Employee Profiles
Give employees access to their profile page to manage how Retain contacts them.
Note: An employee profile is different from a user account. A profile is for taking surveys and choosing contact preferences. A user account is a manager's login for viewing results — Managers and Employees covers the difference.
From their profile, an employee can:
- Update their mobile number or email address.
- Choose how they're contacted (text, email, or both).
- Add or change their profile photo.
- Set their language.
- Give a preferred name.
- Set whether or not they want their employer to recognize their birthday.
- Open any surveys they have.
For organizations with the recogntion add-on, this profile is also where employees can:
- Give recognition to coworkers.
- See their point balance.
- Redeem points for gift cards.
- See milestones that have awarded them points.
When employees open their profile, they're prompted to take or delay any open surveys. If they delay, the survey stays on their profile until they take it or it expires.
Employees reach their profile through a link or QR code you share. To send one, see invite employees to their profiles.
This is also how you get a survey to someone who didn't receive it or can't find it — there's no separate link to resend. See Resend a Survey.
Directions for the employee are on each profile card.
From the link on the card, the employee opens a page like this one, where they manage their profile.
