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Onboard & Offboard: Tech Leads and Merge team #2689

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ExperimentsInHonesty opened this issue Jan 16, 2022 · 87 comments
Open

Onboard & Offboard: Tech Leads and Merge team #2689

ExperimentsInHonesty opened this issue Jan 16, 2022 · 87 comments
Labels
Complexity: Small Take this type of issues after the successful merge of your second good first issue Dependency An issue is blocking the completion or starting of another issue Feature: Onboarding/Contributing.md manual dependency release role: back end/devOps Tasks for back-end developers role: dev leads Tasks for technical leads role: front end Tasks for front end developers size: 0.5pt Can be done in 3 hours or less

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@ExperimentsInHonesty
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ExperimentsInHonesty commented Jan 16, 2022

Dependency

When we need to onboard some new people to the tech lead team

Overview

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

Date Updated

Action Items

  • Check to see if the Changelog for this process has new steps in it. If it does and the change is applicable to tech leads and/or merge team members, update this issue's templates (see below) and add the last date you updated the template in the date updated section above
  • Copy template into a new comment below and click "Comment" button
    • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them and tell them about everything they are gaining access to.
  • Where it says, [ADD NAME AND ROLE OF PERSON BEING ONBOARDED/OFFBOARDED], replace it with the name of the person being onboarded and the role they are onboarding for. For example, John Doe to Merge Team or Jane Doe to Tech Lead
  • Check off as done

Onboard template

#### Onboard [ADD NAME AND ROLE OF PERSON BEING ONBOARDED]
- [ ] If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
- [ ] 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
  - [ ] Invitation
  - [ ] Acceptance
  - [ ] Add to vaults
    - [ ] hackforla.org website vault
    - [ ] Zoom vault
    - [ ] website devs vault
- [ ] If a merge team member is willing to lead dev meetings, request access to the Zoom vault for that member by posting a request in the #admin Slack channel
- [ ] (Tech leads only) Grant access to [Zoom Meeting Setup spreadsheet](https://docs.google.com/spreadsheets/d/15P3MYyNQ7Xn0pqdrTynDDipjrLl5LCN9xHVLhk9SWa8/edit#gid=1276874845)
- [ ] (Tech lead only) Set up email forwarding for the following accounts:
  - [ ] websitedevs
  - [ ] webadmins
  - Here are instructions for how to set up email forwarding for each account:
    - Sign into Google account
    - Go to Settings --> See all settings --> Forwarding and POP/IMAP
    - In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
    - Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
    - A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
    - Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
      - In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
      - Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
      - Then click the "Create filter" button.
- [ ] Google Drive
  - [ ] (Tech leads only) Add to HackforLA.org website drive as Manager
  - [ ] (Tech leads only) Add to HfLA website Admin drive as Manager
  - [ ] Update [on-call spreadsheet](https://docs.google.com/spreadsheets/d/1uq65QGwIpbx60JZZpqd7juHwEytDEOJap6e6u1klSVw/edit#gid=236697191) by
    - [ ] Removing them from "Developers" columns 
    - [ ] If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
    - [ ] If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
- [ ] Slack channel membership
  - [ ] hfla-site channel (May already have joined as a junior developer)
  - [ ] hfla-site-pr channel (May already have joined as a junior developer)
  - [ ] hfla-site-merge channel
  - [ ] hfla-site-onboarding
- [ ] [Roster](https://docs.google.com/spreadsheets/d/11u71eT-rZTKvVP8Yj_1rKxf2V45GCaFz4AXA7tS_asM/edit#gid=0) (They may already be added when they did onboarding as a junior developer but double check.)
  - [ ] Send link
  - [ ] Team member adds themselves
- [ ] GitHub
     - [ ] Check "Public" at [People page](https://github.com/orgs/hackforla/people)
     - [ ] Add to [website team](https://github.com/orgs/hackforla/teams/website/members) (They may already be on this team when they did onboarding as a junior developer)
       - [ ] Change membership to maintainer
     - [ ] Add to [website-write team](https://github.com/orgs/hackforla/teams/website-write/members) (They may already be on this team when they did onboarding as a junior developer)
       - [ ] Change membership to maintainer
     - [ ] Add to [website-merge team](https://github.com/orgs/hackforla/teams/website-merge/members)
       - [ ] (Tech leads only) Change membership to maintainer
     - [ ] (Tech leads only) Add to [website-admins team](https://github.com/orgs/hackforla/teams/website-admins/members)
       - [ ] Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
       - [ ] (Tech leads only) Change membership to maintainer 
- [ ] Add to Google calendar invites
  - [ ] Sun All Leads Meeting (occurs the first Sunday of each month) 
  - [ ] Sun All Team Meeting (May already have invite if joined team as a junior developer)
  - [ ] Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
  - [ ] Thu Dev Office Hours (May already have invite if joined team as a junior developer)
  - [ ] Mon Dev/PM Meeting (Only required for tech leads)
- [ ] Create issue to add them as a Technical Lead or Merge Team member on the [project page](https://www.hackforla.org/projects/website)
- [ ] Add to or edit [team wiki page](https://github.com/hackforla/website/wiki/Meet-the-Team)
- [ ] (Tech leads only) Share Google Data Studio: [Hack for LA Organizational Dashboard](https://datastudio.google.com/reporting/16J9XI19pQejSDNFvjl_V3ZezJ502rM_a/page/e1JSB)
  - [ ] Show them where the info from the Dashboard appears on our website: https://www.hackforla.org/dashboard/
- [ ] Train how to 
   - [ ] (Tech leads only) Login to team account
   - [ ] Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
     - [ ] Go to `chrome://settings/manageProfile` and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
     - [ ] This creates desktop shortcuts for Google accounts, which is
       - [ ] Valuable for using different accounts and emails for testing
       - [ ] Handy to have a folder for various Google profile shortcuts 
   - [ ] (Tech leads only) Use Zoom spreadsheet, vault and accounts
   - [ ] Calendar invite
   - [ ] (Tech leads only) Update and change GitHub tokens
   - [ ] Merge pull requests (including "Squash and merge" option)
   - [ ] (Tech leads only) Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
     - [ ] Tell them to read [Wins Form Admin Guide](https://docs.google.com/document/d/1j1JTX5XzotgVCVZ91ImvenedPN5-IVjdSKDukq1B9iE/edit#heading=h.c8tc614ce3iu)
   - [ ] Unsubscribe from getting notifications from issues and prs unless you are at mentioned

Offboard template

When they leave the team use the Offboarding template

#### Offboard [ADD NAME AND ROLE OF PERSON BEING OFFBOARDED]
  - [ ] 1password removal (Only Bonnie/Admin can do this. Only need to do for tech leads because merge team members are not set up with 1password.)
    - [ ] Remove from 
      - [ ] hackforla.org website team vault
      - [ ] Zoom vault
      - [ ] website devs vault
- [ ] Remove from hfla-site-merge Slack channel (Only Bonnie/Admin can do this)
- [ ] Google Drive
   - [ ] Demote to "Contributor" in [HfLA website drive](https://drive.google.com/drive/u/0/folders/0AKWbU6_2dvZuUk9PVA)
   - [ ] Remove from HfLA website Admin drive
   - [ ] Remove from [on-call spreadsheet](https://docs.google.com/spreadsheets/d/1uq65QGwIpbx60JZZpqd7juHwEytDEOJap6e6u1klSVw/edit#gid=236697191)
- [ ] Remove email forwarding for them in the following accounts:
  - [ ] websitedevs
  - [ ] webadmins   
- [ ] [Roster](https://docs.google.com/spreadsheets/d/11u71eT-rZTKvVP8Yj_1rKxf2V45GCaFz4AXA7tS_asM/edit#gid=0)
  - [ ] Change "Permissions" to "Member"
- [ ] GitHub
     - [ ] Before removing them from any teams, make sure they are already a member of the [website team](https://github.com/orgs/hackforla/teams/website/members) They should already been added to the website team when they joined.
     - [ ] Remove "Maintainer" membership role from [website-write team](https://github.com/orgs/hackforla/teams/website-write/members) and [website team](https://github.com/orgs/hackforla/teams/website/members)
     - [ ] Remove from [website-merge team](https://github.com/orgs/hackforla/teams/website-merge/members)
     - [ ] Remove from [website-admins team](https://github.com/orgs/hackforla/teams/website-admins/members) (Only for tech leads)
- [ ] Figma
  - [ ] Remove from team (if they are on there)
- [ ] Remove from Google calendar invites
  - [ ] Sun All Leads Meeting (occurs the first Sunday of each month) 
  - [ ] Sun All Team Meeting
  - [ ] Tue Dev Team Meeting
  - [ ] Thu Dev Office Hours
  - [ ] Mon Dev/PM Meeting (if they are on the invite)
- [ ] Create issue to remove them as a Technical Lead or Merge Team member on the [project page](https://www.hackforla.org/projects/website)
- [ ] Remove them from the [team wiki page](https://github.com/hackforla/website/wiki/Meet-the-Team)
- [ ] Remove access to Google Data Studio: [Hack for LA Organizational Dashboard](https://datastudio.google.com/reporting/16J9XI19pQejSDNFvjl_V3ZezJ502rM_a/page/e1JSB)
- [ ] (Tech leads only) Revoke access to Zoom Meeting Setup spreadsheet
  • Once offboarded, hide their onboarding and offboarding comment

Resources/Instructions

Changelog is based on changes in the [org template](https://raw.githubusercontent.com/hackforla/.github/main/.github/ISSUE_TEMPLATE/onboard---offboard--product.md

@ExperimentsInHonesty ExperimentsInHonesty added role: front end Tasks for front end developers size: 0.5pt Can be done in 3 hours or less labels Jan 16, 2022
@github-actions github-actions bot added the Feature Missing This label means that the issue needs to be linked to a precise feature label. label Jan 16, 2022
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@ExperimentsInHonesty ExperimentsInHonesty added Feature: Onboarding/Contributing.md and removed Feature Missing This label means that the issue needs to be linked to a precise feature label. labels Jan 16, 2022
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@JessicaLucindaCheng

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@SAUMILDHANKAR

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@SAUMILDHANKAR
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SAUMILDHANKAR commented Feb 11, 2022

Onboard Jessica Cheng to Tech Lead

  • 1password (Only Bonnie can do these steps)
    • invitation
    • acceptance
    • add to vaults
      • hackforla.org website vault
      • Zoom vault
  • Google Drive
  • Slack
    • Add to website-merge channel
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Add to website team (Do I, Jessica, request to join myself?)
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
    • Add to website-merge team
    • Add to website-admins team (Only for tech leads)
    • Change membership to maintainer
    • Check for Public
  • Figma
    • invite
    • acceptance
  • Invite to Google Calendar meetings
    • Sun All Team Meeting (may already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (may already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (may already have invite if joined team as a junior developer)
    • Sat Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead on the project page (Only applies to Technical Leads)
  • Add them to the Website Leadership Team card on the Project Board
  • Share Google Data Studio: Hack for LA Organizational Dashboard
    • Show them where the info from the Dashboard appears on our website
  • Train how to
    • login to team account (tech leads only)
    • setup chrome shortcut for adding to desktop
    • use zoom spreadsheet, vault and accounts (tech leads only)
    • calendar invite

@ExperimentsInHonesty ExperimentsInHonesty added Feature Missing This label means that the issue needs to be linked to a precise feature label. Feature: Onboarding/Contributing.md and removed Feature Missing This label means that the issue needs to be linked to a precise feature label. labels Mar 1, 2022
@SAUMILDHANKAR
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SAUMILDHANKAR commented Mar 4, 2022

Onboard Tamara Snyder to Merge Team

  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • Google Drive
    • Add to HackforLA.org website drive as Manager
    • Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet
  • Add to following Slack channels
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • website-merge channel
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check for Public
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • Change membership to maintainer (Only applies to tech leads)
    • Add to website-admins team (Only applies to tech leads)
      • Change membership to maintainer (Only applies to tech leads)
  • Figma
    • Invite
    • Acceptance
  • Invite to Google Calendar meetings
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Sat Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead on the project page (Only applies to Technical Leads)
  • Add them to the Website Leadership Team card on the Project Board
  • Share Google Data Studio: Hack for LA Organizational Dashboard
    • Show them where the info from the Dashboard appears on our website
  • Train how to
    • login to team account (tech leads only)
    • setup chrome shortcut for adding to desktop
    • use zoom spreadsheet, vault and accounts (tech leads only)
    • calendar invite

@JessicaLucindaCheng JessicaLucindaCheng self-assigned this Mar 11, 2022
@github-actions github-actions bot added the 2 weeks inactive An issue that has not been updated by an assignee for two weeks label Mar 18, 2022
@hackforla hackforla deleted a comment from github-actions bot Mar 18, 2022
@JessicaLucindaCheng JessicaLucindaCheng removed the 2 weeks inactive An issue that has not been updated by an assignee for two weeks label Mar 18, 2022
@github-actions github-actions bot added the 2 weeks inactive An issue that has not been updated by an assignee for two weeks label Mar 25, 2022
@JessicaLucindaCheng JessicaLucindaCheng removed the 2 weeks inactive An issue that has not been updated by an assignee for two weeks label Mar 25, 2022
@hackforla hackforla deleted a comment from github-actions bot Mar 25, 2022
@JessicaLucindaCheng JessicaLucindaCheng added role: dev leads Tasks for technical leads role: back end/devOps Tasks for back-end developers labels Mar 31, 2022
@ExperimentsInHonesty ExperimentsInHonesty added Dependency An issue is blocking the completion or starting of another issue and removed 2 weeks inactive An issue that has not been updated by an assignee for two weeks labels Feb 28, 2023
@t-will-gillis
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t-will-gillis commented Mar 21, 2023

Onboard Bitian Zhang to merge team

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • Add to HackforLA.org website drive as Manager
    • Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • website-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Only applies to tech leads) Change membership to maintainer
    • (Only applies to tech leads) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Only applies to tech leads) Change membership to maintainer
  • Figma
    • Invite
    • Acceptance
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@t-will-gillis
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t-will-gillis commented Mar 21, 2023

Onboard Christina Or to merge team

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • Add to HackforLA.org website drive as Manager
    • Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • website-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Only applies to tech leads) Change membership to maintainer
    • (Only applies to tech leads) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Only applies to tech leads) Change membership to maintainer
  • Figma
    • Invite
    • Acceptance
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@roslynwythe
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roslynwythe commented Apr 14, 2023

Onboard Chris Menke, Brian Mui

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • Add to HackforLA.org website drive as Manager
    • Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • website-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Only applies to tech leads) Change membership to maintainer
    • (Only applies to tech leads) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Only applies to tech leads) Change membership to maintainer
  • Figma
    • Invite
    • Acceptance
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@jdingeman
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jdingeman commented Apr 30, 2023

Onboard MJ Shelton - Merge Team

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • Add to HackforLA.org website drive as Manager
    • Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • website-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Only applies to tech leads) Change membership to maintainer
    • (Only applies to tech leads) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Only applies to tech leads) Change membership to maintainer
  • Figma
    • Invite
    • Acceptance
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@roslynwythe
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roslynwythe commented May 30, 2023

Onboard Drake Nguyen

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • Add to HackforLA.org website drive as Manager
    • Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • website-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Only applies to tech leads) Change membership to maintainer
    • (Only applies to tech leads) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Only applies to tech leads) Change membership to maintainer
  • Figma
    • Invite
    • Acceptance
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@roslynwythe
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roslynwythe commented Jul 6, 2023

Onboard Johnny Wu, Ronald Paek, Ren Demeis-Ortiz

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • Add to HackforLA.org website drive as Manager
    • Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • hfla-site-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Only applies to tech leads) Change membership to maintainer
    • (Only applies to tech leads) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Only applies to tech leads) Change membership to maintainer
  • Figma
    • Invite
    • Acceptance
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@roslynwythe
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Member

roslynwythe commented Jul 20, 2023

Onboard Adrian Ang, Richard Kwang

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • Add to HackforLA.org website drive as Manager
    • Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • hfla-site-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Only applies to tech leads) Change membership to maintainer
    • (Only applies to tech leads) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Only applies to tech leads) Change membership to maintainer
  • Figma
    • Invite
    • Acceptance
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@roslynwythe
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roslynwythe commented Jul 25, 2023

Offboard Chris Menke, Brian Mui

  • 1password removal (Only Bonnie/Admin can do this. Only need to do for tech leads because merge team members are not set up with 1password.)
    • Remove from
      • hackforla.org website team vault
      • Zoom vault
      • website devs vault
  • Google Drive
    • Demote to viewer in HackforLA.org website drive
    • Remove from HfLA website Admin drive - I DO NOT HAVE RIGHTS TO DO THIS
    • Remove from on-call spreadsheet
  • Remove email forwarding for them in the following accounts:
    • websitedevs
    • webadmins
  • Remove from following Slack channels
    • website-merge channel (Only Bonnie/Admin can do this)
    • hfla-site channel
    • hfla-site-pr channel
  • Roster
    • Mark as inactive
  • GitHub
    • Before removing them from website-write, website-merge, or website-admins teams, make sure they are already a member of website team (They may have already been added to website team when they joined. If they are not on the team, please add them.)
      • Remove maintainer membership role
    • Remove from website-write team
    • Remove from website-merge team
    • Remove from website-admins team (Only for tech leads)
  • Figma
    • Remove from team
  • Remove from Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting
    • Tue Dev Team Meeting
    • Thu Dev Office Hours
    • Mon Dev/PM Meeting (if they are on the invite)
  • Create issue to remove them as a Technical Lead or Merge Team member on the project page
  • Remove them from the team wiki page
  • Remove access to Google Data Studio: Hack for LA Organizational Dashboard
  • (Tech leads only) Revoke access to Zoom Meeting Setup spreadsheet

@roslynwythe
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Member

roslynwythe commented Aug 3, 2023

Offboard Phillip Sanchez, MJ Shelton

  • 1password removal (Only Bonnie/Admin can do this. Only need to do for tech leads because merge team members are not set up with 1password.)
    • Remove from
      • hackforla.org website team vault
      • Zoom vault
      • website devs vault
  • Google Drive
    • Demote to viewer in HackforLA.org website drive
    • Remove from HfLA website Admin drive
    • Remove from on-call spreadsheet
  • Remove email forwarding for them in the following accounts:
    • websitedevs
    • webadmins
  • Remove from following Slack channels
    • website-merge channel (Only Bonnie/Admin can do this)
    • hfla-site channel
    • hfla-site-pr channel
  • Roster
    • Mark as inactive
  • GitHub
    • Before removing them from website-write, website-merge, or website-admins teams, make sure they are already a member of website team (They may have already been added to website team when they joined. If they are not on the team, please add them.)
      • Remove maintainer membership role
    • Remove from website-write team
    • Remove from website-merge team
    • Remove from website-admins team (Only for tech leads)
  • Figma
    • Remove from team (if they are on there)
  • Remove from Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting
    • Tue Dev Team Meeting
    • Thu Dev Office Hours
    • Mon Dev/PM Meeting (if they are on the invite)
  • Create issue to remove them as a Technical Lead or Merge Team member on the project page
  • Remove them from the team wiki page
  • Remove access to Google Data Studio: Hack for LA Organizational Dashboard
  • (Tech leads only) Revoke access to Zoom Meeting Setup spreadsheet

@roslynwythe
Copy link
Member

roslynwythe commented Sep 8, 2023

Offboard Johnny Wu

  • 1password removal (Only Bonnie/Admin can do this. Only need to do for tech leads because merge team members are not set up with 1password.)
    • Remove from
      • hackforla.org website team vault
      • Zoom vault
      • website devs vault
  • Google Drive
    • Demote to viewer in HackforLA.org website drive
    • Remove from HfLA website Admin drive
    • Remove from on-call spreadsheet
  • Remove email forwarding for them in the following accounts:
    • websitedevs
    • webadmins
  • Remove from following Slack channels
    • website-merge channel (Only Bonnie/Admin can do this)
    • hfla-site channel
    • hfla-site-pr channel
  • Roster
    • Mark as inactive
  • GitHub
    • Before removing them from website-write, website-merge, or website-admins teams, make sure they are already a member of website team (They may have already been added to website team when they joined. If they are not on the team, please add them.)
      • Remove maintainer membership role
    • Remove from website-write team
    • Remove from website-merge team
    • Remove from website-admins team (Only for tech leads)
  • Figma
    • Remove from team (if they are on there)
  • Remove from Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting
    • Tue Dev Team Meeting
    • Thu Dev Office Hours
    • Mon Dev/PM Meeting (if they are on the invite)
  • Create issue to remove them as a Technical Lead or Merge Team member on the project page
  • Remove them from the team wiki page
  • Remove access to Google Data Studio: Hack for LA Organizational Dashboard
  • (Tech leads only) Revoke access to Zoom Meeting Setup spreadsheet

@roslynwythe
Copy link
Member

roslynwythe commented Jan 14, 2024

Onboard Jay Pham to merge team

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • If a merge team member is willing to lead dev meetings, request access to the Zoom vault for that member by posting a request in the #admin Slack channel
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • (Tech leads only) Add to HackforLA.org website drive as Manager
    • (Tech leads only) Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • hfla-site-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Tech leads only) Change membership to maintainer
    • (Tech leads only) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Tech leads only) Change membership to maintainer
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • (Tech leads only) Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • (Tech leads only) Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@roslynwythe
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roslynwythe commented Feb 14, 2024

Onboard Nayan Bhatt, Niki Prasadh

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • If a merge team member is willing to lead dev meetings, request access to the Zoom vault for that member by posting a request in the #admin Slack channel
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • (Tech leads only) Add to HackforLA.org website drive as Manager
    • (Tech leads only) Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • hfla-site-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Tech leads only) Change membership to maintainer
    • (Tech leads only) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Tech leads only) Change membership to maintainer
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • (Tech leads only) Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • (Tech leads only) Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@roslynwythe
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roslynwythe commented Feb 14, 2024

Offboard Merge team members: Christina Or, Ronald Paek, Richard Kwang, Sarah Sanger, Adrian Ang

  • 1password removal (Only Bonnie/Admin can do this. Only need to do for tech leads because merge team members are not set up with 1password.)
    • Remove from
      • hackforla.org website team vault
      • Zoom vault
      • website devs vault
  • Google Drive
    • Demote to viewer in HackforLA.org website drive - I removed access instead, because we are hitting the limit on the number of members for whom we can share
    • Remove from HfLA website Admin drive
    • Remove from on-call spreadsheet
  • Remove email forwarding for them in the following accounts:
    • websitedevs
    • webadmins
  • Remove from following Slack channels
    • website-merge channel (Only Bonnie/Admin can do this)
    • hfla-site channel ?? confirm this
    • hfla-site-pr channel
  • Roster
    • Mark as inactive - this is now automated, but I did change permissions column to "member"
  • GitHub
    • Before removing them from website-write, website-merge, or website-admins teams, make sure they are already a member of website team (They may have already been added to website team when they joined. If they are not on the team, please add them.)
      • Remove maintainer membership role
    • Remove from website-write team
    • Remove from website-merge team
    • Remove from website-admins team (Only for tech leads)
  • Figma
    • Remove from team (if they are on there)
  • Remove from Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting
    • Tue Dev Team Meeting
    • Thu Dev Office Hours
    • Mon Dev/PM Meeting (if they are on the invite)
  • Create issue to remove them as a Technical Lead or Merge Team member on the project page
  • Remove them from the team wiki page
  • Remove access to Google Data Studio: Hack for LA Organizational Dashboard
  • (Tech leads only) Revoke access to Zoom Meeting Setup spreadsheet

@roslynwythe
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Member

roslynwythe commented Apr 3, 2024

Onboard Gayle Martin

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • If a merge team member is willing to lead dev meetings, request access to the Zoom vault for that member by posting a request in the #admin Slack channel
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • (Tech leads only) Add to HackforLA.org website drive as Manager
    • (Tech leads only) Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • hfla-site-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Tech leads only) Change membership to maintainer
    • (Tech leads only) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Tech leads only) Change membership to maintainer
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • (Tech leads only) Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • (Tech leads only) Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@roslynwythe
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Member

roslynwythe commented May 20, 2024

Onboard Mario Antonini

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • If a merge team member is willing to lead dev meetings, request access to the Zoom vault for that member by posting a request in the #admin Slack channel
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • (Tech leads only) Add to HackforLA.org website drive as Manager
    • (Tech leads only) Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • hfla-site-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Tech leads only) Change membership to maintainer
    • (Tech leads only) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Tech leads only) Change membership to maintainer
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • (Tech leads only) Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • (Tech leads only) Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@roslynwythe
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Member

roslynwythe commented Jun 10, 2024

Offboard Gayle Martin

  • 1password removal (Only Bonnie/Admin can do this. Only need to do for tech leads because merge team members are not set up with 1password.)
    • Remove from
      • hackforla.org website team vault
      • Zoom vault
      • website devs vault
  • Google Drive
    • Demote to viewer in HackforLA.org website drive
    • Remove from HfLA website Admin drive
    • Remove from on-call spreadsheet
  • Remove email forwarding for them in the following accounts:
    • websitedevs
    • webadmins
  • Remove from following Slack channels
    • website-merge channel (Only Bonnie/Admin can do this)
    • hfla-site channel
    • hfla-site-pr channel
  • Roster
    • Mark as inactive
  • GitHub
    • Before removing them from website-write, website-merge, or website-admins teams, make sure they are already a member of website team (They may have already been added to website team when they joined. If they are not on the team, please add them.)
      • Remove maintainer membership role
    • Remove from website-write team
    • Remove from website-merge team
    • Remove from website-admins team (Only for tech leads)
  • Figma
    • Remove from team (if they are on there)
  • Remove from Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting
    • Tue Dev Team Meeting
    • Thu Dev Office Hours
    • Mon Dev/PM Meeting (if they are on the invite)
  • Create issue to remove them as a Technical Lead or Merge Team member on the project page
  • Remove them from the team wiki page
  • Remove access to Google Data Studio: Hack for LA Organizational Dashboard
  • (Tech leads only) Revoke access to Zoom Meeting Setup spreadsheet

@t-will-gillis
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t-will-gillis commented Jul 22, 2024

Offboard Drake Nguyen

  • 1password removal (Only Bonnie/Admin can do this. Only need to do for tech leads because merge team members are not set up with 1password.)
    • Remove from
      • hackforla.org website team vault
      • Zoom vault
      • website devs vault
  • Remove from HfLA Website Admin drive
  • (Tech leads only) Revoke access to Zoom Meeting Setup spreadsheet
  • Remove access to Google Data Studio: Hack for LA Organizational Dashboard
  • Remove from website-merge Slack channel (Only Bonnie/Admin can do this)
  • Remove email forwarding for them in the following accounts:
    • websitedevs
    • webadmins
  • Remove from On-call Spreadsheet
  • Remove from Monthly Signup Sheet
  • Google Drive
    • Demote to viewer in HackforLA.org website drive
    • Auto-removed due to inactivity
  • Mark as 'Member' on Website Roster
  • GitHub
  • Remove from the Meet the Team Wiki page
  • Figma
    • Remove from team (if they are on there)
  • Remove from Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting
    • Tue Dev Team Meeting
    • Thu Dev Office Hours
    • Mon Dev/PM Meeting (if they are on the invite)
  • Create issue to remove them as a Technical Lead or Merge Team member on the Website Project Page

@roslynwythe

This comment was marked as duplicate.

@roslynwythe
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roslynwythe commented Sep 2, 2024

Offboard Nayan (Freaky Wrld), Mario Antonini from merge team

  • 1password removal (Only Bonnie/Admin can do this. Only need to do for tech leads because merge team members are not set up with 1password.)
    • Remove from
      • hackforla.org website team vault
      • Zoom vault
      • website devs vault
  • Google Drive
    • Demote to viewer in HackforLA.org website drive
    • Remove from HfLA website Admin drive
    • Remove from on-call spreadsheet
  • Remove email forwarding for them in the following accounts:
    • websitedevs
    • webadmins
  • Remove from following Slack channels
    • website-merge channel (Only Bonnie/Admin can do this)
    • hfla-site channel
    • hfla-site-pr channel
  • Roster
    • Change "Permissions" to "Member"
  • GitHub
  • Figma
    • Remove from team (if they are on there)
  • Remove from Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting
    • Tue Dev Team Meeting
    • Thu Dev Office Hours
    • Mon Dev/PM Meeting (if they are on the invite)
  • Create issue to remove them as a Technical Lead or Merge Team member on the project page
  • Remove them from the team wiki page
  • Remove access to Google Data Studio: Hack for LA Organizational Dashboard
  • (Tech leads only) Revoke access to Zoom Meeting Setup spreadsheet

@roslynwythe
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Member

roslynwythe commented Sep 12, 2024

Onboard Danielle Hanson Aras

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • If a merge team member is willing to lead dev meetings, request access to the Zoom vault for that member by posting a request in the #admin Slack channel
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • (Tech leads only) Add to HackforLA.org website drive as Manager
    • (Tech leads only) Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • hfla-site-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Tech leads only) Change membership to maintainer
    • (Tech leads only) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Tech leads only) Change membership to maintainer
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • (Tech leads only) Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • (Tech leads only) Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@roslynwythe
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roslynwythe commented Nov 13, 2024

Onboard Daniel Franco

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • If a merge team member is willing to lead dev meetings, request access to the Zoom vault for that member by posting a request in the #admin Slack channel
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • (Tech leads only) Add to HackforLA.org website drive as Manager
    • (Tech leads only) Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • hfla-site-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Tech leads only) Change membership to maintainer
    • (Tech leads only) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Tech leads only) Change membership to maintainer
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • (Tech leads only) Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • (Tech leads only) Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

@roslynwythe
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roslynwythe commented Nov 13, 2024

Offboard Nikileshwari Prasadh

  • 1password removal (Only Bonnie/Admin can do this. Only need to do for tech leads because merge team members are not set up with 1password.)
  • Remove from
    • hackforla.org website team vault
    • Zoom vault
    • website devs vault
  • Remove from hfla-site-merge Slack channel (Only Bonnie/Admin can do this)
  • Google Drive
  • Remove email forwarding for them in the following accounts:
    • websitedevs
    • webadmins
  • Roster
    • Change "Permissions" to "Member"
  • GitHub
  • Figma
    • Remove from team (if they are on there)
  • Remove from Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting
    • Tue Dev Team Meeting
    • Thu Dev Office Hours
    • Mon Dev/PM Meeting (if they are on the invite)
  • Create issue to remove them as a Technical Lead or Merge Team member on the project page
  • Remove them from the team wiki page
  • Remove access to Google Data Studio: Hack for LA Organizational Dashboard
  • (Tech leads only) Revoke access to Zoom Meeting Setup spreadsheet

@daras-cu
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Member

daras-cu commented Nov 27, 2024

Onboard Siyun Feng (Merge Team)

  • If you are onboarding a tech lead or merge team member, please set up a 1 hour time slot to meet with them so that you can go through this checklist with them, and add them to and tell them about everything they are gaining access to.
  • 1password (Only Bonnie/Admin can do these steps and this should only be set up for tech leads)
    • Invitation
    • Acceptance
    • Add to vaults
      • hackforla.org website vault
      • Zoom vault
      • website devs vault
  • If a merge team member is willing to lead dev meetings, request access to the Zoom vault for that member by posting a request in the #admin Slack channel
  • (Tech leads only) Grant access to Zoom Meeting Setup spreadsheet
  • (Tech lead only) Set up email forwarding for the following accounts:
    • websitedevs
    • webadmins
    • Here are instructions for how to set up email forwarding for each account:
      • Sign into Google account
      • Go to Settings --> See all settings --> Forwarding and POP/IMAP
      • In the "Forwarding", click "Add a forwarding address" and add the email address you want emails to be forwarded to
      • Click "Next". Then confirm that is the email address you want to forward to by clicking "Proceed"
      • A confirmation code will be sent to the forwarding email address. Enter that code in the "confirmation code" box and click "Verify"
      • Then go to "Filters and Blocked Addresses" tab and click "Create a new filter"
        • In the "To" field, enter the email address of the account you are in right now and then click "Create a filter".
        • Check off "Forward it to" and then in the "Choose an address" dropdown, select an email address.
        • Then click the "Create filter" button.
  • Google Drive
    • (Tech leads only) Add to HackforLA.org website drive as Manager
    • (Tech leads only) Add to HfLA website Admin drive as Manager
    • Update on-call spreadsheet by
      • Removing them from "Developers" columns
      • If they are joining as a Merge Team member, add them to be on-call at least 2 days a week in the "Tech Lead/Merge Team Member" column. (If there are a lot of Merge Team members, such as 4 or more, this can be reduced to 1 day a week at the discretion of the Tech Lead.)
      • If they are joining as a Tech Lead and there aren't enough Merge Team members, add the Tech Lead as needed to the the "Tech Lead/Merge Team Member" column. Otherwise, if there are enough Merge Team members, remove the Tech Lead from the "Tech Lead/Merge Team Member" column.
  • Slack channel membership
    • hfla-site channel (May already have joined as a junior developer)
    • hfla-site-pr channel (May already have joined as a junior developer)
    • hfla-site-merge channel
    • hfla-site-onboarding
  • Roster (They may already be added when they did onboarding as a junior developer but double check.)
    • Send link
    • Team member adds themselves
  • GitHub
    • Check "Public" at People page
    • Add to website team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-write team (They may already be on this team when they did onboarding as a junior developer)
      • Change membership to maintainer
    • Add to website-merge team
      • (Tech leads only) Change membership to maintainer
    • (Tech leads only) Add to website-admins team
      • Note: website-admins has permissions to allow for deleting of the whole repo, so please be VERY careful.
      • (Tech leads only) Change membership to maintainer
  • Add to Google calendar invites
    • Sun All Leads Meeting (occurs the first Sunday of each month)
    • Sun All Team Meeting (May already have invite if joined team as a junior developer)
    • Tue Dev Team Meeting (May already have invite if joined team as a junior developer)
    • Thu Dev Office Hours (May already have invite if joined team as a junior developer)
    • Mon Dev/PM Meeting (Only required for tech leads)
  • Create issue to add them as a Technical Lead or Merge Team member on the project page
  • Add to or edit team wiki page
  • (Tech leads only) Share Google Data Studio: Hack for LA Organizational Dashboard
  • Train how to
    • (Tech leads only) Login to team account
    • Setup shortcut for adding a profile to the desktop: chrome://settings/manageProfile
      • Go to chrome://settings/manageProfile and click “Create Desktop Shortcut” at the very bottom. Then, look at your desktop and you will see a Google icon for your profile.
      • This creates desktop shortcuts for Google accounts, which is
        • Valuable for using different accounts and emails for testing
        • Handy to have a folder for various Google profile shortcuts
    • (Tech leads only) Use Zoom spreadsheet, vault and accounts
    • Calendar invite
    • (Tech leads only) Update and change GitHub tokens
    • Merge pull requests (including "Squash and merge" option)
    • (Tech leads only) Go over the Admin drive and how this should only be shared with admin members (including merge team members and tech leads) and only developers working on an issue that needs access
    • Unsubscribe from getting notifications from issues and prs unless you are at mentioned

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Labels
Complexity: Small Take this type of issues after the successful merge of your second good first issue Dependency An issue is blocking the completion or starting of another issue Feature: Onboarding/Contributing.md manual dependency release role: back end/devOps Tasks for back-end developers role: dev leads Tasks for technical leads role: front end Tasks for front end developers size: 0.5pt Can be done in 3 hours or less
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