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Onboard & Offboard: Team members #153

Open
4 tasks
gracieama opened this issue Mar 28, 2022 · 87 comments
Open
4 tasks

Onboard & Offboard: Team members #153

gracieama opened this issue Mar 28, 2022 · 87 comments

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@gracieama
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gracieama commented Mar 28, 2022

Dependencies

  • Team members joining or leaving

Overview

We need to have a checklist of items to do when a team member [not product manager or UX lead] onboard and offboards so that the process can be consistent and fast.

Date Updated

  • Created 2022-03-30
  • This issue has fewer items on it then the onboard for product does. However, it pays to keep an eye on the template/changelog so that if there are other assets or instructions added, we can update this issue if appropriate

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 [replace with name and role]
- [ ] Slack channel membership
  - [ ] ```#internship```
  - [ ] ```#interns``` (if necessary)
     - [ ] not needed
- [ ] Add to Google calendar invites
   - [ ] Tuesday BA meeting (if necessary)
      - [ ] not needed
   - [ ] Tuesday Engineering meeting (if necessary)
      - [ ] not needed
   - [ ] Tuesday UX Research meeting (if necessary)
      - [ ] not needed
   - [ ] Tuesday Design meeting (if necessary)
      - [ ] not needed
   - [ ] Thursday All-team meeting
- [ ] Google Drive
   - [ ] Add to drive as Contributor
- [ ] Roster
  - [ ] Send [link](https://docs.google.com/spreadsheets/d/1G6IgfvTdfnJRPbqxPkqfQ3dOSf8nvYqy0JVifhY6QdU/edit#gid=2054073727)
  - [ ] Team member adds themselves
  - [ ] Check for Public
- [ ] GitHub _- if it asks you to open up an authenticator app, use your GitHub password instead_
     - [ ] Add to team write team
     - [ ] Add to base/read team
     - [ ] Confirm that their name is on their Github  
     - [ ] Assign them to the issue #101, add them to role call and accountability check 
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password
     - [ ] invitation (if necessary)
       - [ ] not needed 
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Internship program (if necessary)
         - [ ] not needed 
       - [ ] Internship-UX  (if necessary)
         - [ ] not needed 
- [ ] Update team page on Wiki
   - [How to activate-inactivate team members from roster and wiki](https://github.com/hackforla/internship/wiki/How-to-activate-inactivate-team-members-from-roster-and-wiki)
- [ ] Add to email address(s)
   - [ ] internship@hackforla.org (if necessary)
      - [ ] not needed
   - [ ] internship-ux@hackforla.org (if necessary)
      - [ ] not needed
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook (if necessary)
      - [ ] not needed
- [ ] Train how to 
   - [ ] login to team email account (if necessary)
      - [ ] not needed
   - [ ] setup chrome shortcut for adding to desktop (if necessary)
      - [ ] not needed
#### Offboard [replace with name and role]
- [ ] Remove from Google calendar invite
   - [ ] Monday PM meeting
   - [ ] Tuesday BA meeting
   - [ ] Tuesday UX Research meeting
   - [ ] Tuesday Engineering meeting
   - [ ] Tuesday Design meeting
   - [ ] Wednesday PM meeting (ad-hoc)
   - [ ] Thursday All-team meeting
 - [ ] 1password setup
    - [ ] ask an admin or in #admin channel on slack to remove team members from team vaults
       - [ ] Internship program
       - [ ] Internship - UI/UX
- [ ] Internship shared Google Drive
   - [ ] demote to viewer
- [ ] Internship - PII Google Drive
   - [ ] remove access to the drive
- [ ] [Roster](https://docs.google.com/spreadsheets/d/1G6IgfvTdfnJRPbqxPkqfQ3dOSf8nvYqy0JVifhY6QdU/edit)
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] remove from write team
     - [ ] Un Assign them to the issue #101, remove them from role call and accountability check 
     - [ ] Un Assign from any other Meeting Agenda issues, 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
- [ ] Help them delete the desktop shortcut to email address if they made one
- [ ] Remove from email address(s)
   - [ ] internship@hackforla.org
   - [ ] internship-ux@hackforla.org
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook
- [ ] Update Wiki
  - [How to activate-inactivate team members from roster and wiki](https://github.com/hackforla/internship/wiki/How-to-activate-inactivate-team-members-from-roster-and-wiki)

Resources/Instructions


org template updated 2022-02-23
Changelog

Related issues

@gracieama

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@Rabia2219

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@Rabia2219

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@gracieama

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@priyatalwar

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@Rabia2219

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@ExperimentsInHonesty
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ExperimentsInHonesty commented May 19, 2022

The following people have not been added to 1 Password or the email addresses. Add later if necessary.
Prakar: #153 (comment)
Alejandra: #153 (comment)

@ExperimentsInHonesty
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We have not offboarded Susan and Cherylin yet.

@ExperimentsInHonesty
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@seetho-c Please let us know if you are ready for us to remove you from all the following resources

Offboard

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • remove from team vaults
      • Internship program
      • Internship - UI/UX
  • Google Drive
    • demote to viewer
  • Roster
    • mark as inactive
  • GitHub
    • 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)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • WIKI
    • move to new place on team page

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@ExperimentsInHonesty
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@Susanz7 Please let us know if you are ready for us to remove you from all the following resources

Offboard

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • remove from team vaults
      • Internship program
      • Internship - UI/UX
  • Google Drive
    • demote to viewer
  • Roster
    • mark as inactive
  • GitHub
    • 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)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • WIKI
    • move to new place on team page

Sorry, something went wrong.

@epierotti3
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epierotti3 commented Aug 18, 2022

Onboard Natalia 2022-08-18

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Content Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Add to team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

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@epierotti3
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epierotti3 commented Aug 18, 2022

Offboard Koyel R. 2022-08-18

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • remove from team vaults
      • Internship program
      • Internship - UI/UX
  • Google Drive
    • demote to viewer - she wasn't on the Google Drive to begin with
  • Roster
    • mark as inactive - she wasn't on the Roster to begin with
  • GitHub
    • remove from write team
  • Figma
    • remove from team - she wasn't on the Figma team to begin with
  • Help them delete the desktop shortcut to email address if they made one
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • WIKI
    • move to new place on team page

@bradyse there is a former UX researcher named Koyel Ranu (see the intern roster for their details) that needs to be off-boarded whenever you have the chance. Let me know if you need help with this. Thank you!!

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@bradyse
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bradyse commented Aug 25, 2022

Onboard Shima 2022-08-25

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Content Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Add to team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Hi @shimahoush, can you please go to your GitHub profile and add your name so it is not just your GitHub handle? If you want to just do first name and last initial, that's fine. But it helps us identify people instead of relying on their GitHub handle to assume who someone is.

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@bradyse
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bradyse commented Aug 25, 2022

Offboard Rachel N. - 2022-08-25

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • remove from team vaults
      • Internship program
      • Internship - UI/UX
  • Google Drive
    • demote to viewer - she was never on the Google Drive
  • Roster
    • mark as inactive
  • GitHub
    • remove from write team
  • Figma - she was never on the Figma
    • remove from team
  • Help them delete the desktop shortcut to email address if they made one
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • WIKI
    • move to new place on team page

Sorry, something went wrong.

@ExperimentsInHonesty
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ExperimentsInHonesty commented Apr 25, 2024

Onboard 2024-04-25

  • Jinyan Xiang
  • Salome Moshfegh-shieh (research or design)
  • Ekaterina (Katya) Khlystova
  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

@pandanista
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pandanista commented May 14, 2024

Onboard Munti K - UXR - 2024-05-14

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

@pandanista
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pandanista commented Jun 10, 2024

Onboard Nate Floyd - UXR

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Offboard Andrew W and Nino D, UXRs

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Tuesday Engineering meeting
    • Tuesday Design meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • ask an admin or in #admin channel on slack to remove team members from team vaults
      • Internship program
      • Internship - UI/UX
  • Internship shared Google Drive
    • demote to viewer
  • Internship - PII Google Drive
    • remove access to the drive
  • Roster
    • mark as inactive
  • GitHub
    • remove from write team
    • Un Assign them to the issue TWE: All Team meeting Agenda #101, remove them from role call and accountability check
    • Un Assign from any other Meeting Agenda issues, 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
  • Help them delete the desktop shortcut to email address if they made one
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • Update Wiki

Sorry, something went wrong.

@joshfishman
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joshfishman commented Jun 13, 2024

Onboard Niki Nikileshwari Prasadh, Engineering

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

@joshfishman
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joshfishman commented Jun 13, 2024

Offboard Tyler Bray, Engineering

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Tuesday Engineering meeting
    • Tuesday Design meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • ask an admin or in #admin channel on slack to remove team members from team vaults
      • Internship program
      • Internship - UI/UX
  • Internship shared Google Drive
    • demote to viewer
  • Internship - PII Google Drive
    • remove access to the drive
  • Roster
    • mark as inactive
  • GitHub
    • remove from write team
    • Un Assign them to the issue TWE: All Team meeting Agenda #101, remove them from role call and accountability check
    • Un Assign from any other Meeting Agenda issues, 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
  • Help them delete the desktop shortcut to email address if they made one
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • Update Wiki

Sorry, something went wrong.

@joshfishman
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joshfishman commented Aug 12, 2024

Offboard Alex Constas, Engineering

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Tuesday Engineering meeting
    • Tuesday Design meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • ask an admin or in #admin channel on slack to remove team members from team vaults
      • Internship program
      • Internship - UI/UX
  • Internship shared Google Drive
    • demote to viewer
  • Internship - PII Google Drive
    • remove access to the drive
  • Roster
    • mark as inactive
  • GitHub
    • remove from write team
    • Un Assign them to the issue TWE: All Team meeting Agenda #101, remove them from role call and accountability check
    • Un Assign from any other Meeting Agenda issues, 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
  • Help them delete the desktop shortcut to email address if they made one
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • Update Wiki

Sorry, something went wrong.

@joshfishman
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joshfishman commented Aug 13, 2024

Onboard Alejandro Martinez, Engineering

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

@joshfishman
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joshfishman commented Aug 19, 2024

Offboard Minji Kim, Design

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Tuesday Engineering meeting
    • Tuesday Design meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • ask an admin or in #admin channel on slack to remove team members from team vaults
      • Internship program
      • Internship - UI/UX
  • Internship shared Google Drive
    • demote to viewer
  • Internship - PII Google Drive
    • remove access to the drive
  • Roster
    • mark as inactive
  • GitHub
    • remove from write team
    • Un Assign them to the issue TWE: All Team meeting Agenda #101, remove them from role call and accountability check
    • Un Assign from any other Meeting Agenda issues, 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
  • Help them delete the desktop shortcut to email address if they made one
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • Update Wiki

Sorry, something went wrong.

@pandanista
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pandanista commented Aug 20, 2024

Offboard Katya - UXR

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Tuesday Engineering meeting
    • Tuesday Design meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • ask an admin or in #admin channel on slack to remove team members from team vaults
      • Internship program
      • Internship - UI/UX
  • Internship shared Google Drive
    • demote to viewer
  • Internship - PII Google Drive
    • remove access to the drive
  • Roster
    • mark as inactive
  • GitHub
    • remove from write team
    • Un Assign them to the issue TWE: All Team meeting Agenda #101, remove them from role call and accountability check
    • Un Assign from any other Meeting Agenda issues, 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
  • Help them delete the desktop shortcut to email address if they made one
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • Update Wiki

Sorry, something went wrong.

@joshfishman
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joshfishman commented Sep 9, 2024

Onboard Sankshay Pusa, Engineering

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

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@mklmrgn
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mklmrgn commented Sep 12, 2024

Onboard Jovy Flagg, Designer, 2024-09-12

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

@mklmrgn
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mklmrgn commented Sep 12, 2024

Onboard Kevin Moutoucarpin

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

@pandanista
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pandanista commented Sep 17, 2024

Onboard Josh, Anam - UXR

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

@pandanista
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pandanista commented Sep 18, 2024

Offboard Salome - UXR

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Tuesday Engineering meeting
    • Tuesday Design meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • ask an admin or in #admin channel on slack to remove team members from team vaults
      • Internship program
      • Internship - UI/UX
  • Internship shared Google Drive
    • demote to viewer
  • Internship - PII Google Drive
    • remove access to the drive
  • Roster
    • mark as inactive
  • GitHub
    • remove from write team
    • Un Assign them to the issue TWE: All Team meeting Agenda #101, remove them from role call and accountability check
    • Un Assign from any other Meeting Agenda issues, 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
  • Help them delete the desktop shortcut to email address if they made one
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • Update Wiki

@mklmrgn
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mklmrgn commented Sep 24, 2024

Onboard Jaime Cucalon

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

@mklmrgn mklmrgn removed their assignment Sep 26, 2024
@pandanista
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pandanista commented Oct 7, 2024

Onboard - Mehdi Faraji UXR

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

@pandanista
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pandanista commented Oct 22, 2024

Onboard Elle Thomas - UXR

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

@joshfishman
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joshfishman commented Oct 24, 2024

Onboard Siyun Feng, David Cotelessa - Engineering

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

@pandanista
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pandanista commented Oct 29, 2024

Offboard Anam Nasim, Josh CA, Nate Floyd, Elle Thomas - UXRs

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Tuesday Engineering meeting
    • Tuesday Design meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • ask an admin or in #admin channel on slack to remove team members from team vaults
      • Internship program
      • Internship - UI/UX
  • Internship shared Google Drive
    • demote to viewer
  • Internship - PII Google Drive
    • remove access to the drive
  • Roster
    • mark as inactive
  • GitHub
    • remove from write team
    • Un Assign them to the issue TWE: All Team meeting Agenda #101, remove them from role call and accountability check
    • Un Assign from any other Meeting Agenda issues, 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
  • Help them delete the desktop shortcut to email address if they made one
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • Update Wiki

Sorry, something went wrong.

@joshfishman
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joshfishman commented Nov 14, 2024

Offboard Niki Pradash, David Cotelessa, Sankshay Pusa Engineering

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Tuesday Engineering meeting
    • Tuesday Design meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • ask an admin or in #admin channel on slack to remove team members from team vaults
      • Internship program
      • Internship - UI/UX
  • Internship shared Google Drive
    • demote to viewer
  • Internship - PII Google Drive
    • remove access to the drive
  • Roster
    • mark as inactive
  • GitHub
    • remove from write team
    • Un Assign them to the issue TWE: All Team meeting Agenda #101, remove them from role call and accountability check
    • Un Assign from any other Meeting Agenda issues, 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
  • Help them delete the desktop shortcut to email address if they made one
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • Update Wiki

@pandanista
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pandanista commented Nov 14, 2024

Offboard Mehdi UXR

  • Remove from Google calendar invite
    • Monday PM meeting
    • Tuesday BA meeting
    • Tuesday UX Research meeting
    • Tuesday Engineering meeting
    • Tuesday Design meeting
    • Wednesday PM meeting (ad-hoc)
    • Thursday All-team meeting
  • 1password setup
    • ask an admin or in #admin channel on slack to remove team members from team vaults
      • Internship program
      • Internship - UI/UX
  • Internship shared Google Drive
    • demote to viewer
  • Internship - PII Google Drive
    • remove access to the drive
  • Roster
    • mark as inactive
  • GitHub
    • remove from write team
    • Un Assign them to the issue TWE: All Team meeting Agenda #101, remove them from role call and accountability check
    • Un Assign from any other Meeting Agenda issues, 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
  • Help them delete the desktop shortcut to email address if they made one
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook
  • Update Wiki

Sorry, something went wrong.

@pandanista
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pandanista commented Nov 26, 2024

Onboard Mica Smith UXR

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

@mklmrgn
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mklmrgn commented Jan 10, 2025

Onboard Yrenia Yang

  • Slack channel membership
    • #internship
    • #interns (if necessary)
      • not needed
  • Add to Google calendar invites
    • Tuesday BA meeting (if necessary)
      • not needed
    • Tuesday Engineering meeting (if necessary)
      • not needed
    • Tuesday UX Research meeting (if necessary)
      • not needed
    • Tuesday Design meeting (if necessary)
      • not needed
    • Thursday All-team meeting
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub - if it asks you to open up an authenticator app, use your GitHub password instead
    • Add to team write team
    • Add to base/read team
    • Confirm that their name is on their Github
    • Assign them to the issue TWE: All Team meeting Agenda #101, add them to role call and accountability check
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation (if necessary)
      • not needed
    • acceptance
    • add to vaults
      • Internship program (if necessary)
        • not needed
      • Internship-UX (if necessary)
        • not needed
  • Update team page on Wiki
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook (if necessary)
      • not needed
  • Train how to
    • login to team email account (if necessary)
      • not needed
    • setup chrome shortcut for adding to desktop (if necessary)
      • not needed

Sorry, something went wrong.

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