Your Onboarding Checklist
The onboarding checklist tracks everything you need to finish to complete your India EOR onboarding. It gives you a single view of what is done and what is still outstanding, and it ties together the individual steps you complete across the portal.
For the guided, step-by-step version of the same journey, see Setting Up Your Account (Onboarding).
What the Checklist Shows
The checklist is a card headed Onboarding checklist with an X/Y complete badge (which turns green once everything is done) and a progress bar. A footer note reads "All documents required for India EOR compliance". When every item is complete, a green Onboarding complete! banner appears at the top of the card.
Each item shows a filled green check once it is done, or an empty circle while it is still outstanding. Progress and completion status are tracked on the backend for your engagement, so they stay in sync with the rest of your onboarding.
The 15 Items
The checklist covers 15 items in four groups. The card lists them together with a running completed count.
| Group | Item | Where you complete it |
|---|---|---|
| Documents | ID proof uploaded | Onboarding Documents |
| Documents | Address proof uploaded | Onboarding Documents |
| Documents | PAN card uploaded | Onboarding Documents |
| Documents | Bank passbook uploaded | Onboarding Documents |
| Documents | Photo uploaded | Onboarding Documents |
| Verification | PAN verified | Editing Your Profile |
| Verification | UAN provided | Editing Your Profile |
| Verification | ESI number provided | Editing Your Profile |
| Verification | Bank account verified | Updating Bank Details |
| Policies | POSH policy acknowledged | Policy acknowledgements |
| Policies | Employee handbook acknowledged | Policy acknowledgements |
| Policies | NDA signed | Policy acknowledgements |
| Policies | Offer letter signed | Viewing and Accepting Your Offer Letter |
| Tax | Investment declaration submitted | Investment Declarations |
As you complete each step on the linked pages, the matching item is marked complete. Items can also be toggled on the checklist itself, and the change is saved to the backend for your engagement.
What's Next?
- Setting Up Your Account (Onboarding) - The guided flow that walks you through these items in order.
- Uploading Your Onboarding Documents - Upload the identity, address, and banking documents the checklist tracks.