Forma Admin

Access and Overview

• Forma Admin 101: Resources & Tools
• How do I access Forma Admin?

Dashboard

• Understanding the “Active Employees” Graph
• Using Forma Admin to understand how employees use their benefits
• Identifying and reducing claim rejections using Forma Admin
• Forma Admin: Pre-tax dashboard charts

Reports

• How do I create reports in Forma Admin?
• How do I save a report template in Forma Admin?
• What Forma reports can I use to reconcile invoicing and top-ups?
• How do I create a Transaction Report on Forma Admin?
• What information can I get from the Pre-tax Claims Transaction Report?
• How do I calculate the forfeiture balance from the Pre-tax Account Report?

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Benefit Accounts

• Forma Admin: Benefit Accounts
• Uploading Balance Files in Forma Admin
• Setting up commuter balance notifications

Employees

• Forma Admin: Employees
• Forma Admin: Manage Employees (search, add, terminate, upload csv file)
• How do I manually adjust account funding for individual employees?
• Forma Admin: Edit pre-tax benefit status

File Manager

• Forma Admin: File Manager Guide - Production Files
• Forma Admin: File Manager Guide - Testing Files
• Forma Admin: File Manager Review Issues

Settings

• Managing file notification contacts in Forma Admin
• Setting up file received and missed file notifications
• Setting up file encryption and armoring in Forma Admin
• Role-based access levels
• Managing role-based access levels
• How do I reset my Forma Admin password?

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