Life Event Changes

For the following life events, you must submit your changes in the Workday app via your Okta Dashboard within 30 days of the qualifying life event date. Once you have initiated the life event, you will have 2 days to submit in Workday. If you do not submit your changes within 2 days the event will automatically be canceled and you will need to restart.

• Birth/Adoption of a child
• Divorce or dissolution of a partnership
• Marriage/Establishing a partnership
• You or your dependent gained coverage outside of Okta
• You or your dependent lost coverage outside of Okta

The below events can be updated at any time:

• Beneficiary change
• HSA contribution limit change
• Dependent care FSA contribution limit change

1. Open Workday from your Okta Dashboard.
2. Go to your Personal Worklet on the left and select Benefits & Pay.
3. Select Change Benefits, locate your life event and follow the prompts - Workday will automatically walk you through the specific benefit changes, additions, or drops you are allowed to make.
4. Submit your changes to finalize.

Ending your relationship with your spouse or domestic partner can be a very difficult time for you and your family. Here’s what you need to know about your benefits and where you can find support and resources.

Support for your emotional wellbeing

With separation and divorce, you may need support with many parts of your life – emotional, your living space, your financial situation, sharing custody of your children, and children’s care and emotional needs. Don’t hesitate to reach out to the Employee Assistance Program (EAP), provided through Modern Health, to find the right resource. 

Changing your benefits

For most benefits, you must make changes within 30 days of your divorce, legal separation, or ending of your domestic partnership, otherwise you’ll have to wait until open enrollment.

Medical, dental, and vision

You can enroll in Okta’s medical, dental, and vision plans if you were covered under your spouse’s/domestic partner’s plans and now need coverage for yourself and/or your eligible dependents. You must drop coverage for your spouse/domestic partner and other ineligible dependents who are on your Okta benefits.

Flexible spending accounts (FSAs)

With a qualifying life event, you can enroll in or stop participating in an FSA or change the amount of your contributions to meet your needs. You can also submit your new spouse’s and eligible family members’ expenses for reimbursement*.

*Domestic partners are not eligible for reimbursements from the HSA or FSAs per IRS guidelines.

Voluntary life and accidental death and dismemberment (AD&D) insurance

With a qualifying life event, such as a divorce or the end of a domestic partnership, you can change your level of coverage to meet your needs. You must also drop coverage for your spouse/domestic partner and any other ineligible dependents.

Other actions to consider

• Update your personal information through the Workday app on your Okta Dashboard, for example if you move.
• Change your W-4 deductions and state withholding through the Workday app on your Okta Dashboard.
• Update your beneficiaries for all Okta benefits, including your life and AD&D insurance, 401(k), and employee stock purchase plan (ESPP).
• Change your name and address with Social Security and the DMV.

Sometimes a physical injury or medical condition can keep you from your day-to-day activities or require a detour off your life’s plan. Here’s how Okta’s benefits can help you.

Disability and family medical leave

Your short- and long-term disability benefits may replace part of your income if you’re unable to work due to sickness or injury.

You may also be eligible to take family medical leave, which protects your job until you return to work.

Medical, dental, and vision

Your Okta medical, dental, and vision coverage continues for up to six months of continuous leave. After that, you be eligible to continue your coverage under COBRA or you can sign up for a state/federal marketplace insurance plan.

Flexible spending accounts (FSAs)

Participating in an FSA but can’t work? You can continue making automatic deductions into your FSA while your salary is continued or you can catch up on your contributions once you return to work. You also have the option to stop making your FSA contributions.

Other leave programs

Refer to the Okta Employee Handbook (U.S.), available on The Landing, to learn more about the other types of leave that may cover you while injured or ill. If you need to take time away from Okta you may be eligible for a leave of absence.

Get emotional support while you recover

Get in touch with Modern Health if you need help with easing the stress that comes along with a difficult recovery or diagnosis.

Whether you’re moving across town or relocating to a new city, your move can mean changes for your benefits.

If you move and your current medical plan isn’t available in your new area—for example you move outside of the Kaiser service area—you have 30 days from your move date to change your benefits.

Check to see if your medical carrier is still available in your new location (region) . If not, you will have new medical plan enrollment options available to you in Workday. Check to see if your medical, dental, and vision administrators have changed. If so, review your current options and enroll in the plan(s) that best meet your and your family’s needs. 

Health savings account (HSA)

If the HDHP + HSA medical plan is an option and you choose to enroll, be sure to elect your contributions to your new health savings account (HSA) and designate a beneficiary.

Changing doctors

Moving to a new place may mean finding new doctors, hospitals, and urgent care centers closer to your new home. Find your new providers online at Blue Shield or Kaiser.

Finding childcare or eldercare

Use Bright Horizons' resources for help with finding a new nanny, preschool and after-school programs, eldercare services and other resources where you live.

Home, condo, or rental insurance 

Your home is your most important asset, so protect it, and everything inside your home, with homeowner’s or renter’s insurance. Request a quote for home, condo, and rentals insurance at discounted rates. 

When you’re part of a couple, your spouse’s/domestic partner’s life changes affect you, too. If they start or stop working or change employment status—from full-time to part-time—you have 30 days after the change to update your benefits. 

Medical, dental, and vision

A qualifying life event (QLE) allows you to newly enroll, add or remove eligible dependents, or waive your current coverage. Please note that while you can adjust who is covered, you cannot change your medical plan selection (e.g., switching from a PPO to an HMO) during a QLE. If you are already enrolled, any added dependents will join your existing plan election; plan-to-plan migration is only permitted during the annual Open Enrollment period.

Health savings account (HSA)

Enrolled in the HDHP + HSA medical plan? Be sure to change your HSA contributions to cover your spouse’s and other eligible dependents healthcare costs and update your beneficiary*.

*The employee should consult a tax advisor to confirm whether or not they can use their HSA funds towards expenses for their domestic partner.

Flexible spending accounts (FSAs)

With a qualifying life event, you can enroll in or stop participating in an FSA or change the amount of your contributions to meet your needs. You can also submit your new spouse’s and eligible family members’ expenses for reimbursement*.

*Domestic partners are not eligible for reimbursements from the HSA or FSAs per IRS guidelines. The employee should consult a tax advisor to confirm whether or not they can use their HSA funds towards expenses for their domestic partner.

Voluntary life and accidental death & dismemberment (AD&D) insurance 

Your options include changing your coverage level and purchasing additional coverage for your spouse/domestic partner and other eligible family members.

Be sure to update your beneficiary by adding your spouse/domestic partner.

Managing stress

Changing or losing a job can be stressful for the entire family. If you or your family are having a hard time with this change, the Employee Assistance Program (EAP), provided through Modern Health, has the resources and support for emotional help while you or your family are adjusting. 

Time off and personal leave

Okta offers you flexible paid time off (PTO) from work for planned activities including personal business and family matters. 

If you need to take time away from Okta for personal reasons but don’t have any other paid leave available, you can request an unpaid personal leave of absence for up to three months.

Your financial health can affect your emotional and physical well-being as well as your family, relationships, and work performance. If you’re anxious and overwhelmed or stressed over your finances, we encourage you to explore these resources.

Managing your finances

Start with the Employee Assistance Program (EAP), provided through Modern Health. They have the resources and support to help manage your money, create a budget, work with your creditors, and more. You can also tap in to LearnLux, our global workplace financial wellbeing provider, on support on a variety of financial topics, such as planning for retirement, managing debt, or improving your financial literacy. 

Voluntary benefits that help you save money

Protect your financial future and save money by considering Okta’s voluntary benefits, such as auto and home insurance and pet insurance.

Protect yourself from Identity theft 

Feel better about your online life, and protecting your finances, with identity theft insurance administered by LifeLock. LifeLock can help you with credit and identity monitoring and restoration and internet surveillance. Coverage includes stolen funds and personal expense reimbursement.

Personal travel assistance when you’re away

Going on a family vacation? Okta’s personal travel assistance from TravelConnect has you covered if you’re faced with an emergency when traveling more than 100 miles away from home. Get 24/7 help with medical treatment, emergency travel arrangements, legal referrals, emergency medical evacuations, security services, and help during a natural disaster or political upheaval.

These are challenging times, and there is no right way to deal with what you and your family may be going through. That’s why Okta recognizes now – more than ever – the importance of providing quality mental health support for you and your family. If you’re feeling anxious and overwhelmed, we encourage you to explore these resources.

Get the help you need, when you need it

Start with the Employee Assistance Program (EAP) through Modern Health is here for you. Contact them 24/7. The program is completely confidential—and free.

Taking care of yourself is more important than ever. Okta enhances your healthcare benefits by arranging for wellness extras from Blue Shield and Kaiser. These tools and resources help you learn more and live healthier.

Time off 

Okta offers you flexible paid time off (PTO) from work for planned activities including personal business and family matters.

Personal leave

If you need to take time away from Okta you may be eligible for a leave of absence.