--- title: Forma Reviews meta_title: 'Forma Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 822 reviews by the users' company size, role or industry to find out how Forma works for a business like yours. aggregate_rating: rating_value: 4.8 review_count: 822 scale: '5' date_modified: '2026-08-11' parent_category: name: HR url: https://www.g2.com/categories/hr --- # Forma Reviews **Vendor:** Forma **Category:** [Benefits Administration Software](https://www.g2.com/categories/benefits-administration) **Average Rating:** 4.8/5.0 **Total Reviews:** 822 ## About Forma Companies spend millions annually on employee benefits that employees neither value nor regularly use. Founded in 2017, Forma set out to build a better model by challenging traditional one-size-fits-all approaches. Forma’s flexible benefits software helps companies offer competitive benefits packages while reducing costs and inefficiencies, by giving employees more choice and flexibility in how they spend their benefit allowances. The platform also saves HR professionals countless hours managing and supporting various point solutions. Using Forma, companies can select from a suite of products that include Lifestyle Spending Accounts, Health Spending Accounts, Health Reimbursement Arrangements, Flexible Spending Accounts, and more to design and deliver customized benefits programs–all through a single platform. Employees then have three choices to spend account funds: The Forma Store with discounted products and services, The Forma Visa Card, or claim reimbursement backed by Forma’s world-class member support team. Forma has helped hundreds of the world’s most admired companies, including Stripe, Zoom, Lululemon, and Affirm, design and support flexible, inclusive benefits programs for nearly a million employees. And, we are seeing great success with 98% customer retention, 75 NPS, and 98 CSAT ratings from members. Forma is backed by Emergence Capital and Ribbit Capital and has received numerous awards for its exponential growth, its software innovation, and as a “Great Place to Work.” ## Forma Pros & Cons **What users like:** - Users appreciate the **ease of use** of Forma, finding claims submission and tracking very straightforward and convenient. (148 reviews) - Users find the **simple interface** of Forma easy to navigate and conducive to a smooth experience. (58 reviews) - Users appreciate the **helpful customer support** of Forma, making the use of company perks enjoyable and efficient. (54 reviews) - Users love the **submission ease** of Forma, finding it simple to claim expenses and track reimbursements effortlessly. (54 reviews) - Users appreciate the **intuitive design** of Forma, highlighting its ease of setup and user-friendly experience. (50 reviews) - Customer Support (49 reviews) - Ease of Process (48 reviews) - Users appreciate the **intuitive and easy-to-use interface** of Forma, enhancing their overall experience significantly. (44 reviews) - Reimbursements (38 reviews) - Response Time (37 reviews) **What users dislike:** - Users express frustration over **claim issues** in Forma, highlighting rejected claims and a lack of automation support. (27 reviews) - Users express a need for **insufficient information** regarding purchase approvals and vendor availability with Forma. (26 reviews) - Users experience **reimbursement issues** with Forma, often facing unclear guidelines and declined purchases despite eligibility. (22 reviews) - Users express frustration with the **lack of information** , particularly regarding coverage details and approved vendor locations. (19 reviews) - Users express frustration with **poor customer support** , citing slow response times and lack of real-time assistance. (15 reviews) - Users express frustration with **poor support services** , often facing delays and encountering unhelpful AI responses. (14 reviews) - Users experience **claim denials** due to missing information and face challenges with appointment availability for services. (13 reviews) - Difficulty (13 reviews) - Approval Delays (12 reviews) - Users experience **category confusion** , struggling with inconsistent selections and clarity when searching for perks. (10 reviews) ## Forma Reviews ### 1. Convenient **Rating:** 4.0/5.0 stars **Reviewed by:** Zyon P. | C, Enterprise (> 1000 emp.) **Reviewed Date:** July 31, 2025 **What do you like best about Forma?** I like that it allows me to process claims and make qualifying purchases with any claims approved. It gets back to me very quickly if the claim is either approved or denied. **What do you dislike about Forma?** I do not like that you when you want to cash out earnings to a bank account in Forma it is kind of confusing for someone just now starting to use it. Basically you either have to spend the funds for the claim on one of the items in the store on Forma or you have to make additional purchases then cash out the earnings by that of a qualifying reimbursement. There should be a way users can streamline the earnings they have from claims directly to their own pay accounts. **What problems is Forma solving and how is that benefiting you?** It solves the problem of submitting a claim or to receive reimbursements from another department or various departments. It helps to benefit me because I know that if I submit a claim today it will either be approved or denied by the end of my work day which helps me to better balance my own finances, and schedule accordingly around the reviews. ### 2. Quick Reimbursements with User-Friendly Interface, Needs Better Bot Support **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer H. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** I use Forma for commute reimbursement, and it reimburses me really quickly with approval coming within a day. I like that it's easy to use and very straightforward, and the policies related to reimbursement are easy to access. I also find that a human representative is very responsive and able to solve problems almost immediately. Forma is integrated into our Okta SSO, and it definitely speeds things up for reimbursing certain perks. **What do you dislike about Forma?** When there is an error or issue, the support bot is NOT helpful. But a human representative was very responsive and able to solve my problem almost immediately. **What problems is Forma solving and how is that benefiting you?** Forma reimburses me really quickly, with approvals within a day. It's easy to use, straightforward, and reimbursement policies are easy to access. ### 3. Simplifies Benefit Management, Needs Improved Approval Clarity **Rating:** 4.0/5.0 stars **Reviewed by:** Abhishek V. **Reviewed Date:** January 17, 2026 **What do you like best about Forma?** What I like most about Forma is the simplicity and transparency it brings to reimbursements. The interface is easy to understand even as a new user, and submitting claims doesn't feel complicated or time-consuming. I can clearly see available budgets, past claims, and approval status all in one place, which removes a lot of guesswork. Uploading a receipt is straightforward, and the structured approval flow feels less messy. We also have a mobile application that lets us upload receipts on the go, which is great for quickly uploading them. We don't have to maintain our own tracker or follow up repeatedly, reducing the risk of missing out on reimbursable transactions. Overall, using company benefits feels smooth and predictable instead of stressful. It also helps us forecast our plans based on the available budget. **What do you dislike about Forma?** One area where Forma could improve is around the clarity and speed of the approval process. At times, it is not clear why a submission is delayed or if additional information is needed, which can lead to waiting without much context. Submitting a claim could result in it being rejected, while for another user, it might get approved, suggesting an ambiguous area that involves guesswork about whether an expense will be covered or not. Sending an email to get confirmation is an option, but having some form of metric to check against would be better. Additionally, the mobile app is not enabled for all organizations, so some cannot utilize this benefit. **What problems is Forma solving and how is that benefiting you?** I use Forma to manage employee benefits and reimbursements efficiently. It simplifies uploading bills, submitting claims, and tracking approvals. It reduces confusion and manual tracking by clearly displaying available budgets and used benefits, making the reimbursement process predictable and organized. ### 4. Convenient Employee Benefits with Minor Hiccups **Rating:** 3.5/5.0 stars **Reviewed by:** Michael N. | Business Development Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I like that Forma sent me a physical card to use, which I can use in stores. It's also really convenient that I can use the credits I have in my account. The setup was pretty simple; you just log in, see $300 in your account, and with a few clicks, a card arrives in the mail a week later. I also appreciate getting a text message every time I use it that tells me how much is left in my account and reminds me to submit a receipt. So, that's great. **What do you dislike about Forma?** I wish that if I'm using my credit card in store, I didn't have to snap a picture of the receipt if you have all the details on the receipt from me using the card. That doesn't make sense to me. **What problems is Forma solving and how is that benefiting you?** Forma doesn't solve any problems for me. It's really just a way to receive money and spend it. ### 5. Streamlined Lifestyle Spending with Personalized Support **Rating:** 4.0/5.0 stars **Reviewed by:** Megha K. **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I really appreciate that Forma's lifestyle spending account covers my lifestyle needs like meditation classes, physical fitness classes, body massages, and necessary products like humidifiers and air purifiers. I like that the chat representatives are real people who understand when I ask questions about specific products, and I can directly talk to someone to understand if a product is eligible, which I find helpful instead of going through the eligibility section on the website. Also, the initial setup was a cakewalk. **What do you dislike about Forma?** The eligibility section on the Forma website is not really helpful because it's very generic and limited. It seems that the products listed are restricted, and a lot of things aren't covered. For example, not all massagers are applicable, and while heaters can be bought, fans cannot. I feel they should do more research to expand the list of eligible products and consider customer feedback. It shouldn't be restricted to what's currently listed. **What problems is Forma solving and how is that benefiting you?** I use Forma's lifestyle spending account for meditation, fitness classes, massages, humidifiers, and air purifiers. It covers necessary lifestyle products. ### 6. Vendor is responsive and product works **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 20, 2023 **What do you like best about Forma?** Unlike alternatives tried, that have poor support or extra friction for employees, Forma seems to "just work" **What do you dislike about Forma?** Communication with the employee over status of current claims remains an opportunity for improvement. **What problems is Forma solving and how is that benefiting you?** Forma is allowing our employees to access their pre-tax funded accounts and wellness incentives. ### 7. Quick and Easy Wellness Program with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Tomohiro H. **Reviewed Date:** January 19, 2026 **What do you like best about Forma?** I like how quickly Forma responds. The input forms are easy to fill out, which makes the process of claiming Wellness program items smooth and straightforward. **What do you dislike about Forma?** The border lines of eligible or non-eligible items are very vague. That confuses me. For example, Epsom (Magnesium) salts for bath should be accepted as Supplement, but it is not accepted. Ab rollers should be also accepted as Home Gym Equipment, but it is not accepted. **What problems is Forma solving and how is that benefiting you?** I use Forma for the Wellness program, where I can buy health-related items easily. It responds quickly, and the input forms are easy to fill out. ### 8. User-Friendly and Fast with Minor Reimbursement Improvements Needed **Rating:** 4.0/5.0 stars **Reviewed by:** Khanh V. **Reviewed Date:** January 20, 2026 **What do you like best about Forma?** I find Forma's UI to be user-friendly, intuitive, and easy to use. The customer support is quick in response, which I really appreciate. My expenses are reviewed on average within 24 hours, which is very efficient. **What do you dislike about Forma?** Could be improved: for packages that are paid by monthly reimbursement, it'd be helpful if I have a view of upcoming reimbursement for a particular benefit category. **What problems is Forma solving and how is that benefiting you?** I use Forma to submit expenses and get reimbursement, with my expenses reviewed usually within 24 hours. The UI is user-friendly and intuitive, and customer support is quick to respond. ### 9. Reliable Monthly Fund Refills That Keep Things Simple **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Veterinary | Mid-Market (51-1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** I like the company is able to refill my funds every month. **What do you dislike about Forma?** Sometimes it gets declined, and I need it to be approved ASAP. **What problems is Forma solving and how is that benefiting you?** It provides a benefit to employees, and we can decide how it’s used. ### 10. Easy Access to Benefits, But Needs Real-Time Support **Rating:** 4.0/5.0 stars **Reviewed by:** Amine Z. **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I like that Forma is easy to access. Once you link your account, it's really easy to use. The initial setup was also really easy. **What do you dislike about Forma?** They removed the chat option to consult eligibility of an expense in real time which makes harder to know if a claim will be approved, which causes time loss, the reply through other means (like email) can also cause delays. **What problems is Forma solving and how is that benefiting you?** Forma provides input on eligibility for claims and processes them by sending information to my employer. ### 11. Efficient Benefit Access with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Neil A. | Senior European Employment Counsel, Enterprise (> 1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I like the speedy decisions from Forma, and the reimbursement form being brief, which means I can make claims quite easily. The setup was quite easy, as far as I can recall. **What do you dislike about Forma?** I think the decision makers are too officious and wish they'd seek guidance from my employer more often on their interpretation of the policy. **What problems is Forma solving and how is that benefiting you?** I use Forma to see reimbursement amounts for each benefit and track usage, making claims quite easily. ### 12. Prompt Support Makes Transaction Issues Easy to Resolve **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 20, 2026 **What do you like best about Forma?** Prompt responses from staff for issues regarding transactions. **What do you dislike about Forma?** Not always transparent about why a transaction was declined; more automated detection of this would be very helpful to solve problems more quickly without having to bring in human support. **What problems is Forma solving and how is that benefiting you?** Needing new clothes and gear for exercise or activewear has become much easier to source through forma. ### 13. Easy SSO Login and Fast Claim Reviews with Responsive Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** Single signon option makes it very easy to login. Forma team takes around 1 day to review the claims, which is very fast. **What do you dislike about Forma?** Sometimes it's hard to know what's exactly covered, emailing the team with a question solves that, and the Forma team quickly responds to inquires. **What problems is Forma solving and how is that benefiting you?** Handling benefits in an efficient way. Very simple to use. ### 14. All the Information in One Place—A Solid Experience Overall **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** All the information listed in one place! **What do you dislike about Forma?** Miscommunication in approval process. Some rejected claims mentioned that the purchased item fell in a different category, and once claim was updated, it was rejected because it was ineligible. Customer support also had a long wait in November and December. I had 2 instanced where I did not get any assistance for at least 30 minutes **What problems is Forma solving and how is that benefiting you?** Item eligibility, claim inquiry, inquiry if this review is legitimate. Helps me have a clear understanding of my spending accounts ### 15. Async Q&A That Keeps Work Moving **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** I like being able to ask questions asynchronously, without having to wait to talk to someone. **What do you dislike about Forma?** The transit card not working via apple pay and instead having to use the physical card for MTA **What problems is Forma solving and how is that benefiting you?** health benefits and HSA ### 16. Money-Back Guarantee Gives Peace of Mind **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2026 **What do you like best about Forma?** Money back for well being purchases made. **What do you dislike about Forma?** Clunky web site when submitting receipts **What problems is Forma solving and how is that benefiting you?** Financial assistance for health products ### 17. Quick reimbursement using correct labels **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** January 06, 2025 **What do you like best about Forma?** The many options to choose from the drop down when submitting a claim. Also, super quick turnaround time on responses, usually less than 24 hours. **What do you dislike about Forma?** Some labels can be misleading for example 'clothing' is restricted to individual while other items can be reimbursed for any household product. **What problems is Forma solving and how is that benefiting you?** Easy claims process help make the most of company provided benefits. ### 18. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** April 09, 2024 **What do you like best about Forma?** Easy plattorm to follow. I can check when the claims are submitted anytime **What do you dislike about Forma?** Nothing about Forma that I dislike, everything is very easy to navigate **What problems is Forma solving and how is that benefiting you?** I can navigate using forma and use my company benefits along with tracking claims very easey ### 19. Forma's UI and UX design **Rating:** 3.5/5.0 stars **Reviewed by:** Pranav R. | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Forma?** UI is easy and provides lots of user feedback for every action. There are loading screens between every step, and the UI responds without hanging too long. The UI is also clean and does not have too much extra fluff. **What do you dislike about Forma?** There is a split between refunded and claimed forms, and as a user, if I log in to see the status of existing claims, I get confused because the first page only shows what's been approved. **What problems is Forma solving and how is that benefiting you?** Submitting claims for wellness benefit reimbursement in an easy-to-track manner. I do have problems with the chat experience as once a chat ends, you are encouraged just to type in it to start a new conversation, but when I do, I don't immediately get a response which implies it creates a new chat - this should be clear in the chat window. ### 20. User Friendly **Rating:** 4.0/5.0 stars **Reviewed by:** megan s. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Forma?** Customer service is quick and available when they should be. The site is user friendly and simple without being overloaded with too much information. It's organized well enough to be manageable without being overwhelming. **What do you dislike about Forma?** I don't think there is anything I've disliked about Forma so far. If I do, I'm sure customer service will be on top of my issues! **What problems is Forma solving and how is that benefiting you?** Forma is solving my financial set backs with daycare assistance and it's been incredibly easy to submit my receipts for review. ### 21. Interesting Platform, Feels unfinished **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Forma?** Forma makes it really easy to see what programs are offered by default for reimbursement - and you can purchase those directly in the app (nice!). They also make the submission process clean (including things like seeing acceptable balance) **What do you dislike about Forma?** The app feels slightly unfinished in places. The overall look and feel leaves somethings to be desired. The default programs offered are thin. When a reimbursement is denied, there is little feedback and support when talking to their human support team unfortunately - kind of holding a party line of "this is all that's accepted but you can try again." **What problems is Forma solving and how is that benefiting you?** For me, Forma allows me to track my balances and submissions for company-sponsored reimbursement programs (wellness, office, PD, etc.). This beats previous resources like expensify that mean you have to track what is remaining or not. ### 22. Very easy to use, with efficient process **Rating:** 4.0/5.0 stars **Reviewed by:** Richard A. | Professor (Dept. of Communication and Visual Arts), Enterprise (> 1000 emp.) **Reviewed Date:** September 20, 2023 **What do you like best about Forma?** it's very easy to use. Quick answer on sumissions. **What do you dislike about Forma?** Nothing to dislike. It's been working as expected. **What problems is Forma solving and how is that benefiting you?** It's overseeing our wellness benefits that are not covered by health insurance. ### 23. Does what it claims to do **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2023 **What do you like best about Forma?** Foreman does a great job of breaking out my employee benefits, stipends, and allowances by type and tracking how much I have left to spend on each. It's very easy to submit claims and get reimbursed as well. **What do you dislike about Forma?** The inability to create templates for claims that are recurring expenses. Additionally, OCR capabilities would be nice so I can upload receipts and have the fields populate by themselves. **What problems is Forma solving and how is that benefiting you?** I'm lucky to work for a company that provides multiple stipends, benefits, and allowances for my well-being and professional development. Forma does a great job of showing me what is and isn't eligible for these and makes the claim submission process seamless. ### 24. Microsoft Employee review. **Rating:** 4.0/5.0 stars **Reviewed by:** Edwin C. | Enterprise (> 1000 emp.) **Reviewed Date:** August 25, 2023 **What do you like best about Forma?** The support provided is efficient and comprehensive. **What do you dislike about Forma?** Sometimes the claims are denied prematurely, and it seems that the items were properly verified. **What problems is Forma solving and how is that benefiting you?** Welness ### 25. QUICK AND EASY **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** September 26, 2023 **What do you like best about Forma?** HOW EVERYTHING IS LINKED TO MY ACCOUNTS FOR DIRECT DEPOSIT **What do you dislike about Forma?** I CANNOT THINK OF ANY DOWNSIDE AT THIS TIME **What problems is Forma solving and how is that benefiting you?** I AM AN EMPLOYEE THAT HAS A TIGHT BUDGET. SO WHENEVER THE COMPANY PROVIDES PROGRAMS LIKE THIS TO HELP ON EXPENSES IT A GREAT HELP ### 26. Great range of benefits and offerings **Rating:** 4.0/5.0 stars **Reviewed by:** Louron P. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2023 **What do you like best about Forma?** How accessible it is to find the right information, and the fast response times when you submit claims. **What do you dislike about Forma?** Nothing much, maybe the in-house claims that you can make could be expanded on. **What problems is Forma solving and how is that benefiting you?** Wellness, additional benefits, a good way to improve my learning and personal skills outside of work. ### 27. v good experience overall **Rating:** 4.0/5.0 stars **Reviewed by:** Peter W. | Senior Account Manager Large Client Sales CEE, Enterprise (> 1000 emp.) **Reviewed Date:** June 26, 2023 **What do you like best about Forma?** process of claiming benefits was easy, CS was helpful, competent and fast **What do you dislike about Forma?** so far I only had good experince, claims were approved, I'm waiting for transfer but that's on my employeer side i believe **What problems is Forma solving and how is that benefiting you?** I claimed benefits as a user ### 28. Good overall **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** June 13, 2023 **What do you like best about Forma?** The dashboard and chat features are easy to navigate. **What do you dislike about Forma?** Lack of phone support. We need to contact Forma through chat and then wait a day or two for a response. More phone support would be helpful. **What problems is Forma solving and how is that benefiting you?** I can get info on benefits and account amounts easily through Forma. The menus and overall setup save time and allow me to be more productive. I can focus more on production and less on admin work. ### 29. Easy way to get perks without hassles! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Enterprise (> 1000 emp.) **Reviewed Date:** June 22, 2023 **What do you like best about Forma?** It's clear what sort of things I can use my Forma card with, and there's a great selection of products for me to use/buy, too **What do you dislike about Forma?** Don't have too many issues - one thing that happened once was an approved merchant got taken off their list, so I had to pay out of pocket for it **What problems is Forma solving and how is that benefiting you?** I'm able to get deluxe massages for free by using Forma ### 30. Great experience, easy to use and navigre **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** July 10, 2023 **What do you like best about Forma?** The guidelines help me figure out what I can and can't purchase to have refunded by Forma. **What do you dislike about Forma?** I wish that I had more freedoms to choose things that I believe qualify under the given categories. **What problems is Forma solving and how is that benefiting you?** Allowing me to purchase things that benefit me professionally and personally to maintain better wellness. ### 31. Nice easy interface, good turnaround **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2023 **What do you like best about Forma?** Uploading is easy and the overview is well laid out **What do you dislike about Forma?** Uploads do mot parse receipts so there is some manual entry **What problems is Forma solving and how is that benefiting you?** Managing a quarterly benefit ### 32. Forma - Health Benefits Made easy and fun! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2023 **What do you like best about Forma?** Easy user interface, makes information and navigating changes to your health benefits super easy **What do you dislike about Forma?** Can't say I've found anything that I dislike at this time **What problems is Forma solving and how is that benefiting you?** Changes and easily accessible information and easy to understand summaries and definitions to my benefit plan ### 33. Forma Usage **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** November 18, 2022 **What do you like best about Forma?** Easy navigation. Contains all of the filters I need to find the product I'm looking for. Easy to link banking information and receipts for submitting claims. **What do you dislike about Forma?** It would be nice to expand the product options available (e.g. allow funds to be used towards purchasing running shoes, beauty products, gift cards etc.). **What problems is Forma solving and how is that benefiting you?** Using quarterly funds to help subsidize gym fees ### 34. Great Experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 22, 2022 **What do you like best about Forma?** I use Forma primarily to utilise the hoot fund for Samsara, it's easy to use and helpful in finding the best items to use my allowance for. Great experience as mentioned above **What do you dislike about Forma?** Other than using it for the hoot fund, there wasn't much else that I used Forma for. That could be a weakness but other than that i can't think of anything else **What problems is Forma solving and how is that benefiting you?** Solving my need to spend my hoot fund and it benefits me as really simple and easy to work - [View Forma pricing details and edition comparison](https://www.g2.com/products/formabenefits/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+11%3A54%3A17+-0500&secure%5Bsession_id%5D=cfcede28-cc31-41a9-aa80-8df641e3bef7&secure%5Btoken%5D=566f8ac61a6f039f0f3564400febff22f56e3e5abda0538560bf7325283e4d57&format=llm_user) ## Forma Integrations - [ADP DataCloud](https://www.g2.com/products/adp-datacloud/reviews) - [ADP Global Payroll](https://www.g2.com/products/adp-global-payroll/reviews) - [ADP iHCM](https://www.g2.com/products/adp-ihcm/reviews) - [ADP Payroll Services](https://www.g2.com/products/adp-payroll-services/reviews) - [Alight Solutions](https://www.g2.com/products/alight-alight-solutions/reviews) - [BambooHR](https://www.g2.com/products/bamboohr/reviews) - [bswift](https://www.g2.com/products/bswift/reviews) - [Dayforce](https://www.g2.com/products/dayforce/reviews) - [Employee Navigator](https://www.g2.com/products/employee-navigator/reviews) - [G Suite Backup Tool](https://www.g2.com/products/g-suite-backup-tool/reviews) - [Gusto](https://www.g2.com/products/gusto/reviews) - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) - [Justworks](https://www.g2.com/products/justworks/reviews) - [Microsoft Azure](https://www.g2.com/products/microsoft-microsoft-azure/reviews) - [Microsoft Entra](https://www.g2.com/products/microsoft-entra/reviews) - [Namely](https://www.g2.com/products/namely/reviews) - [Okta](https://www.g2.com/products/okta/reviews) - [OneLogin](https://www.g2.com/products/onelogin/reviews) - [Paychex](https://www.g2.com/products/paychex/reviews) - [Paycom](https://www.g2.com/products/paycom/reviews) - [Paylocity](https://www.g2.com/products/paylocity/reviews) - [PingFederate](https://www.g2.com/products/ping-identity-pingfederate/reviews) - [PlanSource](https://www.g2.com/products/plansource/reviews) - [Sage](https://www.g2.com/products/sage-sage/reviews) - [SAP SuccessFactors HCM](https://www.g2.com/products/sap-sap-successfactors-hcm/reviews) - [SAP SuccessFactors HCM](https://www.g2.com/products/sap-successfactors-hcm/reviews) - [Sequoia One](https://www.g2.com/products/sequoia-sequoia-one/reviews) - [TriNet](https://www.g2.com/products/trinet/reviews) - [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) - [Workday](https://www.g2.com/products/workday-workday/reviews) - [Workday HCM](https://www.g2.com/products/workday-hcm/reviews) ## Forma Features **Benefits Administration Platform Features** - Benefits Record Management - Enrollment Planning - Third-Party Carrier Integration - Document Management - Total Compensation Statements - Self-Service Portal - Regulatory Compliance - Mobile Benefits Access - Timesheet Management - Payroll Management - Performance Management - Recruitment Management - Compliance Management - Deduction Management - Training Management - Employee Management - Compensation Management - HR Management - Workflow Management - Attendance Management - Retirement Plan Management - Provider Management - Online Benefits Enrollment - Employee Portal **Platform Basics** - Reporting - Interoperability - Performance **Analytics - Lifestyle Spending Account (LSA)** - Assessment - Analysis **Platform - Health Savings Account (HSA)** - Evidence - Funding - Reimbursement - Education **Platform Content** - Enrollment Planning - Dashboard - Education - Benefits Record Management **Benefits Administration Platform Features** - Benefits Record Management - Enrollment Planning - Third-Party Carrier Integration - Document Management - Total Compensation Statements - Self-Service Portal - Regulatory Compliance - Benefits Dashboards - Mobile Benefits Access - Integrations / APIs - Internationalization - Mobility **Platform - Lifestyle Spending Account (LSA)** - Funding - Market Diversity - Customizability - Reward & Incentive **Data - Health Savings Account (HSA)** - History - Analysis **Platform Additional Functionality** - Mobility - Regulatory Compliance - Third-Party Carrier Integration **Generative AI** - Generative AI **Additional Functionality** - ACA Reporting - Real-Time Reporting - Vacation/Leave Tracking - HIPAA Compliant - Reminders - Leave Tracking - COBRA Administration - AI Copilot - Data Import/Export - Reporting & Statistics - Employee Database - Time Off Requests - Employee Benefits Administration - Configurable Workflow - Sick Leave Tracking - Life Insurance Administration - Health Insurance Administration - Benefits Administration Outsourcing - Disability Insurance Administration - Attendance Tracking - Applicant Tracking - Customizable Reports - FMLA Administration - Document Storage - Employee Onboarding - HSA/FSA Administration - Reporting/Analytics **Platform Performance** - Reporting - Monitoring **Platform** - Customization - Integration APIs - Internationalization - User, Role, and Access Management - Activity Dashboard - Activity Dashboard - Mobile Access - Activity Dashboard - Training Management - Goal Management - Feedback Management - Action Management - Mobile Access - Activity Dashboard - Benefits Dashboard - Activity Dashboard - Feedback Management - Performance Management - Recruitment Management - Compliance Management - Training Management - Calendar Management - Employee Management - Orientation Workflow Management - Task Management - HR Management - Help Desk Management - Mobile Access - Payroll Management - Document Management - Job Description Management - Social Media Integration - Mobile Access - Activity Dashboard - Third-Party Integrations - Assessment Management - Social Media Integration - Activity Dashboard - Mobile Access - Third-Party Integration - Initiative Management - Workflow Management - Community Management - Employee Referral Management - Candidate Management - Workflow Management - Communication Management - Advertising Management - Application Management - Email Management - Job Management - Discount Management - Pipeline Management - File Management - Job Management - Data Storage Management - Compensation Management - Employee Management - Job Application Management - HR Management - Competency Management - Performance Management - Compliance Management - Job Description Management - Evaluation Management - User Management - Role-Based Permissions - Third-Party Integrations ## Top Forma Alternatives - [Benepass](https://www.g2.com/products/benepass/reviews) - 4.8/5.0 (170 reviews) - [WEX Benefits](https://www.g2.com/products/wex-benefits/reviews) - 3.8/5.0 (108 reviews) - [Rippling](https://www.g2.com/products/rippling/reviews) - 4.8/5.0 (11,671 reviews)