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Onboard & Offboard: UI/UX #1580

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4 tasks
Graemo27 opened this issue Sep 14, 2023 · 5 comments
Open
4 tasks

Onboard & Offboard: UI/UX #1580

Graemo27 opened this issue Sep 14, 2023 · 5 comments
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@Joy-Truex
Labels
Feature: GitHub Board/Onboarding Anything to do with team onboarding role: UI/UX Design size: 0.25pt Can be done in 1.5 hours
Milestone
W - Ongoing

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@Graemo27
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Graemo27 commented Sep 14, 2023 •
edited by ryanfchase
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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.

Date Updated

Created: 2023-09-13
Updated: 2024-10-23

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
  - [ ] `#311-data`
  - [ ] `#311-data-uiux`
- [ ] Google Drive (could ask PM to do this)
   - [ ] Add to drive as Contributor
- [ ] Add to Google calendar invites
   - [ ] Wednesday All-Team meeting
- [ ] Roster (On Google Drive)
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public
- [ ] GitHub (send PM new joiner's Github ID)
     - [ ] Add to write team
     - [ ] Add to read team
     - [ ] Confirm that their name is on their Github
- [ ] Update team page on Wiki (Can only do after Roster)
   - [How to activate-inactivate team members from roster and wiki](https://github.com/hackforla/311-data/wiki/How-to-activate-inactivate-team-members-from-roster-and-wiki)
- [ ] 311 Figma Page
  - [ ] invite them by email (don't just share link)
  - [ ] modify their permissions to `can edit`

<details><summary>Roster Required Fields</summary>
<p>


- Status: Active (required)
- Role: UX/UI Designer
- Dashboard: M (representing "member". Required)
- email: required
- number/texting: optional
- Slack Name: required
- SlackID: required (click your slack picture > ellipses > copy member id)
- everything else: optional

<img src="https://github.com/hackforla/311-data/assets/6414668/45fc1596-ef3d-4aa5-a586-495e5eb1df58" width="254">

</p>
</details> 


#### Offboard
- [ ] Remove from Google calendar invite
   - You need to log into the [email protected] account in order to remove the person from all future events
   - Choose to remove from "This and all following events"
   - Send the following cancelation message:
      - ``You have been removed from this event because you are listed as an inactive member of the 311 Data project team. If you have been removed by mistake, please reach out to a product manager.``  
   - [ ] Wednesday All-Team meeting (ad-hoc)
   - [ ] Thursday PM meeting
- [ ] Google Drive Permissions
   - [ ] demote access from Contributor to Viewer in 311 Data folder
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
     - [ ] Check their Assignment status on the Issue tab, to make sure they are no longer assigned to any issues)
- [ ] Update team page on WIKI
  - [How to activate-inactivate team members from roster and wiki]

Resources/Instructions
@Graemo27 Graemo27 self-assigned this Sep 14, 2023
@ryanfchase ryanfchase mentioned this issue Sep 28, 2023
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@ryanfchase ryanfchase assigned annaseulgi and unassigned Graemo27 Oct 12, 2023
@ryanfchase
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ryanfchase commented Oct 12, 2023 •
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Onboard Angela Wu 2023-10-11

  • Slack channel membership
  • Google Drive
    • Add to drive as Contributor
  • Add to Google calendar invites
    • Wednesday All-Team meeting
  • Roster (On Google Drive)
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to write team
    • Add to read team
    • Confirm that their name is on their Github
  • Update team page on Wiki (Can only do after Roster)
  • Train how to
    • open 311-data Figma page

@ryanfchase
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ryanfchase commented Oct 12, 2023 •
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Onboard Allison Jeon 10-11-23

  • Slack channel membership
  • Google Drive
    • Add to drive as Contributor
  • Add to Google calendar invites
    • Wednesday All-Team meeting
  • Roster (On Google Drive)
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to write team
    • Add to read team
    • Confirm that their name is on their Github
  • Update team page on Wiki (Can only do after Roster)
  • Train how to
    • open 311-data Figma page

@ryanfchase
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ryanfchase commented Oct 12, 2023 •
edited
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Onboard Luan Nguyen 10-11-2023

  • Slack channel membership
  • Google Drive
    • Add to drive as Contributor
  • Add to Google calendar invites
    • Wednesday All-Team meeting
  • Roster (On Google Drive)
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to write team
    • Add to read team
    • Confirm that their name is on their Github
  • Update team page on Wiki (Can only do after Roster)
  • Train how to
    • open 311-data Figma page

@ryanfchase
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ryanfchase commented Oct 12, 2023 •
edited
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Onboard Paul Kim 2023-10-11

  • Slack channel membership
  • Google Drive
    • Add to drive as Contributor
  • Add to Google calendar invites
    • Wednesday All-Team meeting
  • Roster (On Google Drive)
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to write team
    • Add to read team
    • Confirm that their name is on their Github
  • Update team page on Wiki (Can only do after Roster)
  • Train how to
    • open 311-data Figma page

@ryanfchase
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ryanfchase commented Oct 12, 2023 •
edited
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Onboard Shu 2023-10-11

  • Slack channel membership
  • Google Drive
    • Add to drive as Contributor
  • Add to Google calendar invites
    • Wednesday All-Team meeting
  • Roster (On Google Drive)
    • Send link
    • Team member adds themselves
    • Check for Public
  • GitHub
    • Add to write team
    • Add to read team
    • Confirm that their name is on their Github
  • Update team page on Wiki (Can only do after Roster)
  • Train how to
    • open 311-data Figma page

@cottonchristopher cottonchristopher added this to the W - Ongoing milestone Oct 25, 2023
@ryanfchase ryanfchase added the Dependency An issue that includes dependencies label Feb 29, 2024
@ryanfchase ryanfchase mentioned this issue Aug 22, 2024
Open
3 tasks
@bberhane bberhane assigned Joy-Truex and unassigned annaseulgi Aug 24, 2024
@ryanfchase ryanfchase changed the title WIP: Onboard & Offboard: UI/UX Onboard & Offboard: UI/UX Oct 24, 2024
@ryanfchase ryanfchase added size: 0.25pt Can be done in 1.5 hours and removed Dependency An issue that includes dependencies draft Size: Missing labels Oct 24, 2024
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Assignees

@Joy-Truex Joy-Truex

Labels
Feature: GitHub Board/Onboarding Anything to do with team onboarding role: UI/UX Design size: 0.25pt Can be done in 1.5 hours
Projects
P: 311: Project Board
Status: Start Here
Milestone
W - Ongoing
Development

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7 participants
@ryanfchase @ExperimentsInHonesty @Graemo27 @Joy-Truex @MBasil03 @annaseulgi @cottonchristopher