Overview

The Optima platform gathers various key analytical data points from your active gift voucher program and presents the analyzed outputs such as reports, spending trends or analytics indicators in the gift voucher dashboard that provide useful and actionable business insights.

The dashboard provides a detailed and real-time analytics and reporting of gift voucher transfers such as scheduled, successful or failed transfers including the spending patterns of all beneficiaries. In addition, you can dive deep into granular details on each gift voucher transfers, viewing monthly funding details and invoices of successful/scheduled transfers including consolidated individual statement to review employee information.

Gift Voucher Dashboard

Optima Gift dashboards are infused with data and metrics that matters to you. Get into breadth and depth of each dashboard to review and analyze your entire gift voucher benefit program:

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Overview	Gives holistic view of your active gift voucher program with funding balance and validity details. The following analytical metrics are supported for your review. Spend times: Graphical representation of number of spendings in a specified period of time Spend locations: Graphical representation of location of spendings across pan India Spend channels: Graphical representation of Zeta payment mechanisms such as super card, super tag or Zeta app used against the spendings Merchants: Displays top five merchants including the total number of merchants where gift vouchers are used using Zeta payment models. Savings: Extracts the saving statistics on tax, time and trees using the gift vouchers Spending reports: Details out total spendings in both number and amount including number of active beneficiaries associated with the benefit program. See Analyze Your Active Program for more information.
Transfer Orders	Details all gift voucher transfers, for example, scheduled, successful, cancelled or revoked transfers. This allows you to even edit changes in the successful and scheduled transfers. See Editing Gift Transfer Details for editing transfers.
Transfer Report	Keeps track of funding details used to disburse the gift voucher transfers such as scheduled, successful, cancelled or revoked transfers. This also allows you to look out for a monthly transfer report. See View Monthly Transfer Report.
Beneficiaries	Displays employee information with various parameters such as deposits, spendings and reimbursed amounts including the status of the program. You can also view a consolidated individual statement that allows you to review the personal information, eligibility including the summary of disbursed and approved gift voucher spends by each employees. See Employee and Statement section below or Managing Employees and Beneficiaries page for more information.

Gift Status Types

A sneak peek of various status types that are triggered after you create a transfer:

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Scheduled: This is an ideal status once you create an transfer to be disbursed on a later date
Stalled: Zeta holds your transfer if you don't have sufficient balance and then updates the status as stalled
Initiated: Zeta verifies the scheduled transfer, picks up the transfer for processing on the payout date and updates the status as initiated
Completed: Transfer appears as completed when a transfer is successfully executed
Cancelled: Zeta changes the status to cancelled in the case of an invalid employee file upload or when you cancel a scheduled transfer. This is also true in the case of an individual in a scheduled transfer
Failed: Transfer appears as failed due to wrong internal processing errors. Contact Zeta support.
Invalid: You see this status against an individual invalid entries in the employee file e.g., blank in the amount column and so on
Revoked: This is the status you see when you revoke the payout from an individual in a completed transfer
Partially Revoked: This is the status you see when you revoke a partial payout from an individual in a completed transfer
Account Not Created: You get this status when you try to create an transfer against an unknown person

Analyze Your Active Gift Voucher Program

Login to the Zeta Optima platform
From the left panel menu, go to Zeta Optima > Programs > Gift Vouchers. This opens up the "Overview" tab.
The gift voucher dashboard highlights the overall usage patterns of your program, for example, which location employees mostly use the benefit amount and what payment tools they use to pay for their spends.

See Gift Voucher Dashboard table for detailed descriptions about various indicators.

View All Transfers

Login to the Zeta Optima platform
From "Zeta Optima" menu, go to Active Programs > Gift Voucher program > Transfer Orders tab. This opens up all transfers such as scheduled, successful, cancelled or failed orders.
On this page, click any transfer ID to view the granular details about individual entries in a specific transfer.

View Scheduled Transfers

Login to the Zeta Optima platform
From "Zeta Optima" menu, go to Active Programs > Gift Voucher program > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed orders.
Click the transfer ID of a scheduled transfer or filter your search by status type as "scheduled". This lists all individual entries in a scheduled transfer.

Using the search option, you may also search for an individual by name.

Transfer Classification

Notice the options such as total transferred, scheduled, waiting for beneficiary, successful and failed for your precise and fast lookup.

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Total Transfers	List all entries, for example, scheduled, successful, cancelled or revoked transfers. This allows you to even edit changes in the successful and scheduled transfers. See Editing Gift Transfer Details for editing transfers.
Scheduled Transfers	List all scheduled entries that are yet to be processed. This helps you to make quick adjustments if you foresee any changes in the transfer before the payout date. See Editing Gift Transfer Details for cancelling transfers.
Successful Transfers	List all successful entries that are processed or transferred. You may completely or partially revoke an individual payout only if disbursed amount is unused. See Editing Gift Transfer Details for revoking transfers.
Waiting For Beneficiary	Gives all individual details those who haven't completed KYC process or yet to install Zeta app on to their smartphone. In this case, transfer would be stalled and a notification would be triggered to the employees to comply with KYC or get started with Zeta to receive and use the credits. You may also revoke the payout, see Editing Gift Transfer Details for revoking transfers.
Failed Transfers	Keeps a track of transfers that are not processed due to some server or internal errors. Contact Zeta support to fix the issue.

View Successful Transfers

Login to the Zeta Optima platform
From "Zeta Optima" menu, go to Active Programs > Gift Voucher program > Transfer Orders tab. This opens up all transfers such as scheduled, completed, cancelled, stalled or failed orders.
Click the transfer ID of a successful transfer or filter your search by status type as "successful". This lists all individual entries in a successful transfer.

Using the search option, you may also search for an individual by name.

Transfer Classification

Notice the options such as total transferred, scheduled, waiting for beneficiary, successful and failed for your precise and fast lookup.

Click here to expand/collapse...

Total Transfers	List all entries, for example, scheduled, successful, cancelled or revoked transfers. This allows you to even edit changes in the successful and scheduled transfers. See Editing Gift Transfer Details for editing transfers.
Scheduled Transfers	List all scheduled entries that are yet to be processed. This helps you to make quick adjustments if you foresee any changes in the transfer before the payout date. See Editing Gift Transfer Details for cancelling transfers.
Successful Transfers	List all successful entries that are processed or transferred. You may completely or partially revoke an individual payout only if disbursed amount is unused. See Editing Gift Transfer Details for revoking transfers.
Waiting For Beneficiary	Gives all individual details those who haven't completed KYC process or yet to install Zeta app on to their smartphone. In this case, transfer would be stalled and a notification would be triggered to the employees to comply with KYC or get started with Zeta to receive and use the credits. You may also revoke the payout, see Editing Gift Transfer Details for revoking transfers.
Failed Transfers	Keeps a track of transfers that are not processed due to some server or internal errors. Contact Zeta support to fix the issue.

View Monthly Transfer Report

Login to the Zeta Optima platform
From "Zeta Optima" menu, go to Active Programs > Gift Voucher program > Transfer Report tab. This lists funding details of all transfers such as scheduled, successful, cancelled or revoked in a financial year.
Click a Transfer Month to view the funding details of a particular month.

View Employees and Statements

Login to the Zeta Optima platform
From "Zeta Optima" menu, go to Active Programs > Gift Voucher program > Beneficiaries tab. This lists all employees with their various gift voucher transaction details such as transferred, spent and reimbursed amounts under an active gift program. Using the search option, you may also search for an employee by name, email or mobile.
Click the more action () and then select View Statement against an individual to view or download the consolidated payout statement.
The employee statement gives a consolidated view of gift voucher usage patterns including personal details, eligibility, billis in review and deposits for your internal tracking any time or periodically.