Creating Custom Modules
Create Custom Module
Let’s take a look at how you can create a custom module and add the required fields in Zoho Payroll.
You must first create a custom module to start recording data. Here’s how:
- Go to Settings in the top right corner of the page.
- Click Overview under Custom Modules.
- Click Create Module in the top right corner.
- In the Create Modules pop-up:
- Enter a Module Name to identify your custom module.
- Enter a Plural Name which will be used as the plural form of your module wherever necessary.
- Provide a Description for the module.
- Click Next to proceed.
- In the Primary Field Properties section:
- Enter the Label Name of the primary field.
- Select its Data Type.
- If you want the data entered in this field to be unique, choose Yes for Prevent Duplicate Values. Otherwise, click No.
- Click Save.
Insight: A primary field is the unique identifier used to identify the custom module’s records.
Note: You can edit the name of the primary field later if required. However, you will not be able to delete it.
Add Fields
Once you’ve created a custom module, you can add additional fields to the custom module. Here’s how:
- Go to Settings in the top right corner of the page.
- Click the custom module you created under Custom Modules.
- Go to the Fields tab.
- Click Create New.
- Enter the necessary details.
- Click Save