Forma Admin is where you can manage everything about the Forma benefits you offer your employees and includes program metrics, on-demand reporting, and employee and benefits information. To learn more about how to log in to Forma Admin, see the article How do I access Forma Admin.
Once logged in, you’ll see the Forma Admin Dashboard. This dashboard provides a snapshot of post-tax and/or pre-tax metrics for your benefits. To learn more about pre-tax charts, see Forma Admin: Pre-tax dashboard charts.
On the left side of the screen, you'll find a menu with multiple sections:
Benefit Funds
The benefit funds section is used to complete KYB (when applicable), link and fund an external bank account, review transaction history, and check your available balance. This section will be visible if you offer the pre-tax card and/or use direct deposit to reimburse employees. Refer to the Deposit Account & Direct Deposit help center section for more information about this process.
Reports
The reports section is used to generate data about your benefits for both employer-sponsored and pre-tax benefits. Use the tabs along the top of the screen to toggle between the two benefit areas.
Below are the types of employer-sponsored reports that can be generated and associated articles with more information about each:
- Balance Report
- Spending Report
- Contribution Report
- Demographic Report
- Transaction Report
- Employee Change Report
- Custom Report
Below are the types of pre-tax reports and associated articles with more information about each:
- Pre-tax Claims Transaction Report
- Pre-tax Card Transaction Report
- Pre-tax Contributions Report
- Pre-tax Account Report
- Pre-tax HSA CIP Report
Benefit Accounts
The benefit accounts section outlines all of your company's active and ended benefits on Forma. This page is organized by employer-sponsored accounts and pre-tax accounts.
Employees
The employees section provides details related to an employee and their benefits. This page includes information about user profiles, benefits, and activities. To learn more about how you can use this page, see the article Forma Admin: Employees. For employer-sponsored specific information, refer to the article Forma Admin: Manage Employees (search, add, terminate, upload csv file).
From this section you can also update the available balance of any benefit account (except for HSA) for a given employee by adding or removing funds. To learn more, see How do I manually adjust account funding for individual employees?.
File Manager
The file manager section allows you to view all files Forma has received and processed, allowing your team to monitor file uploads made through automatic feeds or Forma Admin. You can review the following file types here, depending on your benefits offerings: Employer-sponsored demographics files (including HRA), and pre-tax demographics, elections, and contributions files.
To learn more, see the article Forma Admin: File Manager Guide and Forma Admin: File Manager Guide - Testing Files.
Settings
The settings section contains more technical information and is divided into three areas: Account, Contacts, and Advanced.
Account
The account section is used to manage your Forma Admin password and profile picture.
Contacts
The contacts section is where you can view who's receiving pre-tax file processing notification emails. You can add or edit existing contacts here. For more information on file processing notifications, see the article File processing notification statuses.
Advanced
The advanced section is used to complete know-your-business (KYB) How do I complete the Stripe regulatory requirements for my business? information for Stripe. This process should be completed if you offer your employees the employer-sponsored Forma card and have no pre-tax benefits.
The second part of this section is used to configure or modify your Single Sign-on (SSO) connection with Forma. For more information on how to configure SSO, see the article Single sign-on (SSO) configuration.
Resources & Help
The resources & help section provides direct links to Forma’s Resource Center and Admin Help Center.
The Resource Center is the go-to place for all things Forma, including:
- Beautifully designed presentations to drive awareness of your benefits programs throughout your entire organization
- Resources to help employees to take advantage of every part of their benefits experience with Forma
- Benchmark data to show how your benefit programs stand out
- Case studies from across the Forma community to inspire unique benefits your employees will rave about
- A rundown of our latest product updates so you never miss out on a launch
The Admin Help Center can be used to get quick answers to common questions and learn how to use Forma Admin to manage employee benefits.