Onboard and Offboard : UI/UX Lead #124
Description
Dependency
- When we need to onboard and offboard a new lead.
Overview
We need to have a checklist of items to do when a UXer onboard and offboards so that the process can be consistent and fast.
Action Items
- Copy template to comment below
- Add name of person
- Check off as done
#### Onboard
- [ ] Internship shared Google Drive
- [ ] Add to drive as Manager
- [ ] Internship - PII Google Drive
- [ ] Add to drive as Manager
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] GitHub
- [ ] Add to team write team
- [ ] Change membership to maintainer
- [ ] Add to read vault
- [ ] Change membership to maintainer
- [ ] Confirm that their name is on their Github
- [ ] Assign them to the issue #101, add them to role call and accountability check
- [ ] Assign them to the issue #62, add them to role call and accountability check
- [ ] Assign them to the issue #315, add them to role call and accountability check
- [ ] Add to Google calendar invites
- [ ] Tuesday Design System Meeting (if necessary)
- [ ] not needed
- [ ] Tuesday UX Research meeting (if necessary)
- [ ] not needed
- [ ] Wednesday UX/PM Lead meeting (if necessary)
- [ ] not needed
- [ ] Thursday All-team meeting
- [ ] Figma
- [ ] invite
- [ ] acceptance
- [ ] 1password
- [ ] invitation
- [ ] acceptance
- [ ] add to vaults
- [ ] Internship- ux program
- [ ] Zoom vault
- [ ] Grant access to Zoom Meeting Setup spreadsheet
- [ ] 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)
- [ ] internship-ux@hackforla.org
- [ ] Train how to
- [ ] login to team email account
- [ ] setup chrome extension shortcut
- [ ] use zoom spreadsheet, vault and accounts
- [ ] calendar invite
#### Offboard
- [ ] Remove from Google calendar invite
- [ ] Monday PM meeting
- [ ] Tuesday BA meeting
- [ ] Tuesday UX Research meeting
- [ ] Wednesday PM meeting (ad-hoc)
- [ ] Thursday All-team meeting
- [ ] 1password setup
- [ ] remove from team vaults
- [ ] Internship - ux program
- [ ] Zoom vault
- [ ] Revoke access from Zoom Meeting Setup spreadsheet
- [ ] Internship shared Google Drive
- [ ] demote to viewer
- [ ] Internship - PII Google Drive
- [ ] Remove access to the drive
- [ ] Roster
- [ ] mark as inactive
- [ ] GitHub
- [ ] demote member to read only team and remove from write team
- [ ] Un Assign them to the issue #101, remove them from role call and accountability check
- [ ] Un Assign them to the issue #62, remove them from role call and accountability check
- [ ] Un-assign them to the issue #315, remove them from the roll 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
- [ ] 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)
- [ ] Remove from email address(s)
- [ ] internship-ux@hackforla.org
Resources/Instructions
- 1password.com
- Google Drive Link
- Google roster
- Check public and 2FA at people page
- GitHub Team URL
- base (read)
- write
- maintain
- [triage] - does not exist
- admin
- [other] - does not exist
- WIKI team page: https://github.com/hackforla/internship/wiki/The-Team
- Figma Internship Figma
- How to Add/Remove team members from Team Wiki page
- TWE Issue tab
- Gmail: Forward Emails to Team Members