Managers and Employees

Explore two sides of Retain: manager accounts and survey employee profiles.

The Retain app is divided into two areas:

Seeing Reports and Results

Manager user account

Taking surveys

Employee Profile

Managers have access to survey results in Retain. These users have invitation-only, password-protected accounts that grant access to reports and survey results for employees. NOTE: This access is restricted to direct reports only. 

Employees will be sent a direct link to their employee survey page to take surveys. On this page, they are encouraged to upload a photo and manage their contact information. They can’t see survey results or other employee information through these links. Survey respondents don’t need a password or a code, only the unique, direct link.

Managers use the same process as all employees to take surveys. They don’t take surveys through the account they use to view reports and survey results. 

Reports & Results

Surveys

Manager Accounts Employee Profile
For managers of employees For all employees
Not used to take surveys To respond to surveys as an employee
Password-protected Direct URL link
Access to survey results and reports Not connected to results or reports
No profile photo Upload profile photo
Can comment on surveys and can be tagged in discussions Cannot see survey results or comments on them
Adjust their contact information for reports and alerts Keep contact information for survey invitations up to date and set preferred contact method

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