Forma Features
Platform (8)
Customization
This feature was mentioned in 134 Forma reviews.
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
Based on 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
This feature was mentioned 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
This feature was mentioned in 138 Forma reviews.
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
Performance
157 reviewers of Forma have provided feedback on this feature.
Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
This feature was mentioned in 135 Forma reviews.
Is accessible from a mobile device and by users on the go.
Reporting
This feature was mentioned in 135 Forma reviews.
Provides analytics tools that reveal important business metrics and track progress.
Dashboards
Based on 146 Forma reviews.
Creates dashboards to track information like open positions, current headcount, and recruiting pipeline.
Benefits Administration Platform Features (20)
Benefits Record Management
Based on 167 Forma reviews.
Track and manage employee benefits information and eligibility information within a centralized database.
Enrollment Planning
Based on 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
Based on 137 Forma reviews.
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
As reported 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
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
Based on 184 Forma reviews.
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
132 reviewers of Forma have provided feedback on this feature.
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
Based on 144 Forma reviews.
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
Benefits Record Management
As reported 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
As reported in 137 Forma reviews.
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
As reported 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
141 reviewers of Forma have provided feedback on this feature.
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
139 reviewers of Forma have provided feedback on this feature.
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
Based on 144 Forma reviews.
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more.
Integrations / APIs
121 reviewers of Forma have provided feedback on this feature.
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
This feature was mentioned in 123 Forma reviews.
Enables users to view and transact business with the same content in multiple languages and currencies.
Mobility
As reported in 130 Forma reviews.
Is accessible from a mobile device and by users on the go.
Platform Basics (3)
Reporting
This feature was mentioned in 189 Forma reviews.
Provides analytics tools that reveal important business metrics and track progress.
Interoperability
This feature was mentioned in 179 Forma reviews.
Connects to external systems and applications as needed to complete team workflows.
Performance
As reported in 210 Forma reviews.
Is consistently available (uptime) and allows users to complete tasks reliably.
Platform Content (4)
Enrollment Planning
179 reviewers of Forma have provided feedback on this feature.
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time.
Dashboard
This feature was mentioned 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
This feature was mentioned in 196 Forma reviews.
Track and manage employee benefits information and eligibility information within a centralized database.
Platform Additional Functionality (3)
Mobility
188 reviewers of Forma have provided feedback on this feature.
Is accessible from a mobile device and by users on the go.
Regulatory Compliance
As reported 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
Based on 172 Forma reviews.
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
As reported in 181 Forma reviews.
Provides pre-built or customizable performance reports
Monitoring
Based on 174 Forma reviews.
Contains application performance monitoring capabilities
Analytics - Lifestyle Spending Account (LSA) (2)
Assessment
Based on 114 Forma reviews.
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
As reported 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
112 reviewers of Forma have provided feedback on this feature.
The services and activities available for employees to purchase can be customized based on employee need or usage
Reward & Incentive
This feature was mentioned 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
Based on 18 Forma reviews.
Contribution into the HSA fund can be provided by both employer and employees
Reimbursement
As reported in 18 Forma reviews.
The platform is able to process claims reimbursement and reimburse medical expenses based on acceptance
Education
Based on 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
18 reviewers of Forma have provided feedback on this feature.
Can analyze HSA usage of employees based on purchasing habits and claims usage





