Sandbox - Onboarding Offboarding

Onboarding form? checklist? - some kind of intake form or page for the new person

• This form kicks off a list of things that needs to be done before a person starts

  • Start Date

  • Name

  • Email

  • Home institution

  • WBS area - similar to this https://docs.google.com/forms/d/e/1FAIpQLScqvpvi30p-hYDmpXZzpwije8F7Xisiv35dY4VHaFzJ9mxwwA/viewform

  • New staff member position

  • Assign email lists, google groups, and Atlassian User groups, ticket queue, etc. needed

  • Assign Onboarding Buddy

Set up Individual Training Plan

• Define which PPT the person should be given - separate one for each “Team” with some that is consistent across the Project

  • we will need PPT for each Team - new staff guide

  • Include Team based contextual list of who / which team is responsible for what. Who owns what data etc.

  • Overview of project history / Timeline for ACCESS project.

  • Overview of working group/standing committees

  • Ask each awardee to provide a slide about their project to include in overview

    • have regular reviews of the information

• Use Job description and WBS area to define what the person will be doing so both they and their supervisor understand what is expected

• Training Schedule - what they are doing to train each week

  • Meet with stakeholders

  • Meet with some members from different service teams - mini welcome panel

  • Review tools needed - how to use internal systems - how to wiki and google drive

• Communicate Hire to the Team

  • email to Team, ACCESS and have Comms feature it in the internal newsletter (or external as needed)

• Review of training - How did we do - what questions do you still have - any suggestions

  • Get feedback on training material and see what was most effective and what needs work.

  • assess both the effectiveness of the onboarding and asking what improvements could be made.

• ACCESS Manager should check in with staff members supervisor of record

  • Communicate with home institution manager

• address open questions or challenges they are facing.

• ACCESS “Mid-term” / trivia quiz

• Are they comfortable with the volume of work/meetings they’ve been assigned?

• Exit Checklist - what goes on it?

  • change passwords and access to system

  • notify team when someone leaves

  • communicate with partner institute - change in person and notification of how this may impact and any mitigations implemented

• Exit interview - what do we ask?

  • Why are they leaving

  • Ask about any challenges in the organization they see and how they might be addressed.