The Beneficiary Directory provides you an overall view of all active employees associated with various benefit programs. This dashboard shows employee's statuses based on parameters such as KYC, and super card. These statuses help you to track employees who fail to comply with regulations and haven't received the Zeta super card. You can further dive deep into each employee's record to view the detailed analytics and statements.
The dashboard also comes with several searches or filters and enables you to perform custom reviews and searches. You can custom your search based on:
Log into the Zeta Optima platform.
From the left navigation pane, go to Zeta Optima > Beneficiary Directory to view all employees' details with their respective benefit programs. On this page, you can review employees' details such as personal information, company name, KYC & super card statuses and active programs associated with employees.
Log into the Zeta Optima platform.
From the left navigation space, go to Zeta Optima > Beneficiary Directory.
The downloaded statement provides the itemized snapshot of an employee transfer report that includes summary, disbursed or recovered amount and approved bills as shown below:
Statement report gives you an itemized snapshot of data that includes summary, disbursed or recovered amount and approved bills. |
You can narrow down your search by a particular employee, a company name or a program card type to get your desired result.
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