contributor if they are a member
    • [NA] Manager if they are a lead.
• [x] GitHub
  • [x] Add to team write team
    • [NA] Change membership to maintainer if lead
  • [x] Add to read vault
    • [NA] Change membership to maintainer if lead
  • [x] Update the Dark Gray columns in the roster with the write permission granted
• [x] Figma
  • [x] invite
  • [x] acceptance
• [NA] 1password
  • [NA] invitation
  • [NA] acceptance
  • [NA] add to vaults
    • [NA] Home Unite Us (if needed)
    • [NA] Zoom vault (if lead)
• [NA] Add to email address(s)
  • [NA] [email protected] (if lead)
• [NA] Social Media Accounts with role assignment
  • [NA] Facebook (TBD)
• [NA] If lead, train how to
  • [NA] login to team account
  • [NA] setup chrome shortcut for adding to desktop
  • [NA] use zoom spreadsheet, vault and accounts
  • [NA] calendar invite
• [ ] Update the hackforla.org website team

[lola3736]

Offboard Sarah Kwok 09/19/24

• [x] Remove from Google calendar invite
  • [x] TUESDAY - All-team meeting
  • [x] MONDAY - Design team meeting
• [ ] WIKI
  • [ ] move to new place on team page
• [NA] 1password setup
  • [NA] remove from team vaults
    • [NA] Home Unite Us
    • [NA] Zoom vault
• [x] Google Drive
  • [x] remove from drive, note in roster
• [x] Roster
  • [x] mark as inactive
• [x] GitHub
  • [x] unassign them from any issues they are assigned to (see tab in roster)
  • [x] check to make sure they are on the base team, and remove from write team
  • [x] update the Dark Gray column in the roster to indicate they have read permission instead of write
• [x] Figma
  • [x] remove from team
• [NA] Help them delete the desktop shortcut to email address if they made one
• [NA] Remove from email address(s)
  • [NA] [email protected]
• [NA] Remove from Social Media Accounts with role assignment
  • [NA] Facebook (TBD)
• [ ] Update the hackforla.org website team

[lola3736]

Offboard Jovy Flag 09/19/24

• [x] Remove from Google calendar invite
  • [x] TUESDAY - All-team meeting
  • [x] MONDAY - Design team meeting
• [NA] WIKI
  • [NA] move to new place on team page
• [NA] 1password setup
  • [NA] remove from team vaults
    • [NA] Home Unite Us
    • [NA] Zoom vault
• [NA] Google Drive
  • [NA] remove from drive, note in roster
• [NA] Roster
  • [NA] mark as inactive
• [NA] GitHub
  • unassign them from any issues they are assigned to (see tab in roster)
  • check to make sure they are on the base team, and remove from write team
  • update the Dark Gray column in the roster to indicate they have read permission instead of write
• [NA] Figma
  • [NA] remove from team
• [NA] Help them delete the desktop shortcut to email address if they made one.
• [NA] Remove from email address(s)
  • [NA] [email protected]
• [NA] Remove from Social Media Accounts with role assignment
  • [NA] Facebook (TBD)
• [NA] Update the hackforla.org website team

[lola3736]

Onboard Julia Echevarria 10/15/24

• [x] Slack channel membership
  • [x] #home-unite-us
  • [x] #home-unite-us-design
• [x] Add to Google calendar invites
  • [x] TUESDAY - All-team meeting
  • [x] MONDAY - Design team meeting
• [NA] Add to team page on Wiki (Does Not Currently Exist)
• [x] Add to Google Drive
  • [x] as Contributor if team member
  • as Manager if lead - NA
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Confirm they have filled out all the fields with white headers
  • [x] Check for Public and note in roster
  • [x] Update the Dark Gray column to M or L depending on if they are a
    • [x] team member (M)
    • [NA] team Lead (L)
  • [x] Update the Dark Gray column for Google Drive access to
    • [x] Contributor if they are a member
    • [NA] Manager if they are a lead.
• [x] GitHub
  • [x] Add to team write team
    • [NA] Change membership to maintainer if lead
  • [x] Add to read vault
    • [NA] Change membership to maintainer if lead
  • [x] Update the Dark Gray columns in the roster with the write permission granted
• [x] Figma
  • [x] invite
  • [x] acceptance
• [NA] 1password
  • [NA] invitation
  • [NA] acceptance
  • [NA] add to vaults
    • [NA] Home Unite Us (if needed)
    • [NA] Zoom vault (if lead)
• [NA] Add to email address(s)
  • [NA] [email protected] (if lead)
• [NA] Social Media Accounts with role assignment
  • [NA] Facebook (TBD)
• [NA] If lead, train how to
  • [NA] login to team account
  • [NA] setup chrome shortcut for adding to desktop
  • [NA] use zoom spreadsheet, vault and accounts
  • [NA] calendar invite
• [ ] Update the hackforla.org website team

[lola3736]

Onboard Michael Gruen 10/15/24

• [x] Slack channel membership
  • [x] #home-unite-us
  • [x] #home-unite-us-design
• [x] Add to Google calendar invites
  • [x] TUESDAY - All-team meeting
  • [x] MONDAY - Design team meeting
• [NA] Add to team page on Wiki (Does Not Currently Exist)
• [x] Add to Google Drive
  • [x] as Contributor if team member
  • [NA] as Manager if lead
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Confirm they have filled out all the fields with white headers
  • [x] Check for Public and note in roster
  • [x] Update the Dark Gray column to M or L depending on if they are a
    • [NA] team member (M)
    • [x] team Lead (L)
  • [x] Update the Dark Gray column for Google Drive access to
    • [NA] Contributor if they are a member
    • [x] Manager if they are a lead.
• [x] GitHub
  • [x] Add to team write team
    • [x] Change membership to maintainer if lead
  • [x] Add to read vault
    • [x] Change membership to maintainer if lead
  • [x] Update the Dark Gray columns in the roster with the write permission granted
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] 1password
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] Home Unite Us (if needed)
    • [ ] Zoom vault (if lead)
• [ ] Add to email address(s)
  • [ ] [email protected] (if lead)
• [ ] Social Media Accounts with role assignment
  • [NA] Facebook (TBD)
• [ ] If lead, train how to
  • [ ] login to team account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite
• [ ] Update the hackforla.org website team

[lola3736]

Onboard Krista 02/27/2025

• [x] Slack channel membership
  • [x] #home-unite-us
  • [x] #home-unite-us-design
• [x] Add to Google calendar invites
  • [x] TUESDAY - All-team meeting
  • [x] WEDNESDAY - Design team meeting
• [NA] Add to team page on Wiki (Does Not Currently Exist)
• [x] Add to Google Drive
  • [x] as Contributor if team member
  • [NA] as Manager if lead
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Confirm they have filled out all the fields with white headers
  • [ ] Check for Public and note in roster
  • [x] Update the Dark Gray column to M or L depending on if they are a
    • [x] team member (M)
    • [NA] team Lead (L)
  • [ ] Update the Dark Gray column for Google Drive access to
    • [x] Contributor if they are a member
    • [NA ] Manager if they are a lead.
• [x] GitHub
  • [x] Add to team write team
    • [x] Change membership to maintainer if lead
  • [x] Add to read vault
    • [x] Change membership to maintainer if lead
  • [x] Update the Dark Gray columns in the roster with the write permission granted
• [x] Figma
  • [x] invite
  • [x] acceptance
• [NA ] 1password
  • [NA] invitation
  • [NA] acceptance
  • [NA] add to vaults
    • [NA] Home Unite Us (if needed)
    • [NA] Zoom vault (if lead)
• [NA] Add to email address(s)
  • [NA] [email protected] (if lead)
• [NA] Social Media Accounts with role assignment
  • [NA] Facebook (TBD)
• [NA] If lead, train how to
  • [NA] login to team account
  • [NA] setup chrome shortcut for adding to desktop
  • [NA] use zoom spreadsheet, vault and accounts
  • [NA] calendar invite
• [NA] Update the hackforla.org website team