Onboard & Offboard: UI/UX

[kevindphan]

Overview

We need to have a checklist of items to do when a UI/UX designer onboards and offboards so that the process can be consistent and fast.

Action Items

• Check to see if the org template for this process has new steps in it, and if it does, update this issue and its template with content and add the last date you updated the template below
• Copy template to comment below
• Add name of person
• Check off as done

#### Onboard
- [ ] Slack channel membership
  - [ ] #civic-tech-index
  - [ ] #cti-devs
- [ ] Add to Google calendar invites
   - [ ] Monday 6-8PM PST All-team Stand-up
   - [ ] Thursday 6-7PM PST All-team Stand-up
- [ ] Add to team page on Wiki
- [ ] Google Drive
   - [ ] Add to drive as Editor
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public and note in roster
     - [ ] HFLA People Page
     - [ ] CTI People Page
- [ ] GitHub
     - [ ] Add name to profile
     - [ ] Add to read vault
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Civic Tech Index - Designers
- [ ] Add to email address(s) (civictechindexdesign???) LOOK AT THIS KEVIN 
   - [ ] [email protected]
   - [ ] [email protected]
- [ ] Train how to 
   - [ ] login to team email account (Highly encouraged setting up separate chrome profile)
   - [ ] setup chrome shortcut for adding email profile to desktop
- [ ] Read through Wiki and follow the steps [listed here](https://github.com/civictechindex/CTI-website-frontend/wiki/Web-Developer)

#### Offboard
- [ ] Remove from Google calendar invite
   - [ ] Monday 6-8PM PST All-team Stand-up
   - [ ] Thursday 6-7PM PST All-team Stand-up
- [ ] WIKI
  - [ ] move to new place on team page
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] Civic Tech Index - Designers
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Remove from Restricted 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) (CHECK WHAT EMAIL THIS IS)
   - [ ] [email protected]
   - [ ] [email protected]

Resources/Instructions

• GitHub Setup
• 1password.com
• Google Drive
• Team Roster
• Check public and 2FA at
  • HFLA people page (Note: May be different for CTI)
  • CTI's people page
• GitHub Team
  • base (read)
  • write
  • maintain
  • [triage] - Don't exist
  • admin
• WIKI team page: https://github.com/civictechindex/CTI-website-frontend/wiki/The-Team
• Civic Tech Index Figma
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members
  • Add new FB Page Admin
• Socials
  • Instagram
  • Facebook
  • Twitter
  • Github
  • CTI Social Media Assets

---

org template updated 2022-02-23
Changelog](#1192)

[kevindphan]

Onboard

Adaeze Nwaezeigwe

• Slack channel membership
  • #civic-tech-index
  • #cti-ui-ux
• Add to Google calendar invites
  • Monday 6-8PM PST All-team Stand-up
  • Thursday 6-7PM PST All-team Stand-up
• Add to team page on Wiki
• Google Drive
  • Add to drive as Editor
• Roster
  • Send link
  • Team member adds themselves
  • Check for Public and note in roster
    • HFLA People Page
    • CTI People Page
• GitHub
  • Add name to profile
  • Add to read vault
• Figma
  • invite
  • acceptance
• 1password
  • invitation
  • acceptance
  • add to vaults
    • Civic Tech Index - Designers
• Train how to
  • login to team email account (Highly encouraged setting up separate chrome profile)
  • setup chrome shortcut for adding email profile to desktop
• Read through Wiki and follow the steps listed here

[smsada]

Onboard Joyce Kim

• Slack channel membership
  • #civic-tech-index
  • #cti-devs
• Add to Google calendar invites
  • Monday 6-8PM PST All-team Stand-up
  • Thursday 6-7PM PST All-team Stand-up
• Add to team page on Wiki
• Google Drive
  • Add to drive as Editor
• Roster
  • Send link
  • Team member adds themselves
  • Check for Public and note in roster
    • HFLA People Page
    • CTI People Page
• GitHub
  • Add name to profile
  • Add to read vault
• Figma
  • invite
  • acceptance
• 1password
  • invitation
  • acceptance
  • add to vaults
    • Civic Tech Index - Designers
• Add to email address(s) (civictechindexdesign???) LOOK AT THIS KEVIN
  • [email protected]
  • [email protected]
• Train how to
  • login to team email account (Highly encouraged setting up separate chrome profile)
  • setup chrome shortcut for adding email profile to desktop
• Read through Wiki and follow the steps listed here

[kevindphan]

Jolleen Opula

Onboard

• Slack channel membership
  • #civic-tech-index
• Add to Google calendar invites
  • Monday 6-8PM PST All-team Stand-up
  • Thursday 6-7PM PST All-team Stand-up
• Add to team page on Wiki
• Google Drive
  • Add to drive as Editor
• Roster
  • Send link
  • Team member adds themselves
  • Check for Public and note in roster
    • HFLA People Page
    • CTI People Page
• GitHub
  • Add name to profile
  • Add to read vault
• Figma
  • invite
  • acceptance
• 1password
  • invitation
  • acceptance
  • add to vaults
    • Civic Tech Index - Designers
• Train how to
  • login to team email account (Highly encouraged setting up separate chrome profile)
  • setup chrome shortcut for adding email profile to desktop
• Read through Wiki and follow the steps listed here