In some Forma accounts, your manager must pre-approve an expense before you can submit a claim. This process ensures that the expense complies with company policy.
To submit a pre-approval request to your manager, follow the steps below using Forma on either the web or your mobile device:
- Log into your Forma account and select “Benefits”
Web
Mobile
- Choose the account you would like to make a pre-approval request under
- Select “Request Fund” to create a new request
Web
Mobile
- Complete the required fields on the form. Note that the required fields will differ based on the type of request (ex: Tuition vs. Work from Home)
Web - Tuition specific required fields
Mobile - General request required fields
- Select “Submit request” to send to your manager for approval
Web
Mobile
Once you submit your pre-approval request, you will receive an email confirmation that it has been successfully sent to your manager.
What happens next?
You can view the status of your request from your Forma account. Once a decision has been made you will receive an email.
Approval email
Rejection email - will include the reason for rejection
To learn more about how to submit for reimbursement, see How do I submit a claim for a pre-approval request?