diff --git a/.github/ISSUE_TEMPLATE/z-new-teammate-onboarding.md b/.github/ISSUE_TEMPLATE/z-new-teammate-onboarding.md index da1a365d87..7711cca8fb 100644 --- a/.github/ISSUE_TEMPLATE/z-new-teammate-onboarding.md +++ b/.github/ISSUE_TEMPLATE/z-new-teammate-onboarding.md @@ -7,54 +7,63 @@ assignees: '' --- -Welcome to Fleet Device Management! This issue tracks TODOs required for all new teammates for you and your manager to help welcome you efficiently to the team. +Welcome to Fleet! This issue tracks TODOs required for all new teammates for you and your manager, to help you efficiently onboard with the team. -> Note this issue template is a work in progress. -## Manager TODOS -- [ ] Confirm System Administrator-created accounts in all of the required systems (see list below) -- [ ] If a teammate is non-US based, email the Operations group with the teammate's name, start date, and a reminder to pre-generate the first 12 invoices (if applicable) -- [ ] Schedule a 30-minute all-team "welcome" meeting -- [ ] Schedule a daily check-in with a teammate for the first 2 weeks -- [ ] Schedule a recurring 1:1 starting in week 3 - -## New teammate TODOS -**Administrative** -- [ ] Ensure your payroll and employment information has been sent to the Operations group +## New teammate TODOs +#### Administrative +- [ ] Ensure your payroll and employment information is correct and up to date, reach out to @mikermcneil if not. - [ ] Accept the invite to all of our productivity tools - [ ] Set a consistent picture as your avatar in all of our collaboration tools (GitHub, Slack, GSuite, etc.) -- [ ] Update your LinkedIn profile and send connection requests to your colleagues. (This is a suggestion, not a requirement. Consider using the same picture on our website for continuity.) +- [ ] Update your LinkedIn profile and send connection requests to your colleagues. (This is a suggestion, not a requirement. Consider using the same picture as your linkedin everywhere at Fleet for continuity.) -- [ ] Confirm that there is a 'Holiday' tab for your country in this same spreadsheet, and create one if not - - [ ] Confirm that your GitHub notifications are on and that you are able to receive them -**Get to know the company** -- [ ] Go through our onboarding flow at -- [ ] Read through `handbook/` -- [ ] Ask @mikermcneil about our other resources for new team members +#### Get to know the company +- [ ] Get comfortable with how the Fleet shared folder in Google Drive is organized, and our Slack channels. +- [ ] Check out our [additional recommendations for new team members](https://docs.google.com/document/d/1xcnqKB9HHPd94POnZ_7LATiy_VjO2kJdbYx0SAgKVao/edit#) -## System administrator TODOs -For the system administrator to complete / teammate to confirm. (Manager: please assign to either @mikermcneil or April.) -- [ ] Google Workspace (email address) and appropriate group membership -- [ ] [Google Analytics](https://analytics.google.com) -- [ ] [OnePassword] - - [ ] Add to vaults (after the invite is accepted) -- [ ] Slack -- [ ] [Zoom](https://zoom.us) (if appliable) - use "Basic" account for engineers, "Licensed" account for teammates who we expect to host meetings frequently - -- [ ] [YouTube] - use "Manager" permission level - -### Reference: Additional setup for engineers +#### Additional setup for engineers only - [ ] Setup local development environment - - [ ] Fleet + - [ ] Fleet (for contributors) - [ ] MySQL database - [ ] Redis - - [ ] osquery-in-a-box + Docker Desktop +## TODOs for your manager +#### Administrative +- [ ] Create the `#hiring-` channel for this teammate in Slack. +- [ ] Set up teammate in Gusto (if US based) or Pilot (otherwise) + +- [ ] Schedule a 30-minute all-team welcome meeting +- [ ] Create new 1:1 agenda doc for teammate based on [GitLab's 1:1 template](https://about.gitlab.com/handbook/leadership/1-1/suggested-agenda-format) (i.e. copy [one of the existing 1:1 agendas](https://drive.google.com/drive/folders/1d9iOzMUU-W4qTIchaZrY0Y_tq3Wqevkk?usp=sharing)) +- [ ] Schedule recurring daily check-ins with teammate for the first 2 weeks +- [ ] Schedule a recurring 1:1 at starting in week 3 + +#### Set up with accounts and tools +- [ ] Google Workspace (email address) and appropriate group membership +- [ ] [OnePassword] + - [ ] Add to vaults (after the invite is accepted) +- [ ] https://app.orbit.love +- [ ] Trello +- [ ] Fleet Slack +- [ ] osquery Slack +- [ ] GCal for Slack (TODO: replace w/ Reclaim's Slack app when new release is ready) +- [ ] Reclaim.ai for syncing personal availability +- [ ] [Zoom](https://zoom.us) (if applicable) - use "Basic" account for engineers, "Licensed" account for teammates who we expect to host meetings frequently + +- [ ] [YouTube] - use "Manager" permission level + +- [ ] Add to [Google Analytics](https://analytics.google.com) (collaborate + read + analyze permissions) +- [ ] Local Fleet (QA-able, demo-able, update-able) + - [ ] Node + - [ ] fleetctl + - [ ] Docker Desktop + - [ ] fleetctl preview + - [ ] Simulated hosts (containers running osqueryd) +- [ ] Confirm accounts in all of the systems listed above