Difference between revisions of "Staff Onboarding Checklist"

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Items that need to be updated on this checklist:
 
Items that need to be updated on this checklist:
* add links to grant proposals, historical documents
 
 
* add system architecture diagrams, which include everything from the [[Architecture Overview]] page.
 
* add system architecture diagrams, which include everything from the [[Architecture Overview]] page.
 +
 +
First:
 +
* Email help@datadryad.org to request an @datadryad.org email address.
  
 
Accounts that the staff member must create:
 
Accounts that the staff member must create:
* Create an account to receive Dryad-specific email (often XXXX.dryad@gmail.com) -- Note that this step is not required if the staff member will not be regularly contacting Dryad customers or partners (e.g., a student intern)
+
* access to wiki - staff self-creates an account, using the @datadryad.org email, then asks admin@datadryad.org for privileged access
* Email help@datadryad.org to request an @datadryad.org email address that forwards to your preferred email.
 
* access to wiki - staff self-creates an account, then asks admin@datadryad.org for privileged access
 
 
* Google Dryad Dev list dryad-dev@googlegroups.com - sign yourself up
 
* Google Dryad Dev list dryad-dev@googlegroups.com - sign yourself up
 
* Accounts in Dryad production and development servers -- create the accounts, and ask admin@datadryad.org for privileges
 
* Accounts in Dryad production and development servers -- create the accounts, and ask admin@datadryad.org for privileges
 
* Dryad Announce list -- sign up yourself (from Dryad homepage)
 
* Dryad Announce list -- sign up yourself (from Dryad homepage)
* IM/call technologies -- connect with relevant staff members via IM and other communication technologies
 
  
 
Accounts/access created by Dryad administrators:
 
Accounts/access created by Dryad administrators:
 
* Dryad Dropbox folder
 
* Dryad Dropbox folder
 +
* Slack
 
* Dryad private team list
 
* Dryad private team list
 
* Trello -- may use a pre-existing Trello account, or a new account based on the @datadryad.org email
 
* Trello -- may use a pre-existing Trello account, or a new account based on the @datadryad.org email
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* The other Dryad staff
 
* The other Dryad staff
 
* Strategic plan, development roadmap & NSF grant project description
 
* Strategic plan, development roadmap & NSF grant project description
 +
* The [[Grants]] that have funded Dryad development
 
* [[Architecture Overview]]
 
* [[Architecture Overview]]
 
* [[Submission System Workflow]]
 
* [[Submission System Workflow]]
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* [[WG:Emergency|Emergency Contact Procedures]]
 
* [[WG:Emergency|Emergency Contact Procedures]]
 
* [[Using Trello]]
 
* [[Using Trello]]
 +
* Basic Dryad submission workflow
 +
** Create a data package on the [http://staging.datadryad.org staging server] that includes at least two of the instructional documents listed above
  
 
If the staff member will be performing development, they should be trained on:
 
If the staff member will be performing development, they should be trained on:
 +
* The wiki
 +
** Add relevant information to [[Participants]] and [[WG:Participants]]
 +
** Update documentation for a feature
 
* [[Development Process]]
 
* [[Development Process]]
 
* [[How To Install Dryad]] and use it
 
* [[How To Install Dryad]] and use it
create a data package on the dev server that includes the historical documents listed above
 
* The wiki
 
** Add relevant information to [[Participants]] and [[WG:Participants]]
 
** update documentation for a feature
 
 
* [[Using Git]]
 
* [[Using Git]]
 
* [[Testing]]
 
* [[Testing]]
** write a test case -- see sample list in the notes from the Dryad Developer Retreat 2014
+
** Write a test case -- see sample list in the notes from the [https://docs.google.com/document/d/19LGb1UwVuUccBmX46VvwKqQamkXScGfKVEGZaxr7gBc/edit Dryad Developer Retreat 2014]
 
 
  
 
See also: [[Staff Offboarding Checklist]]
 
See also: [[Staff Offboarding Checklist]]
  
 
[[Category:Project Management]]
 
[[Category:Project Management]]

Revision as of 14:27, 9 December 2014

A sample checklist for onboarding new staff. Each staff member will have different needs, but these are some of the most common.

Items that need to be updated on this checklist:

First:

  • Email help@datadryad.org to request an @datadryad.org email address.

Accounts that the staff member must create:

  • access to wiki - staff self-creates an account, using the @datadryad.org email, then asks admin@datadryad.org for privileged access
  • Google Dryad Dev list dryad-dev@googlegroups.com - sign yourself up
  • Accounts in Dryad production and development servers -- create the accounts, and ask admin@datadryad.org for privileges
  • Dryad Announce list -- sign up yourself (from Dryad homepage)

Accounts/access created by Dryad administrators:

  • Dryad Dropbox folder
  • Slack
  • Dryad private team list
  • Trello -- may use a pre-existing Trello account, or a new account based on the @datadryad.org email
  • FogBugz
  • Dryad Users list
  • keys and ID cards needed for physical access to Dryad space
  • update mail aliases as required
  • update Website staff list

The staff member should become familiar with:

If the staff member will be performing development, they should be trained on:

See also: Staff Offboarding Checklist