The takeaway

Enrolling in your Okta benefits is easy! As you get started, be sure to follow these simple steps to ensure you have all the information you need to make your benefit elections.

Step 1: What you need to know before enrollingStep 2: Review your enrollment checklistStep 3: Enroll in your benefits

Step 1: What you need to know before enrolling

Before enrolling, your first step is to review which benefits you must take action for during your annual Open Enrollment window, which benefits you’re automatically enrolled in, and which benefits you can enroll, register, or use at any time throughout the year.

Benefits you must enroll in

You need to take action if you want to enroll in medical, dental, vision, voluntary life/AD&D, and flexible spending accounts as follows:

If you’re new to Okta

  • Benefits are effective on your hire date.
  • Enroll at any time within 30 days of your hire date.
  • If you miss your initial enrollment window, you’ll automatically opt out of these benefits, and your next opportunity to enroll will be:
    • During the next annual Open Enrollment period, or
    • If you experience an eligible qualified family status change (e.g., marriage, divorce, having a baby, your spouse’s/partner’s job changes).

Current employees

  • You can make enrollment decisions and changes:
    • During the annual Open Enrollment period, or
    • If you experience an eligible qualified family status change (e.g., marriage, divorce, having a baby, your spouse’s/partner’s job changes). You must make your benefits change within 31 days of the event.
    • You can make changes to your beneficiary information at any time.

Note: Medical and dental ID cards will be received within 7-10 business days after enrollment and coverage will be retroactive back to your hire date or effective date of change.

Benefits you’re automatically enrolled in

You’re automatically covered with the following benefits at no cost to you:

  • Basic life and AD&D insurance
  • Short-term disability and long-term disability
  • Business and personal travel insurance
  • Modern Health employee assistance program (EAP)
  • Cell phone/internet reimbursement
  • Bright Horizons child care and learning help
  • Grayce caregiver support

You’re also automatically enrolled in the Okta 401(k) plan:

  • After 30 days of service with Okta, the plan will set aside 4% of your pay each pay period on a pretax basis.
  • You can opt out or change your contribution election at any time.

Benefits you can enroll, register, or use any time
  • Gradifi
  • Carrot
  • Bump Boxes
  • Commuter benefits
  • Identity theft insurance
  • LearnLux
  • RethinkCare
  • Auto and home insurance
  • Pet insurance
  • Okta for Good
  • Perks at Work

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Step 2: Review your enrollment checklist

Make sure to follow these simple steps before making your enrollment decisions. There’s no one-size-fits all solution to your benefits.

Your enrollment checklist

Okta offers you easy access to many resources and online tools to help you research your options and choose what’s best for you.

  1. Watch a benefits session to learn more about our offerings from our benefit partners.
  2. Review the monthly costs for benefits and verify your doctor is in network.
  3. Decide if you want to contribute to a flexible spending account or health savings account. Note: You are only eligible to contribute to a health savings account when enrolled in an HDHP + HSA medical plan.
  4. Decide if you want to increase your automatic 4% 401(k) plan contribution. The IRS allows you to contribute much more.
  5. Decide if you want to purchase discounted Okta stock through the employee stock purchase plan (ESPP). The window opens twice each year.
  6. Consider the supplemental insurance benefits and protection plans offered to you—like extra life insurance for you and your family, auto or home insurance, pet insurance, and identity theft protection.
  7. Connect with any Okta benefits vendor. You can contact any of our benefits vendors directly to ask specific questions about the plans and services they can provide you and your family.

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Step 3: Enroll in your benefits

You’re almost there! After you’ve reviewed steps 2 and 3, all you have to do is log on to Workday to make your elections.

Get started through Workday

To enroll in your benefits (within 30 days from your date of hire or 31 days of your qualifying change in status), open the Workday app on your Okta Dashboard. You'll be able to start the benefits enrollment task in your Workday inbox. In addition to enrolling in or changing your benefits, don't forget to follow the steps to add your dependents and beneficiary designations, as well as review your contact information to ensure its correct in the system.

Have questions? Watch a benefits session or email pops@okta.com.

Need help navigating Workday? Review the step by step Workday enrollment guides.

View guides

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