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Setting Up Your Account (Onboarding)

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 My Employment 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 seven 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. Personal IDs
  3. Bank Details
  4. Documents
  5. Investment Declaration
  6. Offer Letter
  7. Review

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.

Welcome​

The welcome screen is headed Welcome to Omnivoo and explains that setup takes about 10 minutes. It lists what to have ready -- your PAN, bank account details, and a few identity documents -- and reminds you that your progress is saved automatically. Click Get started to begin.

Personal IDs​

Enter your statutory identification numbers: PAN, UAN, and ESI. This is the same form as the standalone Edit Profile screen. For field-by-field help (PAN format, when to leave UAN or ESI blank), see Editing Your Profile.

Bank Details​

Add the bank account your salary is credited to. This is the same form as the standalone Bank Details page. For details on the fields, validation, and verification, see Updating Bank Details.

Documents​

Upload the identity, address, banking, and employment-history files required for India EOR compliance. This is the same page as the standalone onboarding documents flow. For the full walkthrough, see Uploading Your Onboarding Documents.

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.

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.

Review​

The final step, Review your information, is read-only. It notes: "You can go back to any step to make changes." It summarizes what you have entered:

ItemWhat it shows
PANYour PAN, or "Not provided"
UANYour UAN, or "Not provided"
Bank accountYour bank name and a masked account number, with "(Verified)" added once the account is verified, or "Not provided" if you have not added one
IFSCYour branch IFSC, or "Not provided"
Documents uploadedThe number of files you uploaded (for example "3 files")
Investment declaration"Submitted (<regime> regime, FY <year>)", or "Not submitted"
Offer letter"Accepted on <date>", or "Not accepted"

Moving Through the Wizard​

The footer has Back and Continue buttons:

  • Continue stays disabled until the current step's status is complete. On the welcome screen this button reads Get started.
  • 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 are welcome, personal-ids, bank, documents, investment-declaration, offer-letter, and review.

Finishing Onboarding​

On the Review step, the footer button reads Submit & finish (and shows Submitting... while it saves). Submitting marks your onboarding complete and takes you to your My Employment dashboard.

If your onboarding is already complete and you open the wizard without a ?step= link, you are sent straight to My Employment.

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?​