New Hire Orientation meetings
Day 1
Onboarding Paperwork
-
Overview of TriNet tasks:
- Employment Agreement
- Confidential Information Document
- I-9 - Employment Eligibility Verification
- W-4 - Federal Income Tax Withholding
- Direct deposit form
- Benefits selection
- Anti-Harassment Training
- Review and acknowledge Conflict of Interest (COI) plan. Read this COI plan, and look for an email from DocuSign that asks you to acknowledge it later this week.
- Review the following CivicActions' policies on your own:
First Orientation
- Where to direct questions
- Introduction to the buddy program
- Working hours expectations:
- We have schedule flexibility, but request a general set schedule / core hours
- Put appointments in your personal calendar
- Ping slack if you're just going offline for a few
- Basically let your team know when you're not free
- Over communicate if you're going offline (vacation, lunch, appointment, etc.)
- Be at the pre-scheduled meetings & tell manager if you can't attend
- Be able to get your work done within your timebox
- We aim for the following billable utilization:
- Fixed price projects: 100% (40 hours / week - this means you can bill your internal meetings, like pod calls, to the project)
- Time and Materials: 85-95% (34-38 hours / week)
Time Tracking
- Review account in Harvest and start logging your time daily
- Read the Harvest documentation on logging time
- Read the submitting expenses process
- Read the expense policy
- How to log onboarding time:
- Log your time in the CivicActions Harvest project: CA > Onboarding > select your practice area or "Company-wide" for areas like Sales > then enter a description
- Please use a description like "Onboarding meeting," "Onboarding documentation review," "Onboarding watching scrum videos," "Onboarding resume & bio work," etc.
Communication Tools
- Learn about some of the different meetings at CivicActions
-
Download, setup, and review the following basic communication tools:
- Slack
- Google apps
- Zoom
- Telephone use
Get to Know Your Colleagues
- Read about balance scores
- Read about all hands calls
- Review team bios
- Intro to pod calls
Day 2
Time Off and Scheduling
- Review vacation time / requests policies
- Do you have any pre-approved time off requests?
- The formal request off procedure
- We use Harvest Forecast for keeping track of team member availability and projects.
- Review CivicActions holiday schedule
- Review professional development & community participation
Project Overview Info & Some How We Work Info
- CivicActions Agile
- Introduction to the Daily Standup call structure
- Overview of Scrum ceremonies: retrospectives, sprint planning, backlog refinement
- Watch these Scrum training series videos for an introduction to Scrum or refresher.
- Introduction to Jira and Trello
Virtual Workplace Basics
- Review virtual workplace basics:
- Starting and ending a day with a remote team
- Heading offline for short periods of time
- Communication best practices (Always over communication, be transparent, take ownership, ask questions, 30 minute rule)
- Talking in timezones
- Tour our virtual workspaces Trello board
Aligning Yourself with CivicActions
- Read the Culture playbook
- Read the CivicActions values
- Create email signature
- Update LinkedIn & social media accounts with CivicActions as company
- Update LinkedIn and connect with coworkers
- Create a drupal.org account
- Add a photo avatar to your accounts (Slack, Google, Trello, Jira, etc.)
- Update resume into CivicActions template
- Manager to provide an introduction to our copywriter / editor for support on staff bio & photo for team page
Day 3
Some How We Work & Skills Info
- How to create a ticket or card
- Story point estimating
- Install Chrome browser extensions
- Read about & learn markdown
- Free and Open Source Software (FOSS)
Versioning Systems and Development Process
- Get set up for Git and SSH
- Read about the our Git best practices and workflows
- Read about dev workflows: Dev, QA, Live, and Sandbox sites overview
Security for Everyone
- Begin your CivicActions Security training process
- Read the CivicActions Security Policy
- Increase your security awareness with tools
- Secure your laptop
- Set up LastPass
- Set up Two Factor Authentication (TFA)
- Complete your security checklist
- Look for an email from Admin/DocuSign that asks you to acknowledge your security awareness later this week.
Day 4
Role-based training/orientation
- PM track
- Review Project Management Training.
- Engineering track
- Engineering Roles and Agile
- Engineering Practices
- Git Overview
- Drupal Overview
- Security and Compliance
- UX/Content Strategy/Design track