Managing EOR Employees

Once an employee is hired through Omnivoo's EOR service, you can manage their entire lifecycle from their detail page. This guide covers how to view and update employee information, track onboarding, review payroll, and manage documents.

Accessing an Employee's Profile

1. Go to the EOR Dashboard.
2. Find the employee in the employee table (use search or filters).
3. Click on the employee's row to open their detail page.

Employee Detail Tabs

The employee detail page is organized into five tabs:

Overview

The Overview tab provides a snapshot of the employee's current status:

• Personal info — Name, email, job title, department
• Employment details — Country, start date, current status
• Compensation — Monthly salary, currency, CTC breakdown (for India)
• Key dates — Start date, contract signing date, last payroll date

Onboarding

The Onboarding tab shows the employee's progress through the onboarding checklist. Each item is marked as complete, in progress, or pending:

Checklist Item	Description
Personal Details	Name, date of birth, address, emergency contact
Identity Verification	Government-issued ID upload and verification
Tax Declarations	Tax regime selection, PAN (India), tax forms
Bank Details	Bank account for salary deposits
Employment Contract	Review and e-sign the employment agreement
Company Policies	Acknowledge company handbook and policies

tip

Employees receive automated reminders for incomplete onboarding items. You can also manually resend the onboarding invitation from this tab.

Payroll

The Payroll tab shows the employee's compensation details and pay history:

• Current month breakdown — Gross salary, deductions, and net pay
• Pay history — Month-by-month payroll records
• Year-to-date totals — Cumulative earnings and deductions

Indian Payroll Breakdown

For India-based employees, the payroll tab shows a detailed CTC breakdown:

Category	Components
Earnings	Basic Salary, HRA, Special Allowance, Other Allowances
Employee Deductions	PF (12% of Basic), ESI (if applicable), Professional Tax, TDS
Employer Contributions	Employer PF (12% of Basic), Employer ESI, Gratuity
Net Pay	Gross Earnings minus Employee Deductions
Total CTC	Gross Earnings plus Employer Contributions

Documents

The Documents tab is where you manage all employee-related files:

• Upload documents — Click "Upload" to add new documents (contracts, ID copies, tax forms, etc.)
• Download documents — Click any document to download it
• Document types — Employment contract, offer letter, ID proof, tax declarations, payslips

info

Documents are stored securely and encrypted at rest. Only authorized users in your organization can access employee documents.

Compliance

The Compliance tab shows the employee's compliance status:

• Registration status — Whether the employee is registered with local authorities (PF, ESI, tax)
• Filing status — Recent and upcoming filings related to this employee
• Compliance alerts — Any issues that need attention

Editing Employee Details

To update an employee's information:

1. Click the "Edit" button on the Overview tab.
2. Modify the fields you need to change.
3. Click "Save Changes".

warning

Some fields cannot be edited after the employment contract is signed (e.g., country, start date). Changes to compensation require a contract amendment and may take effect from the next payroll cycle.

Editable Fields

Field	Editable Before Contract	Editable After Contract
Name	Yes	Requires amendment
Email	Yes	Yes
Job Title	Yes	Yes
Department	Yes	Yes
Salary	Yes	Requires amendment
Country	Yes	No
Start Date	Yes	No

Generating Employment Contracts

Omnivoo automatically generates a locally compliant employment contract when you hire an employee. To access or regenerate it:

1. Go to the employee's Documents tab.
2. Find the Employment Contract document.
3. Click "Download PDF" to get a copy.

If you need to regenerate the contract (e.g., after an amendment):

1. Go to the Overview tab.
2. Click "Generate Contract".
3. Review the updated terms.
4. The new contract is sent to the employee for e-signature.

Employee Statuses

Each employee has a status that reflects their current state in the lifecycle:

Status	Meaning	Actions Available
Pending	Hired, onboarding not complete	Edit details, resend invite, cancel
Active	Fully onboarded and on payroll	Edit details, pause, terminate
Paused	Employment temporarily suspended	Resume, terminate
Cancelled	Hiring cancelled before onboarding completed	No further actions
Terminated	Employment ended, offboarding complete	View records only

Status Transitions

Pending ──> Active ──> Paused ──> Active (resumed)
   │           │                     │
   │           └──> Terminated <─────┘
   │
   └──> Cancelled

info

Pausing an employee suspends payroll processing but does not terminate the employment relationship. Use this for extended leave of absence or temporary work stoppages.

What's Next?

• Employee Offboarding & Settlement — Learn how to terminate an employee and process final settlement.
• EOR Compliance Dashboard — Track filings and compliance across all employees.
• EOR Dashboard — Return to the main dashboard.