> ## Documentation Index
> Fetch the complete documentation index at: https://help.omnivoo.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Omnivoo is an India-first Employer of Record (EOR) platform. EOR hiring is India only; contractors are supported in 220+ countries and territories.
> Never tell a user to log in with a password. Authentication is passwordless: email OTP, passkeys, Google, or SSO.
> Statutory figures (TDS slabs, PF, ESI, Professional Tax, gratuity) change by financial year. Always state the year the figure applies to.
> Never name a third-party payment provider as Omnivoo’s payment rail. Refer to "our payments partner".

# Setting Up Your Account (Onboarding)

> Complete the guided onboarding wizard to set up your account before your first payroll.

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](/employee-self-service/your-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**.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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](/employee-self-service/editing-profile).
  </Step>

  <Step title="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](/employee-self-service/updating-bank-details).
  </Step>

  <Step title="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](/employee-self-service/onboarding-documents).
  </Step>

  <Step title="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](/employee-self-service/investment-declarations).
  </Step>

  <Step title="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](/employee-self-service/offer-letter).
  </Step>

  <Step title="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:

    | Item                       | What it shows                                                                                                                                 |
    | -------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- |
    | **PAN**                    | Your PAN, or "Not provided"                                                                                                                   |
    | **UAN**                    | Your UAN, or "Not provided"                                                                                                                   |
    | **Bank account**           | Your bank name and a masked account number, with "(Verified)" added once the account is verified, or "Not provided" if you have not added one |
    | **IFSC**                   | Your branch IFSC, or "Not provided"                                                                                                           |
    | **Documents uploaded**     | The 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"                                                                                                      |
  </Step>
</Steps>

## 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](/employee-self-service/your-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](mailto:contact@omnivoo.com).

## What's Next?

* [Your Employee Dashboard](/employee-self-service/your-dashboard) - Where you land once onboarding is complete.
* [Uploading Your Onboarding Documents](/employee-self-service/onboarding-documents) - The Documents step in detail.