Lay Leader Onboarding and Offboarding Checklist

Below are the steps to take when a team member joins or exits from one of the City Impact City teams.

1. Update the appropriate City Impact group for the Matrix:

   Onboarding: In Ministry Platform:

   Groups -> Choose City Impact Leaders By City -> Double click the city name -> Click Add -> Search for Participant -> Select Start new selection -> Designate their Group Role -> add a start date and time -> Click Save.

   They will now show up on the matrix

   Offboarding: In Ministry Platform:

   Groups -> Choose City Impact Leaders By City -> Double click the city name -> double click the name of the person to be removed -> edit their record -> add and end date and time -> Click Save.

   They will now be removed from the matrix.

2. Update the City Impact City app pages, Leadership names

   In Ministry Platform:

   Forms -> All Records -> Search by "Impact". The Form names are "Impact Roswell", "Impact Duluth", etc. -> Double click the form you need -> Tools -> Custom Form Editor -> Edit the list in the first Instruction field to add or remove necessary parties. -> Save -> Close the custom tool editor -> Close the Form.

   Check by taking the custom form number and adding it to the end of this string https://www.perimeter.org/customform/addnumberhere

3. Update the MP City Impact Lay Leaders Administrative group #85 (add or remove appropriately)

4. City-specific email

Onboarding: Check with the city Convener if they would like to add new member to recieve emails from impact(cityname)@perimeter.org. Email Helpdesk@perimeter.org to request changes.

Offboarding: Remove team member from city specific email if they're currently recieving it. Make sure there is atleast two members recieving email at all times. Email Helpdesk@perimeter.org to request changes.