Staff Onboarding Checklist

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:

• 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:

• 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:

• The other Dryad staff
• Strategic plan, development roadmap & NSF grant project description
• The Grants that have funded Dryad development
• Architecture Overview
• Submission System Workflow
• Curation Practices
• Emergency Contact Procedures
• Using Trello
• Basic Dryad submission workflow
  • Create a data package on the 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:

• The wiki
  • Add relevant information to Participants and WG:Participants
  • Update documentation for a feature
• Development Process
• How To Install Dryad and use it
• Using Git
• Testing
  • Write a test case -- see sample list in the notes from the Dryad Developer Retreat 2014

See also: Staff Offboarding Checklist