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Forma
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Forma makes it easy for teams to create and manage benefits programs. The platform meets diverse needs of employees across various demographics. Forma collaborates globally to deliver integrated benefits experiences. Benefits administration is simple, with high claim acceptance rates and minimal effort. Forma enhances employee retention and happiness through valuable lifestyle benefits.
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Employees using Forma can access pending items, onboarding tasks, store items, and account overviews on the home page. They can also navigate to a benefits tab for more details on benefit programs and eligible items. Forma offers a customizable Lifestyle Spending Account, detailing eligible expenses and the frequency of fund deposits. Employees can access policy documents and benefit summaries for more information. Employees can use their funds via a Visa debit card (physical or virtual), pay out-of-pocket and submit claims, or shop through the Forma curated Marketplace. Claims can be submitted easily with receipts uploaded for reimbursement. Reimbursements can be direct deposited or processed through payroll. Forma ensures transparency in the claim process, providing approval confirmations or personalized denial messages. The Forma Marketplace offers over 250 vendors with discounts up to 40%, where employees can purchase eligible products. Employees can link additional payment methods and access tools and resources, including a dashboard with real-time analytics.
