Zeta platform is flexible and designed to suit your custom needs. To support this, Zeta Optima is now a self-service portal that allows you to set up your own tax benefit program based on your organization's policy. In this effort, Optima interface brings a range of employee benefit programs as part of built-in product features. You may even change the default program name and use the modified program to create a tax benefit transfer for employees.

Create a New Program

Zeta Optima displays recommended employee benefit programs to choose from. Set up a program that best suits your requirements.

1. Log into the Zeta Optima platform.
2. Locate the Company dropdown just above the Zeta Optima 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.
    
3. Go to Zeta Optima page and locate the "Set up Benefits" section. 
    
4. 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.
5. Select a funding account that you want to use for this program.
    
6. Optionally, specify a custom name for your benefit program if you wish to change the default name. 
7. 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.

Initiate New Benefit Transfers

Zeta Optima homepage displays activated 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 Transfer
• Initiating Medical Reimbursement Transfer
• Initiating Fuel Reimbursement (coming soon)
• Initiating Communication Reimbursement (coming soon)
• Initiating Gift Cards (coming soon)

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