Integration of SpringVerify with Zoho Recruit

Integration of SpringVerify with Zoho Recruit

Overview:

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

Step 1: Locate the Zoho Recruit card and click on “Connect” to open it.


Step 2 : Inside the Zoho Recruit integration, click on the ‘Connect’ button which will redirect you to the Zoho Recruit



Step 3 : Log in to Zoho Recruit and click on “Accept” to grant us access.

Step 4 : You will be redirected to the SpringVerify Integrations page with a confirmation message: "Zoho Recruit Integration added successfully." Next, map the packages relevant to your organization to the package names displayed in ZohoRecruit



Step 5 : Click "Save" to complete the process. A success toast message will confirm the action.



.

Section B: Steps to add new field in Zoho Recruit Candidate form

1. Navigate to the Settings section.




Open the Candidates Module

2. Click on Modules and select Candidates.





3. Click on the candidates



4. Create a New Section for Background Verification (BGV)


Important Note : The name should match the KBA for labels and field names.

  • Click on New Section and name it accordingly for Background Verification (BGV).



5. Set Up the Package Mapping Dropdown

  • Click on Picklist to create a Package Mapping Dropdown.

  • Add the following options:

    • Upstart Verifier

    • Master Verifier

    • Elite Verifier

    • Custom Verifier



Name the field Label as "SpringVerify Package" and  Add the Pick List Option as

Upstart Verifier

Master Verifier

Elite Verifier

Custom Verifier

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.





6. Click on Single Line to add the SpringVerify BGV Status.


Update Field Configurations

  • Adjust the fields' settings as per the provided reference images:


BGV Status Field Configuration (field: Single Line)



7. BGV Report Link Field Configuration (field: URL)

Click on URL to add the SpringVerify BGV Report


8. Click Save Layout to save the changes in candidate form.

Section C : Steps to initiate Background Verification from Zoho Recruit

1. Navigate to the Candidate Detail Page or create new candidate in Zoho Recruit.

2.Upload all necessary documents as attachments within Zoho Recruit.

3. Select the Background Verification Package
When initiating Background Verification, select the appropriate package from Background Verification dropdown sectionand click Save to apply the selected package.



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.

Zoho Recruit Integration – FAQ

1. What does the Zoho Recruit integration with SpringVerify do?

The integration allows automatic fetching of candidate documents from Zoho Recruit, partially fills the Background Verification (BGV) form, and enables seamless report updates within Zoho Recruit.


2. How do I enable the integration between Zoho Recruit and SpringVerify?

Follow these steps to enable the integration:

  1. Navigate to the Integrations section on SV portal.

  2. Locate Zoho Recruit card and click "Connect."

  3. Ensure that you have added the required sections in the candidate module.

  4. Select a SpringVerify package while saving candidate details.

🔗 Tutorial for setting up integration in Zoho Recruit


3. How do I add a new section in the Candidates module for BGV?

  1. Go to Settings > Modules > Candidates.

  2. Click "New Section" and name it appropriately (e.g., "Background Verification").

  3. Ensure the labels and field names match the KBA instructions.

  4. Save the changes.


4. How do I configure the "SpringVerify Package" dropdown in Zoho Recruit?

  1. Click on Picklist to create a Package Mapping Dropdown.

  2. Name the field label as "SpringVerify Package."

  3. Add the following options:

    • Upstart Verifier

    • Master Verifier

    • Elite Verifier

    • Custom Verifier

  4. The number of options should match the number of packages available on SpringVerify.


5. How do I add the BGV Status and Report fields in Zoho Recruit?

  1. Click on Single Line to create a field for BGV Status.

  2. Click on URL to create a field for BGV Report Link.

  3. Adjust the field settings as per the reference images provided in the KBA.


6. How do I initiate BGV after adding a candidate in Zoho Recruit?

  1. Log in to Zoho Recruit and navigate to the Candidates module.

  2. Add a new candidate with the required details.

  3. Select the SpringVerify Package while saving the candidate info.

  4. The BGV process will be partially filled and initiated automatically.

🔗 How to enable integration and add a candidate

🔗 Candidate Added on SV and BGV is partially filled


7. How do I check the BGV report and status in Zoho Recruit?

  1. Navigate to the Candidates module in Zoho Recruit.

  2. Open the candidate profile.

  3. The BGV Status and BGV Report Link will be available in the Background Verification section.

🔗 How report and status will appear on Zoho Recruit


8. Why is the candidate's BGV not initiated after saving their details?

✅ Ensure that you have selected the SpringVerify Package while saving the candidate.
✅ Verify that the Background Verification section is added correctly in the candidate module.
✅ Check if the integration between Zoho Recruit and SpringVerify is active.


9. Why is the BGV Status field not updating in Zoho Recruit?

✅ The BGV process might still be in progress; wait for updates.
✅ Ensure that the BGV Status field is correctly added as a Single Line field.
✅ Recheck if the candidate details match the required format in Zoho Recruit.


10. What happens if the labels and fields do not match the KBA?

✅ If the field names do not match the KBA, the integration may not function properly.
✅ Make sure to use the exact same labels and verify the setup again.


11. The BGV Report Link is not appearing. What should I do?

✅ Ensure that the BGV Report Link field is added as a URL field in Zoho Recruit.
✅ Confirm that the BGV process has been completed in SpringVerify.
✅ Check for any syncing issues between Zoho Recruit and SpringVerify.


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