The Product Tour and Setup Checklist

A guide to the first-run product tour and what your employer home shows before your business is verified.

When you first land on your employer home, Omnivoo helps you find your footing with a short guided tour and a list of what you can set up while your business is verified. This guide explains both.

The Product Tour

The first time you sign in, a short spotlight tour walks you through Home. Each step dims the screen and highlights one part of it with a card. There are never more than four steps.

Before your business is verified:

Step	It highlights	What it says
1	The Business verification card	Start with verification: it takes a few minutes, and hiring employees and paying contractors open once it is done.
2	The While you wait card	Set up while you wait: sign the MSA and DPA, set your pay day and add leave policies.
3	The sidebar	Your pages: People, Pay, Finance and Compliance fill up once you start hiring.
4	Ask Omni and Book a meeting in the sidebar	Questions? Ask Omni

Once your business is verified, for example when someone joins your team later:

Step	It highlights	What it says
1	The Add people button	Titled Hire your first employee, Invite your first contractor or Add your first person, depending on the goal you picked during onboarding.
2	Needs your attention	What needs you: filings, invoices, leave and anything else waiting on you, most urgent first.
3	The sidebar	Your pages
4	Ask Omni and Book a meeting	Questions? Ask Omni

On a phone the sidebar is the bar along the bottom of the screen, and Ask Omni and Book a meeting are under More, so the last step points there. A step whose part of the page is not on screen is left out. If a highlighted card is further down the page, Omnivoo scrolls to it first.

Each card shows where you are (for example 2 of 4), a title, a short description, Back from the second step, and Next, which reads Done on the last step. The close button in the corner skips the tour, and so does Escape. Once you finish or skip it, the tour does not come back.

Employees and contractors get their own tour of their Home. See Your Employee Dashboard and Your Contractor Dashboard.

While You Wait

You cannot hire employees or add contractors until your business is verified. Until then, your employer home leads with a Business verification card that says where your verification stands, and a While you wait card with a N of 5 done counter. It lists what you can set up in the meantime:

Task	Description shown	How it completes
Set up your company	Company profile and workspace configured	Complete once your company profile is filled in.
Sign the MSA and DPA	Needed before your first EOR hire	Complete once both agreements are signed.
Set your pay day	When employees get paid each month	Complete once a pay day is set in Payroll settings.
Add leave policies	Leave types and yearly allowances	Complete once you have at least one leave policy.
Invite your team	Finance, HR or anyone who helps run payroll	Complete once someone else has joined your team.

A finished task shows Done. Every other task has an Open button that takes you to the page where you finish it. Once your business is verified, Home switches to the full employer home. See Employer Dashboard.

There is deliberately no “connect a bank account” step here. Linking a bank account happens after your business is verified, which is why verification is the step that unlocks payouts.

What Omnivoo Remembers

To keep these aids from getting in your way, Omnivoo remembers whether you finished the tour and whether you have visited your Compliance page. You see each one only until you are done with it.

What’s Next

• Hiring Your First Employee: Walk through the EOR hiring wizard
• Meet Omni, Your AI Assistant: The assistant the tour’s last step points to
• Company Setup: Finish company setup before you hire