Manage Employee Profile

An employee’s profile holds the details Zoho Payroll uses to pay them and report to HMRC. Open an employee from Employees to review their Overview, Salary, and Payslips tabs.

On Overview, you can view and edit:

Basic Information
Personal Information
Tax Details
Payment Information

Basic Information

Go to Employees and open the employee.
On Overview, click the edit icon in Basic Information.
Update the details you need, then click Save.

Field	Description
Name	The employee’s title and name.
Start Date	The employee’s first day of work.
Directorship Start Date	Shown if the employee is a director.
Email ID	The employee’s work email.
Mobile Number	The employee’s mobile number.
Job Title	The employee’s job title.
Work Location	Where the employee primarily works.
Work Calendar	The calendar that sets working days and hours.
Department	The employee’s department.
Gender	The employee’s gender.
Portal Access	Whether the Employee Portal is enabled. You can enable it from here if it is disabled.

Personal Information

Open the employee and go to Overview.
Click the edit icon in Personal Information.
Update the details, then click Save.

Field	Description
Date of Birth	The employee’s date of birth.
Personal Email	An email address for contact outside work, if needed.
Home Address	The employee’s home address.

Tax Details

Tax details tell Zoho Payroll how to calculate PAYE tax and National Insurance for the employee. For the starter declaration options and field meanings when you first add someone, refer to Add Employees - Tax Details.

Open the employee and go to Overview.
Click the edit icon in Tax Details.
Update the details, then click Save.

Field	Description
Tax Code	The employee’s PAYE tax code from HMRC (for example 1257L).
National Insurance Number	The employee’s National Insurance number.
National Insurance Category	The NI letter that sets how National Insurance is calculated (for example A). Refer to the GOV.UK guidance on National Insurance category letters.
Director’s National Insurance	How director NI is calculated, if the employee is a director (Annual Pro Rata or Alternative). Refer to Director’s National Insurance when you add an employee.
Starter Declaration	Which starter statement applies when the employee joined.

Refer to the GOV.UK guidance on tax codes if you need to check a tax code.

Payment Information

Open the employee and go to Overview.
Click the edit icon in Payment Information.
Update the bank details or payment mode, then click Save.

Field	Description
Payment Mode	How the employee is paid: Bank Transfer (Manual Process), Cheque, or Cash.
Account Holder Name	The name on the bank account.
Bank Name	The name of the employee’s bank.
Account Number	The employee’s bank account number.
Sort Code	The sort code for the employee’s bank.
Account Type	Current or Savings.

Add Items from the Profile

From the employee profile, click Add to open shortcuts for:

Benefits in Kind
Deduction
Statutory Pay