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General

 How is Optima Communications Card different from existing solutions?

Optima Communications Card allows you to perform various communication reimbursement operations, for example, creation, management and revocation of communications reimbursement transfers using Optima digital platform. Zeta Optima provides a simple web based user interface to use the Optima platform. You need to create a new Zeta HR account to gain access to various corporate benefit programs.

 What are the features of Optima Communications Card?
  1. Provides web interface for HR professionals and mobile app interface for employees which is available in android, iOS and windows versions.
  2. Enables HR to create and manage communication transfers with a provision of using custom modules.
  3. Enables HR to track individual or group statements, revoke incorrect or unused communication card balance, and close an employee account.
  4. Enables employees to pay, claim or manage communication bills and bill statement anytime and anywhere.
 What are the benefits of Optima Communications Card?
  1. Streamlines the overall reimbursement process digitally.
  2. Provides provision for digitally verified and signed bills for approval.
  3. Provides a flexible option for customisation.
  4. Provides an effortless way of managing employee's accounts digitally.
  5. Provides premium customer support.
  6. Mitigates human errors.
  7. Eliminates logistic cost.
 How to create a new account in Zeta Optima?

You can signup with Optima through our website  Create Zeta Account. Alternatively, you can reach out to us at  022 61123989 or write to us at  support@zeta.in and Zeta will get back to you.

 What all functions can I access in Optima dashboard?
  1. Add funds
  2. Schedule a date for payout of grants
  3. Access reports and statements
 What employees details are required for fund transfer?

Upload a .csv, .xls or .xlsx file containing employee details like name, email id and phone number (a sample form can be found on the dashboard itself). Finally, select a date for the payout and the grants will be distributed automatically.

 Can I add fund to all employees account at once?

Optima Communications Card will be sent to your employees automatically on the scheduled date in one go.

 Is there any restriction on the number of beneficiaries I add?

No. You can add any number of beneficiaries.

 How often the Optima Communications reimbursement grants can be issued?

The frequency of credits depends on the policy adopted by your company. Grants could be issued on a monthly, quarterly, half-yearly or yearly basis.

 Is there a way of revoking credits sent by mistake?

Yes, using Optima dashboard, you can easily revoke an order that you have sent out by mistake. However, if the user has already used the credits, you’ll have to settle this internally. Unused credits can always be revoked. Refer to, Edit Communications Program to see how to cancel a fund transfer.

 Where can I check employees spends summary report?
  • Login to your Zeta Optima account.
  • Choose Report center under Corporate tools.
  • Click on Beneficiary spends summary report link.

Legal and Compliance

 Is Optima Communications Card legally compliant?

Yes. Optima Communications Card is 100% legally compliant with Information Technology Act and Income Tax Act. For more information, refer to Where does Zeta stand?

 What is the validity for Optima Communications Card?

Optima Communications Card is valid for 3 years. Your company can set a validity period and also extend it.

 Are scanned communications bills compliant with Government Act?

Yes. Communications bills in electronic form are 100% compliant with the requirements of the Income Tax Act and Information Technology Act. For more information, refer to Where does Zeta stand?

 Does Optima Communications Card offer tax-free reimbursement?

Optima Communications Card are fully tax-exempt, regulated by Information Technology Act and Income Tax Act. 

 What if an employee submits a bill that is illegible?

Optima uses specially-developed software that can read text. It is far more capable than the human eye at recognising characters.

Usage

 How to initiate Optima Communications reimbursement fund transfer?

Optima Communications Card will be sent to your employees automatically on the scheduled date in one go  every month through our user-friendly digital dashboard. Ensure that you set up the Communications program and have sufficient funds in your account:

If you've configured multiple legal companies under your organisation, make sure  that you choose the company of your choice. For more detailed explanation, refer to Initiating transfer for Communications Card.

 How can we send Optima Communications credits to employees every month?

You need to upload employee details like name and email ids/phone numbers and select a particular date to send grants. Just ensure, there are enough funds in your Optima account for all the payments to go through. You can easily add funds to your account by NEFT or cheque transfers.  See Manage Funds  for more details.

 How can we customise our programme?

Zeta offers the unique advantage of a 100% customisation of our solutions as per the requirements of your company. We can tailor our Optima Communications Card programme as per your company requirements. You just need to reach out to your account manager and let them know about the customisation you need.

 What happens to the grants if an employee leaves our company?

While an ex-employee can use the grants that have been credited to him or her, it is still possible for you to revoke any unused credits.

 What happens to unused reimbursements in Optima Communications Card?

Any balance that remains in the Optima Communications Card is automatically transferred to employee's Cash Card at the end of financial year. You can factor this amount in while processing employee payroll. It is also possible to automatically revoke any unused grants, which can be credited back to the employee after making necessary tax-related deductions.

 Can I access reports on usage?

Yes. The Optima corporate dashboard gives you access to reports such as:

  1. Order history
  2. Employee-wise statements
  3. Consolidated statements
  4. Analytics

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