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Integrations made easy

Your HR and financial systems may be complex – integrating them with Forma isn’t.

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Designed to work with any ecosystem

We connect with the HRIS providers, SSO tools, benefit solutions, and financial partners you already rely on. With extensive options and expert support, your benefits run smoothly without extra lift from your team.

Multiple ways to connect your systems

We offer flexible data sync methods that match your needs

API & HRIS integrations

Sync employee details into Forma in real time with 40+ HRIS integrations, including Workday, ADP, UKG, and Paylocity.

SCIM (identity management)

A clean way for your dynamic user data to stay up-to-date. Automated provisioning and de-provisioning saves your IT team time and
reduces errors.

File feeds

The most trusted transfer option that keeps maintenance and technical support to a minimum.

Single sign-on tools

We support secure and frictionless login experiences and your employees gain access with ease

One-click login

Employees can securely access Forma with a single click. No extra passwords required.

Seamless onboarding

New hires get immediate access to their benefits without waiting for manual account setup or password distribution.

Consistent user experience

Employees enjoy a familiar login process across tools that drive engagement with their benefits.

Pre-built integrations

Get up and running fast with pre-configured apps for all major SSO providers.

Embedded flexibility

Even if your organization uses a less common SSO provider, we make configuration simple.

Centralized control

Keep employee access safe with SAML2-compliant authentication managed by
your central team.

Wellbeing point solutions

We source and manage the best wellbeing point solutions via the Forma Store so your team doesn’t have to

Physical wellbeing

Access to gyms, fitness equipment, and digital health tools to encourage active lifestyles.

Financial wellbeing

Services aimed at guiding employees toward financial stability and prosperity.

Mental wellbeing

Wellbeing services, including mindfulness and meditation apps, tosupport a healthy mind and body.

Social wellbeing

Offerings such as caregiving support and food services to foster community and work-life balance.

Find out more about the Forma Store.

Financial partners

Forma has fast, safe, and smart funding flows with over 12,000+ financial institutions

Frictionless setup

Employees can securely link their bank accounts in seconds.

Faster reimbursements

Funds move quickly and reliably, reducing wait times for employees for any out-of-pocket spending.

Bank-level security

End-to-end encryption ensures sensitive financial data stays protected.

Broad coverage

Support for 12,000+ U.S. banks and credit unions so employees can use the accounts they already trust.

Scalable processing

Funding flows stay fast and efficient, whether you have 500 employees or 50,000.

In-app integration

For financial partners, the code is maintained automatically, so there's nothing to ask of your IT department.