Benefits for a better you
Klaviyo has partnered with Forma to provide flexible benefit support that you can use toward a variety of perks that make sense for your lifestyle. Take time to read the FAQs and policy documents for each of these plans. They can be found in the Forma platform.
Who is eligible?
You must be actively employed by Klaviyo when you incur eligible expenses in the reimbursement programs.
For any questions regarding retired Klaviyo programs, visit the K-hub page.
Always learning? Reimburse it.
Klaviyos are always learning—and always trying to become better teammates, managers, subject-matter experts, and all-around humans. We want to reward you for that!
Learning for your lifestyle
Klaviyo reimburses you up to $2,500 annually for learning expenses: building skills that will make you successful in your current role or in future roles at Klaviyo. This benefit perk will be reimbursed through Forma.
Work your way. Own it.
Klaviyo wants to make sure you have what you need to be successful.
Klaviyo Platform Reimbursement Program
At Klaviyo, our mission is to empower creators to own their own destiny. This applies to our customers along with our internal creators, Klaviyos themselves, who would like to use the Klaviyo software for their business entities. Due to a desire to utilize the Klaviyo platform, Klaviyo, Inc. created one unique Klaviyo Platform Reimbursement Program. This stipend is meant to provide you with funds to use towards the Klaviyo platform and growing your business.
At the office
Commuter benefits through WageWorks help all HUB-designated Klaviyos pay for the expenses associated with going back and forth to work. To help cover these costs, Klaviyo will contribute up to $300 into your preferred parking or transit account. You can also contribute post-tax dollars to your commuter account to pay for commuting or parking expenses on top of Klaviyo’s contribution. Find out more on the internal K-hub!
To take advantage of this benefit, you must meet the deadline and enroll by the 10th day of the month to qualify for participation starting the following month. For example, to enroll for June benefits, you must set your election in Wageworks by May 10th. There is no separate reimbursement for parking or transit purposes outside of the WageWorks commuter program if your first day at Klaviyo falls on or after the 10th. You are able to start taking advantage of this perk beginning the first plan month following your election submission (when submitted prior to the deadline of the 10th).
Note: Only HUB-designated Klaviyos are eligible for this benefit.
Live well? Choose it.
Klaviyo knows how important it is to be mentally strong and physically fit. That’s why we reward you for improving your emotional, physical, and financial health.
Lifestyle spending account
Klaviyo is dedicated to providing flexibility in your benefits so they work harder for you. Whether your financial freedom means wellness, fitness, or personal growth, we’ve got you covered. With a lifestyle spending account (LSA), it’s not just about saving, it’s about investing in you. Choose to use the LSA to help pay for gym memberships, mindfulness apps, personal development courses, or whatever else helps enhance your life. It’s a personalized approach to spending, because your well-being should be as much of a priority as your paycheck.
All eligible full-time Klaviyos will receive a stipend amount of $250 at the beginning of each quarter with an annual maximum amount of $1,000. Part-time eligible employees will receive a pro-rated amount based on their scheduled work hours. Note: you have to be employed on the first day of the quarter (January 1, April 1, July 1 and October 1) to be eligible for this benefit.
How to submit a claim
If you pay out of pocket for an eligible expense, you must submit a reimbursement claim through the Forma portal.
Important notes:
- Please make sure that your item name, purchase date, and purchase amount are visible on the receipt. If this information is not visible, your claim will be rejected. If available, please also have your name on the receipt.
- For purchases made in apps such as Venmo and PayPal or online courses with recurring charges, please submit a screenshot or print screen of the charge and payment.
Don’t forget!
You can use the Forma app to easily upload receipts and submit claims.
Accessing Forma
You can access Forma with the Okta tile on your dashboard. If you are missing the tile please email IT@klaviyo.com. If you’re enrolling for the first time, please use your Klaviyo email address.
Receiving and spending funds
With your allowance, you can shop in Forma’s online store where you’ll enjoy up to 30% off from Forma vendor partners! You do not need to submit a request for reimbursement when you purchase products through the Forma store. These items are already approved under your program policy.
We recommend adding your personal credit card information to Forma’s portal. If an item from the store exceeds your available Klaviyo-funded balance, it will be denied. You can pay the difference using your personal credit or debit card and still enjoy the discount.
How to add your personal card
Note: If you do not add a personal card to your Forma account, purchases larger than your stipend amount will be rejected.
When can I expect my reimbursement?
Reimbursement requests will be reviewed by the Forma team within 2–3 business days. You can expect your reimbursement to be included in your paycheck the following month.
