Checklists

Onboarding Checklist

Onboarding Checklist — Deployment Engineer

Owner: Manager running the onboarding. Estimated time: 3–4 business days for Sections 1–5. Sections 6–8 unfold over weeks 1–4. Print this. Check off physically. A missed step in week 1 becomes a missed deliverable at Day 30.

Section 0 — Pre-Day-1

Section 1 — Systems Access (Day 1, morning)

Identity and access

Google Workspace account provisioned
Email signature configured (CMTG brand, phone, LinkedIn)
2FA / MFA enforced on all Google accounts
Calendar shared with manager

Core platforms

HubSpot user created — permissions: Contacts/Companies/Deals write, Reports read
HubSpot owner ID assigned and recorded: ________________
Supabase access confirmed — avaya.cloudmagicgroup.com/portal loads correctly
n8n access confirmed — https://n8n.cloudmagicgroup.com loads, credentials working
Splunk access configured — either VPN/SSH tunnel to ThinkPad or direct LAN access

Project environment

GitHub access — added to Cloud-Magic-Technology org
Repository cloned: git clone git@github.com:Cloud-Magic-Technology/avaya.git
.env file provisioned with required credentials (copy from manager’s secure share, not from repo)
Python dependencies installed: pip install -r requirements.txt
Test script run successfully: python3 execution/compliance_checker.py --industry healthcare

Slack channels joined

Lab access (SSH)

SSH key added to ThinkPad: ssh-copy-id thinkpad
SSH key added to Surface: ssh-copy-id -J thinkpad n8n@10.1.50.206
Connectivity confirmed: ssh thinkpad "echo connected" ✅
n8n surface connectivity confirmed: ssh -J thinkpad n8n@10.1.50.206 "echo connected" ✅

UCaaS platform access

RingCentral partner portal access granted (partners.ringcentral.com)
8x8 partner access granted
Net2Phone partner access granted
CBTS / Webex partner hub access granted (admin.webex.com)
AireSpring partner access granted (via channel manager)
XTIUM partner portal access granted

Section 2 — Document Handoff (Day 1, afternoon)

Walk through the toolkit index together — don’t just drop a link.

deployment-toolkit/README.md — walk through the read-in-order table
Explain the 3-layer architecture (directives → you → execution scripts)
Show where directives live: directives/migration-workflow.md
Show where execution scripts live: execution/
Show Google Drive structure for customer-facing documents

Verify comprehension (end of Day 1)

Have them summarize back in 3 minutes each:

The 7 migration stages and what they own in each (from 02-the-migration-lifecycle.md)
The porting lifecycle end to end (from 04-number-porting.md)
The analog device problem and why it matters (from 03-assessment-and-discovery.md)

Section 3 — Shadow + Practice (Days 2–5)

Recorded migration review

Review recording or walkthrough of one completed full assessment
Review recording or walkthrough of one cutover execution (or run a dry-run with manager)
Debrief: what stood out, what questions do they have

Live CLI practice (Day 2–3, in sandbox environment)

Walk through each CLI tool against a test migration ID:

porting_tracker.py — create a test order, advance stages, generate checklist
compliance_checker.py — detect a vertical, check status, sign off a requirement
feature_mapper.py — generate a feature gap report for RingCentral and 8x8
health_check.py — run a health check with test metrics
generate_proposal.py --stage assessment — generate the assessment questionnaire

Platform provisioning sandbox (Day 3–5)

In a partner sandbox account (not a live customer account):

Create a test tenant on RingCentral
Import 5 test users via CSV
Configure a 2-level auto-attendant
Configure a hunt group with 3 members
Set up voicemail-to-email for one test user
Set an E911 address and run the verification
Repeat on 8x8

Section 4 — First Live Activity (Week 2)

Co-pilot a real assessment

Assigned as co-pilot on an in-progress migration (manager or senior DE leads)
Takes notes on all 8 assessment sections
Submits the porting order LOA under supervision
Writes the assessment summary document (reviewed by senior DE before sending)

HubSpot hygiene confirmed

Every deal they touch has a “Next Step” with a date
Every deal they touch has an updated Notes field
Confirmed the deal stage matches what’s in Supabase

Section 5 — Business Operations (Day 3–5)

Legal + compliance

Employee handbook acknowledged
NDA signed
Background check completed (if required for customer-facing access)
Security awareness training completed (if required by compliance program)
Data handling policy reviewed: customer data stays in approved systems (Supabase, HubSpot, Google Drive) — not in personal storage

On-call expectations

On-call rotation policy reviewed (is there one? What is the expectation for cutover coverage?)
Emergency escalation path documented: who to call at 3am when a port fails
Personal cell number shared with manager (for cutover night communication)

Section 6 — Week 2 Checkpoint

All systems access confirmed working (test each one)
First assessment co-piloted — debrief completed
At least 1 porting order submitted (supervised)
First UCaaS platform provisioning sandbox completed (RingCentral or 8x8)
Any open questions from primer docs resolved

Section 7 — Week 3–4 Ramp Checkpoints

End of week 3

Assessment completed independently on a real migration
All CLI tools used without reference to docs
First cutover co-piloted (they run the checklist; senior DE observes)
Compliance gate process completed on at least 1 migration

End of week 4

Assessment completed: ≥2 independently
Platform provisioning: comfortable on RingCentral and 8x8 independently
Porting order: at least 1 LOA accepted on first submission
First solo cutover completed (senior DE on call, not in the room)
Full Day 30 review against 10-30-60-90-plan.md

Section 8 — Day 30 / 60 / 90 Formal Reviews

Day 30

Formal 60-minute review — metrics vs. plan
Platform proficiency self-assessment (1–5 scale, each platform)
Feedback on toolkit gaps — what’s missing or wrong?
Confirm all access is still working

Day 60

Formal 60-minute review — metrics vs. plan
At least 1 solo cutover completed cleanly
Identify weakest platform — schedule focused practice time
Upsell opportunities identified and routed to sales?

Day 90

Full performance evaluation
Platform proficiency review — formal rating per platform
Compensation review if applicable
Specialty track discussion (contact center, compliance, enterprise, platform specialist)
Confirm they’ve completed the formal assessment (assessment/deployment-engineer-assessment.md)

Section 9 — Things That Get Missed

Lessons from past onboardings. Add here when you find new ones.

Python environment: confirm they’re using the correct Python version with all dependencies — which python3 should point to 3.11+, not system Python
.env file: they need to source it in every terminal session, or add it to their shell profile — otherwise CLI scripts fail silently
E911 test: new DEs often skip the 933 test because they assume the platform handles it — it doesn’t automatically. Make sure they do this physically on every migration
Port-day escalation numbers: must be written down before cutover, not searched for at 3am. Make them fill out the contact card template before every cutover.
Fax inventory: new DEs trust the customer’s self-report. They almost always miss at least one fax machine. Require a physical walkthrough or a confirmed “no fax machines anywhere in the building” from the IT admin.
SIP ALG: many DEs fix call quality issues by changing platform settings without checking SIP ALG first. SIP ALG is the cause of ~30% of call quality issues. Make it the first thing they check.
Supabase migration ID: the HubSpot “Migration ID” field must match the migration_id in Supabase exactly. Mismatch means CLI scripts and n8n can’t find the migration. Verify this at assessment completion.

Section 10 — Signoff

DE confirms all systems access is working: _______________________ (date + sig)
DE confirms they’ve completed all 10 primer docs: _______________________ (date + sig)
DE confirms they’ve completed the assessment exam: _______________________ (date + sig)
Manager confirms onboarding complete: _______________________ (date + sig)
Checklist filed in Drive: Cloud Magic › HR › Onboarding › [DE Name] › 2026-XX-XX-DE-Onboarding-Complete.pdf