Forma Reviews & Product Details

What I like most about Forma is the flexibility it gives employees while still keeping administration straightforward. The platform lets us offer a broad range of wellness and lifestyle benefits without introducing unnecessary complexity, and the user experience makes it easy for employees to understand their options and actually engage with their benefits. From an admin perspective, the visibility into the program and the support we receive make it much easier to manage everything day to day and to advocate for employees when questions come up. Review collected by and hosted on G2.com.

One challenge I’ve experienced with Forma is the quick turnaround required for certain requests or changes. At times, this makes it difficult to fully evaluate the potential impacts or coordinate internally before implementation. While I do appreciate the team’s responsiveness, having a bit more lead time in some situations. It would help administrators better support employees and ensure a smoother overall execution. Review collected by and hosted on G2.com.

I used Forma to purchase a bicycle through my employee wellness benefits, and the process was simple and convenient. It makes it easy to use my benefits for things I actually need, without much hassle or complicated steps. It saves me time and money, helps me stay active and maintain a healthier lifestyle, and gives me the freedom to choose what works best for me. Setup was pretty easy, and everything was ready to use within a few minutes. I find it easy to use and a convenient way to make the most of my employee wellness benefits. Review collected by and hosted on G2.com.

The app sometimes takes a bit longer to load, and I think the reimbursement process could be more straightforward. I’d like faster reimbursement and clearer status updates so I know exactly when to expect my money. Review collected by and hosted on G2.com.

I like how convenient it is that Forma pays for my ClassPass membership each month from my balance, so I don’t have to worry about it. The website is easy to use, and I can easily find my company’s policy, set up my membership, and get my digital card. The initial setup was super easy, and I’ve really enjoyed how easy Forma is to use. Review collected by and hosted on G2.com.

I haven't personally had anything denied, but I've seen people in my company's benefits Slack mention that Forma declines some things they think should be covered, and similar purchases seem to be approved for some people but denied for others. Someone mentioned their mattress topper purchase for better sleep kept getting denied even though similar purchases were approved. I’d like clearer reasons when something is denied. Review collected by and hosted on G2.com.

One, it was very easy to use and worked just like a credit or debit card so I could use it anywhere. Two was the customer service, when I did run into an issue they were able to resolve the issue and I was able to use my funds within 24 hours. Review collected by and hosted on G2.com.

So far, no dislikes. I thought it would be a hassle to get the vendor I wanted approved, to my surprise it was very easy. Review collected by and hosted on G2.com.

I found Forma easy to use, straightforward, and intuitive. I could take a picture of my receipts and get them reviewed quickly; I am talking about within a couple of days if it is a weekend, or within 24 hours on weekdays. Forma helped me get reimbursed for transportation, health spending, and Personal development benefits, including a language-learning program. I also liked the range of partnership products on the platform, including meditation, yoga, nutrition, exercise, and language learning. The employee-assisted SSO setup was very straightforward. Review collected by and hosted on G2.com.

I would like to see more features and business partnerships, including fully integrated industry certifications like CompTIA and PMP, and AI courses around prompt engineering. Integrations with sites like Amazon or Walmart could also make it easier to verify eligible purchases. When I left my company, transferring my subscription information to my personal email was slightly challenging, and I had to go back and forth with the Busuu team to get clarification and resolve it since the payment was made directly using my Forma credits. I also couldn’t access Forma or my previous benefits after I was no longer an employee almost immediately despite the fact that I was due for my expenses re-imbursement that month and had not filed it yet when I got fired, and had to contact my employer to get reimbursed for my final week of work and monthly expenditures. Review collected by and hosted on G2.com.

I think the simplistic UI and straightforward options are the best. As a user I am always happy when there is no clutter and everything I want is right in front of me. It was very easy for me to get started and understand it and did not take time at all. Review collected by and hosted on G2.com.

Maybe I missed it, but I did not really see a way to interact with the whole dashboard. An AI assistant quickly answering my queries and my company policies for things would have been nice. Also perhaps the options displayed to me were not to my liking always and I did not see why I would buy those. Review collected by and hosted on G2.com.

I like how easy and convenient Forma is to use. I can quickly submit reimbursement requests, track their status, and manage my wellbeing benefits in one place. The reimbursement submission and claim tracking features save me time and make the process more convenient. Forma also helps me save time and money and take better care of my wellbeing. The initial setup was so easy that I’d rate it 10/10. Review collected by and hosted on G2.com.

I don't think there is much to improve, though customer service could be better. I've received different answers from representatives, and it takes time for them to provide answers. Review collected by and hosted on G2.com.

I like how for us quarterly we get money to spend on things that I normally wouldn't spend my paycheck on. Review collected by and hosted on G2.com.

The restrictions seem to be a bit weird. Like something you would think count because they are for wellness, but they don't count. But I get that there needs to be restrictions because if not people will buy like guns or something. Review collected by and hosted on G2.com.

I like how easy it is to see what’s eligible and get reimbursements approved and paid. The eligibility guidelines are clear, and uploading a receipt matches the details for me, so I don’t have to do it manually. I’ve used Forma to get an office chair, my gym membership, and my fitness tracker reimbursed. I also like being able to buy directly through the store without submitting a claim. When I first started using Forma, it was easy and simple. Review collected by and hosted on G2.com.

The only complaint I have is that reimbursements can take a while to get paid out. It can be a month or two after approval, and the payment comes with the following month's paycheck rather than the pay period when claim was approved. That delay is a minor complaint rather than a real detractor from using Forma, and may even be specific to only my company. Review collected by and hosted on G2.com.

I find Forma straightforward and simple to use for administration. I can easily update election and demographic files, and customer service responds within two days. It does enough of the basic administration work I need. Review collected by and hosted on G2.com.

I find the reports hard to organize, customize, and format, and I wish there were more dynamic reporting. It would help if the system recalculated commuter benefits when employees change, increase, or stop them, since annual elections fluctuate. Forma has no COBRA reporting or services. Employees have raised issues with services and claims that are tedious to manage, and the employee experience could be better. I also wish I could add or delete pre-tax accounts directly in the dashboard, and that Forma were compatible with Paylocity. Forma does the basic administration work, but its tools and features need more development as benefits evolve. Review collected by and hosted on G2.com.