Before you actually get started with creating Optima allowances and reimbursements programs, Zeta recommends you to quickly go through the Funding Accounts and Admin Console to manage your fund accounts and corporate entities. Ensure to keep sufficient funds in your funding accounts to initiate an employee transfer through a payroll benefit program.
When you create a Zeta Optima account, a company will be provisioned for you that you specify during the sign up process. A company is a legal entity and serves as a container for your payroll benefit programs including the employees you transfer the benefits to. Under a company you can create a new benefit program such as meal, communication and/or process an employee transfer using the active program.
In case of multiple business units under your organization, Bulk Actions helps you to set up a new single payroll benefit program for multiple legal companies under your organization in one go and save time.
Zeta Optima interface is a self-service portal to manage the payroll benefit programs. The Optima UI has the following important features:
Beneficiary Directory tab: Review all active employees associated with various payroll benefit programs including statuses on parameters such as email verification, KYC and super card.
Document Drive: Audit employee uploads against approved reimbursements.
Funding Accounts tab: Manage your funding account and update your fund transfer details against a funding deposit.
Report Centre Tab: Generate various financial reports for the purpose of financial accounting of your organization.
Admin Console Tab: Manage your corporate entities and configure access control to programs.