Translate PM onboarding to an issue template

[sydneywalcoff]

Overview

We would like to translate #456 into an issue template.

Action Items

• use below draft to create an onboard/offboard template

Draft

Dependency

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

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

• Move In-Progress column when onboarding or offboarding someone.
• [ ]

Date Updated

(insert date you created this issue and keep updating the date each time the org template change are integrated)
2022-02-10

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 and note in roster
- [ ] GitHub
     - [ ] Add to team write team
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation request via #admin Slack channel
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Expunge-Assist
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] expungeassist@hackforla.org
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

#### 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
     - [ ] if previously maintainer, change role in read only team to member only
- [ ] Figma
  - [ ] remove from team
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
   - [ ] expungeassist@hackforla.org
- [ ] Go over the person's assigned Github issues and Close or Reassign them

Resources/Instructions

• 1password.com
• Expunge Assist Google Drive
• Expunge Assist Team Roster
• Check public and 2FA at people page
• Expunge Assist GitHub Team URL
  • base (read)
  • write
  • maintain
  • [triage] - no triage team
  • admin
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

org template updated 2022-02-09