# Onboarding checklist for research contractors

Last updated: 2023-06-01
URL for this page: https://hackmd.io/@investinopen/research-contractor-welcome
URL for this site: https://hackmd.io/@investinopen/how-we-work

Welcome! We’re excited to have you join us. This checklist is intended to help you not only when you first start but also throughout your time working with us.

## Basics

- [Values](https://hackmd.io/@investinopen/values)
- [Code of conduct](https://investinopen.org/code-of-conduct/)
- [Conflict of interest declaration + policy](https://hackmd.io/@investinopen/conflict-of-interest)
- [Working across timezones](https://hackmd.io/@investinopen/standards#Time-zones)

## Accounts
***>> See: Checklist for administrators*** (in Team Drive)

- [Google Workspace](https://hackmd.io/@investinopen/tools-we-use#Google-Workspace) (email, calendar, Team Drive, etc.)
- [Payment + invoicing](https://hackmd.io/@investinopen/contractor-payment)
- [Slack](https://hackmd.io/@investinopen/tools-we-use#Slack)
- [Asana](https://hackmd.io/@investinopen/tools-we-use#Asana)
- [Zoom](https://hackmd.io/@investinopen/tools-we-use#Zoom)
- [Zotero](https://hackmd.io/@investinopen/tools-we-use#Zotero)

## Orientation guide

- [Organizational overview](https://docs.google.com/document/d/1x86zwvtr7Odxvzwos7u2GSl3BMnQ_V2KXBkTKAgR4Vk/edit?usp=sharing) (mission, governance, strategy, history)
- [Who's who](https://hackmd.io/@investinopen/who-is-who)
- [Meetings](https://hackmd.io/@investinopen/meetings)
- [Tools + venues](https://hackmd.io/@investinopen/tools-we-use)
- [Standards](https://hackmd.io/@investinopen/standards) + guides
- [IOI research reporting guide](https://hackmd.io/@investinopen/research-reporting)
- [Citation style](https://hackmd.io/@investinopen/standards#Citation-style)
- [CRediT taxonomy](https://hackmd.io/@investinopen/standards#CRediT-taxonomy)
- [ORCID identifier](https://hackmd.io/@investinopen/standards#ORCID-identifier)
- [IOI house style guide](https://hackmd.io/@investinopen/house-style) for writing
- [Privacy / data protection](https://hackmd.io/@investinopen/standards#Privacy)
- [File naming](https://hackmd.io/@investinopen/standards#File-naming)

## Administration (internal)
- Populate entry in [CiviCRM](https://hackmd.io/@investinopen/tools-we-use#CiviCRM).
- Add a copy of current resume/CV to Team Drive in Google Workspace.

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## See also
* [Onboarding checklist for communications contractors](https://hackmd.io/@investinopen/communications-contractor-welcome)
* [Onboarding checklist for staff](https://hackmd.io/@investinopen/welcome)
* [Offboarding checklist](https://hackmd.io/@investinopen/offboarding)
* Archived copy of this page (via the Internet Archive's Wayback Machine): https://web.archive.org/web/*/https://hackmd.io/@investinopen/research-contractor-welcome

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**Acknowledgements**: We have found inspiration for onboarding norms and structures in documentation by [2i2c.org](https://team-compass.2i2c.org/en/latest/get-started.html), [GitLab](https://about.gitlab.com/handbook/people-group/general-onboarding/), [Trello](https://trello.com/templates/operations-hr/government-onboarding-process-for-new-hires-ekBfiIk9), and others. Thank you!

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This page first published: 2022-05-06

###### tags: `about-us` `process` `onboarding`

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