Managing EOR Employees

Once an employee is hired through Omnivoo’s EOR service, you can review their details, payroll, documents, and compliance from their detail page. This guide covers what each tab shows and the actions available there.

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Accessing an Employee’s Profile

The detail page header shows the employee’s name, status badge, a “Bank Set Up” or “Bank Pending” badge, their job title, location, and start date. When the employee is active, a Terminate button appears in the header. See Employee Offboarding & Settlement for what that does.

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Employee Detail Tabs

The employee detail page has four tabs: Overview, Payroll, Documents, and Compliance.

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Overview

Clicking a person on the People page opens their detail page at /employer/people/engagement/:engagementId. The Overview tab summarizes the engagement:

• Contract Details - engagement type, start date, status, currency, monthly salary, and total CTC (for India).
• Employment Terms - contract type, work hours per week, notice period, and probation period.
• Monthly Cost Breakdown - base salary, benefits, and the Omnivoo EOR fee, with a total monthly cost. Each row shows the amount converted to your invoice currency, plus the native amount underneath only when the native currency differs from your invoice currency. If the invoice-currency total cannot be resolved, the total shows a placeholder dash and the note Total unavailable (FX rate not resolved). When a live FX rate is applied, a footnote reads “Amounts shown in [currency] use live FX; actual billing may vary slightly.” When a free-EOR-fee promotion is active, the EOR fee row shows a Promo pill and an amount of 0.
• Summary - the Monthly Fee and the created date. During a promotion the fee shows 0 with a Promo: month X of Y free label.
• Bank Account - when bank details are on file, it shows Set up with a masked account number (**** plus the last 4 digits) and IFSC: [code]. Otherwise it shows an amber Pending state with “Employee needs to submit bank details”.

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Payroll

For India employees, the Payroll tab renders the Indian payslip layout: It also shows gross salary, total deductions, and net pay. For non-India engagements, the tab shows a simpler payroll summary (base salary, benefits, EOR fee, and total monthly cost).

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Documents

The Documents tab is where you see and manage employee files:

• Documents - files on record under a Documents ([count]) header. Each card shows the file name, the document type, and Uploaded [date], with a Download link that opens the file in a new tab. When there are none, the tab shows “No documents available yet.”
• Document Requests - click Request Document to open a form with a Document Type text field (placeholder “e.g., ID Proof, Address Proof, Tax Certificate”) and an optional Message box. Send Request stays disabled until you enter a document type. Each request shows a status badge: Requested (amber) while pending, Submitted (green) once fulfilled, or Cancelled (gray). When a request is fulfilled, the uploaded files are listed with the file name, “by [uploader]”, the date, and a Download link.
• Termination Documents - for terminated employees only, you can Generate Termination Documents (relieving letter and experience letter) and open the View Settlement page. See below.

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Compliance

The Compliance tab shows a readiness checklist for the employee, with a progress bar: For India employees, a Statutory Contributions card also lists the monthly PF, ESI, Professional Tax, and Gratuity provision amounts.

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Generating Termination Documents

Employment contracts are generated when you hire. The employee detail page itself does not regenerate ongoing contracts. What it does generate is termination paperwork once an employee is offboarded:

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Employee Status

The header status badge reflects the engagement state. Active employees can be terminated from the header. After offboarding, the engagement moves to a completed/cancelled state and the Terminate action is replaced by termination-document and settlement actions on the Documents tab.

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What’s Next?

• Employee Offboarding & Settlement - Terminate an employee and process final settlement.
• Settlement Approvals - Review and approve the Full & Final settlement.
• Compliance & Documents - Your company’s verification status and signed agreements.