Integration of SpringVerify with Zoho People

Integration of SpringVerify with Zoho People


Info

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.



Notes
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’ll be redirected back to SpringVerify with a confirmation message:
    “Zoho People Integration added successfully.”

  6. Map your SpringVerify verification packages to the corresponding packages in Zoho People.

  7. Click Save. A success message will confirm completion.

Section B: Add BGV Fields in Zoho People

  1. In Zoho People, go to: Settings → Employee Information → Extend Service.

  2. Under Forms, click on Employee to open the editor.

  3. Add a new section: Manage Sections → Add Linear Section → name it BGV Details.

  4. Drag & drop a Dropdown field into this section.

  5. Configure the field as:

    • Field Name: Package name

    • Label Name: Package_name

    • Options: match the packages available in your SpringVerify portal (up to 4 options).

    Example package names:

    • Custom Verifier

    • Master Verifier

    • Elite Verifier

    • Upstart Verifier


  6. While adding or editing an employee, simply select the appropriate Package Name to initiate BGV. 

    • Example: Assign “Master Verifier” to an employee (e.g., Riya Sethi) to start their verification. 

      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. Example: Assign “Master Verifier” to an employee (e.g., Riya Sethi) to start their verification. 

      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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