Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
titleOn This Page
align

Overview

alignjustify
The employee dashboard gives

The Beneficiary Directory provides you an overall view of all active employees associated with various benefit programs

including statuses

. This dashboard shows employee's statuses based on parameters such as KYC, and super card. These statuses help you to track employees who fail to comply with regulations and

have

haven'

nt

t received the Zeta super card. You can further dive deep into each employee

to

's record to view the detailed analytics and statements.

The dashboard also comes with several searches or filters so you can filters and enables you to perform custom reviews and searches. You can custom your search based on:

  • Search by name, email or mobile - This shows particular employee's details. You can search by individual's name, e-mail or mobile number using Search field.
  • Search by company - This shows the results based on a particular legal entity having a group of employees within it. Select a specific company from the All Companies drop-down menu. See Manage Companies for more details.
  • Search by card type - This shows the result by
program type 
  • employee's benefit programs. For instance, on selecting asset card from All Cards drop-down, it displays details of all the employees who have availed asset card program irrespective of the company they belong to.

Review All Employees

  1. Log into the Zeta Optima platform.

    From the left navigation spacepane, go to Beneficiaries under Tools menu Zeta Optima > Beneficiary Directory to view all employees with ' details with their respective benefit programs.
    Image Removed On this page, you can review employees' details such as personal information, company name, KYC & super card

  2. statues
  3. statuses and active programs associated

  4. card programs
  5. with employees.
    Image Added

Review an Individual Employee

  1. Log into the Zeta Optima platform.

  2. From the left navigation space, go to Beneficiaries under Tools menu
    Image Removedto Zeta Optima > Beneficiary Directory.

    Image Added

  3. Select an individual entry to see the individual page that displays the employee's details and assigned programs for the employee.
    Image RemovedImage Added
         4.
  1. Click on the specific program to download the statement.
    Image Added

    The downloaded statement provides the itemized snapshot of an employee transfer report that includes summary,

and see a consolidated transfer report.
                 
          Image Removed
  1. disbursed or recovered amount and approved bills as shown below:

    Image Added

Info

Statement report gives you an  itemized itemized snapshot of data that includes summary, disbursed or recovered amount and approved bills.

             Image Removed

Get Customized Report

Align
alignjustify

You can custom your search based on:

  • Search by name, email or mobile - This shows particular employee's details. You can search by individual's name, e-mail or mobile number using Search field.
  • Search by company - This shows the results based on a particular legal entity having a group of employees within it. Select a specific company from  the All Companies drop-down menu. See  Manage Companies for more details.
  • Search by card type - This shows the result by employee's benefit programs. For instance, on selecting asset card from All Cards drop-down, it displays details of all the employees who has availed asset card program irrespective of the company they belong to.

    Custom Report by Filters

    You can narrow down your search by a particular employee, a company name or a program card type to get your desired result.

    1. Log into the Zeta Optima platform
    2. From the left navigation space, go to Beneficiaries under Tools menu to Zeta Optima > Beneficiary Directory to view all employees.
    3. On this page, perform the following: 
      1. You can locate the search box and then search
      for an
      1. for an individual by name, email or mobile. This displays the result based on the specified search
      .
      1. :
             
      1. Image Added
        4.
      1. You can select a company from All Company drop-down list. This displays the report of all employees of the
    particular company.
      1. particular company
    Image
      1. Image Added
       5.
      1. You can select a program from the All Card list. This displays the employees
    associated  with
      1. associated with a specific program
    .

    Image need to be updated.
    Image Removed 

    Back to Top

    PanelbgColorpista

      1. Image Added


    Panel


    Div
    classalignLeftIcon

    On this page:

    Table of Contents