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 enrolling
Before enrolling, your first step is to review which benefits you must take action to enroll in, 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
Benefits you must enroll in
You need to take action if you want to enroll in medical, dental, vision, voluntary life/AD&D, and a health savings or 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 a qualified life event (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 a qualified life event (e.g., marriage, divorce, having a baby, your spouse’s/partner’s job changes).
- You can make changes to your beneficiary information at any time.
Note: Medical 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
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
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
Benefits you can enroll, register, or use any time
- OktaWell - wellbeing reimbursement account
- LearnLux - financial tools and resources
- Modern Health - mental health support
- RethinkCare - neurodiversity resources
- Carrot - hormonal health, fertility healthcare, and family-forming support
- Bump Boxes - support for expecting families
- Bright Horizons - child care assistance
- Commuter benefits
- Identity theft insurance
- Gradifi
- Perks at Work
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
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.
- Review the custom benefit lessons on LearnLux to learn more about our benefit offerings.
- Review the monthly costs for benefits and verify your doctor is in network.
- 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 a Okta HDHP + HSA medical plan.
- Decide if you want to increase your automatic 4% 401(k) plan contribution. The IRS allows you to contribute much more.
- Decide if you want to purchase discounted Okta stock through the employee stock purchase plan (ESPP). The window opens twice each year.
- Consider the supplemental insurance benefits and protection plans offered to you—like extra life insurance for you and your family, auto or home insurance, and identity theft protection.
- 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.
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
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? Submit a ticket through the People Portal on your Okta Dashboard.