Appendix D: Aperture Viewer ‐ New Team Member Onboarding Checklist - ApertureViewer/Aperture-Opertations-Manual GitHub Wiki
New Team Member Onboarding Checklist
Candidate Name: ___________________________ Role Applied For: ___________________________ Onboarding Lead (Project Lead or Line Manager): ___________________________ Date Started Onboarding: ___________________________
This checklist ensures all new Aperture Viewer team members are properly introduced to the project, understand its policies, and are equipped with the necessary access and information to begin their contributions.
Phase 1: Introduction & Agreements
| Task | Completed (Date & Initial) | Notes |
|---|---|---|
| 1. Welcome & Introduction to Role: Initial discussion with Onboarding Lead about the role, expectations, and the project. | ___________________ | |
| 2. Provide Copy of Aperture Operating Manual (AOM): Ensure new member receives the latest version (or link to it). | ___________________ | Emphasize review of Part 1 (Foundation), Part 3 (Membership/Conduct), and role-specific sections. |
| 3. Review & Acknowledge Code of Conduct (AOM Appendix [E]): New member confirms they have read, understood, and agree to abide. | ___________________ | Obtain formal acknowledgment (e.g., signed statement, explicit agreement message in a designated private channel). Link to CoC: [Link_To_CoC_Here] |
| 4. Review & Sign Non-Disclosure Agreement (NDA) (AOM Appendix [F]): Applicable to ALL formal team members. | ___________________ | Provide NDA template. Secure signed copy (digital signature acceptable). Link to NDA: [Link_To_NDA_Template_Here] |
| 5. Review & Sign Contributor License Agreement (CLA) (AOM Appendix [K]): Applicable to ALL formal team members. | ___________________ | Provide CLA template. Secure signed copy. Explain its importance for any incidental/formal contributions. Link to CLA: [Link_To_CLA_Template_Here] |
| 6. Discuss Aperture Viewer's Mission, Vision, Ethos, and Community Values: Ensure understanding and alignment. | ___________________ | Refer to AOM Part 1. |
| 7. Review Aperture Viewer Privacy Policy (AOM Appendix [J]): | ___________________ | Ensure member understands project's stance on privacy. Link to Privacy Policy: [Link_To_Privacy_Policy_Here] |
Phase 2: Access & Setup
| Task | Completed (Date & Initial) | Notes |
|---|---|---|
| 8. Discord Server Access & Roles: | ||
| 8.1. Confirm member is on official Discord server. | ___________________ | Invite Link: [Link_To_Discord_Here] |
| 8.2. Assign appropriate Discord roles (e.g., "QA Team," "Social Media Team," access to private team channels). | ___________________ | Coordinate with Discord Admin/Project Lead. |
| 9. GitHub Access (if applicable to role): | ||
| 9.1. Obtain GitHub Username from new member. | ___________________ | |
9.2. Invite to ApertureViewer GitHub Organization with appropriate team/repository permissions. |
___________________ | Coordinate with GitHub Org Admin (Project Lead). Specify permissions needed (e.g., Triage for Issues, Read-only, Write access to specific Wiki/doc repos if applicable). |
| 10. Introduction to Key Communication Channels & Tools: Explain primary channels for team comms, task tracking, etc. | ___________________ | E.g., Specific Discord channels for their team, how GitHub Issues are used for their role. |
Phase 3: Role Integration & Next Steps
| Task | Completed (Date & Initial) | Notes |
|---|---|---|
| 11. Formal Introduction to Relevant Team Members: | ___________________ | E.g., Other members of their specific sub-team, key collaborators. |
| 12. Detailed Role Clarification & Initial Task Assignment: Discussion with line manager/lead about: | ||
| 12.1. Specific day-to-day responsibilities and expectations. | ___________________ | |
| 12.2. Any current project priorities relevant to their role. | ___________________ | |
| 12.3. Assignment of initial tasks or areas of focus. | ___________________ | |
| 13. Schedule First Check-in Meeting (if applicable): With line manager/lead. | ___________________ | Within 1-2 weeks, to review progress, answer questions. |
| 14. Answer Any Remaining Questions: Provide opportunity for new member to ask any final onboarding questions. | ___________________ |
Onboarding Complete & Acknowledged:
New Team Member Signature: ___________________________ Date: ___________