Question 1

What is Rettromax?

Accepted Answer

Rettromax is a platform with two products: Perf 360 for tracking achievements, goals, and performance, and Retro Plus for running structured team retrospectives with action tracking.

Question 2

How do I get started?

Accepted Answer

Sign up for a free account, choose Perf 360 or Retro Plus (or both), and invite your team. All paid plans include a free trial — no credit card required.

Question 3

What are the pricing plans?

Accepted Answer

Both products offer Starter, Pro, and Enterprise tiers. Pro adds AI insights and advanced features, and Enterprise includes SSO, SCIM, and audit logs. All paid plans include a free trial. Pay monthly or yearly with a 20% annual discount.

Question 4

What is Perf 360?

Accepted Answer

Perf 360 helps individuals and teams track achievements, set smart goals, and build a live performance history. Business plans add manager workflows, team dashboards, and AI-powered insights.

Question 5

How do achievements and smart goals work?

Accepted Answer

Log achievements as you go, tag them with goals, and track progress over time. Your live resume and analytics update automatically based on your activity.

Question 6

What insights does Perf 360 provide?

Accepted Answer

Starter plans include basic analytics across your goals and achievements. Pro plans add AI-powered insights, weekly summaries, and monthly reports to help you understand trends and showcase impact.

Question 7

How do managers work with their team's achievements?

Accepted Answer

On Pro and Enterprise plans, employees confirm their own achievements as they capture them, and managers build on that record — authoring their own entries, verifying impact claims where your org requires it, archiving records, and sharing structured feedback.

Question 8

What is Retro Plus?

Accepted Answer

Retro Plus is a retrospective tool for agile teams built around real conversation, not templates. Instead of pre-built widgets, teams define their own topics and select which ones to discuss each retro — keeping meetings focused on what matters. Capture action items, track follow-through across sprints, and use AI-powered summaries to identify patterns over time.

Question 9

What integrations does Retro Plus support?

Accepted Answer

Retro Plus integrates with Jira, GitHub, and Azure DevOps. Starter plans include 1 integration, and Pro plans include all three.

Question 10

How does AI help with retrospectives?

Accepted Answer

On Pro plans, AI generates retrospective summaries, identifies recurring themes, provides sentiment tracking, and delivers weekly performance summaries for your team.

Question 11

Can I track action items across retrospectives?

Accepted Answer

Yes. Action items are captured during each retro, assigned to team members, and tracked across sprints so nothing falls through the cracks.

Question 12

What is Impact Score and how is it calculated?

Accepted Answer

Impact Score is a structured, transparent performance rating (0–100) that quantifies the significance of your achievements. It is computed from 5 weighted components: Outcome Strength (40%) measures how significant the result was, Scope & Reach (20%) measures who was impacted, Complexity (15%) reflects the difficulty of the work, Leadership & Influence (15%) captures mentorship and cross-team coordination, and Consistency (10%) rewards steady contribution over time. The score uses fixed, standardized weights — the same formula applies to everyone. You choose the inputs, and the score is calculated transparently.

Question 13

Do you support my industry — healthcare, finance, manufacturing, and others?

Accepted Answer

Yes. Rettromax is industry-agnostic at its core, with optional industry presets that pre-configure relevant competencies and categories for your field. We ship presets spanning healthcare, regulated industries (such as finance), operations-heavy industries (such as manufacturing), and mission-driven organizations, so you can start from a setup that already speaks your industry's language.

Question 14

What is an industry preset?

Accepted Answer

An industry preset is a curated starting point — a set of competencies, evaluation categories, and sensible defaults tailored to a particular industry. Instead of building your performance framework from a blank slate, you can import a preset that reflects common expectations in your field and then adjust it to fit your organization.

Question 15

Do presets change my data automatically?

Accepted Answer

No. Presets are strictly opt-in. Importing a preset is an explicit action you take — nothing is silently inherited or applied to your existing data. You choose when to import, and you remain in full control of what ends up in your configuration.

Question 16

Which industries do you have presets for?

Accepted Answer

We currently offer 12 industry presets organized into four families: healthcare, regulated industries, operations-focused industries, and mission-driven organizations. Each preset reflects competencies and categories that are common in that industry, giving you a faster, more relevant starting point.

Question 17

Can I customize a preset after importing it?

Accepted Answer

Absolutely. A preset is just a starting point. After you import it, every competency and category is fully editable — you can rename, add, remove, or reorganize items so the framework matches how your organization actually evaluates performance.

Question 18

Do you have a healthcare-specific solution?

Accepted Answer

Yes. Healthcare is one of our core industry focuses, with presets designed around the competencies and evaluation needs common in clinical and care-delivery settings. You can import a healthcare preset and tailor it to your organization, combining it with Rettromax's broader performance and compliance posture features.

Question 19

What is your HIPAA posture?

Accepted Answer

Rettromax is built with a HIPAA-aware security posture, including safeguards designed for handling sensitive information. On our Enterprise tier we can enter into a Business Associate Agreement (BAA) with qualifying organizations. To be clear, this describes our security posture and contractual support — it is not a regulatory certification of compliance.

Question 20

How do you protect PHI (protected health information)?

Accepted Answer

For organizations handling PHI, Rettromax applies layered protections including field-level encryption of sensitive fields, redaction-on-read so PHI is masked unless a user is explicitly authorized, and a dedicated PHI access log that records who viewed protected information. These controls are designed to limit exposure and provide accountability around sensitive data.

Question 21

Do you keep an audit trail?

Accepted Answer

Yes. Rettromax maintains audit trails across key actions so administrators can see what changed, when, and by whom. Sensitive-data access — such as views of protected information — is logged separately, giving you an accountability record for security reviews and internal governance.

Question 22

Are you SOC 2 certified?

Accepted Answer

We treat SOC 2 as a posture we are actively maturing, with reports in progress rather than a completed certification. We're happy to discuss our current security controls and the state of our reporting with Enterprise prospects — we simply won't claim a certification we don't yet hold.

Question 23

Is my data encrypted?

Accepted Answer

Yes. Data is encrypted in transit using industry-standard TLS, and encrypted at rest in our infrastructure. For organizations with heightened sensitivity, we additionally apply field-level encryption to designated sensitive fields on top of the at-rest encryption.

Question 24

Do you support SSO and role-based access control?

Accepted Answer

Yes. Rettromax supports single sign-on (SSO) for streamlined, centralized authentication, and role-based access control (RBAC) so that what each user can see and do is governed by their role. Together these let administrators enforce least-privilege access across the organization.

Question 25

Do you replace Workday or our existing HCM?

Accepted Answer

No — and that's by design. Rettromax is built to coexist with your HCM, not replace it. We focus on the areas HCM suites tend to be weak at, such as continuous performance, structured 360 feedback, and calibration, while your system of record stays your system of record. Think of us as adding depth where it's missing, not ripping out what works.

Question 26

Do you integrate with my HCM?

Accepted Answer

Yes. Rettromax is designed to coexist alongside your HCM and HRIS so the two complement each other rather than compete. We can talk through your specific environment and how Rettromax fits into it during an Enterprise conversation, so performance data and your system of record stay aligned.

Question 27

Do you support SSO?

Accepted Answer

Yes. Rettromax supports single sign-on so your team can authenticate through your central identity provider, giving you consistent, secure access without a separate set of credentials to manage.

Question 28

Do you support SCIM provisioning?

Accepted Answer

Rettromax supports SCIM-based provisioning so user identities can be managed centrally from your identity provider, keeping access in sync as people join, move, or leave. We can walk through provisioning details for your environment as part of an Enterprise setup.

Question 29

What's your stance versus our HRIS?

Accepted Answer

Our north star is coexistence: be best-in-niche for performance and feedback, and never try to replace your HRIS or HCM wholesale. Your HRIS remains your authoritative system of record; Rettromax adds the focused performance, feedback, and calibration depth that broad HR suites often leave thin.

Question 30

Do you support 360-degree feedback?

Accepted Answer

Yes. Rettromax includes multi-source (360) feedback, letting you gather input from peers, managers, and other relevant raters around an individual. Feedback is structured so it contributes meaningfully to a well-rounded view of performance rather than a single top-down assessment.

Question 31

Do you support calibration?

Accepted Answer

Yes. Rettromax supports calibration, giving organizations a structured way to review and align performance ratings across people and teams. This helps reduce rating drift and inconsistency, so outcomes are fairer and more defensible across the organization.

Question 32

Do you support Performance Improvement Plans (PIPs)?

Accepted Answer

Yes. Rettromax supports Performance Improvement Plans, giving managers a structured way to set objectives, track checkpoints, and document progress when an employee needs focused support. The workflow keeps the plan clear, fair, and well-recorded from start to finish.

Question 33

Do you support compensation recommendations?

Accepted Answer

Yes. Rettromax supports compensation recommendations as part of the performance process, with privacy gating so sensitive pay-related information is only visible to the appropriate roles. An audit record captures recommendations for accountability and review.

Question 34

Do you support mid-year check-ins?

Accepted Answer

Yes. Rettromax supports mid-year check-ins, giving managers and employees a lightweight, structured touchpoint between formal review cycles. They keep goals and expectations on track throughout the year without the overhead of a full evaluation.

Question 35

Do you support structured templates for evaluations?

Accepted Answer

Yes. Rettromax includes structured templates to help standardize how evaluations are captured, so reviews stay consistent and easy to compare across people and cycles. They're a practical way to bring structure to your performance process without locking you into a rigid format.

Question 36

Does Clinical 360 replace my standalone credentialing system?

Accepted Answer

Yes. Clinical 360 runs the full provider lifecycle end-to-end — credentialing, primary-source verification, privileging, payer enrollment, and ongoing monitoring — so you can retire a standalone credentialing or medical-staff-office tool and run it all in one system.

Question 37

What primary sources do you verify against?

Accepted Answer

Today we verify natively against CAQH ProView, the OIG exclusion list (LEIE), SAM, and the NPDB, with ABMS board certification, DEA, and state licensing boards rolling out next. Verification is native — there is no third-party aggregator in the middle and no per-query markup on your queries.

Question 38

Does Clinical 360 handle privileging and OPPE/FPPE?

Accepted Answer

Yes. Credentialing, privileging, payer enrollment, and ongoing professional practice evaluation (OPPE/FPPE) are one continuous flow in a single system, so a provider's appointment, granted privileges, and ongoing performance review all stay connected rather than living in separate tools.

Question 39

How do you protect peer-review confidentiality?

Accepted Answer

Section-level access gating preserves federal §1157 and state peer-review privilege. OPPE/FPPE and peer-review detail require an active committee seat to view, so even a CEO without a committee assignment can't see protected peer-review material — access follows the committee role, not the org chart.

Question 40

How is Clinical 360 priced?

Accepted Answer

Clinical 360 is priced per credentialed provider — the industry-standard credentialing meter — and is billed separately from Perf 360's per-seat pricing. Talk to sales for a quote tailored to your provider count.

Question 41

Can I migrate my provider data off my current credentialing system?

Accepted Answer

Yes. Onboarding includes a guided migration path: we help you export your provider roster, credentialing files, expirables, and committee history from your legacy credentialing software, map them into Clinical 360, and validate the data before go-live so nothing falls through during the cutover.

Question 42

Is Clinical 360 a separate product from Perf 360?

Accepted Answer

Yes. Clinical 360 is a distinct product for the medical-staff office, sold to the credentialing and MSP buyer, while Perf 360 is the HR-facing performance-review product. The two share the same person record but firewall clinical peer-review data from the manager-visible HR review, so each side sees only what its privilege allows.

Frequently Asked Questions