Brainforge Knowledge

EXECUTION-PLAN-davis-dunham

4 min read

Onboarding Execution Plan: Davis Dunham

Date: April 22, 2026
New Hire: Davis Dunham
Personal Email: rdavisdunham@gmail.com
Brainforge Email: davis.dunham@brainforge.ai
Role: AI Engineer
Department: Engineering / AI Team

Status: 🛑 ONBOARDING PAUSED - Awaiting manual completion of remaining HR/Finance steps

Summary

✅ Core infrastructure setup COMPLETE (Email, Slack, Tools)
⏳ HR/Finance documentation PENDING (requires manual input/confirmation)

Davis can now access:

  • Brainforge email (davis.dunham@brainforge.ai)
  • Slack platform channel (as Guest)
  • 1Password (Platform vault)
  • GitHub (brainforge-ai organization)
  • Linear (Platform team)
  • Notion workspace
  • Supabase (internal-ai-core project)

Still needed before Davis can fully start:

  • Clockify time tracking access
  • Cursor IDE license
  • HR database entry
  • Financial model update
  • Payroll/Ramp setup with Finance

What Has Been Completed ✅

1. Linear Project & Ticket Created

2. Documentation Created

  • SOP: knowledge/operations/onboarding/new-team-member-onboarding-sop.md
  • Quick Start Guide: knowledge/operations/onboarding/QUICKSTART-davis-dunham.md
  • Automation Script: knowledge/operations/onboarding/onboard-new-hire-gws.sh
  • Python Automation: knowledge/operations/onboarding/automation/onboard_new_hire.py
  • Automation README: knowledge/operations/onboarding/automation/README.md
  • GWS Guide: knowledge/operations/onboarding/GWS-GUIDE.md
  • Skill: .agents/skills/onboard-new-hire/SKILL.md

3. Google Workspace Account Created

4. Tool Access Granted

  • ✅ Slack - Invited as Guest with platform access only
  • ✅ 1Password - Manual invite sent to Platform vault
  • ✅ GitHub - Invited rdavisdunham to brainforge-ai org (freed seat by removing inactive member)
  • ✅ Linear - Manual invite to Platform team as Guest
  • ✅ Notion - Manual invite sent to workspace
  • ✅ Supabase - Added to internal-ai-core.team table (ID: 1add3eb5-569a-4f85-b86b-f663087528a1)
    • Department: AI
    • Team: Platform
    • Role: AI Engineer

What Requires Manual Action (With Instructions)

📊 Step 4: HR & Finance Documentation (REMAINING)

A. Add to HR Notion Database:

  1. Go to HR Notion Database
  2. Add new entry:

B. Update Financial Model:

  1. Open Brainforge Financial Model
  2. Go to Payroll Changes tab
  3. Add row:
    • Name: Davis Dunham
    • Contract Folder: [Link to GDrive folder once created]
    • Hours per Week: 40 (or as agreed)
    • Department: Engineering / AI Team
    • Rate: [Hourly rate or salary]
    • Status: Full-time (or as applicable)

C. Notify Finance: Send Slack message to finance or @finance-team:

Hi Finance Team!

New employee joining who needs Payroll setup and Ramp invite:

Name: Davis Dunham
Start Date: [DATE]
Role/Department: AI Engineer / Engineering
Employment Type: [Full-time/Contractor]
Email: davis.dunham@brainforge.ai
Rate: [RATE]

Please let me know if you need any additional details!

🎉 Step 5: Team Introduction

Send to general or team-announcements:

Hey Brainforge Team, @here 👋

I'd like to introduce our new team member, Davis Dunham, who's joining us as an AI Engineer under the Engineering team!

We're excited to have you on board and can't wait to see the great work we'll achieve together.

Let's all give a warm welcome! 🎉

cc: @davis.dunham

📅 Step 6: Schedule Check-ins

Schedule the following meetings:

  • Week 1: 1:1 with Department Lead + Uttam
  • Week 2: Check-in with Department Lead + Uttam
  • 30 days: Progress review
  • 60 days: Progress review
  • 90 days: Progress review

Full Automation Options

Step 1: Authenticate gws

gws auth login

Step 2: Run the gws onboarding script

cd knowledge/operations/onboarding
./onboard-new-hire-gws.sh "Davis Dunham" "rdavisdunham@gmail.com" "AI Engineer" "Engineering"

What the gws script automates:

  • ✅ Sends welcome email (Gmail)
  • ✅ Creates calendar events for check-ins
  • ✅ Creates onboarding Google Doc
  • ✅ Shares doc with new hire
  • ✅ Generates execution plan

What you still do manually:

  • ⏳ Create Google Workspace user (via admin.google.com)
  • ⏳ Add to Slack
  • ⏳ Grant tool access

Full gws guide: GWS-GUIDE.md

Other Options

Option 2: Using the Agent Skill

"Onboard Davis Dunham with email rdavisdunham@gmail.com as AI Engineer in Engineering"

Option 3: Using the Python Script

cd knowledge/operations/onboarding/automation
python onboard_new_hire.py "Davis Dunham" "rdavisdunham@gmail.com" "AI Engineer" "Engineering"

Option 4: Using the Basic Shell Script

cd knowledge/operations/onboarding
./onboard-new-hire.sh "Davis Dunham" "rdavisdunham@gmail.com" "AI Engineer" "Engineering"

Checklist Summary

StepTaskStatusOwner
1Create Linear project✅ DoneAgent
2Create Linear checklist✅ DoneAgent
3Create SOP documentation✅ DoneAgent
4Create automation scripts✅ DoneAgent
5Create onboarding skill✅ DoneAgent
6Create Google Workspace email✅ DoneAdmin
7Add to Slack (guest platform)✅ DoneAdmin
8Grant 1Password access✅ DoneAdmin
9Grant GitHub access✅ DoneAdmin
10Grant Linear access✅ DoneAdmin
11Grant Notion access✅ DoneAdmin
12Add to Supabase team table✅ DoneAdmin
13Grant Clockify access⏳ PendingYou
14Assign Cursor license⏳ PendingYou
15Add to HR Notion database⏳ PendingYou
16Update Financial Model⏳ PendingYou
17Notify Finance⏳ PendingYou
18Send team introduction⏳ PendingYou
19Schedule check-ins⏳ PendingYou

Links & Resources

For Future Onboarding

You can now onboard anyone by:

  1. Using the skill:

    "Onboard [Name] with email [email] as [Role] in [Department]"

  2. Using the Python script:

    cd knowledge/operations/onboarding/automation
python onboard_new_hire.py "Name" "email" "Role" "Department"

  3. Using the shell script:

    cd knowledge/operations/onboarding
./onboard-new-hire.sh "Name" "email" "Role" "Department"

Questions?

If you need help with any step, just ask:

  • “Help me create the Google Workspace email”
  • “How do I add them to Slack as a guest?”
  • “What tools should AI engineers have access to?”

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