Onboarding/Offboarding: Product

[ExperimentsInHonesty]

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.

Date Updated

2022-02-18
(insert date you created this issue and keep updating the date each time the org template change are integrated)

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
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public
- [ ] GitHub
     - [ ] Add to team write vault
     - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] GreenEarthOS
       - [ ] Zoom vault
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook
- [ ] Add to email address(s)
   - [ ] [email protected]
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome extension shortcut
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

#### Offboard
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] GreenEarthOS 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
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook
- [ ] Add to email address(s)
   - [ ] [email protected] 

Resources/Instructions

• https://1password.com
• [GreenEarthOS Facebook]
• GreenEarthOS Google Drive
• GreenEarthOS Team Roster
• Figma
• Check public and 2FA at people page
• GreenEarthOS Teams URL
  • base (read)
  • write
  • maintain
  • [triage] none at this time
  • admin
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

org template updated 2022-02-18

[PLoiya]

Onboard Joanna

• Google Drive
  • Add to drive as Manager
• Roster
  • Send link
  • Team member adds themselves
  • Check for Public
• GitHub
  • Add to team write vault
  • Change membership to maintainer
• Figma
  • invite
  • acceptance
• 1password
  • invitation
  • acceptance
  • add to vaults
    • GreenEarthOS
    • Zoom vault
• Train how to use 1 password
  • login to team account
  • setup chrome extension shortcut
  • use zoom spreadsheet, vault and accounts
  • calendar invite
• Social Media Accounts with role assignment
  • Facebook

[ExperimentsInHonesty]

Onboard Sanya 2022-02-18

• Google Drive
  • Add to drive as Manager
• Roster
  • Send link
  • Team member adds themselves
  • Check for Public
• GitHub
  • Add to team write vault
  • Change membership to maintainer
• Figma
  • invite
  • acceptance
• 1password
  • invitation
  • acceptance
  • add to vaults
    • GreenEarthOS
    • Zoom vault
• Social Media Accounts with role assignment
  • Facebook
• Add to email address(s)
  • [email protected]
• Train how to
  • login to team account
  • setup chrome extension shortcut
  • use zoom spreadsheet, vault and accounts
  • calendar invite

[ExperimentsInHonesty]

Onboard Raji Pradheap

• Google Drive
  • Add to drive as Manager
• Roster
  • Send link
  • Team member adds themselves
  • Check for Public
• GitHub
  • Add to team write vault
  • Change membership to maintainer
• Figma
  • invite
  • acceptance
• 1password
  • invitation
  • acceptance
  • add to vaults
    • GreenEarthOS
    • Zoom vault
• Social Media Accounts with role assignment
  • Facebook
• Add to email address(s)
  • [email protected]
• Train how to
  • login to team account
  • setup chrome extension shortcut
  • use zoom spreadsheet, vault and accounts
  • calendar invite