Feature Spotlight: Employee Custom Fields
The next topic in the Community Learning Series focuses on custom fields and how to use them in various scenarios.
Think about what happens when a new employee joins your organization. Their information is immediately fed into the HR and payroll system, which is set up to collect certain types of employee information automatically. Here's how a typical employee profile looks in Zoho Payroll. The system automatically collects certain types of information, organized into Basic, Personal, and Payment categories.
Employee informationWhat are custom fields?
Employee custom fields can help collect any additional information about the employees that is not mandated in the payroll system. There are various instances where it's helpful to collect additional PII on top of the data collected automatically with Zoho Payroll (such as emergency contact info or blood group). Once the custom fields are created, the information they collect will be automatically available under Personal Information > Other Details in the employee’s profile.
How to create custom fields
Here's an example. Follow the steps below to create a new custom field
- In Zoho Payroll, go to Settings -> Preferences -> Employee Custom field
- Click Create New
- Create a new field called Blood Group
- Choose the data type called Number
- Provide Help Text for referen
- Choose whether to encrypt the information
(This ensures only users with access can view this information) - Choose whether to make the field mandatory and whether it will be available within the ESS portal
- Click Save
The data collected by this field will be available within the Employee module, under Personal information. A new section called Other information will be created where all the custom fields you create will appear automatically.
You can refer to our help docs for a detailed explanation of how to create and set up your custom fields.
Adding custom field information with a large employee count
Entering custom field data manually when there are hundreds of employees on your payroll can get hectic. This is where Zoho Payroll's import functionality helps, by letting you add details for all of your employees in one go.
Here's how to add the Blood Group information for a payroll process with many employees:
- In the employee import file, add a new column called Blood Group
Note: In the absence of an employee import file, the file can be exported by going to Employee Module -> Export data -> Employee Personal Details, choosing Active employees and the file type of .xls or .csv, and clicking on Export. In the exported file, add the new column.
- Add the Blood group information of all the employees under the column you created
(Ensure that the employee data is mapped to the right employee ID in the import file)
- Save the file and go to the employee module inside Zoho Payroll
- Click Import Data and select Employee Personal Details
- Upload the import file
- Map the custom field no to the column in the import file
- Tick the checkbox below to save the preferences for the future
- Click Next to import the custom field data
Under the employee module, choose any employee. The details will automatically appear under the employee's personal details.
Adding custom fields from Zoho People to Zoho Payroll
How do you add custom fields when the payroll system is integrated with the HR management tool Zoho People? It's pretty simple.
Before going ahead, ensure that the integration between Zoho Payroll and Zoho People is active. You can check by navigating to Integrations. The status of the Zoho People integration with Payroll should be Active.
Zoho People integrationNext, ensure that the custom field to be added to Zoho Payroll already exists in Zoho People.
To add the Blood Group information of all the employees within Zoho People to Zoho Payroll:
- Create a custom field called Blood Group inside Zoho Payroll using the steps in the first section of this post.
(Once that's complete, the data can be synced within the two platforms) - Go to Settings -> Integrations and click Zoho Apps
- Choose View details in Zoho People
- Select Edit field mapping. The custom field created will appear under the section Other information
- Now map the right field name within Zoho People with the corresponding custom field
- Click Save
- Once complete, select the Instant sync option on top of the window
A notification that the sync is complete will appear within a few seconds, showing that the custom fields have been mapped from Zoho People to Zoho Payroll successfully. As in the previous case, this information can be viewed for all the employees within the employee module.
Hope you found this post useful! If you have any questions about custom fields and their uses, let us know in the comment section below, or email us at support@zohopayroll.com and we will get back to you.
Until next time!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Archana
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Enable Free External Collaboration on Notecards in Zoho Notebook
Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these externalUpdating records through Zoho Sheets View doesn't update timeline or trigger workflow rules
I have noticed that when i update a series of record with the zoho sheets view (see here http://d.pr/i/ahnR) it doesn't update timeline history or trigger workflow rules. I am using it in the Deals module. Looking forward for some more info. DenisHow do I change the account bank charges are charged to?
I want bank charges charged to my Credit Card Fees account. Is there a way to do this?Mail Search should allow grouping by conversation like Gmail.
Having switched from gmail I have found the search function hard to use. Mostly because mail is not grouped by conversation in search. If I search for a word when looking for a conversation had with someone then sometimes 10 emails will come up from theAbility to CC on a mass email
Ability to CC someone on a mass email.Updation of Old Browsers Versions for Zoho CRM
We have upgraded the default browser version for CRM to facilitate features like widgets and scripts that are often implemented aside from advanced functionalities for various business requirements. The latest version is aimed to provide better performanceProject-Based Inventory Consumption and Proforma Invoice in Zoho ERP
While working with customers across different industries, we have identified a few functional questions and gaps that commonly arise—especially for project-based and service-oriented businesses. Many organizations, such as those in shipping, construction,Zoho Desk domain Mapping not Working Showing CNAME Error
I have created the subdomain and created the Cname as well as its instracted on the Zoho website but when i try add the domain on help desk its showing error msg : Make sure you've mapped the CNAME entry and linked it to desk.cs.zohohost.com.au on yourFounders using Zoho — are you leveraging Zoho Campaigns + Zoho Social for thought leadership… or just sending emails?
I’ve noticed something interesting in the Zoho ecosystem. Many founders use Zoho Campaigns and Zoho Social for basic marketing—newsletters, scheduled posts, and announcements. But very few are using these tools strategically to: • Position themselvesI have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation only for item type goods ,
I have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation . Stock Check Validation only for item type goods , not for item type service . For theIMAP stopped working after enabling 2 factor authentication
IMAP stopped working after enabling 2 factor authentication. Is there any solution for this?Rename Service Report
Some of our customers are requesting the name of the service report PDF to be in a specific format, for example, instead of REP-001.PDF some are requesting to include their name like customername.pdf. is that possible?Outgoing emails rejected due to SpamCop RBL listing (IP 136.143.188.12)
Hi All, I am writing to report a deliverability issue affecting outgoing emails from my Zoho Mail account. Recently, several messages sent from my domain (example.com) to external recipients have been rejected with the following error message (redactedShare Record Ownership in Zoho Recruit
We’re introducing User Fields in Zoho Recruit designed to make collaboration easier when multiple team members need to work on the same record. With User Fields, you can extend record ownership beyond a single user and enable smoother teamwork acrossRecherche d'un développeur
Bonjour, j'ai un projet de SAAS sur une base de zoho créator et zoho CRM et je recherche un développeur qualifié français pour créer l'application créator (fonctionnel et graphique) et les workflow et blueprint de CRMDisplay actual mileage on an invoice
My users are creating expenses in Zoho expense. For example, they expense 10 miles and get paid 7 dollars (10 miles * IRS rate of .70). If I look at the expenses in Zoho Books, it does show them at 10 miles at .70 cent When I add these expense to an invoiceCustomer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, theyCloning a Pick List
I have an existing Pick List in my Contacts that I want to drop into my Leads. Is there a way to copy or clone the field with it's accompanying Pick List? Thanks for your time.How do I link my invoice to an estimate?
There has been instances where I have created estimates, however, invoices for the same estimate were created independently. The status of these estimates hasn't converted to 'invoiced'.I wish to upload 40000 Resumes in Zoho Recruit Database. Can I do this in batch of 1000 Resumes ?
I would like to upload thousand or few hundred of resumes in Zoho Recruit in one go. Please let me know how can I do this Or migrate my 40000 resumes from previous ATS to Zoho Recruit.Zoho Writer for Proposals
Hi, one of the things we've struggled with since moving to Zoho ecosystem is our proposal software Qwilr does not integrate well. It surprises me Zoho doesn't have proposal software but given all the capabilities of Zoho Writer, I'm wonder if anyone isCustom Fonts in Zoho CRM Template Builder
Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities ifFoutmelding bij uitvoering/opslaan functie 'Left expression is of type TEXT and right expression is of type NUMBER'
Hoi! Ik heb een workflow (zie bijlage) die wordt getriggerd zodra de verwachte weekomzet van een bedrijf wordt aangepast naar een bedrag hoger dan 0. Op dat moment moet een functie (zie bijlage) gaan berekenen wat het benodigde kredietlimiet moet zijn.Hoe kun je Nederlandse loonstroken boek in Zoho Books?
Beste Community, Heeft er iemand een idee hoe je standaard loonstroken kunt inboeken in Zoho Books? Ik ben benieuwd hoe jullie dit doen en wat de mogelijkheden zijn.Unable to Filter Retail Sales Orders & Need Paid/Unpaid Filter – Zoho Books
Hi Zoho Team, Recently you introduced Retail – Standard and Retail – Premium templates for Sales Orders. However, in the Sales Order module we still cannot filter or segregate Retail Sales Orders separately from normal B2B sales orders. Because of this,Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?
Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installatiesPossible to delete the "Big Deal Alert" in Zoho CRM?
Hi, Is it possible to delete the "Big Deal Alert" in Zoho CRM? My company has no need for it and I want to remove it to clean up my email templates list. Thank you. Moderation Update: Currently, the option to delete the "Big Deal Alert" template is inAllow selection of select inactive users in User data fields
Hello, We sometimes need to select a previous employee that has an inactive account in the User data field. For example, when doing database cleanup and indicating actions are done by a certain employee that weren't filled out when they were part of the[Webinar] Top 10 Most Used Zoho Analytics Features in 2025
Zoho Analytics has evolved significantly over the past year. Discover the most widely adopted features in Zoho Analytics in 2025, based on real customer usage patterns, best practices, and high-impact use cases. Learn how leading teams are turning dataNeed advice for product/item search functionality when adding invoices.
My client uses "Catalog or Vendor" name and Product code to search for his items. But Zoho only allow to search by product name and SKU when adding items to Invoices/Estimates. Clients product codes are not unique as they may overlap from different catalogs/vendors.Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are workingDo buttons and vba msgbox work on mobile, specifially the iPhone zoho sheets app?
In Zoho sheets on the web, I inserted a button and assigned a VBA macro to it. It pops up a msgbox with some text. When I go onto the iPhone mobile zoho sheets app, the button is there. When I click on that button, the spinning asterisk appears for a[Webinar] Solving business challenges- Handling the challenge of transitioning to Zoho Writer from legacy tools
Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization'sHow can I effectively manage a website with your help?
I’m wondering if it’s possible to develop a custom website with specific features using Zoho as an alternative platform. My goal is to create a website similar to https://tmsim.ph, with the same kind of functionality and user experience. I would trulyIntroducing the Yes/No field: Binary decisions made beautiful
Greetings, form architects! What would you do when you need a simple yes/no answer on your form? Normally, you add a Radio field. Type Yes. Type No. Until now. The new Yes/No field is purpose-built for binary decisions. It is preconfigured, visually consistent,Move email between inboxes?
Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish thisThe power of workflows in Zoho Marketing Automation - Video Webinar
In this Zoho Marketing Automation video webinar, our experts walk you through: Why you may want to create marketing workflows How to create marketing workflows Use Zoho CRM data and apply workflows to automate your marketing strategy How workflows canZoho CRM's sales trend and sales follow-up trend dashboards are now customizable
Dear Customers, We're here with good news! Sales trend and sales follow-up trend are two system-defined dashboards that help you understand trends and anomalies in your sales outreach and conversion efforts. They use Zia's intelligence to identify patternsIntroducing Rule-Based AI Coding Assistants for Zoho Finance Widgets
Hello customers, We’ve introduced rule-based AI coding assistants to speed up Zoho Finance widget development. You can try them out in Cursor AI and GitHub Copilot. This helps you build widgets quickly using simple prompts, while ensuring the generatedMarketing Tip #21: Create an About Us page
People don’t just buy products, they buy from brands they trust. An About Us page helps customers understand who you are, what you stand for, and why your business exists. It adds a human touch to your store and reassures shoppers that there’s a realNext Page