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The employee dashboard provides you an overall view of all active employees associated with various benefit programs. This dashboard shows employeeemployee'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 havehaven'nt t received the Zeta super card. You can further dive deep into each employee's record to view the detailed analytics and statements. |
The dashboard also comes with several searches or filters and enables you to perform custom reviews and searches. You can custom your search based on:
- Name, email or mobile of employee
- Company name
- Program type
Review All Employees
Log into the Zeta Optima platform.
From the left navigation pane, go to Beneficiaries under Tools menu to view all employees' details with their respective benefit programs. On this page, you can review employees' details such as personal information, company name, KYC & super card status statuses and active programs associated with employees.
Review an Individual Employee
Log into the Zeta Optima platform.
From the left navigation space, go to Beneficiaries under Tools menu.
- Select an individual entry to see the individual page that displays the employee's details and assigned programs for the employee.
- Click on the specific program to download the statement.
- The downloaded statement provides the consolidated transfer report ::
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Statement report gives you an itemized itemized snapshot of data that includes summary, disbursed or recovered amount and approved bills. |
Custom Report By Filters
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You can custom your search based on:
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- Log into the Zeta Optima platform
- From the left navigation space, go to Beneficiaries under Tools menu to view all employees.
- On this page, perform the following:
- You can locate the search box and then search
- for an individual by name, email or mobile. This displays the result based on the specified search:
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- You can select a company from All Company drop-down list. This displays the report of all employees of the particular company
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- You can select a program from the All Card list. This displays the employees
- associated with a specific program
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