Preferences

The preferences section under settings helps you handle certain functions of Zoho Payroll such as Flexible Benefit Plan (FBP) Declaration, IT Declaration, Proof of Investments (POI) and Reimbursements. Go to Settings > Preferences.


FBP & Reimbursement Claim

You can handle FBP and Reimbursement related preferences here.


Flexible Benefit Plan

Flexible Benefit Plan (FBP) is a way in which your employees can structure their own salary. You can manage FBP related preferences here.

Pay Schedule

Reimbursement Claim Submission

You can manage reimbursement related preferences here.

Pay Schedule

IT Declaration & POI Submission

You can handle investment related preferences in this section.


Income Tax Declaration

You can manage IT Declaration related preferences here.

Pay Schedule

POI Submission

You can manage POI related preferences here.

Pay Schedule

Employee Custom Fields

Employee custom fields enable you to include additional information about the employee. Any detail that is not mandated in the payroll but you want to collect can be collected using custom fields. For example, details such as Aadhaar number, vehicle registration number, and marital status. These fields will be available under Personal Information > Other Details in the employee’s profile. In this document you will learn how to:


Create a Custom Field

Data Type Information Needed
Text Box (Single Line) * Help Text
* Is this PII?
* Default Value
Text Box (Multi-line) Help Text
Email * Help Text
* Is this PII?
* Default Value
URL * Help Text
* Is this PII?
* Default Value
Phone * Help Text
* Is this PII?
* Default Value
Number * Help Text
* Is this PII?
* Default Value
Decimal * Help Text
* Default Value
Amount * Help Text
* Default Value
Percent * Help Text
* Default Value
Date * Help Text
* Is this PII?
* Default Value
Check-box * Help Text
* Default Value (☐ Ticked by default)
Auto generate number * Help Text
* Prefix
* Suffix
* Starting Number
Drop-down * Help Text
* Options
* Default Value
Multi select * Help Text
* Options
* Default Value
Notes * Help
* Content
New Custom Field

Edit a Custom Field Configuration

To edit the custom field:

Edit Custom Field

Make a Custom Field as Inactive

To temporarily mark a custom field as inactive:

Disable Custom Field

To enable it again, click the More icon and select Mark as Active.


Delete a Custom Field

You can delete a custom field if there is no employee data associated with that custom field. To delete a custom field:

Delete Custom Field

The custom field will be deleted.

TOP