Onboarding Admin

Responsible Roles: Member Experience

Admin Steps for Onboarding a new Member

Here are the instructions for the Experience Facilitator and others to help onboard new members once their membership proposal has passed on Snapshot:

  1. Give them the 'dOrg Member' tag on Discord (you should be able to find their handle in the corresponding forum post), along with relevant skills such as 'frontend' or 'product'.
  2. Create a @dorg.tech email address in google admin using their first name (or first plus last if its already taken). Click Add New User, enter info (include their personal email address as the secondary email), click preview and send.
  3. Add their dOrg email address to the 'All Members' Google Group. (This triggers a Google invite to the All-Hands meetings and gives access to all shared documents.)
  4. Send out a W-9 form (if they're US-based) or a W-8BEN tax form (if they're not US-based) to their personal email address. (contact dOrg's accountant for details on how to do this).
  5. Create & Share Personnel Folder 'dOrg_Personnel Folders' with Contractor Agreement + Statement of work to be signed
  6. Send the welcome email (find the template here), which includes a link to the interactive onboarding form. At the end of the onboarding form they have the opportunity to book an onboarding-specific call with our Experience Facilitator.
  7. Check the Onboarding & Experience Facilitator records sheet for form responses.
  8. Introduce new member in Discord in general
  9. Add as member on dOrg's Github