Onboard & Offboard: UX Researcher

[ValeriyaMetla]

Dependency

Waiting to have a researcher to on/off-board.

Overview

We need to have a checklist of items to do when a UX Researcher onboards and offboards so that the process can be consistent and fast.

Date Updated

(insert date you created this issue and keep updating the date each time the org template change are integrated) 2022-02-14

Action Items

• [ ] Move In-Progress column when onboarding or offboarding someone.
• [ ] 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
• [ ] Move back to the Ice Box otherwise.

#### Onboard
- [ ] Google Drive
   - [ ] Add to drive as Editor 
- [ ] 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 Expunge Assist
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Expunge-Assist
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] [email protected]
- [ ] 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
       - [ ] Expunge-Assist
       - [ ] 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]

Resources/Instructions

• 1password.com
• Expunge Assist Google Drive
• Expunge Assist Team Roster
• Check public and 2FA at people page
• Expunge Assist GitHub Team URL
  • base (read)
  • write
  • maintain
  • [triage] - no triage team
  • admin
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

org template updated 2022-02-09

[ValeriyaMetla]

Onboard Joanna this week

• [x] Google Drive
  • [x] Add to drive as Editor
• [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 team Expunge Assist
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] Add to email address
  • [ ] [email protected]

[ValeriyaMetla]

Onboard Nicolas next week

• [x] Google Drive
  • [x] Add to drive as Editor
• [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 team Expunge Assist
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] Add to email address
  • [ ] [email protected]

[ValeriyaMetla]

Offboard @LarisaGav

• [x] Google Drive
  • [x] demote to viewer
• [x] Roster
  • [x] mark as inactive
• [x] GitHub
  • [x] demote member to read only team and remove from write team
• [x] Figma
  • [x] remove from team
• [ ] Remove from email address(s)
  • [ ] [email protected]

[ValeriyaMetla]

Onboard Nikita 05/20

• [x] Google Drive
  • [x] Add to drive as Editor
• [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 team Expunge Assist
• [x] Figma
  • [x] invite
  • [ ] acceptance
• [ ] Add to email address
  • [ ] [email protected]

[ValeriyaMetla]

Onboard Alba 06/24

• [x] Google Drive
  • [x] Add to drive as Editor
• [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 team Expunge Assist
• [x] Figma
  • [x] invite
  • [ ] acceptance
• [ ] Add to email address
  • [ ] [email protected]

[ValeriyaMetla]

Offboard @ana-lobos

• [x] Google Drive
  • [x] demote to viewer
• [x] Roster
  • [x] mark as inactive
• [x] Figma
  • [x] remove from team
• [x] GitHub
  • [x] demote member to read only team and remove from write team
• [ ] Remove from email address(s)
  • [ ] [email protected]

[ValeriyaMetla]

Onboard @Vyshiali 08/28/22

• [x] Google Drive
  • [x] Add to drive as Editor
• [x] Roster
  • [x] Send link
  • [ ] 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 team Expunge Assist
• [x] Figma
  • [x] invite
  • [ ] acceptance
• [ ] Add to email address
  • [ ] [email protected]

[ValeriyaMetla]

Onboard @kelseylondon 09/05/22

• [x] Google Drive
  • [x] Add to drive as Editor
• [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 team Expunge Assist
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] Add to email address
  • [ ] [email protected]

[ValeriyaMetla]

Onboard @Kimaliach 09/05/22

• [x] Google Drive
  • [x] Add to drive as Editor
• [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 team Expunge Assist
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] Add to email address
  • [ ] [email protected]

[ValeriyaMetla]

Onboard @kyle-whitaker 09/08/22

• [x] Google Drive
  • [x] Add to drive as Editor
• [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 team Expunge Assist
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] Add to email address
  • [ ] [email protected]

[ValeriyaMetla]

Onboard @mchai1218 09/18/22

• [x] Google Drive
  • [x] Add to drive as Editor
• [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 team Expunge Assist
• [x] Figma
  • [x] invite
  • [ ] acceptance
• [ ] Add to email address
  • [ ] [email protected]

[ValeriyaMetla]

Offboard @albagaral 9/18/22

• [x] Google Drive
  • [x] demote to viewer
• [ ] Roster
  • [ ] mark as inactive
• [ ] Figma
  • [ ] remove from team
• [x] GitHub
  • [x] demote member to read only team and remove from write team
• [ ] Remove from email address(s)
  • [ ] [email protected]