Before Onboarding Call

Add a Personal Teamwork Project

  1. Create new Teamwork Project for new team member under 'XEN | 5 | Team' category

  2. Then add this 'Onboarding' Tasklist template:

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  3. Remove/update any placeholder on the Tasks and Tasklists

  4. Assign onboarding tasks to team members (usually it's either to Craig and the manager)

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Google Authenticator

Ask team member to install Google Authenticator if they haven't yet. This will make the onboarding process faster.

Accounts set up

Craig or Roselen will set up the usual accounts and tools access for the new team member prior to onboarding

During Onboarding Call

1. Accounts set up

Manager will walk new team member through accounts set up and tools access

See the recording here The XEN Tech Stack

2. Go through the onboarding Space page

Team member will be instructed to go through the XEN Onboarding Space page as next steps

After Onboarding

1. Review Onboarding Tasklist

Manager will review the Onboarding Tasklist on the new team member's personal Teamwork project and action/assign/brief where applicable. eg: