Forma Features
Platform (8)
Customization
134 reviewers of Forma have provided feedback on this feature.
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
As reported in 125 Forma reviews.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Internationalization
As reported in 131 Forma reviews.
Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
As reported in 138 Forma reviews.
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Performance
As reported in 157 Forma reviews.
Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
As reported in 135 Forma reviews.
Is accessible from a mobile device and by users on the go.
Reporting
135 reviewers of Forma have provided feedback on this feature.
Provides analytics tools that reveal important business metrics and track progress.
Dashboards
146 reviewers of Forma have provided feedback on this feature.
Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.
Benefits Administration Platform Features (20)
Benefits Record Management
This feature was mentioned in 167 Forma reviews.
Track and manage employee benefits information and eligibility information within a centralized database.
Enrollment Planning
As reported in 144 Forma reviews.
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Third-Party Carrier Integration
137 reviewers of Forma have provided feedback on this feature.
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Document Management
146 reviewers of Forma have provided feedback on this feature.
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.
Total Compensation Statements
As reported in 141 Forma reviews.
Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
Self-Service Portal
184 reviewers of Forma have provided feedback on this feature.
Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.
Regulatory Compliance
Based on 132 Forma reviews.
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Mobile Benefits Access
144 reviewers of Forma have provided feedback on this feature.
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
Benefits Record Management
This feature was mentioned in 167 Forma reviews.
Track and manage employee benefits information and eligibility information within a centralized database.
Enrollment Planning
As reported in 144 Forma reviews.
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Third-Party Carrier Integration
137 reviewers of Forma have provided feedback on this feature.
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Document Management
This feature was mentioned in 146 Forma reviews.
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements.
Total Compensation Statements
Based on 141 Forma reviews.
Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options.
Self-Service Portal
184 reviewers of Forma have provided feedback on this feature.
Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required.
Regulatory Compliance
Based on 132 Forma reviews.
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Benefits Dashboards
As reported in 139 Forma reviews.
An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance.
Mobile Benefits Access
144 reviewers of Forma have provided feedback on this feature.
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
Integrations / APIs
Based on 121 Forma reviews.
The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record.
Internationalization
As reported in 123 Forma reviews.
Enables users to view and transact business with the same content in multiple languages and currencies.
Mobility
Based on 130 Forma reviews.
Is accessible from a mobile device and by users on the go.
Platform Basics (3)
Reporting
Based on 189 Forma reviews.
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
179 reviewers of Forma have provided feedback on this feature.
Connects to external systems and applications as needed to complete team workflows.
Performance
210 reviewers of Forma have provided feedback on this feature.
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Content (4)
Enrollment Planning
Based on 179 Forma reviews.
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Dashboard
As reported in 206 Forma reviews.
Has a centralized dashboard for users to interact with
Education
183 reviewers of Forma have provided feedback on this feature.
Provides educational materials to help employees make informed decisions about their benefits.
Benefits Record Management
196 reviewers of Forma have provided feedback on this feature.
Track and manage employee benefits information and eligibility information within a centralized database.
Platform Additional Functionality (3)
Mobility
Based on 188 Forma reviews.
Is accessible from a mobile device and by users on the go.
Regulatory Compliance
This feature was mentioned in 172 Forma reviews.
Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA).
Third-Party Carrier Integration
172 reviewers of Forma have provided feedback on this feature.
Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees.
Platform Performance (2)
Reporting
Based on 181 Forma reviews.
Provides pre-built or customizable performance reports
Monitoring
As reported in 174 Forma reviews.
Contains application performance monitoring capabilities
Analytics - Lifestyle Spending Account (LSA) (2)
Assessment
114 reviewers of Forma have provided feedback on this feature.
The platform is able to gauge employee engagement through surveys or otherwise to determine benefit efficacy
Analysis
This feature was mentioned in 114 Forma reviews.
All behavioral and self-report data can be analyzed to find trends and patterns
Platform - Lifestyle Spending Account (LSA) (4)
Funding
This feature was mentioned in 116 Forma reviews.
The amount of monthly stipend provided to employees is easily managed
Market Diversity
As reported in 115 Forma reviews.
Services and activities that can be purchased by LSA funds have a variety of options to enable healthy behaviors
Customizability
As reported in 112 Forma reviews.
The services and activities available for employees to purchase can be customized based on employee need or usage
Reward & Incentive
As reported in 112 Forma reviews.
Healthy behaviors can be encouraged and promoted through the use of rewards and incentives
Platform - Health Savings Account (HSA) (4)
Evidence
This feature was mentioned in 18 Forma reviews.
The platform is able to submit evidences to support reimbursement claims
Funding
This feature was mentioned in 18 Forma reviews.
Contribution into the HSA fund can be provided by both employer and employees
Reimbursement
18 reviewers of Forma have provided feedback on this feature.
The platform is able to process claims reimbursement and reimburse medical expenses based on acceptance
Education
As reported in 18 Forma reviews.
There are materials within the platform that helps the user to realize what purchases are eligible for purchase using HSA
Data - Health Savings Account (HSA) (2)
History
As reported in 18 Forma reviews.
Can track the history of expenses and contributions by employer and employees
Analysis
Based on 18 Forma reviews.
Can analyze HSA usage of employees based on purchasing habits and claims usage





