The Employees page in Forma Admin allows you to efficiently review, add, and remove employees across all benefits managed by Forma.
Search for an employee
To find an employee, search for them by name, employee ID, or work email address.
Add an employee
Employees become eligible for Forma benefits once their demographic information is processed, typically through the regularly scheduled demographics file.
If an employee needs access to Forma benefits before the next file submission, you can manually add them in Forma Admin.
To add a new employee, select “Add Employee'' and enter their information, including what benefits they’re eligible for.
Please note that the information entered on this page will be overwritten by demographics file data. Make sure any additions made in Forma Admin are consistent with subsequent demographics files.
Terminate an employee
Termination of Forma benefits is typically done via the demographics file. If an employee needs to be removed before the next file submission, you can manually terminate them in Forma Admin. (The only exception is when employees retain access to certain benefits after leaving your company, such as an HSA.)
Once you've located the employee record, click the "Remove" button.
Please note that the information entered on this page will be overwritten by demographics file data. Make sure any terminations made in Forma Admin are consistent with subsequent demographics files.
Update with CSV
You can upload employer-sponsored demographic files to Forma Admin as an alternative to SFTP.
Note that a full file is required. Any active employees omitted from the uploaded file will be terminated.
To upload a demographics file, select “Update with CSV”, add your CSV file, then select “Validate File.”
- Employees will be added: The number of employees who will be added to Forma.
- Employees will be terminated: The number of employees who will be terminated from Forma.
- Employees will be updated: The number of employees whose demographic information will be updated in Forma.
The file will be processed in approximately 1.5 hours. Updates will be visible under “Employees” once the file is successfully processed.