A Secure File Transfer Protocol (SFTP), is used to send files to Forma and receive payroll files from Forma. During implementation you’ll work with Forma and your internal IT department to set up or gain access to an SFTP application (for example FileZilla and Cyberduck.)
There are two steps to set up an SFTP:
- Getting connected to Forma's SFTP server
- Navigating your assigned folder
Getting connected to Forma's SFTP server
During implementation, you’ll receive a unique connection detail to our SFTP server. You’ll use those credentials to authenticate to Forma’s SFTP server.
- SFTP url: prod-sftp.joinforma.com
- username : your_username
- password : your_password
For instructions on how to set up an SFTP connection through Cyberduck, refer to How do I set up Cyberduck to send and receive files via SFTP?
Navigating your assigned folder
Once you're authenticated into the SFTP server, you should see the following employer-sponsored folders:
/to_twic
/test_to_twic
/from_twic
- to_twic: This is the production folder for all HRA and employer-sponsored (including date-based accounts) demographic files. All files uploaded here will be processed according to the rules configured in Forma's system.
- test_to_twic: This is the test folder for all HRA and employer-sponsored (including date-based accounts) test demographic files. Files uploaded to this folder will not be processed and do not affect production data.
- from_twic: This is the folder where your team will retrieve payroll files uploaded by Forma on a regular cadence. Ignore this folder if receiving payroll files differently or if payroll files are not needed for your program.
If you offer pre-tax benefits through Forma, you should see the following folders:
/pretax/demographics
/pretax/demographics_elections
/pretax/elections
/pretax/contributions
/test_to_twic
- pretax/demographics: This is the production folder for all HSA, FSA, LPFSA, DCFSA, Parking, and Transit pre-tax demographic files. All files uploaded here will be processed according to the rules configured in Forma's system.
- pretax/demographics_elections: This is the production folder for all HSA, FSA, LPFSA, DCFSA, Parking, and Transit pre-tax combined demographics/elections files. All files uploaded here will be processed according to the rules configured in Forma's system.
- pretax/elections: This is the production folder for all pre-tax elections files. All files uploaded here will be processed according to the rules configured in Forma's system.
- pretax/contributions: This is the production folder for all pre-tax contributions files. All files uploaded here will be processed according to the rules configured in Forma's system.
- test_to_twic: This folder is used to test files in order to verify the integration. Files uploaded to this folder will not be processed and do not affect production data.