Overview
This article explains how to issue Cash Incentives to employees using Zeta Spotlight Dashboard. You will learn about
Important
Before proceeding, ensure that the Funding Account is set up and sufficient balance is available. Otherwise, your order will be stalled. For more information, see Creating Funding Account .
Ordering Cash Transfer
There are various steps involved with the process of issuing rewards to the employees. With the Zeta Spotlight Dashboard you can have a very digitized and sophisticated gifting experience.
Log into the Zeta Platform .
On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.
- In the Overview tab, click New Transfer Order to create a new cash transfer.
- Drag & Drop the beneficiary file or click Upload File to upload the file.
- Schedule the transfer date and provide the purchase order number and click Create Transfer Order.
See the sample preview of the Order File to be uploaded.
- Review the order and click Done.
Tracking Orders
Once the order has been initiated, you can track it's status. Along with the order status, you can also view various details regarding your order such as order issuance date, number of beneficiaries and the amount.
Log into the Zeta Platform .
On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now > Transfer Orders.
- To view orders by status click Filter byStatus drop-down. Click any Order ID to view more details of that order respectively.
To know more about various status types that are triggered after you create an Order, refer Understanding Order statuses.
Log into the Zeta Platform .
On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.
- Select Transfer Report tab and click on any order in the table to view the details.
- To view orders by beneficiary name, email or mobile, use Search bar provided at the top-left.
Downloading Order details
There are two kinds of Order details the Zeta Spotlight dashboard allows you to download.
- An Order File that provides you the beneficiary details for an order.
- A Proforma Invoice that is a bill of sale issued before the shipment of goods for that order.
- Log in to the Zeta Platform .
- On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now > Transfer Orders.
In the Download column, click Order File icon
against any Order ID to download the order snapshot file.
- Log in to the Zeta Platform .
- On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.
Click Transfer Orders tab.
In Download column, click Proforma Invoice icon
against any Order ID to download the invoice snapshot file.
Viewing Beneficiary details
Refer to the below procedure to know how to view Beneficiary details:
Log into the Zeta Platform .
On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.
- Click Beneficiaries tab.
- To view orders by beneficiary name, mobile or email, use Search bar provided at the top-right.
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