Employee Preferences
Custom Fields
NOTE This feature is available only for certain plans of Zoho Payroll. Visit our pricing page to check if it’s available in your current plan.
Employee custom fields allow you to capture additional employee information beyond what’s captured using default fields. For example, you can use custom fields to store details such as a LinkedIn profile URL, dependant details, or professional license number.
These fields appear under Personal Information > Other Details in the employee’s profile and can also be included on their pay stubs.
Create a Custom Field
To create a custom field for employees:
- Go to Settings and click Employee.
- Click Create Custom Field.
- Enter the Field Name.
- Select a Data Type from the dropdown.
Data Type | Required Information |
---|---|
Text Box (Single Line) |
|
| |
URL |
|
Phone |
|
Number |
|
Decimal |
|
Amount |
|
Percent |
|
Date |
|
Date and Time |
|
Check Box |
|
Auto-Generate Number |
|
Dropdown |
|
Multi-select |
|
Text Box (Multi-line) |
|
- Based on the selected data type, provide the required information.
- Click Save.
The custom field will now appear under Personal Information > Other Details in all the employee’s profile.
Edit a Custom Field
To edit a custom field:
- Go to Settings and click Employee.
- Click the More icon next to the field name and select Edit.
- Make the necessary changes and click Save.
The field will be updated.
Mark a Custom Field as Inactive
If a custom field is no longer in use but may be needed later, you can mark it as inactive instead of deleting it.
To mark a custom field as inactive:
- Go to Settings and click Employee.
- Click the More icon next to the field name and select Mark as Inactive.
The field will no longer appear in employee profiles or pay stubs. To reactivate it, click the More icon and select Mark as Active.
Delete a Custom Field
If a custom field is no longer needed, you can delete it permanently.
NOTE You cannot delete a custom field if it contains data for any employee. Make sure to remove the data from all employee profiles before deleting the field.
WARNING Deleting a custom field is permanent and cannot be undone.
To delete a custom field:
- Go to Settings and click Employee.
- Click the More icon next to the field name and select Delete.
- In the popup that appears, click Yes.
The custom field will be deleted.