The Custom Roles feature in Zoho Payroll works just as you'd expect: You create roles and decide what each person can access. It’s straightforward and a huge help when you’ve got multiple people working on payroll. You get to keep things secure without slowing anyone down.
Payroll data is sensitive—salaries, bank information, personal details, and more. Not everyone on your team needs to see all of it. With Custom Roles, you can make sure they don’t.
For example, your HR team may need to add and update employee records. You give them access to just that—nothing more. They won’t see pay runs or financial data. Your payroll specialist? They can set up and process pay runs but won’t have access to employee personal details. Your finance manager might need to approve payments or check reports, but again, they don’t need to see or edit everything else. Even if an auditor comes in, you can give them view-only access to just the reports they need.
What makes this feature especially useful is how flexible it is. You can update roles or revoke access at any time as your team or processes evolve. It adapts to the way your business works.
Every action is recorded, so you always know who did what and when. Whether you're scaling up, strengthening security, or just trying to make day-to-day tasks a little smoother, Custom Roles let you shape your payroll system to fit your company.
It’s a small feature that pays off in big ways.
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