Company Onboarding Wizard
For: Admin
When you create a new company on Tellus, the onboarding wizard guides you through six steps to get your compliance program up and running. The whole process takes about 10-15 minutes, and you can always adjust your settings later in AdminHQ.
Every step auto-saves as you go, so you never lose your progress. If you need to step away, click Save & Exit to return to your dashboard and pick up where you left off later.
The 6 Onboarding Steps
1. Industry Type
Select the industry that best describes your business — auto repair, pest control, manufacturing, laboratory, EHS consultant, EHS trainer, construction, school district, or other.
Your industry selection helps Tellus tailor the platform to your specific needs. It automatically configures the recommended modules and compliance templates for your operation, and it adapts the wording of later steps (see Titles Adapt to Your Industry below).
2. Modules & Plan
Choose your subscription plan and confirm the modules you want to enable. Tellus pre-selects every module available for your industry, and you can unselect any you don't need. You must keep at least one module enabled to continue.
All features are included on every Tellus account — nothing is locked behind a paywall. See Subscription Tiers for details.
3. Company Details
Enter your company information. The following fields are required:
- Legal Company Name
- Street Address, City, State, and ZIP Code
- Phone Number
- Business Size (number of employees)
Website and EIN (Employer Identification Number) are optional. This information appears in your compliance documents, including your Written HazCom Program and training certificates.
4. Program Coordinator
Assign the person responsible for your program. Under 29 CFR 1910.1200, every employer must designate a responsible person who oversees the hazard communication program — typically a safety manager, HR director, or operations lead.
Enter the coordinator's name and email (both required); a phone number is optional. If you'll be filling this role yourself, check the "I'll be the coordinator — use my info" box to assign the role to your own account without sending an invitation. Otherwise, an invitation is sent to the email you provide.
You can change the coordinator later in AdminHQ.
5. Sites & Locations
Add your company facilities and the areas within them. This one step now covers both sites and their locations.
- A site is a physical workplace — an office, warehouse, plant, store, training center, or job site. Each site requires a name, address, city, state, and ZIP.
- A location is a specific area within a site, such as a storage room, lab, zone, or work area. Each site needs at least one location with a name and address.
You must add at least one site with at least one location to continue. The number of sites you can add depends on your plan; if you reach your plan's limit, Tellus lets you know and you can upgrade to add more.
6. Invite Team
Invite team members by entering their name, email address, and role (Administrator, Manager, Employee, or Contractor). Each person receives an invitation email with a link to join your workspace.
This step is optional — you can skip it and invite people later from AdminHQ. When everything looks right, click Complete Setup to finish onboarding.
Titles Adapt to Your Industry
To match the way you work, some step titles and wording change based on the industry type you pick in step 1:
| Industry | Program Coordinator becomes | Sites & Locations becomes | Invite Team becomes |
|---|---|---|---|
| EHS Trainer | Training Coordinator | Training Sites | Trainers & Staff |
| EHS Consultant | Lead Consultant | Client Sites | Invite Team |
| Construction | Safety Coordinator | Job Sites | Invite Team |
| All others | Program Coordinator | Sites & Locations | Invite Team |
The steps themselves work the same way — only the labels and helper text change to fit your context.
After Onboarding
Once you complete the wizard, you'll land on your company dashboard. From here, you can:
- Upload Safety Data Sheets to build your chemical inventory
- Start creating your Written HazCom Program in Plan Builder
- Invite more team members from AdminHQ
- Set up training courses in SafePath
Everything you configured during onboarding can be changed at any time in AdminHQ. The wizard is just the fastest way to get started.
Next Steps
Follow the Admin Quickstart for a guided walkthrough of your first 30 minutes with Tellus.