Optima Fuel and Travel Card

Optima Fuel & Travel program provides a simple web based user interface to use the Zeta digital platform. You need to create a new Zeta HR account to gain access to digital fuel & travel benefit program through a desktop interface. The Optima Fuel & Travel reimbursement modules allow to you perform various fuel & travel reimbursement administrative operations such as creation, management and revocation of fuel card transfer orders using the Zeta digital platform.

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 fuel card orders with the provision for using custom configurations.
3. Provides provision for revoking unused fuel card amount.
4. Enables viewing  and analysing every transaction data and invoice. 
5. Enables employees to upload the fuel and travel expenses for reimbursements digitally.

1. Streamlines the overall fuel expense reimbursement process.
2. Provides an effortless way of managing employees' accounts digitally.
3. Provides a flexible option for customization.
4. Provides premium customer support.
5. Mitigates human errors.
6. Provides premium customer support.

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.

1. Add funds
2. Schedule a date for payout of grants
3. Access reports and statements

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. Also employee should submit a copy of RC (Registration Certificate) book of their vehicle as proof to apply for fuel & travel reimbursement.

Zeta Fuel & Travel Card will be sent to your employees automatically on the scheduled date in one go .

No. You can add any number of beneficiaries.

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.

We validate every transaction involving fuel vouchers by checking categories of the merchant where payment is being made. If the merchant is a petrol pump or service station, only then are fuel vouchers used for payment, else other instruments (cash card, gift cards) are used.

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 Fuel & Travel program to see how to cancel a fund transfer.

• Login to your Zeta Optima account.
• Choose Report center under Corporate tools.
• Click on Beneficiary spends summary report link.

Yes. Optima Fuel & Travel Card is 100% compliant with Income Tax Act and Information Technology Act. To know more, refer to  Where does Zeta stand?

The Optima Fuel & Travel Card don’t expire unless specified by your organisation.

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

Optima Fuel & Travel 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 Fuel & Travel program and have sufficient funds in you account:

• set up a new program 
  
• sufficient funds in 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 Fuel & Travel Card.

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.

Zeta offers the unique advantage of a 100% customisation of our solutions as per the requirements of your company. We can tailor our Optima Fuel & Travel 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.

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.

Any unclaimed amount in the fuel & travel 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.

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

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