Paulo Barros - Fulfillment onboarding
🎉 🎉 🎉
Welcome to the Fulfillment team! This issue is meant to guide you over the first few days in the role. Please reach out to your onboarding buddy or manager if you need any help during your onboarding (and afterwards).
New team member [to be done from the 2nd week you join the team]
New team member
-
Slack - Make sure you join: - #s_fulfillment - General Fulfillment section channel
- #s_fulfillment_daily - Async Daily Standups (uses Geekbot)
- #s_fulfillment_status - Deployments, Sentry errors, and health checks updates
- #s_fulfillment_engineering - Fulfillment section engineering discussions
- Relevant keeping yourself informed channels
-
👋 Your onboarding buddy will be @cwiesner. Please reach out for help installing the apps or for anything technical -
Setup call with @cwiesner to discuss key points about Customer application. -
📆 Meetings: Subscribe to the Fulfillment calendar by clicking on the➕ at the bottom right of that page. There's a weekly social with PMs and other counterparts (we chat about random things and how are things outside of GitLab). The rest are 1:1s and similar. -
📚 Check out the direction of Fulfillment -
🛠 Read about how we work in Fulfillment -
📺 Have a look at Behind the scenes of a purchase flow in the Customer Portal -
📺 Check out a video on how various Fulfillment systems work together from a Backend perspective (use GitLab Unfiltered account to view the video) -
📚 Read about subscriptions and licensing FAQ. -
📚 Read the development documentation for the customers app -
If not already provisioned, following the steps listed here, create an access request using one of these templates: -
💻 Download and install: -
📚 Read the CustomersDot README -
📚 Read up on the release process for GitLab.com (SaaS) and GitLab self-managed -
📚 Read up on the release process for CustomersDot -
📚 Complete the required reliability training -
☕ Take sometime to setup coffee chats with the Fulfillment team members-
Coffee Chat with Corinna -
Coffee Chat with Courtney -
Coffee Chat with Ragnar
-
-
🌴 Add the Fulfillment calendar as an additional calendar to PTO by Roots- Go to Google Calendar and copy the Fulfillment calendar ID: Calendar settings > Integrate calendar > Calendar ID
- Open PTO by Roots app in Slack
- From the main dropdown (where you select to see
Your Events
,Who's Out
, etc) select Settings > Calendar Sync - Click on
Add Calendar
button and paste the Fulfillment calendar ID - Submit it and the Fulfillment calendar ID should appear in the
Additional calendars to include?
section
-
Add yourself as a reviewer for customers app - See an example. -
Go to Sentry Team Settings page and join #gitlab-internal
Sentry team to gain access tocustomersgitlabcom
andcustomersstggitlabcom
. To access Sentry Team Settings page you need access to dev.gitlab.org which is part of role based entitlements for engineering. The issue to give access rights was already created by the bot. Check it out and wait till you get access before proceeding with this task. -
Ready to pick something to work on? During your first weeks, you can pick anything that is onboarding from the board. Make sure you assign yourself to the issue, apply the right workflow labels and the current milestone. Ping your onboarding buddy or your manager for any help. -
Please review this onboarding issue and update the template with some improvements as you see fit to make it easier for the next newbie!
Manager
-
Add team member to the Fulfillment calendar -
Add team member to the retrospective (update membership and config file) - -
Add team member to the daily Geekbot updates -
Set up 1:1s with the new team member -
Update team page with the right team and manager - here -
Request a manager update in BambooHR -
Add team member to @fulfillment-group
on GitLab.com -
Add team member to fulfillment-be or fulfillment-fe Google group -
@jeromezng to add team member to the @fulfillment-engineering
Google group (for GCP log access)
Onboarding buddy
-
Setup initial Zoom call within first week for coffee chat -
Invite team member to #fulfillment-social Slack channel -
Provide help as an admin to get Zuora setup during Installation -
Key points to discuss in follow up -
Customer application Database & Integration (orders, customers, etc) -
Zuora Subscriptions & Callbacks -
Amendment Service -
Salesforce use and its integration with application -
True up, Renewals & Discounts -
CI minutes & Extra CI minutes workflow -
Unleash & Deployment process
-
Edited by Paulo Barros