Onboarding

Before new hire starts, they should have chosen their preferred user name, which would be used across the @xep related affairs. Given the username, the system administrator should complete the following list to set up the new hires accounts:

• Provide the first and last name, the user chosen username and the user's personal email address where the sign-in instructions should be sent to

• **IMPORTANT** click the "PREVIEW AND SEND" to send the invitation with sign-in instruction. Note that if you don't do this, the accounts will still be created, but the user will have no idea how to sign in to the workspace.

Update the organization information

[If the user is created fresh, you would need to refresh the webpage to see the newly created user]

• Hover over the user you want to update, and click on the "+" that appears to the right of the user's row

Update the User Information

• from the user page, click on the user (name) that you want to update, you will be directed to a new webpage

Create workplace account and send invitation

[You need to be the workplace administrator to be able to complete this section]

Send Workplace Invitation

• Workplace has integration with G Suite, and would periodically sync up with G Suite to automatically update an employee. However, if you want to see the update immediately, navigate to the people page in the admin panel and click "Add People" and select "Connect an Identity Provider"

• On the next page, you should see that workplace is connected with G Suite. Click "Sync Now" to initiate a synchronization.

• You don't have to wait for the button to turn green again (I never succeeded), go back to the People page and refresh.

• You should be able to see that the user has been create (if not, wait for a few minutes and refresh). At the moment, the workplace hasn't sent the invitation. To do so, click on the "Invite" for each individual, or in case there are many, click on the "..." on top right, and select "Send Claim Notification"

Invite to Jira

Jira is a planning tool that has already hooked up with the Google workspace. To invite a member, simply navigate to the project page and click "People", select Invite a teammate, and type in the user name from the pop up.

Invite to Github

• Navigate to the github project people page, and click on the green invite button.

• From the popup window, simply fill with the @xep email address.

Set up AWS IAM account

• Navigate to the IAM user page in AWS console, and click the add user button on the top right

• Fill in the provided user name, and select the access type: AWS Management Console access

• On the next page, add user to Employee-Generic group

• continue till you create the user

• **IMPORTANT** Before you close, hit "Send email", and "Show" button to reveal the password. Then send the password to the user in a separate email.