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General

 How is Optima Driver Salary program different from existing solutions?

Optima Driver Salary program provides a simple web based user interface to use the Zeta corporate tax benefit programs. Employers need to create a new Zeta HR account to gain access to Driver Salary Card. The Driver Salary reimbursement module allows you to manage driver salary reimbursement related administrative operations such as initiating, managing, editing, reimbursing driver salary cards using Zeta digital platform.

 What are the features of Optima Driver Salary program?
  1. Provides web interface for HR professionals and mobile app interface for employees which is available in android, iOS and windows versions.
  2. Enables HR to create and manage Driver Salary Card orders with a provision of using custom configurations.
  3. Enables employers revoke unused Driver Salary Card amount.
  4. Enables employees to upload bills for reimbursements.
  5. Enables employees view and analyze every transaction data and invoices. 
 What are the benefits of Optima Driver Salary program?
  1. Streamlines the overall driver salary reimbursement process.
  2. Provides the provision for digitally verified and signed bills for approval.
  3. Provides a flexible option for customisation.
  4. Provides an easy way of managing employees' accounts digitally.
  5. Mitigates human errors.
  6. Eliminates logistic cost.
  7. Provides premium customer support.
 How to create a new account in Zeta Optima?

You can signup with Optima through our website Create Zeta Account. Alternatively, you can reach out to us at 022 61123989 or write to us at support@zeta.in and Zeta will get back to you.

 What all functions can I access in Optima dashboard?
  1. Add funds
  2. Schedule a date for payout of grants
  3. Access reports and statements
 What employees details are required for fund transfer?

Upload a .csv, .xls or .xlsx file containing employee details like name, email id and phone number (a sample form can be found on the dashboard itself). Finally, select a date for the payout and the grants will be distributed automatically.

 Can I add fund to all employees accounts at once?

Optima Driver Salary Card will be sent to your employees automatically on the scheduled date in one go.

 Is there any restriction on the number of beneficiaries I add?

No. You can add any number of beneficiaries.

 How often the Optima Driver Salary reimbursement grants can be issued?

The frequency of credits depends on the policy adopted by your company. Grants could be issued on a monthly, quarterly, half-yearly or yearly basis.

 Is there a way of revoking credits sent by mistake?

Yes, using Optima dashboard, you can easily revoke an order that you have sent out by mistake. However, if the user has already used the credits, you’ll have to settle this internally. Unused credits can always be revoked. Refer to, Edit Driver Salary program to see how to cancel a fund transfer.

 Where can I check employees spends summary report?
  • Login to your Zeta Optima account.
  • Choose Report center under Corporate tools.
  • Click on Beneficiary spends summary report link.

Legal and Compliance

 Is Optima Driver Salary Card legally compliant?

Yes. Optima Driver Salary Card is 100% compliant with the government and Income tax act. You can refer to Driver Salary Tax Exemption for more information.

 What is the validity for Optima Driver Salary Card?

The Optima Driver Salary Card valid for one financial year.

 What if an employee submits a bill that is illegible?

Optima uses specially-developed software that can read text. It is far more capable than the human eye at recognising characters.

Usage

 How to initiate Optima Driver Salary reimbursement fund transfer?

Optima Driver Salary credits will be sent to your employees automatically on the scheduled date in one go every month through our user-friendly digital dashboard. Ensure that you set up the Driver Salary program and have sufficient funds in you account:

If you've configured multiple legal companies under your organisation, make sure that you choose the company of your choice. For more detailed explanation, refer to Initiating transfer for Driver Salary Card.

 How can we send Optima Driver Salary credits to employees every month?

You need to upload employee details like name and email ids/phone numbers and select a particular date to send grants. Just ensure, there are enough funds in your Optima account for all the payments to go through. You can easily add funds to your account by NEFT or cheque transfers. See Manage Funds for more details.

 How can we customise our programme?

Zeta offers the unique advantage of a 100% customisation of our solutions as per the requirements of your company. We can tailor our Optima Driver Salary program as per your company requirements. You just need to reach out to your account manager and let them know about the customisation you need.

 What happens to the grants if an employee leaves our company?

While an ex-employee can use the grants that have been credited to him or her, it is still possible for you to revoke any unused credits.

 What happens to unused claim in Optima Driver Salary Card?

Any unclaimed amount in the Optima Driver Salary card in a fiscal year would be treated as a taxable component. In this case, you can credit back to the employee after making necessary tax-related deductions.

 Can I access reports on usage?

Yes. The Optima corporate dashboard gives you access to reports such as:

  1. Order history
  2. Employee-wise statements
  3. Consolidated statements
  4. Analytics

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