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Overview

This article explains how to issue Cash Incentives to employees using Zeta Spotlight Dashboard. You will learn about


Important

Before proceeding, ensure that the Funding Account is set up and sufficient balance is available. Otherwise, your order will be stalled. For more information, see Creating Funding Account.

Ordering Cash Transfer

Refer to the below procedure to know how to order Cash Transfer:

 Order Cash Transfer

  1. Log into the Zeta platform.

  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.


  3. In the Overview tab, click New Transfer Order to create a new cash transfer. 
  4.  Drag & Drop the beneficiary file or click Upload File to upload the file. 
  5. Schedule the transfer date and provide the purchase order number and click Create Transfer Order.
  6. Review the order and click Done.

Tracking Orders

Refer to the below procedure to know how to track your orders:

 View Transfer History

  1. Log into the Zeta platform.

  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now > Transfer Orders.

  3. To view orders by status click Filter byStatus drop-down. Click any Order ID to view more details of that order respectively.

To know more about various status types that are triggered after you create an Order, refer Understanding Order statuses.

 View Transfer Report

  1. Log into the Zeta platform.

  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.

  3. Select Transfer Report tab and click on any order in the table to view the details.
  4. To view orders by beneficiary name, email or mobile, use Search bar provided at the top-left.

Downloading Order details

Refer to the below procedure to know how to download Order details:

 Download Order File
  1. Log in to the Zeta platform. 
  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now > Transfer Orders.

  3. In the Download column, click Order File icon against any Order ID to download the order snapshot file.

 Download Proforma Invoice
  1. Log in to the Zeta platform. 
  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.

  3. Click Transfer Orders tab.

  4. In Download column, click Proforma Invoice icon against any Order ID to download the invoice snapshot file.

 Download Order Report
  1. Log in to the Zeta platform. 
  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.

  3. Click Transfer Orders tab.

  4. In the Download column, click Order Report icon against any Order ID to download the report file.

Viewing Beneficiary details

Refer to the below procedure to know how to view Beneficiary details:

 View Beneficiary details

  1. Log into the Zeta platform.

  2. On the Spotlight Dashboard, go to Rewards and Recognition > Cash Transfer > Order Now.

  3. Click Beneficiaries tab.
  4. To view orders by beneficiary name, mobile or email, use Search bar provided at the top-right.

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