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The employee dashboard gives dashboard 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'nt 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 nameName, email or mobile .
- Search by company
- Search by program of employee
- Company name
- Program type
Review All Employees
Log into the Zeta Optima platform.
From the left navigation spacepane, go to Beneficiaries under Tools menu to view all employees with ' details with their respective benefit programs.
Image RemovedOn this page, you can review employees' details such as personal information, KYC & super card statues status and active programs associated
card programswith employees.
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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 statement
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- See a consolidated transfer report
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Statement report gives you an itemized snapshot of data that includes summary, disbursed or recovered amount and approved bills. |
Get Customized Report
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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, locate the search box and then search for an individual by name, email or mobile. This displays the result based on the specified search.:
4. You can select a company from All Company drop-down list. This displays the report of all employees of the particular company. :
5. You can select a program from the All Card list. This displays the employees associated with a specific program. :
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