On or after go-live, employees can access their Forma accounts in one of three ways:
- Employees receive a welcome email (most common). If you enable this feature, employees will receive an email with a link to activate their account.
- Employees log in using SSO. This option is available if you’ve worked with your Implementation Manager or Customer Success Manager to set up SSO for your company.
- Employees navigate directly to the Forma URL. If you don’t use the welcome email or have SSO set up, employees can activate their accounts from https://client.joinforma.com/login
No matter how employees activate their account, they will all go through the same onboarding experience. These introductory screens will familiarize them with the benefits you provide, guide them on how to use Forma, and collect essential information to complete their account setup.
Please note that members cannot currently register their Forma account using the mobile app. While the mobile app is available for accessing benefits after registration, the initial account setup must be done through the web platform.
The first screen will introduce the employee to Forma:
The second screen will display a high level overview of the benefits they have available to them:
The third screen will ask them to create a password, if applicable:
On the final onboarding screen, Forma will ask for some additional information before completing the employee's account. The type of information requested is dependent on the benefits offered.
For post-tax only accounts, employees will be asked to enter their personal email address and agree to the terms and conditions
For pre-tax accounts, employees will be asked to enter their personal email address, mobile phone number, and agree to the terms and conditions.
Once they select “Activate my account” their account will be created and they can start using their benefits!