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General

 How is Optima LTA program different from existing solutions?

Optima LTA web-based user interface allows you to perform various leave and travel-related administrative operations such as creating, managing, revoking LTA transfer orders. Optima LTA interface automates the old-fashioned and manual leave and travel allowance process. Employees can claim expenses related to flight, train, bus tickets, and car bills using Zeta app or Zeta web console.

 What are the features of Optima LTA program?
  1. Provides web interface for HR professionals to access corporate LTA program.
  2. Provides web interface and mobile app interface for employees available in android, iOS and windows versions.
  3. Enables HR to create and manage LTA transfer orders with provision of using custom modules.
  4. Allows revoking unused LTA credit and closing an employee account.
  5. Enables employees to pay, claim, manage or track LTA bills and claims as well as view LTA statement
 What are the benefits of Optima LTA program?
  1. Streamlines the overall reimbursement process digitally.
  2. Provides provision for digitally verified and signed bills for approval.
  3. Provides an effortless way of managing employees' accounts digitally.
  4. Provides option to customise template as per company's requirement.
  5. 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 LTA 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 LTA 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 LTA 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 LTA Card legally compliant?

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

 What is the validity for Optima LTA Card?

There is no defined validity period by default. However, you can specify a validity period as per your company policy.

 What is current block of LTA reimbursement?

LTA's current four year block is 2018 - 2021.

 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 LTA reimbursement fund transfer?

Optima LTA 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 LTA 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 LTA card.

 How can we send Optima LTA 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?

Optima offers the unique advantage of a 100% customisation of our solutions as per the requirements of your company. We can tailor our Optima LTA 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 LTA Card?

Any unclaimed amount in the LTA 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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