Onboard Offboard

Onboarding and Offboarding

What is the process

• A page created on your project repo's wiki (see template | see example from Internship project)
• An issue created 1 time on your project's repo, that you reuse every time someone enters and exists the project
• Assigning the issue to the person being onboarded/offboarded and to the person doing the onboarding/offboarding.
• Going through the required steps and filling out the checkboxes.
• When complete, if there is no person still assigned, goes back into the icebox.

Why we need the processes

Onboarding process

• To make it easy to get someone added to your project
• Faster onboarding = reduced attrition and time spent by existing PMs
• Keep the hackforLA.org website up to date for your project page

Offboarding

• So that people who have left the project don't get unwanted emails and notifications
• Reduced risk of hacked resources
• Reduced risk of accidental deletions
• Defined process, helps the PM keep track of how many people are in the project, which aids in recruitment planning
• Keep the hackforLA.org website up to date for your project page

Templates

We need different templates for each type of member of team so that we can easily see what resources and permissions that person needs.

Product

• Title of issue: Onboard & Offboard: Product
• Preview Onboard & Offboard: Product template
• Copy Onboard & Offboard: Product template
• Examples from projects that are using the process
  • Open Community Survey

Tutorials Need for items from action list in template issue

• How to add someone to the email account for the project

Improvements Needed

• "login to team account" needs more details
  • Change with login to team email account
• Add how to remove people from the email account to the tutorial above (added, needs to be tested)
• Add a checkbox to confirm that they have added their name to their GitHub account, so that when people try to assign issues to them, it's easy to find them.
  • - [ ] Check their GitHub handle by assigning them to this issue, to see if they have added their name, so that you don't have to memorize their handle

Template editing link (for Org rep)

.github>settings>setup templates

Add Your Onboarding Issue Here and the date last updated.

Projects to check

• 100 Automations
  • https://github.com/100Automations/Website/issues/504 2022-02-05
• 311 Data
• Access the Data
  • https://github.com/hackforla/access-the-data/issues/130 2022-02-15
• BallotNav
  • https://github.com/hackforla/ballotnav/issues/468 2022-03-08
• Brigade Organizer's Playbook
• Civic Tech Index
  • https://github.com/civictechindex/CTI-website-frontend/issues/1180 2022-03-17
• Civic Tech Jobs
  • https://github.com/hackforla/CivicTechJobs/issues/181 2022-03-14
• Civic Tech Structure
• Design Systems
  • https://github.com/hackforla/design-systems/issues/353 2022-02-23
• Engage
• Expunge-Assist (formerly known as Record Clearance)
  • https://github.com/hackforla/expunge-assist/issues/456 2022-02-10
• Food Oasis
  • https://github.com/hackforla/food-oasis/issues/1156
• GreenEarthOS
  • https://github.com/hackforla/GreenEarthOS/issues/102 2022-02-21
• Guides
  • https://github.com/hackforla/guides/issues/92
• HomeUniteUs
• Internship project
  • https://github.com/hackforla/internship/issues/123 2022-02-23
• Lucky Parking
  • https://github.com/hackforla/lucky-parking/issues/342 2022-02-24
• Open Community Survey
  • https://github.com/hackforla/open-community-survey/issues/92
• People Depot
• TDM Calculator
  • https://github.com/hackforla/tdm-calculator/issues/1048 2022-02-24
• VRMS
• Hack for LA's Website
  • https://github.com/hackforla/website/issues/2688 2022-01-16
• Youth Justice Nav
  • Team onboard/offboard: https://github.com/hackforla/YouthJusticeNav/issues/62

CoPs

• Engineering
• Product Management
• Data Science Projects
• UI/UX
  • https://github.com/hackforla/UI-UX/issues/244
• Marketing and Fundraising
• DevOps
• Revenue

Changelog

What got added to the template when

• Changelog