Electronic Data Interchange (EDI) is a computer-to-computer exchange of business data in a standard electronic format. Forma uses EDI so customers can upload demographics, enrollments, and contributions data to Forma Admin using a secure file transfer protocol (SFTP).
Upload these records for Pre-tax benefits:
PT: Employee Demographic Import Record (Demographics file)
EN: Employee Account Import Record (Election file)
CT: Employee Deposit Import (Contributions file)