# Onboarding checklist for staff

Last updated: 2025-04-07
URL for this page: https://hackmd.io/@investinopen/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
- [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)
- [Values](https://hackmd.io/@investinopen/values)
- [Who's who](https://hackmd.io/@investinopen/who-is-who)
- Requesting time off

## Orientation guide
- [How we work](https://hackmd.io/@investinopen/how-we-work)
- Organizational overview
- [Standards](https://hackmd.io/@investinopen/standards)
- [Tools + venues](https://hackmd.io/@investinopen/tools-we-use)
- [Meetings](https://hackmd.io/@investinopen/meetings)
- [Who's who](https://hackmd.io/@investinopen/who-is-who)
- ORCID identifier

- Requesting time off
- All IOI staff can request PTO using our internal PTO tracker form in Asana.
- IOI emplyees via [Remote](https://remote.com/): In addition to IOI's PTO tracker, PTO days also need to be requested from your [Remote interface](https://remote.com/global-hr/time-and-attendance-tracking)

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

- Equipment
- [Google Workspace](https://hackmd.io/@investinopen/tools-we-use#Google-Workspace) (calendar, email, Team Drive, etc.)
- Ramp
- Slack
- [CS&S Slack](https://codeforscience.slack.com)
- [IOI 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)
- [1Password](https://hackmd.io/@investinopen/tools-we-use#Zotero)
- Other specific account access as needed

## Administration (internal)
- Add a copy of current resume/CV to Team Drive in Google Workspace.
- Onboarding meeting with Executive Director, Manager, and Operations Specialist & Administrative Support
- Onboarding coffee chats with 2-3 team members and Manager

## See also

* [Offboarding checklist](https://hackmd.io/@investinopen/offboarding) (under construction)
* [CS&S resources](https://www.codeforsociety.org/resources)
* CS&S Employee Handbook (in Team Drive)
* Archived copy of this page (via the Internet Archive's Wayback Machine): https://web.archive.org/web/*/https://hackmd.io/@investinopen/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: 2022-04-18

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

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