> ## Documentation Index
> Fetch the complete documentation index at: https://help.omnivoo.com/llms.txt
> Use this file to discover all available pages before exploring further.
> ## Agent Instructions
> Omnivoo is an India-first Employer of Record (EOR) platform. EOR hiring is India only; contractors are supported in 220+ countries and territories.
> Never tell a user to log in with a password. Authentication is passwordless: email OTP, passkeys, Google, or SSO.
> Statutory figures (TDS slabs, PF, ESI, Professional Tax, gratuity) change by financial year. Always state the year the figure applies to.
> Never name a third-party payment provider as Omnivoo’s payment rail. Refer to "our payments partner".
# Setting Up Your Account (Onboarding)
> Complete the guided onboarding wizard to set up your account before your first payroll.
When you are hired through Omnivoo's Employer of Record (EOR) service in India, you complete a short guided onboarding before your first payroll. The wizard walks you through your statutory IDs, bank account, documents, investment declaration, and offer letter, one step at a time.
## Opening the Wizard
The onboarding wizard lives at its own page (at `/employee/onboarding`). You usually do not need to find it yourself: while your onboarding is incomplete, logging in and opening any employee page redirects you here automatically. Once onboarding is finished, that redirect stops and you land on your [Home](/employee-self-service/your-dashboard) instead.
The page is titled **Set up your account**, with the subtitle "A short guided setup to get you ready for your first payroll cycle."
## Onboarding Progress
An **Onboarding progress** bar at the top shows how far along you are, for example **60% complete** (the figure is always between 0% and 100%). Your progress saves automatically, so you can stop partway through and pick up where you left off the next time you log in.
## The Steps
The wizard has eight steps. On desktop they appear as a list in the left rail, and on a smaller screen they appear as a horizontal stepper across the top. The order is always:
1. **Welcome**
2. **Your IDs**
3. **Bank account**
4. **Documents**
5. **Policies**
6. **Investment declaration**
7. **Offer letter**
8. **Check and finish**
Each step in the rail shows one of three markers:
* A green check when the step is **complete**.
* A lock icon when the step is **locked** (not yet reachable).
* Its number when the step is **incomplete**.
The first screen greets you by name and says who hired you. It lists the six things there are to do, each with its own state: a green tick on what is done, **Continue** on the one to do next, and a lock on the ones that come after. **Change** reopens a step you have already finished.
Beside the list, **Your job** reads back the role, start date, annual gross and employer you were hired on, and a note says when your first pay day is. If we cannot pay you yet, it says why: without a bank account there is nowhere to send the money, and without a UAN your provident fund cannot be filed.
There is no Continue button under this screen. Each task carries its own.
Enter your statutory identification numbers: **PAN**, **Aadhaar**, **UAN** and **ESI**. Each is checked the way payroll checks it, and the reason sits against the field: a PAN whose fourth letter is not `P` belongs to a company rather than a person, an Aadhaar number is twelve digits with a check digit that catches a typo, a UAN is twelve digits and an ESI insurance number is ten. Aadhaar is required because your Provident Fund cannot link your UAN without it; once saved it shows as `XXXX XXXX 1234`. UAN and ESI can be left blank. Below them, give your home address, city, state and PIN code, which your offer letter prints. **Continue** saves the step. See [Editing Your Profile](/employee-self-service/editing-profile).
Headed **Where should we pay you?**, with a line saying you are paid on the 1st of each month, in rupees, for the month before. Give an account in your own name, exactly as your bank has it, and confirm the account number.
When you press **Continue**, we save the account and register it with our payout bank, which refuses an account that does not exist, so a wrong digit is caught here rather than on pay day. Your employer only ever sees the last four digits. See [Updating Bank Details](/employee-self-service/updating-bank-details).
Two cards. **Required** holds the five files that finish this step: your Aadhaar card, address proof, PAN card, passport photo and a cancelled cheque. **Nice to have** holds the rest, each saying why it is worth sending — your last three payslips help us withhold the right TDS for the year, for instance. For the full walkthrough, see [Uploading Your Onboarding Documents](/employee-self-service/onboarding-documents).
Read the POSH policy, the employee handbook and your non-disclosure agreement, and tick each one. The POSH Act obliges your employer to make that policy known to you, and ticking it is how the record is held. All three have to be in before you can continue, and none of them can be un-ticked.
Declare your tax-saving investments and exemptions so your monthly TDS can be computed. This is the same form as the standalone declaration page. See [Investment Declarations](/employee-self-service/investment-declarations).
Review and sign your offer letter to confirm your employment. This is the same card as on your dashboard. See [Viewing and Accepting Your Offer Letter](/employee-self-service/offer-letter).
Everything you have given us, each line with a **Change** link back to the step that owns it. You can change any of it later from your profile too.
| Item | What it shows |
| - | - |
| **PAN** | Your PAN, or "Not provided" |
| **Aadhaar** | The last four digits, as `XXXX XXXX 1234`, or "Not provided" |
| **UAN** | Your UAN, or "Not provided" |
| **ESI number** | Your ESI number. If you earn above ₹21,000 a month you are not covered by ESI at all, and the row says "Not applicable above ₹21,000" rather than calling it missing |
| **Bank account** | Your bank and the last four digits, with "Verified." once our payout bank has accepted it |
| **Documents uploaded** | How many you sent and how many have been approved |
| **Policies** | "POSH, handbook and NDA acknowledged", or "Not acknowledged yet" |
| **Investment declaration** | "Submitted, new regime, FY 2026-27", or "Not submitted" |
| **Offer letter** | "Signed by both", or who is still to sign |
Beside it, **Then what** says when your first payslip lands and where to find it, your Form 16 and your offer letter afterwards.
## Moving Through the Wizard
The footer has **Back** and **Continue** buttons:
* **Continue** stays disabled until the current step's status is **complete**. The welcome screen has no footer buttons: each task card carries its own **Continue**.
* **Back** returns to the previous step.
* In the rail, you can jump to any step that is not locked. Locked steps cannot be clicked.
* Any step can be opened directly with a `?step=` link. The internal step ids are `welcome`, `personal-ids`, `bank`, `documents`, `policies`, `investment-declaration`, `offer-letter`, and `review`.
## Finishing Onboarding
On the **Check and finish** step, the footer button reads **Submit & finish** (and shows **Submitting...** while it saves). Submitting marks your onboarding complete and shows a short welcome screen from your employer: when you start, when your first salary is paid if a payday is already set, and what you gave us. If Omnivoo has not countersigned your offer letter yet, that row reads **With Omnivoo**. After a few seconds it takes you to your [Home](/employee-self-service/your-dashboard).
If your onboarding is already complete and you open the wizard without a `?step=` link, you are sent straight to Home.
## Who Can Use the Portal
All employee self-service pages require you to be logged in, to have an employee (or job seeker) role, and to have finished onboarding. An EOR employee who has not finished onboarding is redirected into this wizard. The wizard route itself is deliberately not onboarding-gated, so there is no redirect loop while you are still setting up.
For help with onboarding, contact [contact@omnivoo.com](mailto:contact@omnivoo.com).
## What's Next?
* [Your Employee Dashboard](/employee-self-service/your-dashboard) - Where you land once onboarding is complete.
* [Uploading Your Onboarding Documents](/employee-self-service/onboarding-documents) - The Documents step in detail.
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