Help

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:

  1. Go to Settings and click Employee.
  2. Click Create Custom Field.
  3. Enter the Field Name.
  4. Select a Data Type from the dropdown.
Data TypeRequired Information
Text Box (Single Line)
  • Help Text
  • Data Privacy
  • Prevent Duplicate Values
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Email
  • Help Text
  • Data Privacy
  • Prevent Duplicate Values
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
URL
  • Help Text
  • Data Privacy
  • Prevent Duplicate Values
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Phone
  • Help Text
  • Data Privacy
  • Prevent Duplicate Values
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Number
  • Help Text
  • Data Privacy
  • Prevent Duplicate Values
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Decimal
  • Help Text
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Amount
  • Help Text
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Percent
  • Help Text
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Date
  • Help Text
  • Data Privacy
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Date and Time
  • Help Text
  • Data Privacy
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Check Box
  • Help Text
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Auto-Generate Number
  • Help Text
  • Prefix
  • Starting Number
  • Suffix
  • Is Mandatory?
  • Show in Employee Portal
Dropdown
  • Help Text
  • Options
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Multi-select
  • Help Text
  • Options
  • Default Value
  • Is Mandatory?
  • Show in Employee Portal
Text Box (Multi-line)
  • Help Text
  • Is Mandatory?
  • Show in Employee Portal
  1. Based on the selected data type, provide the required information.

Add Details for New Custom Field in Zoho Payroll

  1. 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:

  1. Go to Settings and click Employee.
  2. Click the More icon next to the field name and select Edit.

Edit a Custom Field in Zoho Payroll

  1. 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:

  1. Go to Settings and click Employee.
  2. Click the More icon next to the field name and select Mark as Inactive.

Mark a Custom Field as Inactive in Zoho Payroll

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:

  1. Go to Settings and click Employee.
  2. Click the More icon next to the field name and select Delete.

Delete a Custom Field in Zoho Payroll

  1. In the popup that appears, click Yes.

The custom field will be deleted.

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