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Customizable spending accounts. Better benefits.

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Forma Overview

Forma is a user-friendly benefits software designed to simplify the management of employee benefits programs. With Forma, HR professionals can effortlessly administer various benefits such as health insurance, retirement plans, and wellness programs. Its intuitive interface allows employees to easily enroll in benefits, access plan information, and make changes as needed. Forma's automated processes streamline administrative tasks, reducing paperwork and saving time for HR teams. It offers robust reporting tools, enabling administrators to track utilization rates, analyze trends, and make informed decisions to optimize benefit offerings. With Forma, organizations can ensure that their employees receive the best possible benefits experience while efficiently managing costs and compliance requirements.

Forma screenshot & Video

Contact Details

  • Forma
  • 2017
  • United States
  • 101-500


  • Knowledge Base


  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based
  • Windows

Typical Customers

  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Language Supported

Chinese, English, Spanish


Financial Services, Hospital & Health Care, Hospitality, Information Technology & Services, Other Industries, Retail

Forma Features

  • Self Service Portal
  • Vacation/Leave Tracking
  • Performance Management
  • Disability Insurance Administration
  • Time Off Requests
  • Document Management
  • Applicant Tracking
  • Life Insurance Administration
  • Health Insurance Administration
  • Attendance Tracking
  • Benefits Management
  • Compliance Management
  • Retirement Plan Management
  • Reporting/Analytics
  • Recruitment Management
  • Deduction Management
  • Online Benefits Enrollment
  • Compensation Management
  • HR Management
  • Employee Database
  • Sick Leave Tracking
  • Payroll Management
  • HIPAA Compliant
  • Employee Management
  • Training Management

Forma Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Forma FAQ's

  • No, Forma does not offer a free version.

  • No, Forma does not offer any free trial.

  • No, Credit Card details are not required for the Forma trial.

  • No, Forma does not offer an API.

  • Following are the typical users of the Forma:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Forma supports the following deployment:
    • Cloud Hosted

  • Forma supports the following mobile devices:
    • Windows