When Can I Enroll?
- New Hires: As a new hire, you are eligible for benefits starting on your first day of employment with Zuora.
- Open Enrollment: The annual Open Enrollment period will be announced each year. Any changes made during this time will take effect on January 1 of the following year.
- Qualified Life Event (QLE): You can enroll and make changes to your benefit plans within 30 days of a certified QLE. For most QLEs, changes will be effective on the first of the month following or coinciding with the event date. However, for births or adoptions, coverage will begin on the event date.
If you do not enroll within the specified timeframes, you will need to wait for the next Open Enrollment period. Our benefit plans run from January 1 to December 31, and the elections you make during your enrollment period will remain in effect for the remainder of the year.
How Do I Enroll?
To enroll during your new hire period, Open Enrollment, or after a QLE, or to review your benefit elections, log into PlanSource via Okta.
My information in PlanSource doesn’t look correct — how do I update it?
All demographic information—including your address, marital status, and name—is managed in Workday and automatically sent securely to PlanSource and other benefit providers from there.
To update your information, please go to your Workday profile (via Okta) and make the necessary changes. Once submitted, updates typically take 24–48 hours to reflect in the PlanSource system.