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BOP: Onboarding / Offboarding: Product #265

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8 tasks
ExperimentsInHonesty opened this issue Oct 22, 2023 · 7 comments
Open
8 tasks

BOP: Onboarding / Offboarding: Product #265

ExperimentsInHonesty opened this issue Oct 22, 2023 · 7 comments
Labels
dependency feature: github / team wiki / google drive / etc. milestone: missing role: missing size: 0.25pt Can be done in 1.5 hours or less
Milestone
01.03 Project Man...

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@ExperimentsInHonesty
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ExperimentsInHonesty commented Oct 22, 2023 •
edited
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Dependencies

  • We have a new person to onboard

Overview

We need to onboard the new team member to our resources so that they can have access to the drive and repo.

Action Items

For Onboarding

  • Copy the Onboarding template below, to a comment
  • add the person's name
  • replace YYYY-MM-DD with the date using that format
  • check off the boxes as you add the person to each asset, using the links below.

For Offboarding

  • Copy the Offboarding template below, to a comment
  • add the person's name
  • replace YYYY-MM-DD with the date using that format
  • check off the boxes as you remove the person from each asset, using the links below.

Resources/Instructions

Onboarding template

#### Onboard
- Name: 
- Date: YYYY-MM-DD
- [ ] Slack channel membership
  - [ ] BOP
- [ ] Add to relevant Google calendar invites
   - [ ] PM
   - [ ] All
   - [ ] DEV 
- [ ] Add to team page on Wiki (don't currently have one)
- [ ] Google Drive
   - [ ] Add as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public and note in roster
- [ ] GitHub
     - [ ] Add to team write team
       - [ ] promote to maintainer
     - [ ] Add to read vault
       - [ ] promote to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to appropriate vaults
        - [ ] BOP (for PMs and research)
        - [ ] BOP - Dev/Data
        - [ ] BOP - UI/UX (for design)
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] [email protected]
   - [ ] [REPLACE with name of secondary email]
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

#### Offboard
- [ ] Remove from Google calendar invite
   - [ ] PM
   - [ ] All
   - [ ] DEV 
- [ ] WIKI
  - [ ] move to new place on team page
  - [ ] 1password setup
    - [ ] remove from team vaults
        - [ ] BOP (for PMs and research)
        - [ ] BOP - Dev/Data
        - [ ] BOP - UI/UX (for design)
       - [ ] Zoom vault
- [ ] Google Drive
   - [ ] remove from drive
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
- [ ] Figma
  - [ ] remove from team
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
   - [ ] [email protected]
   - [ ] [REPLACE with name of secondary email]
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook

Resources for Onboarding

Add the links below each item
@ExperimentsInHonesty
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Onboard 2023-10-22 Erin

  • Slack channel membership
    • [insert name of channel]
    • [insert name of 2nd channel]
  • Add to Google calendar invites
    • [DAY - PM meeting]
    • [DAY - BA meeting]
    • [DAY - UX Research meeting]
    • [DAY - All-team meeting]
    • [DAY - Design team meeting]
  • Add to team page on Wiki
  • Google Drive
    • Add to drive as Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team write team
      • Change membership to maintainer
    • Add to read vault
      • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • [REPLACE with name of primary vault]
      • [REPLACE with name of secondary vault]
      • Zoom vault
  • Add to email address(s)
    • [REPLACE with name of primary email]
    • [REPLACE with name of secondary email]
  • Social Media Accounts with role assignment
    • Facebook
  • Train how to
    • login to team account
    • setup chrome shortcut for adding to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

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@ExperimentsInHonesty
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The following people have been onboarded

Toe, Priya, Daniel

The following people have not been onboarded

Erin

@Estherchuks
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Estherchuks commented Nov 1, 2023 •
edited by ExperimentsInHonesty
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Onboard

  • Name: Erin Zhuang
  • Date: 2023-11-01
  • Slack channel membership
    • BOP
  • Add to relevant Google calendar invites
    • All - Tuesday 9 AM PST/ 12PM EST / 5PM WAT
    • Dev - Friday 11 AM PST / 2:00PM EST / 7PM WAT
    • PM - Sunday 8 AM PST/ 11PAM EST / 4PM WAT
  • Add to team page on Wiki (don't currently have one)
  • Google Drive
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team write team
    • Add to read vault
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to appropriate vaults
      • BOP (for PMs and research)
      • BOP - Dev/Data
      • BOP - UI/UX (for design)
      • Zoom vault
  • Train how to
    • use vaults

@Estherchuks
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Estherchuks commented Nov 2, 2023 •
edited
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Onboard

  • Name: Jenny Whiley
  • Date: 2023-11-02
  • Slack channel membership
    • BOP
  • Add to relevant Google calendar invites
    • All - Tuesday 9 AM PST/ 12PM EST / 5PM WAT
    • Dev - Friday 11 AM PST / 2:00PM EST / 7PM WAT
    • PM - Sunday 8 AM PST/ 11PAM EST / 4PM WAT
  • Add to team page on Wiki (don't currently have one)
  • Google Drive
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team write team
    • Add to read vault
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to appropriate vaults
      • BOP (for PMs and research)
      • BOP - Dev/Data
      • BOP - UI/UX (for design)
      • Zoom vault
  • Train how to
    • use vaults

@Estherchuks
Copy link

Estherchuks commented Nov 5, 2023 •
edited by 1610saas
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Onboard

  • Name: Ksenia Naleykina
  • Date: 2023-11-05
  • Slack channel membership
    • BOP
  • Add to relevant Google calendar invites
    • All - Tuesday 9 AM PST/ 12PM EST / 5PM WAT
    • Dev - Friday 11 AM PST / 2:00PM EST / 7PM WAT
    • PM - Sunday 8 AM PST/ 11PAM EST / 4PM WAT
  • Add to team page on Wiki (don't currently have one)
  • Google Drive
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team write team
    • Add to read vault
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to appropriate vaults
      • BOP (for PMs and research)
      • BOP - Dev/Data
      • BOP - UI/UX (for design)
      • Zoom vault
  • Train how to
    • use vaults

@Estherchuks
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Estherchuks commented Feb 4, 2024 •
edited by ExperimentsInHonesty
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Onboard

Name: Sanju Venugopal
Date: 2024-04-02

Onboard

  • Slack channel membership
    • BOP
  • Add to relevant Google calendar invites
    • PM
    • All
    • DEV
  • Add to team page on Wiki (don't currently have one)
  • Google Drive
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
  • GitHub
    • Add to team write team
      • promote to maintainer
    • Add to read vault
      • promote to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to appropriate vaults
      • BOP (for PMs and research)
      • BOP - Dev/Data
      • BOP - UI/UX (for design)
      • Zoom vault
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook
  • Train how to
    • login to team account
    • setup chrome shortcut for adding to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

@ExperimentsInHonesty ExperimentsInHonesty mentioned this issue Feb 5, 2024
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@ExperimentsInHonesty
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Needs updating

Open
2 tasks
@ExperimentsInHonesty ExperimentsInHonesty changed the title BOP: Onboarding / Offboarding BOP: Onboarding / Offboarding: Product Feb 25, 2024
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3 tasks
@ExperimentsInHonesty ExperimentsInHonesty self-assigned this Feb 25, 2024
@ag2463 ag2463 added this to the 01.03 Project Management milestone Mar 24, 2024
@sanjumv sanjumv closed this as completed May 6, 2024
@sanjumv sanjumv reopened this May 6, 2024
@ExperimentsInHonesty ExperimentsInHonesty moved this to In progress (actively working) in BOP: Project Board Jun 17, 2024
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Labels
dependency feature: github / team wiki / google drive / etc. milestone: missing role: missing size: 0.25pt Can be done in 1.5 hours or less
Projects
BOP: Project Board
Status: In progress (actively working)
Milestone
01.03 Project Management
Development

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4 participants
@ExperimentsInHonesty @ag2463 @sanjumv @Estherchuks