Before you actually get started with creating Optima corporate benefit programs, Zeta recommends you to quickly go through the Funding Accounts and Administration menus to manage your fund accounts and corporate entities. Ensure to keep sufficient funds in your funding accounts to initiate an employee transfer through a benefit program.
When you create a Zeta Optima account, a company will be provisioned for you that you specify during the sign up process. A company is a legal entity and serves as a container for your benefit programs including the employees you transfer the benefits to. Under a company you can create a new benefit program such as medical, meal, communication and/or process an employee transfer using the active program. Ensure that you choose a correct company to set up a new employee benefit program or initiate a new transfer through an active program if you've configured multiple legal companies under your organization.
Zeta Optima interface is a self-service portal to manage the employee benefit programs. The Optima UI has the following important features:
Zeta Optima tab: Set up new employee benefit programs such as meal, medical, communication, fuel and several others. Initiate employee transfer once the program is active.
Beneficiaries tab: Review all active employees associated with various benefit programs including statuses on parameters such as email verification, KYC and super card.
Document Drive: Audit employee uploads against approved reimbursements.
Funding Account tab: Manage your funding account and update your fund transfer details against a funding deposit.
Administration: Manage your corporate entities and configure access control to programs.