Overview

Zeta Optima platform allows you to initiate various employee tax benefit transfers, for example, creating asset or gadget purchase program and then distributing the declared credits to all employees in one go. Ensure that you've set up an Optima asset card program and loaded your funding account prior to execute an employee transfer. In addition, make sure that you choose a correct company to initiate a new transfer through an active program if you've configured multiple legal companies under your organization.

Initiate a Asset Card Transfer

1. Log into the Zeta Optima platform.
2. Locate the Company drop-down at the top left of the screen and choose a company under which you want to create a new asset card transfer. This is an optional step if you only have a single legal company.
   
3. From the left panel menu, go to Zeta Optima > Programs > Asset card. This opens up the "Overview" tab.
   

4. Click New Transfer Order option to initiate a new asset card transfer. This opens up the new transfer page. Note that the new transfer order option is available in all sub-tabs for quickly creating new transfers. 

5. In the  New Transfer screen, configure the following:
   

   Upload File with Employee Details	Drag and drop an employee file or browse to the folder to upload the file. Formats supported are XLS, XLSX and CSV types with maximum of 5 MB size limit. Note that the valid file contents are name, mobile number or email ID, amount to be released and eligibility in a fiscal year as shown in below excel illustration. See a sample preview for quick help.
   Schedule Transfer Date	Enter the scheduled transfer date on which you wish to transfer the asset card to the employees every month
   Purchase Order Number	Optionally, you may wish to enter asset purchase order number for internal tracking
   Initiate Transfer	Once you’ve completed above steps, click Initiate Transfer. For convenience, you see fund balance right above the initiate transfer option. Ensure that you keep sufficient funds in your funding account. Your transfer will be stalled in case you run short of funds and you’d be prompted to load money to execute your transfer successfully.

You’ve just initiated/scheduled a new asset card transfer using Zeta Optima dashboard. See Transfer Orders to track or view transfer progress. Employees would receive the asset credit on the scheduled date as specified in the transfer. A confirmation message is displayed on your screen along with an email notification sent to your registered email ID.