Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
Overview
Zeta Optima platform gathers various key analytical data points from your active Driver Salary card program and presents the analysed outputs such as reports, spending trends or analytics indicators on the Driver Salary Card dashboard. These business analytics provides useful and actionable business insights.
The dashboard provides detailed and real-time analytics and reporting of Driver Salary Card transfers such as scheduled, successful or failed transfers including the spending patterns of all beneficiaries. In addition, you can dive deep into granular details on each card transfers, viewing monthly funding details and invoices of successful and scheduled transfers including a consolidated individual statement to review employee information.
Driver Salary Card Dashboard
Optima Driver Salary Card dashboards are infused with data and metrics that matters to you. Get into breadth and depth of each dashboard to review and analyse your entire Driver Salary Card benefit program:
Expand | ||||||||
---|---|---|---|---|---|---|---|---|
|
Status Types
A sneak peek of various status types that are triggered after you create a transfer:
Expand |
---|
|
Analyse Your Active Driver Salary Card Program
- Login to the Zeta Optima platform.
From the left panel menu, go to Zeta Optima > Programs > Driver Salary Card. This opens up the Overview tab.
The Overview tab highlights the overall analytics of usage patterns of your program, such as the location where employees mostly use the benefit amount, the payment tools they use to pay for their spends.
View All Transfers
- Login to the Zeta Optima platform
From the left panel menu, go to Zeta Optima > Programs > Driver Salary > Transfer Orders tab. This opens up all transfers such as scheduled, successful, cancelled or failed orders.
- On this page, click any transfer ID to view the granular details about individual entries in a specific transfer.
View Scheduled Transfers
- Login to the Zeta Optima platform.
From the left panel menu, go to Zeta Optima > Programs > Driver Salary > Transfer Orders tab. This opens all transfers such as scheduled, completed, cancelled, stalled or failed orders.
Click the transfer ID of a scheduled transfer or filter your search by status type as Scheduled. This lists all individual entries in a scheduled transfer.
Using the search option, you may also search for an individual by name.
Info | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Transfer Classification Notice the options such as transferred, scheduled, waiting for beneficiary, successful, and failed for your precise and fast lookup.
|
View Successful Transfers
- Login to the Zeta Optima platform.
From the left panel menu, go to Zeta Optima > Programs > Driver Salary Card > Transfer Orders tab. This opens all transfers such as scheduled, completed, cancelled, stalled or failed orders.
Click the transfer ID of a successful transfer or filter your search by status type as successful. This lists all individual entries in a successful transfer.
Using the search option, you may also search for an individual by name, email or mobile.
Info | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Transfer Classification Notice the options such as transferred, scheduled, waiting for beneficiary, successful, and failed for your precise and fast lookup.
|
View Monthly Transfer Report
- Login to the Zeta Optima platform.
From Zeta Optima menu, go to Active Programs > Driver Salary Card program > Transfer Report tab. This list down funding details of all transfers such as scheduled, successful, cancelled or revoked in a financial year.
Click a Transfer Month to view the funding details of a month.
View Employees and Statements
- Login to the Zeta Optima platform
From the left panel menu, go to Zeta Optima > Programs > Driver Salary Card > Beneficiaries tab. This lists all employees with their various driver salary card transaction details such as transferred, spent and reimbursed amounts under an active Driver Salary Card program. Using the search option, you may also search for an employee by name, email or mobile.
Click the more action and then select View Statement against an individual to view or download the consolidated payout statement.
- The employee statement gives a consolidated view of Driver Salary Card usage patterns including personal details, eligibility, bills in review and deposits for your internal tracking any time or periodically.
View Claims
- Login to the Zeta Optima platform
From the left panel menu, go to Zeta Optima > Programs > Driver Salary Card > Claims tab. This lists all employees with their various driver salary card transaction details such as merchant, document submitted, claimed amount, approved amount and approval status under an active driver salary program.
- Using the filter by status drop-down, you may also filter by pending, approved or declined claims.
Panel | |||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|