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Update new teammate onboarding template (#185)
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---
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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.
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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.
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> Note this issue template is a work in progress.
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## Manager TODOS
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- [ ] Confirm System Administrator-created accounts in all of the required systems (see list below)
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- [ ] 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)
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- [ ] Schedule a 30-minute all-team "welcome" meeting
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- [ ] Schedule a daily check-in with a teammate for the first 2 weeks
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- [ ] Schedule a recurring 1:1 starting in week 3
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## New teammate TODOS
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**Administrative**
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- [ ] Ensure your payroll and employment information has been sent to the Operations group
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## New teammate TODOs
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#### Administrative
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- [ ] Ensure your payroll and employment information is correct and up to date, reach out to @mikermcneil if not.
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- [ ] Accept the invite to all of our productivity tools
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<!-- - [ ] Set up your personal workspace. See our guidelines for personal office setup -->
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- [ ] Set a consistent picture as your avatar in all of our collaboration tools (GitHub, Slack, GSuite, etc.)
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- [ ] 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.)
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- [ ] 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.)
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<!-- - [ ] Add your birthday (mm-dd) and start date (mm-dd) to our [company milestones] -->
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- [ ] Confirm that there is a 'Holiday' tab for your country in this same spreadsheet, and create one if not
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<!-- - [ ] Add the holidays you intend to take to your calendar, [using these instructions] -->
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- [ ] Confirm that your GitHub notifications are on and that you are able to receive them
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<!-- - [ ] Add yourself and your role to our [Handbook Teams Page] -->
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**Get to know the company**
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- [ ] Go through our onboarding flow at
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- [ ] Read through `handbook/`
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- [ ] Ask @mikermcneil about our other resources for new team members
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#### Get to know the company
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- [ ] Get comfortable with how the Fleet shared folder in Google Drive is organized, and our Slack channels.
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- [ ] Check out our [additional recommendations for new team members](https://docs.google.com/document/d/1xcnqKB9HHPd94POnZ_7LATiy_VjO2kJdbYx0SAgKVao/edit#)
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## System administrator TODOs
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For the system administrator to complete / teammate to confirm. (Manager: please assign to either @mikermcneil or April.)
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- [ ] Google Workspace (email address) and appropriate group membership
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- [ ] [Google Analytics](https://analytics.google.com)
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- [ ] [OnePassword]
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- [ ] Add to vaults (after the invite is accepted)
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- [ ] Slack
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- [ ] [Zoom](https://zoom.us) (if appliable) - use "Basic" account for engineers, "Licensed" account for teammates who we expect to host meetings frequently
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<!-- - [ ] GitHub - use "Maintainer" role under the "fleetdm" group by default -->
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- [ ] [YouTube] - use "Manager" permission level
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<!-- - [ ] [Connect your Zoom account with your Fleet DM calendar](https://support.zoom.us/hc/en-us/articles/360020187492-Google-Calendar-add-on) -->
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### Reference: Additional setup for engineers
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#### Additional setup for engineers only
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- [ ] Setup local development environment
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- [ ] Fleet
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- [ ] Fleet (for contributors)
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- [ ] MySQL database
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- [ ] Redis
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- [ ] osquery-in-a-box + Docker Desktop
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<!-- - [ ] Invite to Rollbar -->
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<!-- - [ ] Go over engineering-specific values and expectations -->
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## TODOs for your manager
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#### Administrative
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- [ ] Create the `#hiring-` channel for this teammate in Slack.
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- [ ] Set up teammate in Gusto (if US based) or Pilot (otherwise)
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<!-- - [ ] 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) -->
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- [ ] Schedule a 30-minute all-team welcome meeting
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- [ ] 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))
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- [ ] Schedule recurring daily check-ins with teammate for the first 2 weeks
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- [ ] Schedule a recurring 1:1 at starting in week 3
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#### Set up with accounts and tools
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- [ ] Google Workspace (email address) and appropriate group membership
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- [ ] [OnePassword]
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- [ ] Add to vaults (after the invite is accepted)
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- [ ] https://app.orbit.love
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- [ ] Trello
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- [ ] Fleet Slack
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- [ ] osquery Slack
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- [ ] GCal for Slack (TODO: replace w/ Reclaim's Slack app when new release is ready)
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- [ ] Reclaim.ai for syncing personal availability
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- [ ] [Zoom](https://zoom.us) (if applicable) - use "Basic" account for engineers, "Licensed" account for teammates who we expect to host meetings frequently
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<!-- - [ ] GitHub - use "Maintainer" role under the "fleetdm" group by default -->
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- [ ] [YouTube] - use "Manager" permission level
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<!-- - [ ] [Connect your Zoom account with your Fleet DM calendar](https://support.zoom.us/hc/en-us/articles/360020187492-Google-Calendar-add-on) -->
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- [ ] Add to [Google Analytics](https://analytics.google.com) (collaborate + read + analyze permissions)
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- [ ] Local Fleet (QA-able, demo-able, update-able)
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- [ ] Node
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- [ ] fleetctl
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- [ ] Docker Desktop
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- [ ] fleetctl preview
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- [ ] Simulated hosts (containers running osqueryd)
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- [ ] Confirm accounts in all of the systems listed above
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