## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/payroll/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Custom Modules in Employee Portal

If you want your employees to view and manage the records of a custom module, you can enable the custom module for the employee portal as well. You can configure who can access the module and choose whether they can view all records or only records that meet specific criteria.

## Show a Custom Module in the Employee Portal

To display the records of a custom module in the employee portal:

*   Go to **Settings** in the top right corner.
*   Click the required custom module under _Custom Modules._
*   Go to the **Preferences** tab.
*   Click **Configure and Show**.
*   Select the actions your employees can perform on the custom module’s records from the Employee Portal.
    *   **Create and Edit Records:** Check this option if you want your employees to create and edit records in the custom module from the Employee Portal.
    *   **Add Comments:** Check this option if you want to allow your employees to add comments to the records of the custom module from the portals.
    *   **Save as Draft & Recall:** Enable this option to allow employees to save records as drafts and recall submitted records. This option is available only when Create and Edit Records is enabled.
*   Select the **Lookup Field**. This links the custom module’s records to the respective employee. If there are no lookup fields, click the dropdown and select **\+ New Lookup Field** and fill in the required details to create a new one.
*   Choose who can access the module:
    *   **Visible to All Employees:** All employees in the organization can access the module.
    *   **Visible to Specific Employees:** Only the selected employees will be able to access the module.
*   Choose which records employees can view:
    *   **Display All Records:** Employees can view all records in the module.
    *   **Display Records Based on Criteria:** Employees can view only records that match the specified criteria.
*   Click **Save**.

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## Update Custom Field Preferences

For your employees to create or edit the custom fields of a record from their portals, you need to enable the **Display in Portal** option for the required custom fields. Here’s how:

*   Go to **Settings** in the top right corner.
*   Click the required custom module under _Custom Modules_.
*   Go to the **Fields** tab..
*   Hover over the field you want to be displayed in the employee portal, click the **More** icon and select **Edit**.
*   Select **Yes** for _Show in Employee Portal_.

**Note:** The Display in Portal option is not supported for the Attachment, Lookup, and External Lookup custom fields.

*   If you want your employees to edit the field from their portals, click **Yes** for _Edit in Portal_. Otherwise, click **No**.
*   Click **Save** once you’ve updated the preferences of the required custom fields.

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## Manage Portal Preferences for a Custom Module

If you want to update the portal preferences for a custom module:

*   Go to **Settings** in the top right corner.
*   Click the required custom module under _Custom Modules_.
*   Go to the **Preferences** tab.
*   Click **Manage Preferences** next to the employee portal.
*   Make the necessary changes and click **Save**.

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## Remove a Custom Module From the Employee Portal

You can hide the custom module from the employee portal. Here’s how:

*   Go to **Settings** in the top right corner.
*   Click the required custom module under _Custom Modules_.
*   Go to the **Preferences** tab.
*   Click the dropdown next to _Manage Preferences_ and click **Remove From Portal**.

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## Approve a Record Submitted by Your Employees

If you’ve enabled the option for your employeess to create and submit records in a custom module from the employee portal, you can review and either accept or reject the submitted records.

To approve a record submitted by your employees:

*   Select the required custom module on the left sidebar.
*   Click _All_ at the top and select **Portal Submitted**.
*   Click the record you want to consider for approval.
*   Click **Accept** at the top.
*   Click **Accept** again in the pop-up that appears to confirm your action. The record will be added to the custom module.

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## Delete a Record Submitted by Your Employees

If you’ve enabled the option for your employees to create and submit records in a custom module from the employee portal, you can review and either accept or reject the submitted records.

**Note:** If you delete a record submitted by your employees, it will be deleted from the custom module in your organization as well as from the employee portal.

To delete a record submitted by your employees:

*   Select the required custom module on the left sidebar.
*   Click _All_ at the top and select **Portal Submitted**.
*   Click the record you want to consider for approval.
*   Click the _More_ icon at the top and select **Delete**.
*   Click **Proceed** in the pop-up that appears to confirm your action.