Set up in a day. No system changes required.
Retain is a lightweight discovery layer that helps employees navigate the benefits, tools, and support programs your company already provides.
- No HRIS changes required
- Works with your existing systems (read-only)
- Live in a day
- Fully reversible — pause or remove at any time
Integration Phases
Runs on top of your existing stack. No replacements, no migrations.
Live in a day
Four steps your tech team can handle in a single sitting: connect SSO, choose where employees access Retain, point us at your benefits content, and run an optional security review.
Step 1
Connect SSO
Standard SAML 2.0 — uses your existing identity provider, inherits MFA and authentication policies. No HRIS integration or eligibility files required.
Step 2
Choose where employees access Retain
Both options deploy Retain inside environments your employees already use. Choose whichever fits your stack.
Pre-built marketplace app
Deployed from Microsoft Teams, ServiceNow, or Slack marketplace.
- Install via Teams, Slack, or ServiceNow marketplace
- Single-click deployment — no custom configuration
- Employees access Retain inside tools they use daily
Direct link (no install required)
Retain-hosted experience linked from SharePoint or your internal portal.
- No install required on your side
- Add the link into SharePoint, your intranet, or an employee portal
- No IT deployment needed
Step 3
Point us at your benefits content
Links or documents for benefits resources — we handle the indexing. Phase 2 connectors are optional and can be added later.
Step 4
Security review
We'll work with your security team on whatever review process you'd like to run — questionnaires, architecture walkthroughs, penetration test results, or something else.
No engineering resources required to get started. Retain is fully managed after setup.
Typical pilot timeline
Day 1–2
Content indexing and configuration
Day 3–7
Pilot launch inside collaboration tools
Day 8+
Employees begin using Retain
Deeper integrations for continuous updates
Once Phase 1 is live, connect your knowledge systems and HRIS for dynamic content sync, eligibility-aware personalization, and aggregated workforce insights. None of this is required to go live.
Dynamic content syncing.
Benefits resources update automatically as your source systems change — no manual re-uploads.
Eligibility-aware personalization.
Employees see only the resources relevant to their location, role, and benefits eligibility.
All integrations are read-only. No write-back to source systems.
Supported connectors — connect when ready
WorkdayHRIS
ServiceNowKB
ConfluenceWiki
SharePointDocs- Internal policy librariesDocs
- Vendor benefits platformsCarrier
Roadmap note: deeper integration support is expanding through the end of this quarter. If you need a tailored scope for your specific stack, get in touch and we'll walk you through it.
See your setup path
Select the tools you use today to see how Retain fits into your environment. Only one step is required to go live — everything else can be added later.
1) Employee access point
Where employees will access Retain.
2) Content systems (optional)
Where your benefits, policies, and support resources live today. You can connect these later or upload content manually.
3) Eligibility source (optional)
Used for personalization based on role, location, or benefits. Not required to go live.
Your integration path
0 selectedSelect the tools your organization uses to see a tailored setup overview.
Security & Compliance
Minimal security and technical overhead
Retain indexes existing HR resources, benefits materials, and support programs. No new infrastructure. No data ingestion you don't want.
Retain does NOT require
- Employee PII ingestion
- HRIS database access
- Claims data access
- Write access to internal systems
How your data is handled
- Scoped to your account only
- Documents stored in encrypted, isolated storage
- OAuth credentials are secure and revocable
- Employee data is aggregated — no individual exposure