Need to make updates to your benefit accounts? Schedule Changes in Forma Admin allows Owners and Admin roles to schedule certain updates to existing post-tax benefit accounts in advance.

With this functionality, you can plan changes ahead of time while giving the Forma team an opportunity to review them before they go live.

What can you schedule?

Depending on your account configuration, you can schedule updates to:

• Basic information: Update the account name or description.
• Eligible spending categories: Enable or disable categories and subcategories.
• Funding: Update the account end date, manage funding rules, and enable or disable funding for specific countries.
• Spending methods: Enable or disable the Forma Card or Forma Store.

Why use Schedule Changes?

Scheduling changes can make benefit administration easier by allowing you to:

• Plan updates ahead of time
• Coordinate changes with your benefit program timeline
• Reduce the need for last-minute updates
• Give the Forma team time to review changes before they take effect

Ready to get started?

We’ve created an interactive walkthrough to help you navigate the Schedule Changes functionality in Forma Admin. The walkthrough will guide you through where to find the feature, how to schedule updates, and what to consider before submitting your changes.