Overview

SpringVerify has refined its integration with Zoho People, providing your organization with an even more streamlined approach to managing pre-onboarding employee background verifications. This enhanced integration further optimizes and automates the verification process within the Zoho People platform.

Note: Data will be fetched from Zoho People within 10 minutes to initiate background verification.

Section A: Steps to Integrate Zoho People with SpringVerify

1. Go to the SpringVerify IN integration page by navigating to the URL: https://portal.in.springverify.com/integrations.

2. Search for "Zoho People" on the Integrations page and proceed to open it by clicking “Connect”.

3. Inside the Zoho People integration, click on the ‘Connect’ button which will redirect you to the Zoho People login page.

4. Log in to Zoho People and click on “Accept” to grant us access.

5. You will be redirected to the SpringVerify Integrations page with a confirmation message: "Zoho People Integration added successfully." Next, map the packages relevant to your organization to the package names displayed in Zoho People.
   

6. Click "Save" to complete the process. A success toast message will confirm the action.

1. Navigate to Settings > Employee Information > Extend Service.
   

2. Under Forms, click on “Employee” and the editor will open.
   

3. Add a new section by clicking on "Manage Sections", then select "Add Linear Section" and name it "BGV Details".
   

4. Drag and drop the Dropdown field into the BGV Details section, as shown in the image above.
   

5. Name the field as "Package name" and set the label name to "Package_name". Add the number of options equal to the number of packages you have on SpringVerify.

• For example, add a single option if you have one package on SpringVerify, two options if you have two packages, and so on, up to a maximum of 4 options.

 Name the options as follows:

1. Custom Verifier

2. Master Verifier

3. Elite Verifier

4. Upstart Verifier

These option names correspond to your packages on SpringVerify.

For example, the "Master Verifier" package can be assigned to the employee “Riya Sethi” on Zoho People.

7. If you want to initiate BGV for an existing employee, edit the BGV Details section and assign a package name to that employee, then save the changes.

Note:

• The phone number field is not required by default. Either make it a required field while editing the form or ensure that the phone number is added before initiating BGV.

• The newly added field must have the label name "Package_name", as this is essential for the integration to function correctly.

By implementing a background verification process, your organization has made a smart decision to ensure the accuracy of employee information. This step strengthens trust, integrity, and reliability within your team.