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Creating Custom Modules

Create Custom Module

Letโ€™s take a look at how you can create a custom module and add the required fields in Zoho Payroll.

You must first create a custom module to start recording data. Here’s how:

  • Go to Settings in the top right corner of the page.
  • Click Overview under Custom Modules.
  • Click Create Module in the top right corner.
  • In the Create Modules pop-up:
    • Enter a Module Name to identify your custom module.
    • Enter a Plural Name which will be used as the plural form of your module wherever necessary.
    • Provide a Description for the module.
    • Click Next to proceed.
  • In the Primary Field Properties section:
    • Enter the Label Name of the primary field.
    • Select its Data Type.
    • If you want the data entered in this field to be unique, choose Yes for Prevent Duplicate Values. Otherwise, click No.
    • Click Save.

Insight A primary field is the unique identifier used to identify the custom moduleโ€™s records.

Note You can edit the name of the primary field later if required. However, you will not be able to delete it.


Add Fields

Once you’ve created a custom module, you can add additional fields to the custom module. Here’s how:

  • Go to Settings in the top right corner of the page.
  • Click the custom module you created under Custom Modules.
  • Go to the Fields tab.
  • Click Create New.
  • Enter the necessary details.
  • Click Save

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