The takeaway

Life changes quickly! And when it does, your needs—and your benefits—may change, too. Okta brings together the benefits and resources to make adjusting to change easier and supporting you along the way.

Changes to Your Benefits

Outside of annual Open Enrollment or your initial 30-day new hire window, you can only make changes to your benefits if you experience a qualifying life event (QLE).

Benefit changes you must make within 30 days

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

Benefit changes you can make anytime

The below events can be updated at any time:

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

Steps to make benefits changes
  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.
Back to top

When you need to make benefits changes due to a life event change, go to the Workday app on your Okta Dashboard. A life event change could mean you need to add or remove a dependent from your benefits, enroll in additional coverage, change your name and address, and update your beneficiaries.