For IT Teams

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.

Get a Walkthrough
No HRIS changes required
Works with your existing systems (read-only)
Live in a day
Fully reversible — pause or remove at any time

Runs on top of your existing stack. No replacements, no migrations.

Phase 1 — Initial Deployment

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 ~1 day

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 ~5 min

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 ~30–60 min

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 — Optional

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
Phase 2 – Optional Enhancement

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.

What Phase 2 enables

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. All integrations are optional.

Workday HRIS
ServiceNow KB KB
Confluence Wiki
SharePoint Docs
Internal policy libraries Docs
Vendor benefits platforms Carrier
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.
Your Stack

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.

Retain hosted experience (fastest)
Microsoft Teams
ServiceNow
Slack
Intranet / SharePoint
Other

2) Content systems (optional)

Where your benefits, policies, and support resources live today. You can connect these later or upload content manually.

SharePoint
ServiceNow
Confluence
Notion
Workday (docs)
LumApps
Alight / vendor portals
Other

3) Eligibility source (optional)

Used for personalization based on role, location, or benefits. Not required to go live.

Workday
ADP
Oracle HCM
Justworks
Other

Your integration path

0 selected
Select 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