New Hire Orientation Meetings

Day 1

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 (visit "My Company", then select "Training")
Review and acknowledge Conflict of Interest (COI) plan. Read this COI plan, and look for an email from Judy/DocuSign that asks you to acknowledge it later this week.

Where to direct questions
Introduction to the mentoring program
Working hours expectations:
- Flexibility
- Have 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)
- Also remember our 5% ProDev & CommPart commitments

Review account in Harvest and start logging your time daily
Read the Harvest documentation on logging time
Read the submitting expenses process
How to log onboarding time:
- Please use a description like "Onboarding meeting," "Onboarding documentation review," "Onboarding watching scrum videos," "Onboarding resume & bio work," etc.
- If you're an Engineer, log work to: CA > Delivery > Engineering
- If you're a PM, log work to: CA > Delivery > Project Management
- Enter a description like the above examples in the task description - make sure it includes the word "onboarding"

Review vacation time / requests policies
Do you have any pre-approved time off requests?
- Upon hire, did you already talk with Aaron, Owen, or Elizabeth about needing some dates off? If so, please make sure we are aware by mentioning them to your onboarding manager. There is still a formal request off procedure that you'll need to do so we make sure the right dates get documented & marked in the calendar.
Review CivicActions holiday schedule
Review Professional development & community participation

Relevant Project Introductions
- Connect new hire with appropriate person to walk through each project if it's not the onboarding manager
- Discuss the project that the new team member will be introduced to.
- Discuss: goals of the project, Product Owner, stakeholders, team members, technologies used, ticket review, project status
Introduction to the Scrum Call structure
Overview of Scrum ceremonies: Retrospectives, Sprint Planning, Backlog Grooming
Introduction to Jira and Trello
Read about the Gold Star Program
Watch these training videos for an introduction to Scrum
- Scrum Training Series videos
- Scrum Methodology (Same videos w additional text support)

Create email signature
- Create an email signature. Avoid curly comic-like fonts & keep it simple. Include your name, title/role, company (with link to our website), and (optionally) your phone number. Look at other team members' signatures for examples.
Update LinkedIn & social media accounts with CivicActions as company
- Update LinkedIn and connect with coworkers
- Update your skills on LinkedIn
Create a drupal.org account
Update resume into CivicActions template
Write your CivicActions bio w photo
Manager to provide an introduction to our copywriter / editor for support on bio & resume

PM track
- Review Project Management Training.
Engineering track
- Engineering Roles and Agile
- Engineering Practices
- Git Overview
- Drupal Overview
- Security Overview
UX/Content Strategy/Design track
- UX-Agile
- Review Content Strategy Trello board