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 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:- Welcome
- Your IDs
- Bank account
- Documents
- Policies
- Investment declaration
- Offer letter
- Check and finish
- 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.
1
Welcome
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.
2
Your IDs
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.3
Bank account
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.
4
Documents
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.
5
Policies
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.
6
Investment declaration
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.
7
Offer letter
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.
8
Check and finish
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.
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=<id>link. The internal step ids arewelcome,personal-ids,bank,documents,policies,investment-declaration,offer-letter, andreview.
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. 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.What’s Next?
- Your Employee Dashboard - Where you land once onboarding is complete.
- Uploading Your Onboarding Documents - The Documents step in detail.