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Okta provides you with private medical insurance (PMI) benefits through AXA and dental benefits through BUPA. Employee and dependent premiums are company-funded benefits, paid in full by Okta, and premiums are a taxable to the employee.

PMI in the United Kingdom is designed to complement the National Health Service (NHS) by covering the cost of private treatment for non-emergency acute conditions. An acute condition is a disease, illness, or injury that is likely to respond quickly to treatment. Long-term illnesses are not usually covered.

The AXA PMI plan available to you provides comprehensive cover for your healthcare needs, including:

• Group private medical insurance policy provided by AXA (plan # 97024)
• Medical history disregarded underwriting
• Comprehensive cover 
• £100 excess per person per year 
• Participating facility
• Family cash benefit of £150 for each birth or adoption 
• Virtual care through Dr@hand
• Full refund for outpatient services
• Employee assistance program (EAP) telephonic support
• Full refund for mental health treatment
• Neurodiversity support

As of September 1, 2024, the plan now offers menopause and perimenopause cover. You can contact AXA for referrals to a specialist for the treatment of menopause and perimenopausal symptoms and AXA will assist you in finding a specialist accredited by the British Menopause Society (BMS). The benefit covers consultations, blood tests and ultrasounds in respect of flare-ups but not routine monitoring of these conditions.

Mental health support

Your healthcare coverage also offers mental health support through their AXA Stronger Minds program as well as additional talk counseling and therapy options through the employee EAP built into the PMI scheme. Okta also provides an array of mental health programming to you. Please refer to the Modern Health section which is Okta’s primary mental health program. 

You can also view the AXA benefits guide and summary found in the Resources section to make sense of all the mental health resources available to you as Okta UK employees.
 

Okta offers dental insurance through BUPA to help you manage the cost of dental care throughout the year. Whether it’s for routine check-ups, a scale and polish or more complex treatments, most people will visit their dentist at least once or twice a year to ensure that they maintain a good standard of oral health. As a member of the Bupa Dental Care Level 4 plan, there is no pre-joining application and you are immediately covered for eligible dental treatment, subject to the terms and conditions of the policy. The plan covers the costs of treatment from a private dentist up to annual limits for different types of routine treatment such as:

• Examinations up to £70 per year, maximum of 2 per year
• Scale and polish up to £90 per year, maximum of 2 per year
• X-Rays up to £90 per year
• Fillings and root canal treatment up to £350 per year
• Extractions up to £200 per year
• Restorative dental treatment per year – 80% of costs up to £2,000 per year
• Orthodontic treatment IOTN scale 4/5 up to £600 per year
• Emergency dental treatment up to £1000 per year
• Dental injury treatment up to £5,000 per year
• Reimbursement of costs of NHS treatment up to local NHS limits for dental treatment
• Cash benefit for hospital stay - £100 per night up to £1,000 per year
• Oral cancer treatment – no annual benefit limits

Okta will cover you/and your dependents. Dependent children are covered on the plan up to the renewal date following their 24th birthday.

Okta offers a vision benefit, which covers you for an eye test and spectacles, if needed, for use with visual display equipment. Vouchers can be obtained from the benefits team and exchanged in over 950 stores by accessing the Specsavers website. If spectacles are needed for visual display use, the voucher will cover up to £69 towards the cost of glasses. Please contact pops@okta.com to request the VDU voucher.

Okta is committed to your health, wellbeing, and everyday performance and believe that cost shouldn’t be a barrier to good health. With the voluntary cash allowance scheme through Simplyhealth, you can claim money back towards the cost of medical check-ups, appointments, and treatments to help keep you and your loved ones physically and mentally fit. This benefit is fully paid by Okta and is available for Okta employees and their dependents. 
Examples of cash back-eligible items, up to a maximum level of coverage, when you pay for your treatment at time of service for:

• Health screens
• Specialist consultations and diagnostic tests
• Prescriptions
• Therapy treatments, including physiotherapy and acupuncture
• Eye exams, prescription glasses, and contact lenses
• Dental treatment needed as a result of an accident

You can also receive cash payouts, up to plan limits, to cover costs for:

• Multi-night hospital stays
• Birth or adoption of a new child

Simplyhealth can also help support several wellbeing issues including mental health and physical concerns such as MSK problems. Also included in the Simplyhealth policy are virtual primary care visits. To get more information, or to book an appointment, download the SimplyConsult app, which gives you access to the 24/7 service.
If you’re a new employees or would like to make any changes, complete the UK medical, dental and cash allowance scheme enrollment form and return it to pops@okta.com.
Note that you need to opt-in to these voluntary benefits and that while it is company-paid, it’s treated as benefits-in-kind and therefore taxable to you. 

Okta’s pension helps you plan and save for your retirement on a tax-favored basis. Each year, Okta will contribute an amount equal to 5% of your salary, provided you contribute at least 5% of your salary through salary sacrifice. Contributions are based on annual basic salary (paid monthly). Note: you must contribute the full 5% contribution in order to receive the company contribution of 5%. Therefore, an employee salary sacrifice of 1-4% will receive no employer contribution. 

With salary sacrifice, you agree to give up part of your contractual gross salary in return for non-cash benefits, such as pension contributions. The amount you give up is taken from your gross salary and paid straight into your pension as an employer contribution. You do not pay any tax or National Insurance Contributions (NICs) on your contributions, which helps you to maximize your take home pay by reducing your NICs. Okta also benefits from reduced employer NICs. 

If you’re a new employee, you will automatically be enrolled in the pension scheme with Aviva, effective the first of the month following your date of hire, if eligible. If you wish to opt-out of the pension scheme, you have 30 days to do so by calling Aviva at 0800 056 3192 or visiting their website. Read the important information and confirm to POPs that you personally submitted the notice to opt-out. If you would like to make a contribution change to your pension scheme, complete the Pension Change Form. 

Resources 

Pension provider FAQs   
Aviva pension recorded webinar

Okta provides the following life and income protection for you and your family at no cost to you: 

• Life assurance: If you die, your beneficiary receives a lump-sum payment. The benefit is four times your basic annual salary. 
• Income protection: If you’re unable to work for 13 weeks or more, you’ll receive 75% of your annual base salary. This benefit is payable for up to five years.

Okta provides a benefit at no cost to you that replaces a portion of your income if you are sick for an extended period and are unable to work. Following a one-week waiting period, the benefit pays 75% of your basic annual salary. The maximum benefit is £72,000. The benefit is paid until you are fit to return to work or for a maximum period of 12 weeks.

Your safety and security is very important to us, especially while you are traveling on company business. With that in mind, 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 provides resources for your commute–to save you money and make paying for it easier.

• Commuter loan: Purchase annual travel tickets, bus and train tickets, and parking spaces with an interest-free loan of up to £5,000 each year. This benefit is available after you work with Okta for six months.
• Bike to work: Through salary sacrifice, spread the cost of a new bike over 12 months. The program covers up to 42% of the bike’s cost.

You can enroll in a travel loan and/or bike scheme by visiting the Salary Extras website. Register using username “Okta” and password “OktaBenefits”.  For more information, view the caboodle bike scheme and travel loan registration guide. 

If you have questions, call the Salary Extras help desk at 0330 100 2313, Monday through Friday, 8 am to 6 pm.

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 program help to foster a sense of belonging and to reflect the communities in which we live and work. Check out the Workplace Services page on The Landing to see what’s happening in your local space.

Okta provides a car allowance to employees in certain job roles.

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.

At Okta, we're committed to promoting equal pay for equal work. To learn more about this commitment, see our gender pay gap report.

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.

UK & Wales

Scotland

Northern Ireland

UK & Wales

Scotland

Northern Ireland

Eligibility: All employees in the UK.

Entitlement: 25 days annually.

Accrual rules: Time accrues monthly but balances are front-loaded on 1 January or date of hire. New hires receive a prorated portion of the annual entitlement.

Carryover rules: All unused days are forfeited at the end of the calendar year.

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

Eligibility: All employees in the UK.

Entitlement: 10 days annually.

Accrual rules: Balances are granted on January 1 or your date of hire. New hires receive a prorated portion of the annual entitlement.

Carryover rules: All unused days are forfeited at the end of the calendar year.

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

Each calendar year, you can take four paid days off to engage in volunteer events with an eligible non-profit.

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. For details on the parental policy or questions on your leave eligibility, email pops@okta.com.

Eligibility: All employees in the UK.

Entitlement: 3, 5, or 10 days (see the “Additional information” section below).

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

Carryover rules: Not applicable.

How to request bereavement leave: Submit requests through Workday for manager approval.

Additional information: Employees may take up to 10 days for the loss of their child or loss of pregnancy, 5 days for the loss of an immediate family member, and up to 3 days for a non-immediate family member. Immediate family members include your spouse/partner, sibling, parent/stepparent (including in-laws), grandparent/step grandparent, grandchild or step grandchild.

Okta recognizes that from time to time, employees may have the need to take a leave of absence. Okta provides several types of leave to meet your needs. For questions on your leave 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/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 mobile 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 with Carrot, go to their website or use the Carrot app through your Okta dashboard. After you register, 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! You or 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 ones

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?

Grayce 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 also learn more about Grayce by watching the What is Grayce? video or by reviewing these FAQs.
 

Take advantage of legal assistance through Rocket Lawyer. Highlights include:

• Legal documents library—access Rocket Lawyer’s online legal documents library, with over 1,000 document templates, to “DIY” or get started on important documents, including power of attorney, leases, bills of sale, wills and trusts, and child care authorization forms.
• Document reviews—Rocket Lawyer provides up to two document reviews per month, up to 10 pages each.
• Ask a lawyer questions—submit legal questions on Rocket Lawyer’s legal platform and receive answers back from an attorney in about a day.
• Attorney phone consultations—receive free 30-minute phone consultations with a Rocket Lawyer attorney on each new legal matter.
• Attorney discounts—get a 40% discount off the attorney’s hourly billing rate, after the 30-minute free consult.

You can sign up anytime. Note this benefit is in effect until December 31, 2024.

Benefit Premiums - AXA Health PMI, BUPA Dental, and Simplyhealth Cash Allowance Scheme 
Medical Handbook (AXA) 
Medical Summary of Benefits (AXA) 
AXA Health and Wellbeing Employee Guide 
AXA Cancer Nutrition Benefit Overview 
Dental Benefits (BUPA) 
Money Back for Healthcare Spending Through Simplyhealth 
Simplyhealth FAQs - how to file a claim 
Bupa Member Offers Programme 
Canada Life Group Income Protection Policy 
Canada Life Group Life Assurance Policy 
Modern Health family and caregiver resources 
Specsavers Flyer 
Behavioral health coverage by country medical plan 
Gym and/or fitness discounts by country medical plan

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.

AXA Health
Plan number: 97024 
Personal advisory team    
0800 169 7587    
Monday to Friday 8 a.m. to 8 p.m. and Saturday 9 a.m. to 5 p.m. 
Website

Contact the personal advisory team for queries or claims pre-authorisation, including Working Body and Stronger Minds plus the self-referral service for cancer concerns. Remember a GP referral may not be needed for some conditions.

+44(0) 1892 513 999

Please visit your Wellbeing Hub for all the details of your wellbeing services through your Okta UK healthcare coverage.

Bupa  
0800 237 777 
Website

Specsavers  
Website

Simplyhealth  
Existing members  
Prospective members

AVIVA  
Group number: TK102029  
0800 1455 744  
Website

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

Salary Extras  
0330 100 2313  
Available Monday to Fri, between 8:00 a.m. and 6:00 p.m.  
Website  
Username: Okta Password: OktaBenefits

800-838-0908  
Website

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

Grayce  
Email  
Website