Your Onboarding Checklist

The twelve items that have to be done before your first payroll, and where each one lives.

Onboarding is a wizard, and the checklist behind it is what decides when you are finished. Each step marks its own items complete as you do them, and your progress bar reads off the twelve items below.

For the guided version, see Setting Up Your Account (Onboarding).

The twelve items

Step	Item
Your IDs	PAN
Bank account	Bank account registered with our payout bank
Documents	Identity proof
Documents	Address proof
Documents	PAN card
Documents	Passport photo
Documents	Cancelled cheque
Policies	POSH policy acknowledged
Policies	Employee handbook acknowledged
Policies	Non-disclosure agreement acknowledged
Investment declaration	Declaration submitted
Offer letter	Signed by you and counter-signed by Omnivoo

There is no way to tick an item by hand. Each one is marked complete by the step that owns it, which is what keeps the checklist and the record in step.

What is tracked but does not hold you up

Your UAN, your ESI number, your bank passbook and your employment-history documents (resume, degree certificates, experience letters, relieving letter, previous payslips) are all kept, and none of them blocks you from finishing. A first-time employee has no UAN until we open one, so it could never be a requirement.

Give us your UAN as soon as you have it all the same: without it you are absent from the PF return, and your previous employer’s provident fund cannot be transferred across.

If you finished before the Policies step existed

Your onboarding stays complete. The three policy items will show as outstanding, because we genuinely do not hold your acknowledgement yet, and ticking them is how we get it.

What’s Next?

• Setting Up Your Account (Onboarding) - The guided flow that walks you through these items in order.
• Uploading Your Onboarding Documents - Upload the identity, address, and banking documents the checklist tracks.