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Overview

The Zeta Optima gathers various key data points from your active meal program and presents the analyzed outputs such as reports, spending trends or analytics indicators in the meal voucher dashboard that provide useful and actionable business insights.

The dashboard provides a detailed and real-time analytics and reporting of meal voucher 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 meal voucher transfers, viewing monthly funding details and invoices of successful/scheduled transfers including consolidated individual statement to review employee information.

Meal Dashboard

Zeta meal dashboards are infused with data and metrics that matters to you. Get into breadth and depth of each dashboard to review and analyze your entire meal voucher benefit program: 

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Overview

Gives holistic view of your active meal voucher reimbursement program with funding balance and validity details. The following analytical metrics are supported for your review.

  • Spend times: Graphical representation of number of spendings in a specified period of time
  • Spend locations: Graphical representation of location of spendings across pan India
  • Spend channels: Graphical representation of Zeta payment mechanisms such as super card, super tag or Zeta app used against the spendings
  • Merchants: Displays top five merchants including the total number of merchants where meal vouchers are used using Zeta payment models.
  • Savings: Extracts the saving statistics on tax, time and trees using the meal vouchers
  • Spending Reports: Details out total amount spendings such as amount deposited, spent and reimbursed including number of active beneficiaries and total number of spends in the benefit program

See Analyze Your Active Program for more information.

Transfer OrdersDetails all meal voucher transfers, for example, scheduled, successful, cancelled or revoked transfers. This allows you to even edit changes in the successful and scheduled transfers. See Editing Meal Program for editing transfers.
Transfer ReportKeeps track of funding details used to disburse the meal voucher transfers such as scheduled, successful, cancelled or revoked transfers. This also allows you to look out for a monthly transfer report. See View Monthly Transfer Report.
BeneficiariesDisplays employee information with various parameters such as deposits, spendings and reimbursed amounts including the status of the program. You can also view a consolidated individual statement that allows you to review the personal information, eligibility including the summary of disbursed and approved meal claims by each employees. See Employee and Statement section below or Managing Employees and Beneficiaries page for more information.


Meal Status Types

A sneak peek of various status types that are triggered after you create a transfer:

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  • Scheduled: This is an ideal status once you create a transfer to be disbursed on a later date
  • Stalled: Zeta holds your transfer if you don't have sufficient balance and updates the status as stalled
  • Initiated: Zeta verifies the scheduled transfer, picks up the transfer for processing on the payout date and updates the status as initiated
  • Completed: transfer appears as completed when a transfer is successfully executed
  • Cancelled: Zeta changes the status to cancelled in the case of an invalid employee file upload or when you cancel a scheduled transfer. This is also true in the case of an individual in a scheduled transfer
  • Failed: transfer appears as failed due to wrong internal processing errors. Contact Zeta support.
  • Invalid: You see this status against an individual invalid entries in the employee file e.g., blank in the amount column and so on
  • Revoked: This is the status you see when you revoke the payout from an individual in a completed transfer
  • Partially Revoked: This is the status you see when you revoke a partial payout from an individual in a completed transfer
  • Account Not Created: You get this status when you try to create a transfer against an unknown person

Analyze Your Active Meal Voucher Program

  1. Login to the Zeta Optima platform.

  2. From the left panel menu, go to Zeta Optima > Programs > Meal Card. This opens up the "Overview" tab.

  3. The meal voucher dashboard highlights the overall usage patterns of your program, for example, which location employees mostly use the benefit amount and what payment tools they use to pay for their spends. See Meal Dashboard table for detailed descriptions about various indicators.
     

View All Transfers

  1. Login to the Zeta Optima platform.

  2. From the left panel menu, go to Zeta Optima > Programs > Meal Card > Transfer Orders tab. This opens up all transfers such as scheduled, successful, cancelled or failed orders.

  3. On this page, click any transfer ID to view the granular details about individual entries in a specific transfer.

View Scheduled Transfers

  1. Login to the Zeta Optima platform.

  2. From the left panel menu, go to Zeta Optima > Programs > Meal Card > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed orders.

  3. 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.

Note
titleTransfer Classification

Notice the options such as total transferred, scheduled, waiting for beneficiary, successful and failed for your precise and fast lookup.

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Total Transfers

List all entries, for example, scheduled, successful, cancelled or revoked transfers. This allows you to even edit changes in the successful and scheduled transfers. See Editing Meal Program for editing transfers.

Scheduled Transfers

List all scheduled entries that are yet to be processed. This helps you to make quick adjustments if you foresee any changes in the transfer before the payout date. See Editing Meal Program for cancelling transfers.

Successful TransfersList all successful entries that are processed or transferred. You may completely or partially revoke an individual payout only if disbursed amount is unused. See Editing Meal Program for revoking transfers.

Waiting For Beneficiary

Gives all individual details those who haven't completed KYC process or yet to install Zeta app on to their smartphone. In this case, transfer would be stalled and a notification would be triggered to the employees to comply with KYC or get started with Zeta to receive and use the credits. You may also revoke the payout, see Editing Meal Program for revoking transfers.

Failed Transfers

Keeps a track of transfers that are not processed due to some server or internal errors. Contact Zeta support to fix the issue.



View Successful Transfers

  1. Login to the Zeta Optima platform.

  2. From the left panel menu, go to Zeta Optima > Programs > Meal Card > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed orders.

  3. 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.
Note
titleTransfer Classification

Notice the options such as total transferred, scheduled, waiting for beneficiary, successful and failed for your precise and fast lookup.

Expand
titleClick here to expand/collapse...


Total Transfers

List all entries, for example, scheduled, successful, cancelled or revoked transfers. This allows you to even edit changes in the successful and scheduled transfers. See Editing Meal Program for editing transfers.

Scheduled Transfers

List all scheduled entries that are yet to be processed. This helps you to make quick adjustments if you foresee any changes in the transfer before the payout date. See Editing Meal Program for cancelling transfers.

Successful TransfersList all successful entries that are processed or transferred. You may completely or partially revoke an individual payout only if disbursed amount is unused. See Editing Meal Program for revoking transfers.

Waiting For Beneficiary

Gives all individual details those who haven't completed KYC process or yet to install Zeta app on to their smartphone. In this case, transfer would be stalled and a notification would be triggered to the employees to comply with KYC or get started with Zeta to receive and use the credits. You may also revoke the payout, see Editing Meal Program for revoking transfers.

Failed Transfers

Keeps a track of transfers that are not processed due to some server or internal errors. Contact Zeta support to fix the issue.



View Monthly Transfer Report

  1. Login to the Zeta Optima platform.

  2. From the left panel menu, go to Zeta Optima > Programs > Meal Card > Transfer Report tab. This lists funding details of all transfers such as scheduled, successful, cancelled or revoked in a financial year.
     

  3. Click a Transfer Month to view the funding details of a particular month.

View Employees and Statements

  1. Login to the Zeta Optima platform.

  2. From the left panel menu, go to Zeta Optima > Programs > Meal Card > Beneficiaries tab. This lists all employees with their various meal voucher transaction details such as transferred, spent and reimbursed amounts under an active meal program. Using the search option, you may also search for an employee by name, email or mobile.

  3. Click the more action () and then select View Statement against an individual to view or download the consolidated payout statement.

  4. The employee statement gives a consolidated view of meal voucher usage patterns including personal details, eligibility, bills in review and deposits for your internal tracking any time or periodically.


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titleMeal Card FAQs
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urlhttps://docs.zetaapps.in/display/OND/Optima+Meal+FAQ:Optima Meal Voucher
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