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Complete your onboarding

What the Owneli onboarding wizard asks for on first login, which steps you can safely skip, and why it sometimes comes back later.

Updated Aug 14, 2026

The first time you sign in, Owneli walks you through a short wizard before you land on Today: your details, an emergency contact, and any workplace policies that need your signature. Personal details can be skipped; policy sign-offs can't.

What does the onboarding wizard ask for?

Welcome

A short introduction naming the business you've joined. Click Get started.

About you

Your full legal name (required), plus optional preferred name, phone, and date of birth.

Contact and emergency details

Home address and an emergency contact — name, relationship, phone, email.

Policies (only if any are waiting)

If the business has published policies you haven't signed, each one appears in turn. Read it, then sign — either type your name or draw a signature — and click I acknowledge. This step only appears when something is actually waiting for you.

Done

Click Go to dashboard and you land on Today.

What you can skip

The personal-detail steps are not blockers. Skip for now jumps you past them — you can fill in your address, date of birth, and emergency contact later from your profile. Skipping does not skip policies: those are a legal sign-off and must be acknowledged before you finish.

It remembers where you were

Every step saves as you go. If you close the tab halfway through, reopening the wizard resumes at the step you left, not at step one.

Why did onboarding come back?

If a new policy is published after you've finished onboarding, landing on the wizard again takes you straight to the outstanding policy — nothing else is re-asked. Sign it and you're back to work.

You can also read and acknowledge policies without the wizard, from Operations → Policies. Whatever is still waiting shows up in the Action required section on Today — see Your day in Owneli.

Common questions

Do I have to fill in my date of birth and address?

No. Skip for now moves past the personal-detail steps; you can add them later from your profile. Only policy acknowledgements are mandatory.

Can I sign a policy with my mouse or finger?

Yes — choose Draw signature instead of typing your name. Either counts as a legal acknowledgement, recorded with a timestamp.

I closed the browser mid-onboarding. Did I lose my progress?

No. Each step saves as you complete it, and the wizard reopens at the step you left.

Keep reading

Related

2
Find your way around OwneliA two-minute tour of the sidebar — the three spines, the five groups, and where configuration hides.Policies — reading, signing, and authoringWhat every employee has to do with a policy, how authors create one from a template, upload or paste, and how compliance is tracked.