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Process June 12, 2023

Engineer Onboarding

The following is based on an actual template used to onboard fully remote software developers. Names have been changed to protect the guilty.😀

Welcome to the Team

Welcome aboard. This onboarding plan is designed to help a new engineer ramp up during the first few weeks in a structured, self-directed way.

Use this document as a working guide. Add notes, create follow-up docs, and link useful resources as you learn.

Goals

  1. Understand team tools and processes.
  2. Build relationships with teammates and cross-functional partners.
  3. Learn the product and technical architecture.
  4. Build context in the business domain.
  5. Understand users and customer needs.
  6. Become comfortable in the role.

How to Use This Document

  • Treat this as a living document.
  • Track questions, notes, and follow-ups directly in the page.
  • Add links to internal documentation, training material, and useful references.
  • Reuse and improve this template for future onboarding.

Week 1

The goal of the first week is to understand how the organization works, how the engineering team operates, and what systems support the product.

General Reading Checklist

  • Read the team handbook.
  • Review internal documentation and onboarding resources.
  • Review product documentation.
  • Review engineering team or squad pages.
  • Review common terminology and acronyms used internally.

Team Orientation

  • Meet your manager.
  • Meet your immediate team.
  • Learn how engineering collaborates with product, design, support, and operations.
  • Review communication norms and escalation paths.

Tools and Workflow

  • Get access to source control, issue tracking, documentation, chat, and CI/CD tools.
  • Review the development workflow.
  • Learn branch, pull request, code review, and release practices.
  • Review local setup instructions and confirm your development environment works.

Month 1

The goal of the first month is to build working knowledge of the system, development lifecycle, and team rituals.

Team Deep Dives

  • Meet with key teammates to understand ownership areas.
  • Review major systems, services, and repositories.
  • Learn the boundaries between teams and platforms.

Engineering Training

  • Review engineering standards and best practices.
  • Learn testing expectations, quality processes, and deployment procedures.
  • Review observability, monitoring, and incident response basics.

Development Lifecycle

  • Learn how work is planned, estimated, implemented, tested, and released.
  • Review sprint or iteration rituals.
  • Understand how bugs, technical debt, and roadmap work are managed.

Recurring Meetings

Confirm these meetings are on your calendar.

  • Daily standup.
  • Sprint planning.
  • Demo or review.
  • Retrospective.
  • Team syncs and one-on-ones.

Hands-On Tasks

  • Attend your first planning session.
  • Attend your first demo or review.
  • Pick up a small starter task.
  • Submit a small change through the normal development process.
  • Observe or participate in customer or stakeholder feedback sessions when relevant.

Suggested Role-Specific Additions

  • Architecture overview.
  • Environment access checklist.
  • Service ownership map.
  • Coding standards.
  • Security and compliance basics.
  • Support and on-call expectations.
  • Product domain reading list.

Manager Checklist

  • Ensure all system access is granted.
  • Introduce the new hire to key partners.
  • Confirm the first starter task is scoped and assigned.
  • Schedule check-ins for week 1, week 2, and month 1.
  • Gather feedback and update the onboarding plan.