Sometimes you need a little more than just knowing your people have viewed a piece of training.

For Document and URL lessons, we've added the ability to turn on a system-wide declaration. When your users complete these types of lessons, they'll be asked to declare that they have read and understood the content.

You can turn this on/off for all Document Lessons and URL Lessons at one flick of a switch!

Lesson Completion Declarations

Option for dynamic dates when assigning bulk review assignments

Dynamic dates for bulk review assignment

Currently, setting up reminders for a report requires you to multi-select individual users from a long list. To help reduce this manual effort, we'll be adding the ability to select users by Learn group. This not only allows you to quickly set up reminders for a group of users, it also allows you to dynamically recipients of the reminder using Group Rules. 

Report reminders by Group

Adding reporting capabilities to highlight the usage, adoption, and completion for Pathways within Learn.

Report on Pathways

Check out this new Power BI report in Kallidus Reporting & Analytics! 

We've introduced a new standard report to help you track and visualize how skill developments are progressing across your organization. This report covers:

We've also made the underlying Skills dataset available so you can build custom reports however you choose. 

Reporting on Skills progression

Get Ai recommended content to add you your playlists and all new playlists suggested to you based on your interests and learning activity.

Please do get in contact if you are interested in taking part in any research or user testing early protypes. Contact the Product Manager phill.lord-david@kallidus.com

Ai Recommended Playlists ✨

Enabling organisations to include received feedback within the review form.

This new section will allow you to include feedback from a specific period, enabling the conversation to be focussed on the relevant feedback for an individual.  

Adding feedback into reviews

Let employees request learning directly to your L&D or HR team. Whether it’s missing content or a need to develop specific skills, they can flag what they need so you can be proactive in filling skill gaps. 

Request learning

We're looking to build out deeper and more extensive connectivity options, including more out-of-the-box integrations with our partners, and the technologies you already use in your HR ecosystem! More support for the integrations you value, more simplicity in getting connected!

Offer more integrations with partners

We're looking for feedback on the most effective areas to apply optional generative AI to summarize information you or your team members have added to Kallidus products.

Generative AI for summarising ✨

Improving how we can enable Learn to deliver repeat/refresher training for customers through the introduction of Lesson sets and rules. Making improvements to the user experience in the learner and manager views.

Refresher training improvements

Improved UI to make it easier to read feedback you've received 

Improved Feedback UI

Ability to view information from past reviews whilst in the current view; giving you the ability to easily check information such as previous ratings, objectives or actions

See past reviews within a current review

Powerful insights come from having all your data in one place. This is particularly true for L&D, where the goal is to drive efficiency and performance across your entire organisation.

We're building a Data Extraction API so you can pull Perform reporting data out of Kallidus and into your own centralized data store or BI tool of choice. From there, you can merge Kallidus data with data from other sources to generate multidimensional insights that will prove and improve the value of your L&D programmes. 

Data extraction API for Perform

Easily and simply create, and export CSV reports for large data volumes. Deliver reports on a schedule to recipients. Handle reports with large volumes of data within the reporting application, and export to file.

Benefit to you:

Scheduled data extraction reports

Learners can share their created Playlists with others, enabling easy knowledge sharing across your organisation.

Please do get in contact if you are interested in learning more about Playlists. Contact the Product Manager phill.lord-david@kallidus.com

Share playlists

We're looking to create a set of 3rd party learning content integrations, enabling you to showcase the content you curate to your organisation without the hassle!

Let us know what providers you would like to see!

3rd party content integrations

We're introducing a new Sapling admin workflow to facilitate seamless employee role changes. 

The first phase of this workflow will help ensure you update all relevant custom tables and effective dates when a user is promoted/relocated. ​

Future phases of this feature will include document, email, and task assignments as well. ​

Role Change improvements

Enable managers to see their teams skills and skill gaps

Skills Manager view

A new feature that allows Managers, Group Admins, and Talent Administrators to evaluate individuals across three dimensions: 

Once evaluations are completed, designated reviewers can 

 by comparing them against the broader cohort, ensuring consistency and fairness before final approval.

—such as determining bonus allocations, identifying development opportunities, or initiating further actions.

Talent grids - enabling scoring and calibration of talent grid scores

More brand-new courses are blooming into your library this April — covering the skills and compliance topics your people need most right now.


This course introduces the FCA's Individual Conduct Rules, detailing their scope, application, breach consequences, and procedures for raising concerns in financial services.


This course introduces flexible thinking at work, highlighting its importance in overcoming rigid decision-making during uncertainty. It teaches identifying diverse perspectives, alternative approaches, and the value of reviewing outcomes to enhance future decisions, building adaptability, open-mindedness, and self-awareness.


This course demonstrates how AI enhances productivity by supporting tasks like drafting emails, improving communication, problem-solving, and exploring options efficiently. It teaches prompt writing, result refinement, and output utilization, while developing innovation, initiative, critical thinking, and analytical skills.


This course develops analytical and strategic thinking skills using structured tools like SWOT and PESTLE to identify market gaps and enhance decision-making against competitive threats, offering practical methods to understand organisational positioning and competitor responses.

This course explains the latest changes to the Employment Rights Act, providing relevant guidance to managers, and demonstrating how changes can be applied.

Building on the Individual Conduct Rules, this course focuses on the four additional Conduct Rules specific to senior managers under the FCA's SM&CR. You'll explore what each rule means in practice, how they apply to your responsibilities, and the consequences of non-compliance. Essential for anyone operating at senior manager level.

Covering the legal requirements of PUWER 1998, this course teaches you to identify equipment hazards, carry out pre-use checks, use safety devices correctly and report defects promptly. Suitable for operators, supervisors and risk assessors, it provides practical knowledge to prevent injury and ensure compliance.


Contact your Kallidus Account Manager to find out more and add these to your library.

New Off-the-Shelf courses: April releases🌱

Support longer and more complex learning journeys such as onboarding, leadership programmes or apprenticeships. Showing learners a clear path of learning to complete; including milestones and boosting skills at the relevant time

Learning Pathways Beta

Based on your feedback, we understand that customers need the ability to audit the state and usage of their reports, as well as the reporting access of their users. 

We are currently exploring solutions to enable this auditing capability in the form of a Power BI report. 

Auditing your Reporting usage

Learners can add extra skills to their dashboard - whether it's something they want to learn or already know. They can even set a target skill level to work towards. 

Learner add skills

Allow objectives to be prioritised and have more weighting than others to show employees where their focus should be

Weighted objectives

We're pleased to announce that the following Off-the-Shelf courses have been fully updated to reflect the latest 

 legislation so you can be confident your learners are always getting accurate, up-to-date training: 


Employment Rights Act updates

We've made several highly requested improvements to Sapling's signature request documents. 

Improved signature request documents

Enabling organisation to link Performance Management to their business outcomes.

Enabling you to track progress against your Global objectives and link this to the activity within your organisation.  Understand the links between objectives, development activities, skills and your business outcomes.  

A game changer in understanding how your performance management touch points support your business.  We welcome your feedback.  

Business outcomes

When uploading learning complete off platform through the 'Add my Learning' feature you will be able to tag which skills this supported and this will form part of your skills evidence

Tag skills to 'Add my learning'

We are researching into succession planning and how this works in your business.  We would love to chat with you.  Please contact mike.smithers@kallidus.com

Talent Management - research into succession planning

Based on your feedback, we understand that users do not always need to see all available fields within a report - particularly custom fields. Additionally, we also know that some fields hold sensitive data that should not be over-shared. 

We are currently exploring solutions to enable the excluding/hiding of specific fields within a report on role/user/view basis.

Managing sensitive fields

We've added two new standard reports to help you understand the Skills landscape across your organization:

Reporting on Skills distribution

For some time customers have fed back that the timings of batch emails (emails sent by the overnight processes) are frustrating. This item is to find a fix for that.

More control over notifications

We've made several highly requested improvements across Sapling reports. 

Report enhancements

Allow review comments to be shared when delegating a review to someone else without having to share your comments first with the employee so you can submit all review comments at the same time

Share review comments on delegation

We're enhancing the Perform platform to make skill development more intuitive and actionable:

Empowering Development with Integrated Skills in Perform

Enabling Admins to set the current skill level for a user in a bulk import

Admins can set current levels for users

We're looking at ways we can bring in AI to help you understand your data better. Whether that is categorising response sentiment, trend analysis, or helping you to author and refine reports, we're exploring all the options!

Let us know of any useful suggestions below, and we'll take them into account!

Reporting AI-assisted analysis ✨

We have a wide selection of new courses coming your way throughout Q4, which are:

Please contact your Kallidus Account Manager for further details on release dates. 

Off-the-shelf release roadmap for Q4

Skills API

Adding integrations to different learning tools, such as LinkedIn Learning and Microsoft Viva Learning, to improve how Learning integrates into your ecosystem. 

We've recently delivered a search integration to LinkedIn Learning (read more 

) and an integration for Microsoft Viva Learning (currently in Beta, read more 

Are there other integrations you'd be excited to see? Pop in a suggestion to let us know!

Learn Integrations: LinkedIn and MS Viva

We're adding further enhancements to the competency check feature which will allow:


Competency checks; search, evidence & completion

We will be adding the option to have OTS refresher mode only show the refresher mode dialogue if a user has completed the course in question before.

This will affect any second completion of the course, whether the course is a part of continuous accreditation or not. This option would suit setups where refresher behaviour is desirable but going through the full course on the first completion is desired to be mandatory.

Existing users will not be affected without action as this will be an entirely opt-in behaviour. 

This feature is only available to customers using Kallidus Learn and is unavailable to use with other LMS providers. 

Update to OTS course refresher mode

Introducing three new question types within the review form:

These question types will enable you to build comparison grids across these criteria.  You will start to be able to identify those individuals who are possible talent risks, consistent performers and stars within your business.  

In addition, you will be able to cross correlate behaviour against performance.  Identifying those individuals who are performing well but at the cost of others through their behaviour can also be shown.

Potential, Overall performance and Behaviour questions within Reviews

You will be able now link more than one course to a single development activity. This ensures that all required learning resources are connected, giving users a complete path to achieve their goals. 

Development Activities - enabling multiple courses to be linked

Use the power of AI to get suggestions of which skills your organisation and people should be focussing on based on your business objectives and employee performance goals

AI business led skill suggestions ✨

User Management API to enable the provision, management and removal of users from the Kallidus suite.

Working to the latest API standards to ensure security and performance.    

User Management API

We're exploring leveraging the power of AI to help you to get reports that meet your needs. We'd love your thoughts on how this would work for you!

AI-assisted report creation✨

Assess peoples skills and set what skill level is needed for specific roles whilst giving people clear targets of what skills to work on. Central teams will be able to identify skill gaps and define the required level needed for core skills vs additional skills people wish to develop

This feature is still in the research stages. Please do get in contact if you are interested in helping shape our skills roadmap, take part in any research or user testing early protypes. Contact the Product Manager phill.lord-david@kallidus.com

Skill levels

We're making several key improvements that work hand-in-hand with the upcoming Sapling Role Change workflow. 

Tasks leveraging future-dated tokens

We're exploring how we can make it easier easier for you to select, define, procure, and implement integrations within the Kallidus platform.

Self-service integrations

We're investigating more ways of increasing how often report data refreshes, so you can have even more up-to-date information to carry out your needs!

Improving how often reports refresh

We've introduced a new report that surfaces upcoming changes and pending approvals, enabling your People teams to audit and plan ahead. 

The report will also work hand-in-hand with the upcoming Sapling Role Change workflow. 

Upcoming Changes report

 within Perform that helps your people build impactful development activities with confidence:

This enhancement makes development planning smarter, faster, and more personalised.  

Introducing AI-Powered Development Guidance in Perform

We've introduced a new tab in People Directory specifically for invited users. Similar to the Active and Inactive tabs, you can now find all invited users in this central location and manage them using bulk actions - saving you lots of time! Learn more 

Bulk manage invited users via People Directory

We're investing in surfacing Learn capabilities via API!

Connect to other parts of your HR Ecosystem and use Learning data to drive connected experiences.

Learn APIs

Allow learners to add new skills to their skills dashboard and discover new skills for opportunities and other roles

Career skills matching

Check out this new feature in Kallidus Reporting & Analytics! 

This is similar to the previous functionality we had for our legacy BusinessObjects solution, where access could be managed in bulk. 

Learn more about this new feature in our 

Dynamic access to Reporting

We're building a Data Extraction API so you can pull Learn reporting data out of Kallidus and into your own centralized data store or BI tool of choice. From there, you can merge Kallidus data with data from other sources to generate multidimensional insights that will prove and improve the value of your L&D programmes. 

This is now available as a beta functionality - for more information please speak to your Customer Experience Manager.

Data extraction API for Learn

We've added a new option under Platform Settings to hide inactive users in search results from Managers and Employees. This helps ensure inactive users are less discoverable by non-Admins. Learn more 

Deprioritize or hide inactive users from search

Currently all self assessed skill level changes need to be approved by a line manager. This new configuration option will allow you to decide if this doesn't need to happen and all changes are automatically approved 

Decide if skill level changes need manager approval

Create specific skill level descriptions for each skill rather than the global generic descriptions

Custom skill level descriptions

Improved accessibility for the eBooks that accompany Kallidus OTS lessons in our responsive player. Learners with access needs will be able to use screenreaders for both lesson and eBook. These improved eBooks will be rolled out across all our responsive player lessons and will be attached to all UK library lessons as they are upgraded to this player during 2025.

Accessible eBooks

A new section within the review form which can be added.  This section enables both the reviewer and reviewee to record actions at the end of the review. 

It also includes generative AI to help suggest actions based on the review outcomes.  

This new functionality supports both managers and reviewees at the most crucial stage of the review, taking stock of the last period and planning actions moving forward.  

Review actions section ✨

You can now grant access to specific reports by Group. Previously, this was only possible by selecting users individually. In combination with Group Rules, this ensures you can continuously and dynamically manage access to specific reports without requiring manual intervention. 

Report visibility by Group

We've added the ability to show document descriptions in the notification to all assignees. This improves your employee onboarding experience by providing clarity on the contents of each document - and you can also use it to include key instructions! Learn more 

Add document descriptions to notifications

We've introduced a new standard report that provides a comprehensive view of how your L&D programme contributes to your business goals. This report covers:

Business Outcomes report

For Kallidus content, we've added in-content in-app speech translation allows your learners to hear the lesson voiceover in their preferred language, at the touch of a button. This feature will be available for Kallidus off-the-shelf responsive player content, and augments the text translation ability. Speech translation will be available in the 29 most commonly requested languages by our learners. 

In-content speech translation ✨

We are launching a Content Marketplace to allow you to explore Kallidus' off-the-shelf online courses, allowing you to preview content and request pricing. In the future, we'll also add support for third-party content publishers. 

Content Marketplace

Changes to Perform to allow group administrators to see the members of specified groups within the system.

This extension will focus on giving group administrators access to certain data without showing all users within the system.  

You can contact the Product Manager :  mike.smithers@kallidus.com

Improving permissions within Perform for Group administrators

An additional skill generation option that will go along side the company wide framework focussing on just a specific job title; suggesting skills for a specific role and then create directly to a skills profile

AI skill generation - job title profiles ✨

A new skills profile will show learners what skills they need and have to perform in their role, whilst enabling them to take ownership of their own skills gaps; seeing what progress they need to make and discover relevant content. 

We are also exploring how to recommend and surface recommended skills to learners as new skills emerge in your business

There will also be AI supporting you in suggesting which skills might be useful for your profiles

Learner skills profile ✨

Learners will be empowered to track their CPD with a new interface in Learn; reducing the need for manual admin or reports to keep people on track.

Continuous Professional Development

This is currently in Beta. If you would like this to be turned on for you then please contact the Product Manager, Phill - phill.Lord-David@kallidus.com

Create a skills taxonomy in seconds rather than months! Utilising Ai you can generate a list of relevant skills for your organisation. Later, these skills will then be used to tag content or map skills to individuals to create a personalised skills profile

AI Generated Skills ✨

This item covers some improvements to the Competency Check functionality in Learn.

Competency Check improvements

Enable personalised learning journeys by allowing learners to create their own playlists. Enabling them to create their own learning plan, save content to come back to at a later date or favourite content they consistently go back to.

Create playlists

Bulk tag existing content with skills using AI powered suggestions.

Bulk tag content with AI ✨

Adding more capabilities to Learn's powerful group rules functionality, allowing our customers to better reflect how they'd assign learning in their organisation.

We've added:

Enhancements to Group Rules

This piece of functionality uses AI to recommend courses using a clustering algorithm.  In short, it uses similarity features to recommend courses to an individual based on their similarity to someone else who has completed learning that this person has not.

Roadmap