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After joining Okta, you will need to complete your Benefits Enrollment task in Workday. You’ll be automatically enrolled in employee-only coverage and can waive extended healthcare (proof of coverage will be required) and dental coverage. Eligible dependents can be added as part of the new hire enrollment process. See the Manulife portal for additional resources available you to help you stay healthy and improve your health

Okta also offers you a health care spending account to help pay for qualified healthcare expenses funded with CAD $300 per year (pro-rated for new hires, $300 if hired between January 1 and June 30 and $150 if hired between July 1 and December 31) for employee or family coverage. There is a one-year credit forward, meaning left over money is added to the next year if it is not used. If you don’t use it by the deadline, you lose it. The most common expenses are vision, dental and paramedical visits.

If you experience a qualifying life event, such as marriage, divorce, or having or adopting a child, you have 31 days to change your plan in Workday without providing proof of good health. You cannot make changes retroactively after 31-days.

*As a participant in Okta’s benefits plans, you’re subject to taxable income as required by the Canada Revenue Agency. As part of this requirement, Okta must report any employer paid benefit premiums that you participate in as taxable income on your paycheck. All provinces are taxed for life and AD&D. For residents in Quebec, the taxation also includes paid premiums for life extended health care (EHC), dental and the employee assistance program (EAP). Find more details about these tax laws.

Get access to virtual care 24/7 with telemedicine services through TELUS Health. Once your enrollment is completed in Workday, you can register your account with Manulife and access your virtual care plan.

Planning for and keeping track of the income you’ll have for the future starts today. You can contribute and invest your own money and receive a matching employer contribution through the RRSP, which is administered by CanadaLife.

• Enrol online through CanadaLife and take advantage of the educational tools and resources on smartpathnow.com to learn more about retirement savings and investment concepts.
• Okta will provide you with dollar-for-dollar RRSP match of up to 4% of your base salary pay. This means, to maximize the RRSP match from Okta, you must contribute at least 4% of your base salary pay each pay cycle. However, you can choose to contribute less. You can also contribute more, subject to the annual RRSP contribution limits set by the Canada Revenue Agency.
• Contributions made from your bonus or commission pay are not available within the plan.
• Withdrawal of your regular contributions and the matched contributions made on your behalf or transferring of the previous regular contributions and previous matched contributions to another financial institution while you're employed is not permitted unless required by law. Withdrawals or transfer of contributions made on a voluntary basis (the amount above the matching percentage) is permitted at any time.

Note: Okta sponsors a group RRSP, not a Registered Pension Plan (RPP), which is registered with the Canada Revenue Agency.

You will find the following on your T4 slip:

• Okta’s RRSP contribution is a taxable benefit to the employee and is included in box 40, it is also included in the amount in box 14.
• You will not see amounts in box 20 and/or box 52 because they represent contributions to an RPP.

You can find detailed plan information in the Canada Life TFSA Plan.

To learn more about how you can optimize your RRSP, watch the "Get on track, stay on track" webinar.

The TFSA is a way for you to set money aside tax-free. Contributions to a TFSA are not deductible for income tax purposes, and any amount contributed, as well as any income earned in the account (for example, investment income and capital gains), is generally tax-free, even when it is withdrawn. Administrative or other fees in relation to TFSA and any interest or money borrowed to contribute to a TFSA are not tax deductible.

If you are a new hire after March 1, 2024, you will be able to use a guest access ID and password provided in the enrollment tip sheet to enroll in both the RRSP and TFSA. Existing members who already have an RRSP account can log in to the CanadaLife portal to enroll in the TFSA. Select Saving > Manage portfolio > Enrolment express to get started. See the Canada Life RRSP Plan Booklet for more details.

Okta provides comprehensive life and accident insurance for you at no cost.

• Life insurance: If you die or become disabled, your beneficiary receives a lump-sum payment. The maximum benefit is two times your annual salary, up to CAD 500,000. The benefit reduces by 50% at age 65 and terminates at age 70 or at retirement, whichever is earlier.
• Accident insurance: If you die because of an accident, your beneficiary receives an additional lump-sum payment. The maximum benefit is two times your annual earnings, up to CAD 500,000. The benefit reduces by 50% at age 65 and terminates at age 70 or at retirement, whichever is earlier.
• Dependent life insurance: Your company-paid spouse life insurance benefit is CAD 5,000; dependent children are covered at CAD 2,500 per child.
• Optional employee life insurance: You have the option to enroll and pay at your own cost. This coverage is provided in CAD 10,000 increments up to a maximum of CAD 250,000 (non-evidence limit of CAD 100,000). The benefit terminates at age 70 or at retirement, whichever is earlier.
• Optional spouse life insurance: You have the option to enroll and pay at your own cost. This coverage is provided in CAD 10,000 increments up to a maximum of CAD 250,000 (non-evidence limit of CAD 50,000). This benefit terminates at age 70 or at retirement, whichever is earlier. 

Short-term disability

Okta provides short-term disability coverage at no cost to you. This coverage pays part of your income if you’re unable to work due to illness or injury. Your short-term disability benefit provides 70% of your pre-disability income, up to CAD 2,000 per week. After a seven-day waiting period, which can be covered by floater days, coverage runs for up to 17 weeks. The benefit becomes effective on the first day following an accident or on the eighth day of sickness. The benefit terminates at age 70.

Long-term disability

Okta provides long-term disability coverage at no cost to you. This coverage replaces a portion of your income if you become fully disabled due to illness or injury. Coverage begins once short-term disability ends after 17 weeks. Your benefit is a percentage of your pre-disability income: 70% of your monthly earnings (taxable), NEL. The non-evidence maximum benefit is CAD 8,000, up to CAD 15,000 per month. If you are eligible for a higher benefit, you need to provide medical evidence of your good health. You can receive benefits until age 65.

We are pleased to provide you with business travel accident (BTA) cover from an AIG member company, at no cost to you. BTA provides you with coverage in the event you and your eligible dependents, if traveling with you, experience any travel inconveniences, security issues or medical emergencies while traveling on behalf of Okta for company business, anywhere in the world. As part of this coverage, you are also provided with:

• Travel security assistance
• Travel medical assistance
• Identity theft assistance
• Concierge services

To get started with your BTA insurance, please take the time to review this information:

• Guide to reporting claims
• Assistance services ID card
• Videos to help you get started with the AIG travel assistance app and website

Okta offers full-time employees reimbursement for personal mobile and internet service. A monthly maximum reimbursement amount applies. Employees may also opt in to a corporate mobile program, if they do so, they forfeit a personal mobile reimbursement. For more details, see the T&E policy on the Expenses page on The Landing.

No matter where you sit in the world, our programs help to foster a sense of belonging and to reflect the communities in which we live and work. Check out the Workplace Services available to you on The Landing to see what’s happening in your local space.

Okta sets your bonus target as a percentage of your base pay, based on your job level. The company’s performance against pre-established objectives determines whether Okta will pay bonuses each year—there is no guarantee. Company performance objectives may include achievement of annual revenue targets, net annual recurring revenue, bookings, and EBITDA.

Okta’s equity grants are made in the form of Restricted Stock Units (RSUs). RSUs are a form of equity compensation issued by Okta. Okta grants RSUs at no cost to you. For each grant, Okta converts the value into a number of RSUs based on the monthly average closing price of one share of Okta in the month prior to the grant.

You have another opportunity to benefit from the company’s growth and the shareholder value your work helps to create. By choosing to participate in the employee stock purchase plan (ESPP), eligible employees can invest directly in the company—by purchasing shares of Okta stock at a discount. Buy shares of Okta stock twice a year and get at least a 15% discount on your shares. You decide if you’d like to participate and how much you’d like to contribute—anywhere from 1% to 15% of your eligible pay. Certain limits apply. Please note:

• Eligible employees have two opportunities each year to enroll: May and November. If you miss the window, you’ll need to wait until the next enrollment period.
• Shares are purchased twice a year on June 20 and December 20. The amount you pay for the shares is the lower of two prices—the offering date price or the purchase date price. The 15% discount is applied to the lowest of the two prices.
• Once purchased, your Okta shares are yours to keep. When the purchase period ends, shares are purchased for you and are deposited into your E*TRADE account. At that point, you own your Okta shares, and you decide how long to hold them.

Questions? Go to the Okta Equity page on The Landing or email stock@okta.com.

In addition to the holidays below, we’re excited to share that all of Okta will recognize the last week in December (December 23 - 27) as a global Wellbeing Week.

Alberta

British Columbia

Manitoba

New Brunswick

Nova Scotia

Ontario

Quebec

Alberta

British Columbia

Manitoba

New Brunswick

Nova Scotia

Ontario

Quebec

Eligibility: Full-time, regular employees in Canada.

Entitlement: Based on tenure as follows:

• Less than 1 year: Prorated based on hire date
• 1 - 3 years: 15 days per year
• 3+ years: 20 days per year

Accrual rules: Time accrues monthly but balances are front-loaded on January 1 or date of hire.

Carryover rules: Up to 20 days can be carried over to the following calendar year. Unused carryover balances as of March 31 will be paid out in April.

How to request vacation time: Submit requests in half or full day increments through Workday for manager approval.

You can take up to 10 floater days per year for personal or sick time. Days are pro-rated for new hires and unused floater days do not roll over to the next year.

Each calendar year, you can take 4 paid days off to engage in volunteer events with an eligible nonprofit.

Eligibility: Full-time, regular employees in Canada.

Entitlement: 5 days annually.

Accrual rules: Time is not accrued and does not carry a balance. 

Carryover rules: Not applicable.

How to request unpaid time off: Submit requests in half or full day increments through Workday for manager approval. 

Additional information: The option to select Unpaid Time Off in Workday is unavailable until the remaining Vacation and Personal Day balances are less than 0.5 days.

Okta is proud to offer an 18-week parental leave that is equitable and extends to all parents, regardless of birthing or caregiver status. Okta coordinates with local statutory leave laws to provide you with income replacement while you’re away. You can take your leave all at once or intermittently (in at least week-long increments), within 12 months of your child’s birth or placement.

Okta understands the deep impact that the death of a loved one or a loss of pregnancy can have on an individual and family. That’s why we provide paid bereavement leave.

Immediate family members include: your parent/stepparent, your spouse/partner, your child, your sibling, your grandparent/step grandparent, your grandchild/step grandchild, and your parent-in-law/stepparent-in-law. If you need additional time off, talk to your manager about taking unpaid personal leave.

Okta provides several types of other leaves to meet your needs. For questions on these leaves and your eligibility, email pops@okta.com.

Modern Health provides a combination of on-demand digital tools with virtual coaching (and therapy, if needed). You set up the approach that best meets your needs. Your family members are also covered at no cost to you.

Any information you or your family member provides through Modern Health or discusses with your dedicated coach or therapist is confidential. Your name, records, and other private information will not be shared with Okta.

How Modern Health can help you and your family

Modern Health provides support for many areas, such as:

• Work performance—find coaching and support to improve productivity, leadership skills, work relationships, and professional development
• Financial wellbeing—for example, when your student loan debt seems to take over, or you need help with saving for an emergency and planning for future financial needs
• Help with life challenges—like preparing for having a family, adjusting once you’re a parent, getting help with child care and elder care, and dealing with loss
• Diversity and inclusion—to better understand and overcome bias or find balance between your personal and work identity
• Stress and anxiety—for when even small things seem really big and scary
• Healthy lifestyles—to help you move more, eat healthier, and sleep better
• Mindfulness and meditation—techniques for managing stress, focusing, and meditating
• Relationships—with your partner, friends, family, and dating

You can share Modern Health with your family members. This includes your legal spouse or registered partner, your child(ren) between the ages of 6 and 26, and relatives that reside in the same household as you.

You and your family will receive up to 8 therapy and 8 coaching sessions per person per calendar year, in addition to unlimited access to Modern Health’s digital resources.

Getting started with Modern Health

To get started visit the Modern Health website or download the Modern Health app. You can also access Modern Health via SSO on your mobile device. To get started via SSO, follow these steps:

1. Open Okta Verify.
2. Select Launch Dashboard.
3. Select Sign in with Okta FastPass.
4. Search for Modern Health on your Launch Dashboard and select it.
5. If you then download and open the Modern Health mobile app, you should be automatically authenticated.

Note that your family members’ Modern Health access is initiated by you in the app settings. Your family members will need to provide some basic information such as their name, birthday, and email address, then Modern Health will send them an email to register. In most countries, Modern Health is only available to those 6+ for therapy, and 18+ for all other content. Learn more about getting started with Modern Health.

Take a confidential wellbeing survey to start

After you’ve registered, you can complete an online wellbeing survey through Modern Health. From there, Modern Health will deliver you a personalized wellness plan, match you with the appropriate personal coach, and provide you with personalized links to the Modern Health digital library.

Connecting on your terms

Modern Health provides you with up to 8 video sessions with your coach or therapist. You also have unlimited access to your coach through text or email.

If your coach or your wellbeing survey indicates that you have a clinical need—for example, you may suffer from depression—Modern Health will recommend a therapist to work with you in addition to your dedicated coach.

As you get to the end of your covered sessions, you and your coach or therapist can work with Modern Health to determine the next steps for continuing your relationship.

24/7 counselor phone support for urgent needs

If you need support right now, Modern Health provides 24/7 counselor phone support for urgent needs and critical incidents, extended work-life services, manager support for workplace concerns through their EAP partner, Workplace Options (WPO). You can find more information in this flyer or through Modern Health’s FAQ.

Modern Health digital resources

Along with your confidential sessions with your coach or therapist, and 24/7 support, Modern Health also provides you with a variety of on-demand resources, such as:

• Educational videos and flyers on helpful topics such as the difference between coaching and therapy, a coaching miniseries, caregiver resources, and support for children and adolescents.
• Self-guided courses on a variety of topics, such as: Building Healthy Habits, How to Set Yourself Up for Better Sleep, the Art of Giving & Receiving Feedback and more!
• Short meditations to help you practice mindfulness. 
• Circles, which are community spaces to help you learn, grow, and connect across topics that impact your day-to-day life. You have unlimited access to Circles – attend as many or as few as you like. Learn more about Circles. 

Modern Health regularly refreshes these topics so feel free to come back if you don’t see something for you right away.

Visit the Global Employee Experience page on The Landing to learn about all of our great programs!

We have partnered with Carrot Fertility to provide our employees with inclusive fertility, hormonal health, and family forming benefits. Employees can use Carrot to get personalized support – regardless of age, race, income, sex, sexual orientation, gender, marital status, or geography. This support* includes:

• Understanding fertility health (e.g., fertility testing and ovulation tracking)
• Preservation (e.g., egg, sperm, embryo freezing)
• Assisted reproduction (e.g., in vitro fertilization)
• Adoption, gestational surrogacy, and donor assistance
• Pregnancy and postpartum (includes funds for doula support and milk shipping)
• Perimenopause, menopause, and low testosterone (i.e., low T)

*These services are subject to any local legal law and regulations. All benefit-eligible employees and their eligible spouse/partners can participate in this program.

How Carrot works

To get started, go to the Carrot website or use the Carrot app on your Okta dashboard. After you register with Carrot, you’ll be assigned a dedicated care team of benefits experts and fertility clinicians to support you with high-touch care and guidance throughout the family planning process.

• You can schedule a personal consultation with the Carrot care team – to learn more about your options and connect with a top provider in your area.
• You have access to Carrot’s global provider directory – including 2,700 clinics and 1,250 attorneys and agencies in more than 42 countries. Carrot also gives you discounts and expedited appointments at top fertility clinics.
• Your care team can also answer medical, legal, benefits coverage, and regulatory questions.

Okta provides you with money for reimbursing your eligible expenses related to fertility healthcare and adoption. This may include reimbursement of up to 100% of your eligible expenses, up to a $5,000 annual maximum. Expenses for you and/or your spouse/partner are combined. Please note that some banks may charge an international transfer fee.

Review the Carrot benefit guide for more details and frequently asked questions about eligible fertility treatment and adoption expenses.

Additional support resources

The following documents provide details about how Okta manages the program:

• Fertility program plan document
• Surrogacy program plan document
• Adoption assistance plan document
• Pregnancy support overview
• Menopause and low T support overview
• Infertility health reimbursement arrangement (HRA) plan document

Bump Boxes help Okta to celebrate and support expecting families during pregnancy, after your baby comes into the world, and as you return to work after bonding time with your new baby.

• When you register for Bump Boxes, you’ll receive three boxes with fun (and useful) swag that promotes a healthy pregnancy and things you can use when your baby arrives.
• Non-birthing parents can sign up too! Your spouse/partner will receive the first Bump Box starting the third trimester. The second and third boxes will be sent shortly after the due date that you've provided.
• You can register at any time during pregnancy.

Whether you’re planning for the future, helping a loved one, or actively providing short- or long-term care, Grayce is here to support you. Grayce experts provide personalized support to navigate needs such as:

• Finding in-home care
• Navigating legal planning
• Addressing your own wellbeing while caring for your loved one

When you get started with Grayce, you’ll be matched to a dedicated Grayce expert who will guide you through any stage of your care journey, whether you’re navigating planning, ongoing care, transitions, crises, or bereavement. You can stay in touch with your Grayce expert via chat, phone, or video calls.

What’s covered?

Grace is available to all Okta employees. To register, visit the Grayce website and follow the account overview guide. Once you sign up, you can invite others to join.

Okta pays your Grayce subscription fee, which includes an initial consultation to create a care plan with a Grayce expert and an additional four hours of expert support. In addition, you have the option to purchase more hours of support if needed, which will be billed directly to you.

For help registering, contact the Grayce support team at team@withgrayce.com. You can learn more about Grayce by watching the What is Grayce? video or by reviewing these FAQs.

Manulife Plan Booklet      
Manulife Plan Booklet (French)      
Manulife How to Set up your Member ID      
Manulife Health care Spending Account booklet      
Manulife Health care Spending Account FAQ      
Register using the Manulife Online Account Creation Guide      
Canada Life RRSP Plan Booklet      
Enrolment Express Instructions      
Enrolment Express screenshot walk-through         
Provincial Coverage in Canada      
TELUS Health - How To Register      
TELUS Health Virtual Care      
TELUS Health - A Better Pharmacy Experience      
TELUS Health - 5 Reasons Why to Use TELUS Health Virtual Pharmacy  
Modern Health family and caregiver resources 
Behavioral health coverage by country medical plan
Gym and/or fitness discounts by country medical plan
Get Emergency Travel Assistance
Emergency Travel Assistance Brochure
RRSP fee schedule
TFSA fee schedule

You can view prior benefit webinar recordings on OktaTV.

With questions, please submit a ticket through the People Portal from your Okta Dashboard or email pops@okta.com.

Manulife            
800-268-6195  
Available Monday to Friday between 8:00 a.m. and 8:00 p.m. ET 
Website 

Manulife
Group #9380            
Email
Website

CanadaLife           
800-724-3402            
Available Monday to Friday from 8 a.m. to 8 p.m. ET

Manulife 
800-268-6195 
Available Monday to Friday between 8:00 a.m. and 8:00 p.m. ET 
Website

AIG Travel Guard       
Policyholder: Okta, Inc.       
Policy number: 9159537       
877-244-6871       
Email            
Website

800-838-0908            
Website

The Larkin Company 
650-938-0933 x239
Available Monday to Friday 8 a.m. to 5 p.m. PST 
Email 

Modern Health            
Email            
Website
Explore Modern Health Circles            
Download the app from the App Store or Google Play.

Grayce
Website            
Email