Onboard & Offboard: Product

### Dependencies
- [ ] A product manager needs to be onboarded or offboarded

### Overview
We need to have a checklist of items to do when a product manager needs to be onboarded or offboarded 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)

### 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
- [ ] #people-depot
- [ ] VRMS signup
- [ ] Add to Google calendar invites
- [ ] [Wed - PM meeting]
- [ ] [Thursday - All-team meeting]
- [ ] Add to team page on Wiki (does not yet exist)
- [ ] Google Drive
- [ ] Add to drive as Manager
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [ ] GitHub
- [ ] Add to peopledepot team
- [ ] Add to peopledepot-write team
- [ ] Change membership to maintainer
- [ ] Add to read vault
- [ ] Change membership to maintainer
- [ ] Figma
- [ ] invite
- [ ] acceptance
- [ ] 1password
- [ ] invitation
- [ ] acceptance
- [ ] add to vaults
- [ ] people depot
- [ ] Zoom vault
- [ ] Add to email address(s)
- [ ] peopledepot@hackforla.org
- [ ] Add new PM to VRMS [VRMS](https://vrms.io/)
- [ ] send them the link
```
https://vrms.io
```
- [ ] they setup account
- [ ] Add the following text to the PM CoP agenda in a comment and customize it for the new PM
```
Add [Person's Name] to [Project Name]
- [ ] add to PM CoP agenda https://github.com/hackforla/product-management/issues/386
- [ ] add to VRMS
- [ ] add to 1password
```
- [ ] Confirm access granted
- [ ] Add PM to [Product Management CoP Roster Assigned and Former](https://docs.google.com/spreadsheets/d/1oM4ZRq0d2ukPQusZ7p7wDqgIuuaENyUgNT3QrUFfDXg/edit?gid=2032152864#gid=2032152864)
- [ ] send link
- [ ] they add themselves
- [ ] confirm all fields except for gray columns filled out
- [ ] Train how to
- [ ] login to team account
- [ ] setup chrome shortcut for adding to desktop
- [ ] use zoom spreadsheet, vault and accounts
- [ ] calendar invite
- [ ] ~Social Media Accounts with role assignment~ (does not exist)
- [ ] ~Facebook~
```
```
#### Offboard
- [ ] Send them [this link to the H4LA Volunteer Reference Confirmation Request form](https://docs.google.com/forms/d/e/1FAIpQLSd5luR-W6pvq9WlQRPpuH3LVDfa_PrYixe8bfIbLcyS6CFxog/viewform?pli=1), in case they need to use it in future
- [ ] Remove from Google calendar invite
- [ ] [Wed - PM meeting]
- [ ] [Thursday - All-team meeting]
- [ ] WIKI
- [ ] move to new place on team page
- [ ] 1password setup
- [ ] remove from team vaults
- [ ] people depot
- [ ] 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)
- [ ] peopledepot@hackforla.org
- [ ] ~Remove from Social Media Accounts with role assignment~ (does not exist)
- [ ] ~Facebook~
```

### Instructions: How to onboard new PMs (to onboard non-Product team members, see issue #146)

1. After receiving a request to join the team via the PeopleDepot Slack channel, ask them to DM you their email address, and tell them that you'll be sending them a bunch of email invites to 1Password, Google Drive, team meetings, Figma, and the team's GitHub, so they should keep an eye on their email inbox
2. Copy the 'Onboard' template above (by clicking on the icon at top right of the template) and paste into a new Comment below, adding the person's name and today's date - see the Action Items at the top of this Issue
- Start ticking the boxes as you do each of the following steps...
3. Add them to the PeopleDepot 1Password vault:
- Post a message on the # admin channel, asking for the person to be added to PeopleDepot's 1Password vault and giving both their Slack handle and their email address - the admin team will email them an invite
4. Check that they've joined the PeopleDepot Slack channel
- In # people-depot, click on the top right-hand people button (tooltip ='View all members of this channel')
- Click on the 'Members' tab
- Enter the person's Slack handle in the 'Find members' box
5. Ask them if they've signed up with VRMS yet:
- If not, ask them to go to [vrms.io](https://vrms.io/)
5. Add them to the Google Calendar invite for the PeopleDepot team meeting:
- Sign into your own Google account
- Open Google Calendar (icon beneath your profile pic, or in the Google apps bento box icon beside your profile pic)
- Double-click on the next 'PD: All' meeting
- Click on the Edit icon (pencil)
- Under 'Guests', enter the person's email address in the 'Add guests' box
- Click on their email address when it appears
- Click 'Save'
- Select the 'This and recurring meetings' option in the dialog box that follows
- Repeat for the next 'PD: PM' meeting
7. Add them to the PeopleDepot GitHub:
- Find the person's GitHub handle on the [Hack 4 LA > People GitHub page ](https://github.com/orgs/hackforla/people) on GitHub. If you can't find them, they may be using another handle, so you'll need to ask them for their GitHub handle via Slack before proceeding...
- Go to the [Hack 4 LA > Teams GitHub page](https://github.com/orgs/hackforla/teams) and type 'peopledepot' into the 'Find a team' box
- Four teams will appear, just TWO of which you'll need to add them to: [peopledepot](https://github.com/orgs/hackforla/teams/peopledepot) and [peopledepot-write](https://github.com/orgs/hackforla/teams/peopledepot-write)
- Click the link for one of the above two teams, and click the 'Add a member' button
- Type in the person's GitHub handle
- Select their account when it appears
- Click 'Invite'
- Click 'Add [the person's GitHub handle] to [peopledepot or peopledepot-write]'
- Select the person's account in the list of team members (checkbox beside their name)
- Click on the dropdown within the '1 member selected' button at the top of the list
- Click 'Change role' > 'Maintainer' > 'Change role'
- Repeat for the other team (either peopledepot or peopledepot-write)
8. Add them to the PeopleDepot Google Drive:
- In Google Drive, go to Shared drives > [PeopleDepot](https://drive.google.com/drive/folders/0AMVDRCjyzDgtUk9PVA) folder
- At the top level (i.e., without opening the PeopleDepot folder), click on 'Manage members' at the top of the page
- Type the person's email address into the 'Add people...' box
- Deselect 'Notify people'
- Change role from 'Content manager' to 'Manager'
- Click 'Send'
9. Add them to the PeopleDepot Figma folder:
- Go to the [PeopleDepot Figma folder](https://www.figma.com/files/team/1233067680023284399/PeopleDepot?fuid=775836858007206739)
- In the left-hand panel (NOT the main panel), click on 'All projects' under 'PeopleDepot'
- Double-click on the 'Team project' tile
- Click on the 'Share' button at top right
- Type the person's email address into the 'Invite others...' box
- Change 'Can view' beside their name to 'Can edit'
- Click 'Send Invite'
10. Add them to the PeopleDepot Team Roster:
- In Google Drive, go to Shared drives > [PeopleDepot](https://drive.google.com/drive/folders/0AMVDRCjyzDgtUk9PVA) folder, and open the [PeopleDepot Team Roster sheet](https://docs.google.com/spreadsheets/d/1tap2rEEvZFUQbjYY2XonhVPJ0q9B3bYZAp5BPm5CnDc/edit?gid=0#gid=0). In a new row at the bottom, start filling in the new team member's details including:
- Status (change to 'Active')
- Role
- Dashboard (type 'L' for lead)
- Email address
- Slack name
- Slack ID
- In Slack, click on the person's profile pic or the 'View Profile button > click on the More Options button (3 vertical dots) > click 'Copy member ID' and paste into the Team Roster
- GitHub handle
- HFLA GitHub member?
- Check that they ARE actually a member of Hack 4 LA (see 'Organizations' to the bottom left-hand section of their GitHub profile page)
- Added to Project team on GitHub? (see above)
- 2FA/Public?
- On the [Hack 4 LA 'People' page ](https://github.com/orgs/hackforla/people)on GitHub, check that their GitHub profile is marked 'Public'
- GitHub Permission Level (type 'Maintainer')
- Added to Google Project Drive (type 'Manager')
- Agenda md tag
- Copy and paste any completed cell from this column - it will autocomplete with the person's details
11. On Slack, send the person the link to the [PeopleDepot Team Roster](https://docs.google.com/spreadsheets/d/1tap2rEEvZFUQbjYY2XonhVPJ0q9B3bYZAp5BPm5CnDc/edit?gid=0#gid=0) and ask them to complete remaining empty columns, especially their phone number, texting, and availability (you can also tell them to ignore the grayed-out columns - and remind them to check their email inbox for invites to all of the above!)
12. On Slack, send the person a link to the [Forward emails to team members](https://github.com/hackforla/product-management/wiki/Forward-emails-to-team-members) page from the Product Management CoP GitHub Wiki and ask them to set themselves up to receive emails from the team account
13. Keep an eye on the Team Roster for completion
14. Keep an eye on Slack for any questions from your new team member!
15. Remind them to join the [Product Management CoP](https://github.com/hackforla/product-management), if they haven't already

### Resources
- [1password.com](https://1password.com/) - however, you will need to ask # admin to send an invite (see above)
- [PeopleDepot GitHub base team (i.e., read)](https://github.com/orgs/hackforla/teams/peopledepot)
- [PeopleDepot GitHub write team](https://github.com/orgs/hackforla/teams/peopledepot-write)
- [Hack 4 LA Volunteer Reference Confirmation Request form](https://docs.google.com/forms/d/e/1FAIpQLSd5luR-W6pvq9WlQRPpuH3LVDfa_PrYixe8bfIbLcyS6CFxog/viewform?pli=1)
- [Hack 4 LA People GitHub page](https://github.com/orgs/hackforla/people)
- [Hack 4 LA Teams GitHub page](https://github.com/orgs/hackforla/teams)
- [PeopleDepot Google Drive](https://drive.google.com/drive/folders/0AMVDRCjyzDgtUk9PVA)
- [PeopleDepot Figma](https://www.figma.com/files/team/1233067680023284399/PeopleDepot?fuid=775836858007206739)
- [PeopleDepot Team Roster](https://docs.google.com/spreadsheets/d/1tap2rEEvZFUQbjYY2XonhVPJ0q9B3bYZAp5BPm5CnDc/edit#gid=0)
- Instructions on how to set up [forwarding project emails to your own email account](https://github.com/hackforla/product-management/wiki/Forward-emails-to-team-members)
- [Product Management CoP](https://github.com/hackforla/product-management)
- Extra: shortcut for adding a profile to your desktop = chrome://settings/manageProfile