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Published 20 hours ago • verified publisher icon hackforla

Onboard & Offboard: UX Researcher

Open ValeriyaMetla opened this issue 3 years ago • 12 comments

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

org template updated 2022-02-09

ValeriyaMetla avatar Feb 14 '22 23:02 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

ValeriyaMetla avatar Feb 14 '22 23:02 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

ValeriyaMetla avatar Feb 14 '22 23:02 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)

ValeriyaMetla avatar Mar 31 '22 23:03 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

ValeriyaMetla avatar May 21 '22 02:05 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

ValeriyaMetla avatar Jun 25 '22 03:06 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)

ValeriyaMetla avatar Jul 04 '22 15:07 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

ValeriyaMetla avatar Aug 28 '22 18:08 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

ValeriyaMetla avatar Sep 05 '22 22:09 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

ValeriyaMetla avatar Sep 05 '22 22:09 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

ValeriyaMetla avatar Sep 08 '22 22:09 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

ValeriyaMetla avatar Sep 18 '22 16:09 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)

ValeriyaMetla avatar Sep 18 '22 22:09 ValeriyaMetla

Onboard Kevin and Sofia

  • [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] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [x] acceptance

sheronvirani21 avatar Feb 01 '23 18:02 sheronvirani21

**Onboard @RongAnn

  • [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] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [x] acceptance

amejiamesinas avatar Jun 06 '23 16:06 amejiamesinas

**Onboard @gzhang5240

  • [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] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [x] acceptance

amejiamesinas avatar Jun 26 '23 21:06 amejiamesinas

**Onboard @bethbethbeth

  • [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] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [x] acceptance

amejiamesinas avatar Jun 29 '23 19:06 amejiamesinas

**Onboard @britneyveal

  • [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] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [x] acceptance

amejiamesinas avatar Jul 13 '23 12:07 amejiamesinas

Onboard @saraisabelcf

  • [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 team Expunge Assist
    • [x] Add to read vault
  • [x] Figma
    • [x] invite
    • [ ] acceptance
  • [ ] Slack Channels
  • [ ] Google Calendar Invites

amejiamesinas avatar Nov 14 '23 20:11 amejiamesinas

Onboard @sylvia-nam

  • [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 team Expunge Assist
    • [x] Add to read vault
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [x] Slack Channels
  • [x] Google Calendar Invites

amejiamesinas avatar Jan 31 '24 00:01 amejiamesinas

Offboard @BethBethBeth, @gzhang5240, @sofialaguna

  • [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
  • [x] Remove calendar invites
    • [x] Weekly Meetings
    • [x] Monthly All Team

amejiamesinas avatar Feb 21 '24 00:02 amejiamesinas

Onboard melissareca

  • [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 team Expunge Assist
    • [x] Add to read vault
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [x] Slack Channels
  • [x] Google Calendar Invites

amejiamesinas avatar Feb 21 '24 00:02 amejiamesinas

Creating Issue Template that included all steps. Issue template will now be used for on/offboarding. Closing issue since no longer needed.

amejiamesinas avatar Apr 03 '24 02:04 amejiamesinas