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Onboard & Offboard: UX Researcher #464

Closed
6 tasks
ValeriyaMetla opened this issue Feb 14, 2022 · 22 comments
Closed
6 tasks

Onboard & Offboard: UX Researcher #464

ValeriyaMetla opened this issue Feb 14, 2022 · 22 comments
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@amejiamesinas
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documentation Improvements or additions to documentation feature: onboard / offboard onboarding & offboarding priority: high role: research UX and other research size: 1pt can be done in 6 hours or less
Milestone
06. Team Workflow

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@ValeriyaMetla
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ValeriyaMetla commented Feb 14, 2022 •
edited by amejiamesinas
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Dependency

Waiting to have a researcher to on/off-board.

Overview

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

Date Updated

(insert date you created this issue and keep updating the date each time the org template change are integrated)
2022-02-14

Action Items

  • Move In-Progress column when onboarding or offboarding someone.
  • 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
  • Move back to the Ice Box otherwise.
#### Onboard
- [ ] Google Drive
   - [ ] Add to drive as Contributor 
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public and note in roster
  - [ ] Check for 2FA and note in roster
- [ ] GitHub
     - [ ] Add to team Expunge Assist
     - [ ] Add to read vault
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] Slack Channels
- [ ] Google Calendar Invites  

#### Offboard
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] Expunge-Assist
       - [ ] 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
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
   - [ ] [email protected]

Resources/Instructions

org template updated 2022-02-09
@ValeriyaMetla ValeriyaMetla added documentation Improvements or additions to documentation feature: missing priority: low role: research UX and other research size: 1pt can be done in 6 hours or less labels Feb 14, 2022
@ValeriyaMetla
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ValeriyaMetla commented Feb 14, 2022 •
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Onboard Joanna this week

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
  • Figma
    • invite
    • acceptance
  • Add to email address

@ValeriyaMetla
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ValeriyaMetla commented Feb 14, 2022 •
edited
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Onboard Nicolas next week

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
  • Figma
    • invite
    • acceptance
  • Add to email address

@ValeriyaMetla ValeriyaMetla assigned ghost and unassigned ana-lobos and ValeriyaMetla Mar 21, 2022
@ValeriyaMetla
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ValeriyaMetla commented Mar 31, 2022 •
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Offboard @LarisaGav

  • 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
  • Remove from email address(s)

@jamiesiu jamiesiu mentioned this issue Apr 21, 2022
Closed
4 tasks
@jamiesiu jamiesiu added feature: onboard / offboard onboarding & offboarding and removed feature: missing labels Apr 21, 2022
@ValeriyaMetla ValeriyaMetla unassigned ghost May 1, 2022
@thomasdemoner thomasdemoner added this to the Project Management milestone May 5, 2022
@thomasdemoner thomasdemoner added the dependency The issue or reason why this issue is in the icebox label May 5, 2022
@ValeriyaMetla
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ValeriyaMetla commented May 21, 2022 •
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Onboard Nikita 05/20

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
  • Figma
    • invite
    • acceptance
  • Add to email address

@ValeriyaMetla ValeriyaMetla added priority: high and removed dependency The issue or reason why this issue is in the icebox priority: low labels May 21, 2022
@ValeriyaMetla ValeriyaMetla removed this from the G. Project Management milestone May 24, 2022
@ValeriyaMetla ValeriyaMetla added dependency The issue or reason why this issue is in the icebox and removed priority: high labels Jun 4, 2022
@ValeriyaMetla
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ValeriyaMetla commented Sep 8, 2022 •
edited by kyle-whitaker
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Onboard @kyle-whitaker 09/08/22

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
  • Figma
    • invite
    • acceptance
  • Add to email address

@ValeriyaMetla
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ValeriyaMetla commented Sep 18, 2022 •
edited
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Onboard @mchai1218 09/18/22

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
  • Figma
    • invite
    • acceptance
  • Add to email address

@ValeriyaMetla
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ValeriyaMetla commented Sep 18, 2022 •
edited by sheronvirani21
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Offboard @albagaral 9/18/22

  • Google Drive
    • demote to viewer
  • Roster
    • mark as inactive
  • Figma
    • remove from team
  • GitHub
    • demote member to read only team and remove from write team
  • Remove from email address(s)

@ValeriyaMetla ValeriyaMetla added this to the Team Workflow milestone Sep 23, 2022
@sheronvirani21
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sheronvirani21 commented Feb 1, 2023 •
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Onboard Kevin and Sofia

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
    • Change membership to maintainer
  • Figma
    • invite
    • acceptance

@jamiesiu jamiesiu mentioned this issue Feb 9, 2023
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4 tasks
@amejiamesinas
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amejiamesinas commented Jun 6, 2023 •
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**Onboard @RongAnn

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
    • Change membership to maintainer
  • Figma
    • invite
    • acceptance

@amejiamesinas
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amejiamesinas commented Jun 26, 2023 •
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**Onboard @gzhang5240

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
    • Change membership to maintainer
  • Figma
    • invite
    • acceptance

@amejiamesinas
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amejiamesinas commented Jun 29, 2023 •
edited
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**Onboard @BethBethBeth

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
    • Change membership to maintainer
  • Figma
    • invite
    • acceptance

@amejiamesinas
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amejiamesinas commented Jul 13, 2023 •
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**Onboard @britneyveal

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
    • Change membership to maintainer
  • Figma
    • invite
    • acceptance

@amejiamesinas
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amejiamesinas commented Nov 14, 2023 •
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Onboard @saraisabelcf

  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
    • Add to read vault
  • Figma
    • invite
    • acceptance
  • Slack Channels
  • Google Calendar Invites

@amejiamesinas
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amejiamesinas commented Jan 31, 2024 •
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Onboard @sylvia-nam

  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
    • Add to read vault
  • Figma
    • invite
    • acceptance
  • Slack Channels
  • Google Calendar Invites

@amejiamesinas
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amejiamesinas commented Feb 21, 2024 •
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Offboard @BethBethBeth, @gzhang5240, @sofialaguna

  • 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
  • Remove calendar invites
    • Weekly Meetings
    • Monthly All Team

@amejiamesinas
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amejiamesinas commented Feb 21, 2024 •
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Onboard melissareca

  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
    • Add to read vault
  • Figma
    • invite
    • acceptance
  • Slack Channels
  • Google Calendar Invites

@amejiamesinas
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Creating Issue Template that included all steps. Issue template will now be used for on/offboarding. Closing issue since no longer needed.

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Labels
documentation Improvements or additions to documentation feature: onboard / offboard onboarding & offboarding priority: high role: research UX and other research size: 1pt can be done in 6 hours or less
Projects
P: EA: Project Board
Status: Done
Milestone
06. Team Workflow
Development

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