Spotlight Gifting
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Overview

This article explains how to issue Cash Incentives to employees using Zeta Spotlight Dashboard. You will learn about


Info
titleImportant

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

Button Hyperlink
titleCreating Funding Account
typestandard
classbtn-redirect
urlhttps://docs.zetaapps.in/display/OND/Managing+Funding+Account
targettrue
.

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.  

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titleOrder Cash Transfer

  1. Log into the

    Button Hyperlink
    titleZeta Platform
    typestandard
    classbtn-redirect
    urlhttps://sso.zetaapps.in/first-factor/otp/request
    targettrue
    .

  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.


  3. In the Overview tab, click New Transfer Order to create a new cash transfer. 
  4.  Drag & Drop the beneficiary file or click Upload File to upload the file. 
  5. 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.
    Image Added
  6. 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. 

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titleView Transfer History

  1. Log into the

    Button Hyperlink
    titleZeta Platform
    typestandard
    classbtn-redirect
    urlhttps://sso.zetaapps.in/first-factor/otp/request
    targettrue
    .

  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now > Transfer Orders.

  3. To view orders by status click Filter byStatus drop-down. Click any Order ID to view more details of that order respectively.
Note

To know more about various status types that are triggered after you create an Order, refer Understanding Order statuses.







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titleView Transfer Report

  1. Log into the

    Button Hyperlink
    titleZeta Platform
    typestandard
    classbtn-redirect
    urlhttps://sso.zetaapps.in/first-factor/otp/request
    targettrue
    .

  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.

  3. Select Transfer Report tab and click on any order in the table to view the details.
  4. 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. 
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titleDownload Order File
  1. Log in to the
    Button Hyperlink
    titleZeta Platform
    typestandard
    classbtn-redirect
    urlhttps://sso.zetaapps.in/first-factor/otp/request
    targettrue
    .
  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now > Transfer Orders.

  3. In the Download column, click Order File icon

    Span
    classimg-sm

    against any Order ID to download the order snapshot file.





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classfaq-panel-expand



Expand
titleDownload Proforma Invoice
  1. Log in to the
    Button Hyperlink
    titleZeta Platform
    typestandard
    classbtn-redirect
    urlhttps://sso.zetaapps.in/first-factor/otp/request
    targettrue
    . 
  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.

  3. Click Transfer Orders tab.

  4. In Download column, click Proforma Invoice icon

    Span
    classimg-sm

    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:

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titleView Beneficiary details

  1. Log into the

    Button Hyperlink
    titleZeta Platform
    typestandard
    classbtn-redirect
    urlhttps://sso.zetaapps.in/first-factor/otp/request
    targettrue
    .

  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.

  3. Click Beneficiaries tab.
  4. To view orders by beneficiary name, mobile or email, use Search bar provided at the top-right.







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