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).

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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.

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The 14 Items

The checklist covers 14 items in four groups. The card lists them together with a running completed count. 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.

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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.