Zoho People Extension

User Guide

How to initiate, track, and manage background verifications for your employees directly from Zoho People — no separate dashboard required.

What You Can Do

Initiate a background check for one employee from their record page.

Select multiple employees and initiate BGV for all of them at once.

See real-time case status synced from VeridionQ inside Zoho People.

Screenshot: VeridionQ BGV panel open in Zoho People employee sidebar

Initiate a background check for one employee from their Zoho People profile.

Step 1

Navigate to any employee in Zoho People. The VeridionQ BGV panel appears automatically in the right sidebar.

Step 2

Choose from pre-configured packages such as Standard (ID + Education + Employment) or Premium. Your admin sets available packages.

Step 3

Confirm that the candidate has provided written consent for background verification. This is required before submission.

Step 4

Click Initiate BGV. VeridionQ creates the case instantly. A case ID and status appear in the panel.

Step 5

Status updates from VeridionQ sync back automatically to Zoho People. No manual follow-up needed.

Screenshot: Initiate BGV widget — employee pre-filled, package selector, consent checkbox

Screenshot: Success state showing VeridionQ case ID and portal link

Initiate verifications for multiple employees in one action from the employee list view.

1
Open the Zoho People employee list view.
2
Click the VeridionQ Bulk BGV button in the toolbar.
3
Select the employees to verify using the checkboxes.
4
Choose a BGV package that applies to the entire batch.
5
Tick the consent confirmation checkbox to confirm all selected employees have provided consent.
6
Click Review & Submit. A summary shows the total count and estimated credit deduction.
7
Confirm to submit. Results appear per employee — successful, failed, or skipped.
8
Export the results as CSV for your records.

Screenshot: Bulk BGV widget step 1 — employee selection with checkboxes and package selector

Screenshot: Bulk BGV step 2 — review screen showing employee count and credit deduction

Screenshot: Bulk BGV results view — per-employee status tiles and CSV export button

Status updates sync automatically from VeridionQ to Zoho People. You can see the current BGV status in two places:

Sidebar panel: Open the employee record. The VeridionQ Initiate BGV panel shows the latest case status.
BGV Status tab: The BGV Status tab on the employee record shows the full verification breakdown — each check, its result, and last sync time.

Screenshot: BGV Status tab showing case summary, each verification check with status badge, and last sync time

Status	Meaning
BGV Initiated	Case created; awaiting payment or candidate action
Pending Candidate Action	Candidate must submit documents via VeridionQ portal
In Progress	Verification checks are actively being processed
On Hold	Paused — awaiting additional information
Completed	All checks done. View result in the Status tab
Cancelled	Case was cancelled before completion

Each BGV initiation deducts credits from your organisation's VeridionQ account. The current balance is shown in the Initiate BGV panel.

Screenshot: Initiate BGV sidebar showing credit balance indicator — 'Credits Available' in green

Low credits? Ask your Zoho People admin to top up via the VeridionQ Settings widget or at veridionq.com/dashboard/billing.

Have your admin follow the setup guide to connect the extension to your VeridionQ account.