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Onboard & Offboard: Product #504

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henlatourrette opened this issue Feb 5, 2022 · 1 comment
Open
3 tasks

Onboard & Offboard: Product #504

henlatourrette opened this issue Feb 5, 2022 · 1 comment

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@henlatourrette
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henlatourrette commented Feb 5, 2022 •
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Overview

We need to have a checklist of items to do when a product manager 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
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public
- [ ] GitHub
     - [ ] Add to team write 
        - [ ] Change membership to maintainer
     - [ ] Add to  [PM team](https://github.com/orgs/100Automations/teams/website-write)
- [ ] Figma 
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] 100automations vault
       - [ ] Zoom vault
- [ ] Train how to 
   - [ ] login to team email account
   - [ ] setup chrome new desktop shortcut (chrome profile for email account)
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite
- [ ] Gmail
   - [ ] set up forwarder to add personal email address
   - [ ] set up filter to forward all incoming mail from [email protected] to personal email
- [ ] HFLA Project team
   - [ ] Add to HFLA website 100 Automations project page https://www.hackforla.org/projects/100-automations 

#### Offboard
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] 100 Automations vault
       - [ ] Zoom vault
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
- [ ] Figma
  - [ ] remove from team
- [ ] Gmail
   - [ ] remove filter to forward all incoming mail from [email protected] to personal email
   - [ ] remove forwarder to add personal email address
- [ ] HFLA Project team
   - [ ] Remove from HFLA website project page https://www.hackforla.org/projects/100-automations

Resources/Instructions
@henlatourrette
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henlatourrette commented Feb 5, 2022 •
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Offboard Niven Prasad - Feb 5th, 2022

  • 1password setup
    • remove from team vaults
      • 100 Automations vault
      • Zoom vault
  • Google Drive
    • demote to viewer
  • Roster
    • mark as inactive
  • GitHub
    • demote member to read only team and remove from write team
  • Figma
    • remove from team
  • Gmail
    • remove filter to forward all incoming mail from [email protected] to personal email
    • remove forwarder to add personal email address
  • HFLA Project team

Notes:

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@henlatourrette