Integration of SpringVerify with Zoho People

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: Integrate Zoho People with SpringVerify

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

2. Search for “Zoho People” and click Connect.
   
   

3. Inside the Zoho People integration, click Connect again → you’ll be redirected to the Zoho People login page.

4. Log in to Zoho People → click Accept to grant 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 and select the verification from the
    dropdown.
   
     
   
   
    6. Click "Save" to complete the process. A success toast message will confirm the action.

   
   

1. Note : If the integration is configured for candidates only in the Spring Verify portal, then only candidates will be added to Spring Verify. If it is configured for employees, only employees will be added. If both candidates and employees are selected, then both will be added to the portal after the package selection from Zoho People.  
   

Section B: Steps to add new field in Zoho People employee form

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.
   

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.

 5. Click on Single Line, to add the BGV Status.
6. Click on URL to add the BGV Report field.

7. Now, while adding an employee, if you want to initiate BGV for that employee, simply select the appropriate package name from the dropdown.

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

Section C: Steps to add new field in Zoho People Candidate form

1.Navigate to Settings > Onboarding > Extend Service. 


2. Under Forms, click on “Candidate” 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.

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.

Click on Single Line, to add the BGV Status.
Click on URL to add the BGV Report field.

Now, while adding a Candidate, if you want to initiate BGV for that Candidate, simply select the appropriate package name from the dropdown.

For example, the "Upstart Verifier" package can be assigned to this candidate on Zoho People.

If you want to initiate BGV for an existing Candidate, edit the BGV  section and assign a package name to that candidate, 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.
  

Congratulations! You have successfully integrated Zoho People with SpringVerify. Bravo 👏

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.

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