Onboard and Offboard: UI/UX Lead

[sanjumv]

Dependencies

• We have a new person to onboard

Overview

• We need to onboard the new UI/UX Lead 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
- [ ] BOP shared Google Drive
   - [ ] Add UI/UX Lead to drive as Manager
- [ ] Add to team page on Wiki (don't currently have one)
- [ ] 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 #276, add them to role call and accountability check 
- [ ] Add to Google calendar invites
   - [ ] Monday All-team meeting
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] BOP - UI/UX (for design)
       - [ ] Zoom vault
- [ ] Grant access to Zoom Meeting Setup spreadsheet 
- [ ] Add to email address(s)
   - [ ] [email protected]
- [ ] Train how to 
   - [ ] login to team email account
   - [ ] setup chrome extension shortcut
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

Resources/Instructions

Offboarding template

#### Offboard
- [ ] Remove from Google calendar invite
   - [ ] Monday All-team meeting
- [ ] 1password setup
   - [ ] remove from team vaults
      - [ ] BOP - UI/UX (for design)
      - [ ] Zoom vault
- [ ] Revoke access from Zoom Meeting Setup spreadsheet
- [ ]  BOP shared Google Drive
   - [ ] demote to viewer
- [ ] Remove from team page on Wiki (If created one)
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
     - [ ] Un Assign them to the issue #276, 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
- [ ] Remove from email address(s)
   - [ ] [email protected]

Resources for Onboarding

Add the links below each item

• Name of project's Slack channel(s)
  • bop
• Times/days of all your team's meetings
  • All Monday 11:30 am PST/2:30 pm EST/ 8:30 pm WAT
• Team roster link
• Check for public
• Name of project's 1password vault(s)
  • BOP - UI/UX (for design)
• Project's HfLA email address(s)
  • [email protected]
  • How to forward email addresses to team members
• Project's Google Drive link
• GitHub Team URL
  • Write team
  • Read team
• Figma