Overview

Zeta brings you the Rewards and Recognition gifting program where the limitations on the transfer limit can be waived off. Here, the beneficiary needs to be KYCed to experience the cash and card -based transfers.   

Cash Transfer

To order Cash Transfer:

1. Log into the Zeta platform.
2. In the Spotlight homepage, goto Rewards and Recognition > Cash Transfer > Order Now.
   
   
3. Prepare a file with the beneficiary details in the required format as provided in the sample order file. 
4. Click Upload to upload the file and click next.
5. Provide the date to schedule the transfer.
6. The funding account is automatically assigned to the transfer. Provide the purchase transfer order and click Create Order.
7. Review the order and click Done to confirm.

Card Based Rewards

To order Card based rewards:

1. Log into the Zeta platform.
2. In the Spotlight homepage, goto Rewards and Recognition > Card-Based Transfer > Order Now.
   
   
3. Create a custom design for the card and email or choose from the designs provided.
   
4. Add the beneficiary details including the gift amount and the transfer date in the form provided and click next or click Upload in bulk for bulk orders.
   
5. For the bulk order, Upload the file with the beneficiary details in the required format and click Next
   
6. Select a Funding Account and click Place Your Order. 
   
7. Review the order and click Done to confirm
   
   
   

To view the order history

1. Log into the Zeta platform.
2. In the Spotlight homepage, goto Rewards and Recognition > Card-based > Order Now.
   
   
3. Click on Order History to view the order history.
4. Use the search field to search for a particular order by id/name/date. Also sort the orders using the filter option.
5. Click the file icon to download the order file and invoice icon to download the proforma invoice. 
   

To view the beneficiaries

1. Log into the Zeta platform.
2. In the Spotlight homepage, goto Rewards and Recognition > Card-based > Order Now.
   
   
3. Click on Beneficiaries to view the list of beneficiaries and click on a beneficiary name to view more details.