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Onboard/Offboard Team Members #71

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5 tasks
Rabia2219 opened this issue Jun 2, 2022 · 8 comments
Open
5 tasks

Onboard/Offboard Team Members #71

Rabia2219 opened this issue Jun 2, 2022 · 8 comments
Labels
feature: volunteer onboarding Role: product size: 0.25pt Can be done in 1.5 hours
Milestone
Z - Continuous

Comments

@Rabia2219
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Rabia2219 commented Jun 2, 2022 •
edited by ExperimentsInHonesty
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Dependencies

Team members joining or leaving

Overview

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

Dates

  • Created 2022-06-02
  • Updated
  • 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
  • Add date of onboarding
  • Check off as done
#### Onboard
- [ ] Slack channel membership
  - [ ] ```#youth-justice-nav```
- [ ] Add to Google calendar invites
   - [ ] Monday All Team Meeting
   - [ ] Friday Biweekly All Team Meeting
   - [ ] Friday Biweekly Stakeholder Meeting
- [ ] Google Drive
   - [ ] Add to drive as Content Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public
- [ ] GitHub
     - [ ] Add to team write team
     - [ ] Add to base/read team
     - [ ] Confirm that their name is on their GitHub  
- [ ] Figma
  - [ ] invite
  - [ ] acceptance    
- [ ] 1password
     - [ ] invitation (if necessary)
       - [ ] not needed 
     - [ ] acceptance
     - [ ] add to vaults
        - [ ] youthjusticenav (if necessary)
         - [ ] not needed
- [ ] Add to team page on Wiki
- [ ] Add to email address(s)
   - [ ] youthjusticenav@hackforla.org (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
- [ ] Remove from Google calendar invite
  - [ ] Monday All Team Meeting
   - [ ] Friday Biweekly All Team Meeting
   - [ ] Friday Biweekly Stakeholder Meeting
 - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] youthjusticenav
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] 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)
   - [ ] youthjusticenav@hackforla.org
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook
- [ ] WIKI
  - [ ] move to new place on team page

Resources/Instructions

org template updated 2022-02-23
Changelog

Related issues
@Rabia2219 Rabia2219 added this to the Z - Continuous milestone Jun 2, 2022
@Rabia2219 Rabia2219 added size: 0.25pt Can be done in 1.5 hours and removed size: 0.50pt Can be done in 3 hours labels Jun 3, 2022
@Rabia2219
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Rabia2219 commented Jun 3, 2022 •
edited
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Wendy Tran 2022-06-03

Onboard

  • Slack channel membership
    • #youth-justice-nav
  • Add to Google calendar invites
    • Monday All Team Meeting
    • Friday Biweekly All Team Meeting
    • Friday Biweekly Stakeholder Meeting
  • Google Drive
    • Add to drive as Content Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their GitHub
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • youthjusticenav (if necessary)
      • not needed
  • Add to team page on Wiki
  • Add to email address(s)
  • 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

@Rabia2219
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Rabia2219 commented Jun 3, 2022 •
edited by ExperimentsInHonesty
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Megan Drohan 2022-06-03

Onboard

  • Slack channel membership
    • #youth-justice-nav
  • Add to Google calendar invites
    • Monday All Team Meeting
    • Friday Biweekly All Team Meeting
    • Friday Biweekly Stakeholder Meeting
  • Google Drive
    • Add to drive as Content Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their GitHub
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • youthjusticenav (if necessary)
      • not needed
  • Add to team page on Wiki
  • Add to email address(s)
  • 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

@Rabia2219
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Rabia2219 commented Jun 3, 2022 •
edited by ExperimentsInHonesty
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Taylor Rogers 2022-06-03

Onboard

  • Slack channel membership
    • #youth-justice-nav
  • Add to Google calendar invites
    • Monday All Team Meeting
    • Friday Biweekly All Team Meeting
    • Friday Biweekly Stakeholder Meeting
  • Google Drive
    • Add to drive as Content Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their GitHub
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • youthjusticenav (if necessary)
      • not needed
  • Add to team page on Wiki
  • Add to email address(s)
  • 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

@Rabia2219 Rabia2219 mentioned this issue Jun 3, 2022
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@ExperimentsInHonesty
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ExperimentsInHonesty commented Oct 17, 2022 •
edited
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Onboard 2022-10-17 Hyun Joo Oh (Sandy)

  • Slack channel membership
    • #youth-justice-nav
  • Add to Google calendar invites
    • Monday All Team Meeting
    • Friday Biweekly All Team Meeting
    • Friday Biweekly Stakeholder Meeting
  • Google Drive
    • Add to drive as Content Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their GitHub
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • youthjusticenav (if necessary)
      • not needed
  • Add to team page on Wiki
  • Add to email address(s)
  • 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

@ExperimentsInHonesty
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1 password seems to be down, we will try again when its back up

@ExperimentsInHonesty
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Faezeh
ffaezipour@gmail.com

Trang
trangphamvan@gmail.com

Richard Weinert
wein4102@mail.chapman.edu

Eva Kwock
EvaNgo86@gmail.com

@ExperimentsInHonesty
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Onboard Faezeh

  • Slack channel membership
    • #youth-justice-nav
  • Add to Google calendar invites
    • Monday All Team Meeting
    • Friday Biweekly All Team Meeting
    • Friday Biweekly Stakeholder Meeting
  • Google Drive
    • Add to drive as Content Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their GitHub
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • youthjusticenav (if necessary)
      • not needed
  • Add to team page on Wiki
  • Add to email address(s)
  • 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

@ExperimentsInHonesty
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Member

ExperimentsInHonesty commented Jan 10, 2023 •
edited by doctorsandy
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Onboard Asad 2023-01-09

  • Slack channel membership
    • #youth-justice-nav
  • Add to Google calendar invites
    • Monday All Team Meeting
    • Friday Biweekly All Team Meeting
    • Friday Biweekly Stakeholder Meeting
  • Google Drive
    • Add to drive as Content Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their GitHub
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • youthjusticenav (if necessary)
      • not needed
  • Add to team page on Wiki
  • Add to email address(s)
  • 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

@ExperimentsInHonesty ExperimentsInHonesty moved this to New Issue Approval in P: YJN: Project Board Jul 22, 2024
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Labels
feature: volunteer onboarding Role: product size: 0.25pt Can be done in 1.5 hours
Projects
P: YJN: Project Board
Status: New Issue Approval
Milestone
Z - Continuous
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@ExperimentsInHonesty @Rabia2219