Passport Verification for Bigin

Passport Verification for Bigin

Introduction

Passport verification is a crucial process for ensuring the authenticity of individual identity during recruitment, onboarding, and compliance procedures. By integrating passport verification into Bigin by Zoho CRM, businesses can streamline their processes, minimize risks, and enhance operational efficiency.

This document explores the benefits, supported editions, step-by-step processes, and the tailored advantages for staffing companies and recruitment agencies, along with how it helps reduce rejections in later stages.

 

      Benefits of Passport Verification

             General Benefits

  • Enhanced Security: Verifies the authenticity of identity documents to prevent fraud.

  • Streamlined Processes: Automates verification to save time and resources.

  • Improved Compliance: Ensures adherence to local and international regulatory requirements.

  • Data Accuracy: Reduces human error by integrating automated checks.

             Specific Benefits for Organizations

  • Staffing Companies: Ensures the legitimacy of candidates before deployment.

  • Recruitment Agencies: Reduces the chances of fraudulent applications, increasing trust among clients.

  • Corporate Entities: Enhances onboarding efficiency while complying with HR policies.

 

Companies That Can Use Passport Verification  

 Industries:

  • Staffing and Recruitment

  • Travel and Hospitality

  • Education and Training Institutes

  • Financial Services

  • Healthcare and Pharma

  • Corporate Enterprises

  

Benefits for Staffing Companies and Recruitment Agencies

  1. Reduced Time-to-Hire:

    • Automates a key aspect of candidate verification, speeding up the hiring process.

  1. Improved Candidate Quality:

    • Filters out applicants with fraudulent documents early in the process.

  1. Enhanced Trust with Clients:

    • Demonstrates professionalism and due diligence to clients by ensuring candidates’ authenticity.

  1. Regulatory Compliance:

    • Avoids potential legal and financial repercussions by adhering to identity verification laws.

 Key Features for Passport Verification 

  • Automatic Passport Verification: Seamlessly verify Passport numbers within the Zoho Bigin Contacts module to ensure compliance and accuracy.

  • Detailed Passport Information: Retrieve and view comprehensive details associated with the Passport number, including the Passport holder's name, DOB and status.

  • One-Click Verification: Use the "Passport Verification" button to check instantly and update the Passport status without leaving the Zoho Bigin.

  • Real-Time Updates: Automatically update Passport-related fields.

  • API Integration: Seamlessly integrate with Passport verification APIs for real-time data retrieval and verification directly within Zoho Bigin.


 

Steps to Install

 

 Go to Toppings > Marketplace > All Toppings.

  • All the installed Toppings are listed. Under Installed, you can view all the      toppings supported by your Bigin.

  • Click All Toppings,  browse for, and click "Passport Verification for Bigin."

  • Details about the toppings will be available.

  • Agree to the Terms of Service and click Install.

 

 

 

Install the Passport Verification for Bigin.

 

 




Based on the requirement choose User/Profiles and hit Confirm.

  • Install for admins only - The topping will only be installed in Bigin for Users with the administrator profile.

  • Install for all users - The topping will be installed in Bigin for all users.

         Choose Profiles - The topping will be installed in Bigin for manually chosen users.

 

Setting up OAuth authorization

  • To Authorize click on the "Authorize" button

  • Click on "Connect" to access the Zoho Services

  • Choose the service you want to install and submit it

  • Click on the "Accept" button you allow DRE IDC to access data in your Zoho account

  • Then the connector will connect.

   


Click on Authorize



Authentication will open in new Tab- Click on Connect

Click on Accept

 

 

 

 

 

 

 

New fields have been added to the Contacts Modules  

Field Type

Field Name

Comment

Date

Passport DOB

This field represents the DOB

Alphanumeric

Passport Number

This field represents the passport number

Dropdown

Passport Status

This field represents the status of the passport and it shows either "Valid " or "Invalid".

Multi-line

Passport Message

The details will indicate whether it is "Positive" or "Negative."




Once the extension is installed, you will be able to see the passport-related fields in the Contact module.

 



By clicking on the passport verification you will be able to see the details.

 

 



After entering the Passport Number rest fields will automatically gets updated via APIs.

 

 

 

 

 


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