Before you actually get started with Optima corporate benefit programs, Zeta recommends you to quickly go through the Administration menu that has details of your companies and funding accounts. See Administering your Program to manage your companies and fund accounts. 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 corporate benefit programs and the UI has the following important features:
- Home Page or Employee Benefit tab: Set up new employee benefit programs such as meal, medical, communication, fuel and several others. Initiate employee transfer once the program is active.
- Employees and Beneficiaries tab: Review all active employees associated with various benefit programs including statuses on parameters such as email verification, KYC and super card.
- Document Store: Audit employee uploads against approved reimbursements.
- Administration: Manage your companies and funding accounts. Update your fund transfer details against a funding account.
Setting Up a New Program
Zeta Optima displays recommended employee benefit programs to choose from. Set up a program that best suits your requirements.
- Log into the Zeta Optima platform.
- Locate the Company dropdown just above the Employee Benefits tab. Choose a company under which you want to create a new program if you've configured several companies. This is an optional step if you only have a single legal company.
- Go to Employee Benefits page and locate the "Set up Benefits" section.
- Under Recommended Programs, click "Setup" against a particular benefit program such as meal, medical, fuel and so on. This opens up the setup program screen.
- Select the funding account that you want to use for this program.
- Finally, click Create Program to set up a new benefit program.
You’ve just created a new employee benefit program using Zeta optima dashboard. A confirmation message is displayed on your screen and the program moves to the active section for your use.
Initiating New Transfers
Zeta Optima homepage displays created programs under Active Programs section. Create and load your funding account and get start with the employee transfers.
Refer to the respective benefit programs to initiate transfers:
- Initiating Meal Vouchers
- Initiating Medical Reimbursement
- Initiating Fuel Reimbursement
- Initiating Communication Reimbursement
- Initiating Gift Cards