IBT: Onboard & Offboard: Team Members

[madcharlie02]

Dependencies

Team members joining or leaving

Overview

We need to have a checklist of items to do when a team member [not product manager or UX lead] onboard and offboards so that the process can be consistent and fast.

Action Items

#### Onboard [replace with name and role]
- [ ] Slack channel membership
  - [ ] ```#Ops```
     - [ ] not needed
  - [ ] ```#Incubator```
- [ ] Add to Google calendar invites
  Sunday PM Meeting   
  - [ ] Tuesday Project Leads Meeting
      - [ ] not needed 
  - [ ] Wednesday Ops Meeting
      - [ ] not needed
- [ ] Google Drive
   - [ ] Add to drive as Contributor
- [ ] Roster
  - [ ] Send 
  - [ ] Team member adds themselves
  - [ ] Check for Public
- [ ] GitHub _- if it asks you to open up an authenticator app, use your GitHub password instead_
     - [ ] Add to team write team
     - [ ] Add to base/read team
     - [ ] Confirm that their name is on their Github  
     - [ ] If pms, Assign them to the issue #22, add them to role call and accountability check 
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password
     - [ ] invitation (if necessary)
       - [ ] not needed 
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Incubator program (if necessary)
         - [ ] not needed 
       - [ ] incubator-UX  (if necessary)
         - [ ] not needed 
- [ ] Update team page on Wiki
   - [How to activate-inactivate team members from roster and wiki](https://github.com/hackforla/internship/wiki/How-to-activate-inactivate-team-members-from-roster-and-wiki)
- [ ] Add to email address(s)
   - [ ][email protected] (if necessary)
      - [ ] not needed
- [ ] Train how to 
   - [ ] login to team email account (if necessary)
      - [ ] not needed
   - [ ] setup chrome shortcut for adding to desktop (if necessary)
      - [ ] not needed

#### Offboard [replace with name and role]
- [ ] Remove from Google calendar invite
  Sunday PM Meeting   
  - [ ] Tuesday Project Leads Meeting
      - [ ] not needed 
  - [ ] Wednesday Ops Meeting
      - [ ] not needed
 - [ ] 1password setup
    - [ ] ask an admin or in #admin channel on slack to remove team members from team vaults
       - [ ] Incubator
       - [ ] incubator-UX  (if necessary)
- [ ] Incubator shared Google Drive
   - [ ] demote to viewer
- [ ] Incubator - PII Google Drive
   - [ ] remove access to the drive
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] remove from write team
     - [ ] Un Assign them to the issue #22 , remove them from role call and accountability check 
     - [ ] Un Assign from any other Meeting Agenda issues, remove them from role call and accountability check 
     - [ ] Check their Assignment status on the Issue tab, to make sure they are no longer assigned to any issues
- [ ] Figma
  - [ ] remove from team
- [ ] Help them delete the desktop shortcut to email address if they made one
- [ ] Remove from email address(s)
   - [ ] [email protected]
- [ ] Update Wiki
  - [How to activate-inactivate team members from roster and wiki](https://github.com/hackforla/internship/wiki/How-to-activate-inactivate-team-members-from-roster-and-wiki)

Resources/Instructions

• 1password.com
• Google Drive Link
• Incubator Team Roster
• Check public at people page
• GitHub Team URL
• base (read)
• write
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• WIKI team page: https://github.com/hackforla/Incubator/wiki/The-Team
• Ops Figma
• Forward emails to team members
• How to Add/Remove team members from HfLA website Incubator project page (we do not have one yet)
• Incubator Issue tab