Financial Wellness
Financial Wellness: We’ve Got You Covered
Clear benefits, real support
Your financial wellbeing matters at GitLab. We provide comprehensive resources to support you at every life stage—from understanding equity compensation to planning major transitions. Whether you’re starting out, managing debt, growing a family, or planning retirement, our benefits give you the tools and guidance to build financial confidence.
Note: GitLab provides resources and education but cannot offer direct financial advice.
Modern Health Financial Coaching
Access personalized financial guidance through Modern Health’s Employee Assistance Program. Get practical strategies and understand the psychology of money management.
Eligibility
- All GitLab team members globally
- No cost, confidential support
Key Features One-on-one financial coaching, digital money management programs, and group workshops addressing financial decision-making psychology.
How to Access Modern Health Financial Coaching
- Download Modern Health app or visit online platform
- Add a Financial Coach to your care team
- Access “Financial Well-being” digital program
- Join Money Management Circles
Available Resources
- One-on-One Coaching: Add a Financial Coach to your care team
- Digital Programs: “Financial Well-being” app modules
- Group Sessions: Modern Health Money Management Circle - Recording
- Session Focus: Understanding wealth psychology, assessing your financial situation, and identifying financial values
Questions? Access support through the Modern Health platform.
SageView Financial Wellness Program
Dedicated financial wellness specialists help you understand your complete financial picture, including GitLab equity plans. Focus areas include investment assets, asset protection, income protection, debt management, and estate planning.
Eligibility
- All GitLab team members worldwide
- No cost to participate
Key Features One-on-one consultations, educational workshops, and ongoing access to financial resources. Main focus: understanding how your GitLab equity plan works.
How to Access
- Schedule Consultation: Use scheduling flyer
- Access Resources: Visit Sage411.com for general questions
- Join Workshops: Attend Financial Wellness Workshops
- Review Materials: Access regular SageView communications
Getting Started
- Program Overview: Kickoff presentation or AMA session
- Session Details: Program description
Important Information SageView provides educational guidance but cannot offer specific tax, legal, or financial advice. All consultations are confidential.
Questions? Contact SageView through the scheduling system or total-rewards@gitlab.com.
Total Rewards and Financial Wellness for Managers
An important component of the Total Rewards Package is Equity Compensation. Team members review equity holdings in Schwab. Vested and exercised shares are currently held at Computershare.
Managers can access a Total Rewards Summary showing vested and unvested holdings as of October 14, 2021 for each direct report.
Total Rewards Summary
Eligibility & Access
Eligibility
- Managers of team members with equity grants on/before September 3, 2021
- Access through Workday via Okta
- RSU grants not included (next review: December 15, 2021)
How to Access
- Log In: Workday through Okta dashboard
- Navigate: Direct report profile → Documents tab → expand “Annual Compensation Review Total Rewards Statements” folder
- View/Download: Select document for quick view or download button
- Access Issues: Contact total-rewards@gitlab.com if Documents tab unavailable
Summary Contents
- Example Summary
- Cash Compensation: Current FY22 compensation as of November 1st (base salary shows “Not Applicable” for Target Bonus if salary-only)
- Equity Compensation: Vested/unvested shares as of October 14, 2021 with conversion pricing
- Sharing: Team members have equity access; sharing optional. Use gear button → “Share with Employee” → “Share”
Manager Talking Points
Conversation Structure & Key Topics
Key Discussion Areas:
- Total Rewards Value: All components matter—equity program (Options, RSUs, ESPP) is core to total rewards
- Equity Alignment: Long-term incentive tied to company performance and results
- Future Eligibility: Equity Compensation through new hire packages or annual refresh
- Program Updates: Industry-leading six-month cliff for new hire RSUs; no cliff for promotion/refresh grants
- Wellbeing Check: Use “red, yellow, green” scale for future satisfaction feedback
- Annual Review Prep: Total Rewards discussed in February Annual Compensation Review. No forward-looking increase statements
- Holistic Focus: Career opportunity and meaningful contributions ranked highest in Engagement Survey. Connect financial and career growth. Remember: Mile 3 of the marathon
Questions? Contact HelpLab for access issues.
Additional Resources
Contact Information
- General Benefits: HelpLab
- Modern Health: Through platform
- SageView: Use scheduling system
- Equity Questions: Stock Admin team
GitLab provides financial wellness resources and education but cannot offer direct financial advice. Consult qualified professionals for personalized guidance. Our comprehensive financial wellness support is designed for every stage of your journey—from day one through retirement.
GitLab retains the right to replace the provider or policy at any time and is not required to offer this benefit to those that may be ineligible. Any benefits provided under the plan do not impact the Team Member’s or GitLab’s rights to end the employment relationship.
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