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
There are various steps involved with the process of issuing rewards to the employees. With the Zeta Spotlight Dashboard you can have a very digitized and sophisticated gifting experience.
On the Spotlight Dashboard, go toRewards and Recognition > Cash Transfer > Order Now.
In the Overview tab, click New Transfer Order to create a new cash transfer.
Drag & Drop the beneficiary file or click Upload File to upload the file.
Schedule the transfer date and provide the purchase order number and click Create Transfer Order.
See the sample preview of the Order File to be uploaded.
Review the order and click Done.
Tracking Orders
Once the order has been initiated, you can track it's status. Along with the order status, you can also view various details regarding your order such as order issuance date, number of beneficiaries and the amount.