Onboarding & Offboarding Checklist

What this page tells you

Master checklist of every account, server, listserv, and IRB access a new CNT member needs, who owns each step (Gloria, Josh, Neurology, etc.), how it is requested, and what is removed at offboarding. Ends with Josh's IT responsibilities by system.

Manger/PI/Neurology	Administrative	Received notice of hire	Onboarding Steps (Manual)	Received notice of dismissal
Gloria	Administrative	Onboarding survey (welcome form)		Offboarding survey
Gloria	Administrative	Confirmation of onboarding logistics - pennkey, @seas email,		Automatic removal based on end date
Neurology	Administrative	Neurology Department - AnnMarie, Naseem		Neurology Department - AnnMarie, Naseem
Gloria, Labs	Administrative	Update Websites		Update Websites
Gloria, Mariam, Nina	Administrative	Add to email listservs, CNTlab, CNTworkgroup, Pioneer, Davislab		email listservs removal
Gloria	Administrative	Order Computer & periphials		Retrieve computer, if applicable
Gloria	Administrative/IT	Contact CETS, PMAC		Update CETS, PMACS
Gloria	Administrative/IT	Order office supplies
Carolyn, Mariam, Nina, Brandon	Administrative	Add to IRBs*		IRB Protocol removal
Josh	IT	SEAS Littlab server system access (Borel, Pioneer, Sauce, Finkel)	Data Manager emails CETS	Removal from servers (automatic); user data
Josh	IT	SEAS sponsored research account		Expires after maximum one year
Josh	IT	SEAS email	Can be requested as standalone (i.e. email and no server access) Data Manager emails CETS	Deactivated after leaving Penn
UPenn	IT	SEAS alumni account and email	https://cets.seas.upenn.edu/answers/account-deletion.html	N/A
ISC, CETS	IT	PennKey		N/A
ISC, CETS	IT	ISC Global Protect VPN		N/A
Josh	IT	Matlab License (CETS)	Faculty or user reaches out to Data Manager for Matlab license Data Manager emails CETS (Chris N) and fills out CNT Matlab Sheet	Expires after next renewal period
Josh	IT	PMACS account	Data Manager submits ticket to PMACS HelpDesk	Deactivated after leaving Penn
Josh	IT	PMACS BSC Cluster access	Data Manager submits ticket to PMACS HelpDesk	Removal from servers; organize and document leftover user data
Josh	IT	PMACS VDI access	Data Manager submits ticket to PMACS HelpDesk	N/A
Josh	IT	PMACS cnt1 and cnt-fs server system access (HIPAA)	Afterward, Data Manager submits ticket to PMACS HelpDesk	Removal from servers; organize and document leftover user data
Josh	IT	PMACS cntgpu1 server access	Data Manager submits ticket to PMACS HelpDesk	Removal from servers; organize and document leftover user data
Josh	IT	PMACS Ivanti Secure VPN		N/A
Josh	IT	PMACS REDCap access		N/A
Josh, Mariam, Nina ,Gloria		CNT REDCap projects access		Removal
Josh		PMACS HelpDesk System ticketing		Removal
Josh		PMACS Azure Littlab and Davislab account	Data Manager submits ticket to PMACS HelpDesk	Removal
Josh, Naseem Kerr		PennMedicine account		N/A
Josh, Naseem Kerr		PennMedicine email		N/A
Josh, Naseem Kerr		PennChart access		N/A
Josh		UPHS Isilon-neurology folder	Data Manager submits ticket to UPHS IS Service HelpDesk	Removal
Josh		UPHS F5 Access VPN		N/A
Josh		Citrix Remote Desktop Application	Data Manager submits ticket to UPHS IS Service HelpDesk	N/A
Josh		UPHS Hayden Hall Desktop		Removal
Brandon, Brian, Josh		Pennsieve CNT Workspace access	Research staff grants access	Removal
CNT Research Staff		ieeg.org projects	ieeg.org ieeg.org	N/A
Brian		AWS CNT account		Removal
Josh, Brian, John Frommeyer		AWS upenn-ieeg account (S3, Elastic Beanstalk, prod-pipe)		Removal
CNT Staff		PennBox folders		Removal
Josh, Brian		GitHub penn-cnt repository		N/A

Josh:

CETS

• Littlab servers
  • communications, maintenance
    • CETS helpdesk
  • Usergroups
• SEAS accounts
  • Sponsored research accounts
  • SEAS email
  • account renewals
• PennKey
• Global Protect VPN
• Matlab

PMACS

• BSC Davis project folders
  • communications
• VDI
• cnt1, cnt-fs
  • IRB access, usergroups
• cntgpu1
• Ivanti Secure VPN
• REDCap
  • projects
• HelpDesk
  • PMACS Client Group tickets
  • Systems tickets
• Azure
  • littlab
  • davislab

UPHS

• Desktops
  • MJ0HKNDA
    • admin account
  • MJ09PSLQ
• PennMedicine account
  • PennChart
  • PennMedicine email
  • Naseem Kerr
• isilon neurology folder
• F5 Access VPN
• IS HelpDesk
• Citrix App Remote Desktop

CNT

• IRBs
• Pennsieve
  • projects
• ieeg.org
  • projects
• AWS
  • S3
  • Elastic Beanstalk
  • prod-pipe
  • billing
• PennBox
  • folders
• GitHub
  • Penn CNT
• data on various CNT servers