Navigating Omnivoo

A tour of the Omnivoo left sidebar and where to find each feature for employers, employees, and contractors.

Omnivoo adapts to your role. Employers, employees, and contractors each see a different sidebar. This guide shows you the real layout so you always know where things live.

Across every role, Omnivoo uses a fixed left sidebar (not a top bar). Some entries are groups: they carry a caret, expand to show their pages, and open on their own when you are on one of them. The sidebar is deliberately short, so anything that is not a destination (hiring, running payroll, inviting someone) is a button on the page that owns it rather than a nav item. Your account menu sits at the bottom of the sidebar, with the help chat above it for employers and employees.

On a phone the sidebar becomes a bar along the bottom of the screen. It has five slots. If a role has more than five destinations, the first four get a tab and the fifth becomes More, which opens a sheet with the rest.

Employer Sidebar

Five entries, two of which can expand.

Home

Your dashboard. It shows your headcount, your next payroll, what is waiting on you, recent activity, and a getting-started checklist. The header has two buttons, Add people and Run payroll. See Employer Dashboard.

People

Your directory of everyone you work with, employees and contractors in one list. See People.

Pay

A group. It opens onto:

• Overview - the Pay page, where you start a payroll run and pay contractors.
• History - every past run. See Payroll History.
• Adjustments - bonuses, deductions, and other one-off changes. See Payroll Adjustments.
• Payroll settings - your pay schedule and preferences. See Payroll Settings.

Finance

Your money records: every invoice in one read-only table, your balance and funding, and the FX reconciliation ledger. See Understanding Invoices.

Compliance

Your verification status, your statutory filings, and the agreements you have signed with Omnivoo. See Compliance & Documents.

If you only pay contractors

If you told us during onboarding that you pay contractors and do not hire employees, Pay is a single link to the Pay page rather than a group. History, Adjustments and Payroll settings are all about running payroll for employees, so they are not shown. Home, People, Finance and Compliance are the same for everyone.

Account Menu and Help (Bottom of Sidebar)

At the bottom of the sidebar you will find a Book a meeting link, a Help & AI chat button, and your avatar. Click your avatar to open the account menu (it opens upward) with:

• Profile: your personal account. See My Profile.
• Company settings: company details, team members, billing, payment methods, single sign-on and agents. See Company Settings.
• Team members: a shortcut to the people in your company.
• A role switcher, only if you also hold another role on Omnivoo. See Switching Between Your Dashboards.
• Logout.

If your business verification was declined, the Book a meeting link and the Help & AI chat button are hidden, along with the hire and pay buttons on your dashboard. See Verifying your business (KYB).

Employee Sidebar

Four entries, two of which expand.

Item	Where it goes
Home	Your dashboard: what needs you, when you are next paid, and what you have earned this financial year. See Your Employee Dashboard.
Pay	A group: Payslips (guide) and Bank account (guide).
Tax	A group: Tax documents (guide), Investment declaration (guide) and Flexible benefits (guide).
Documents	Your offer letter, your employer’s document requests, and your own uploads. See Your Documents.

Your Profile is not a sidebar item. It lives in the avatar menu at the bottom, alongside Switch to Employer (only if you also manage a company) and Logout. See Editing Your Profile.

The Help & AI chat button sits above the avatar. There is no Book a meeting link in the employee sidebar; that is employer-only.

On a phone all four entries fit, so there is no More tab.

Contractor Sidebar

Six entries, none of which expand.

• Home: your contractor dashboard, showing what is waiting on you, what you have earned, and your engagements. See Your Contractor Dashboard.
• Clients: the companies you work with, plus any invites you have sent that are still waiting. See Your clients and work history.
• Contracts: your work agreements, to read and sign. See Contractor Work Agreements.
• Invoices: the invoices you submit to get paid. See Submitting Invoices.
• Payouts: the payments sent to you. See Getting Paid.
• Documents: the documents on file for you. See Your Documents Page.

There is no People, Payments, or Billing item in the contractor sidebar. At the bottom is your avatar, whose menu has Profile, a role switcher if you also hold another role, and Logout. The contractor portal has no Book a meeting link and no Help & AI chat button.

On a phone, Home, Clients, Contracts and Invoices get tabs, and Payouts and Documents sit behind More.

Getting Help on Any Page

If you are signed in as an employer or an employee, open the Help & AI chat button at the bottom of the sidebar to ask a question about Omnivoo or the page you are on. It opens a chat panel where you can keep working while you chat. See AI-Powered Features for more.

Role-Based Views

Omnivoo only shows what is relevant to your role:

Feature	Employer	Employee	Contractor
Hire employees	Yes	No	No
Run payroll	Yes	No	No
View payslips	No	Yes	No
Tax declarations	No	Yes	No
Billing and invoices	Yes	No	Yes
Submit invoices	No	No	Yes
Compliance and documents	Yes	Limited	Limited

If you have more than one role, switch between dashboards from the role switcher in your avatar menu. See Switching Between Your Dashboards.