August 15 2022 : Release 2.0

This release is the official release of the HR part of VISULT

VISULT HR helps you develop your employees’ skills, set objectives and manage appraisals, surveys and training needs of your employees.

Ergonomic features have also been added

Contents of this Release :

1.       Setting up the HR module

2.       Creating your training catalogue

3.       Define your skills framework

4.       Manage training requests

5.       Use interview or survey templates

6.       Create and manage interview or survey campaigns

7.       Analyse results

8.       New ergonomic features

1 Setting up the HR module

The necessary parameters for the proper functioning of this module are distributed in two places

a- The user file

b- The HR parameters

A – User file

The seven fields shown in yellow are used for the HR module.

Note that the user’s position (manager) determines his or her rights to process interviews as a manager and to propose or validate training requests from employees.

Other role: two new possible roles

HR Admin: Has all rights on the HR module

HR: can create campaigns based on the proposed forms but cannot change the HR parameters

Joining the company: this date will be useful for administering campaigns such as professional interviews (based on two-year sequences).

Job Entry: This field is optional but, if filled in, it will allow you to launch surveys based on this date, for example.

Last interview: This field is updated once you have ticked the box in your interview template. We recommend using it mainly with the professional interview.

Other date: optional field 

HR Manager: If you enter an HR manager in this field, it will replace the default HR manager entered in the HR module settings. Very useful when you have units with an HR manager 

Manager of: if you indicate that a user is the manager of a team, then he/she can conduct interviews and manage the training needs of this team

B – HR Settings

By clicking on the menu in the HR Settings section you can set up all the features of VISULT HR.

5 parts are available to you

Settings for anonymous surveys:

In order to respect the anonymity criteria of your surveys, you can set the minimum number of participants and the minimum number of responses to view the results.

The minimum values proposed are 10 for the number of participants and 5 for the number of responses to view the results.

You can increase these two parameters according to the number of users created in the database.

User information for PDF reports

As shown on the screen below you have the possibility to determine the list of fields that you want to be displayed on the interview document.

In this example the fields in blue will be displayed on the maintenance report

Management of training requests

In this screen you can determine the following operating modes

Non-catalogue requests: in this field it is possible to make choices that allow :

1 Do not add non-catalogue requests to the catalogue

2 Add non-catalogue requests in ‘not available’ mode

3 Non-catalogue requests are added to the catalogue in available mode (visible to all users)

4 Non-catalogue requests are added to the catalogue but are not visible until they are validated by an HR administrator.

Default HR manager: if the HR manager is not indicated in the user file, this is the one who will be indicated for the validation of requests.

A hierarchy principle exists:

If the manager has an HR manager entered, then he/she will be designated for all the employees of this manager

If the manager does not have an HR manager entered and the employee does not have one either, then the HR manager entered in the general parameters will be designated.

The manager must validate the requests: if this box is ticked then the manager must validate the training requests for the people for whom he/she is responsible

The HR manager must validate the requests: if this box is ticked then the HR manager indicated by default or the one in the user file must validate the training requests.

The employee must validate the proposals: as soon as the manager proposes a training course to an employee, when this box is ticked, the employee can accept or refuse this proposal. If the box is not ticked then the proposals are automatically accepted.

2 Setting up a training catalogue:

VISULT HR can manage training requests that are “on the fly” and do not refer to a catalogue offered by the company. If you do not wish to use the catalogue, simply leave it blank.

It is also possible to create a training catalogue which may or may not be visible to users depending on the settings.

When creating your catalogue, you can decide to specify whether this training course allows you to obtain a certification and its period of validity.

This information will be useful, in particular, for HR staff wishing to search for certifications requiring renewal.

To create the training catalogue, simply choose in the HR parameters

 And choose the “list of trainings” option

Each training course created in the catalogue can be associated with one or more skills. This allows searches to be carried out on the key skills proposed.

A search engine is also available to search for a course using key words.

During appraisal or professional interviews, it is possible for the manager or the employee to specify his or her requests outside the catalogue or in connection with the catalogue.

Example of training leading to certification linked to skills

3 Define your competence framework :

The framework has two objectives

  • It allows you to define the list of competences you wish to assess

          These can be selected during the interviews

  • To set up a training catalogue in accordance with this framework

The skills can be listed by typology/category. To do this, simply create the categories by clicking on the icon 

Then in the category, add the desired skills by clicking on the icon 

Example of a catalogue

4 Manage training requests

This part allows a manager or an employee to enter a training request

Depending on user rights, it is possible to :

  • Search for a course in the catalogue according to several criteria (skills or keywords)
  • Enter a personal request outside the catalogue;
  • Enter a personal request using the catalogue;
  • Enter a request for one or more employees;
  • Validate training requests
  • Declare your training cancelled, postponed or completed
  • Declare that a certificate has been obtained
  • Export training requests
  • Identify the renewal dates of certifications

5 Using interview or survey templates

As standard we offer a series of survey and interview templates that you can import into your VISULT space and adapt to your needs.

Only the HR administrator can import a document from the library.

For this in the menu  simply click on import forms and choose the form of your choice.

There is also a library of sample questions that you can use in your forms to avoid having to create them from scratch.

The use of these questions brings a special feature to your statistics.

As soon as a question used in a form comes from the question base, it is possible to obtain statistics per form or independently of the form.

This question base can be enriched according to your needs by a « HR administrator » role

6 Creating and managing interview campaigns or surveys

To organise a survey or an interview campaign it is necessary to “launch a campaign”.

If you are an HR Admin or HR, you can create a campaign based on the forms provided. To do this, in the HR Campaigns menu click on

A screen appears and you can create your campaign by filling in the following fields

Title: give your campaign a specific title, which will be displayed in all screens

Start date: the start date is the official opening of the campaign. If you are in preparation, enter a later date. Only you will be able to see the campaign. Once the date is reached, then those invited will be notified. You can decide not to launch the campaign automatically by unchecking the box below the start date.

Deadline: This is the date from which the campaign will be considered finished. After this date, no more entries will be possible. You can decide to extend your campaign by changing the end date.

Description: Here you can enter a detailed description of your campaign. This field is optional.

Select the type: choose here the type of campaign you want

Survey: this type is non-anonymised

Anonymous survey: if you choose this type of survey, the user will be informed by the following picto and the survey will respect the anonymisation and counting rules specified in the HR settings.

Interview: choosing this option allows you to carry out an interview campaign between an employee and his/her manager.

Specific rules for interviews apply.

The interview management allows you to go from the preparation of the interview to its individual signature.

Select a form: this option allows you to choose the form to be used

7 Analysing the results

There are several possibilities in the statistics

  • Analyse and export the statistics of a campaign (survey, anonymous survey, interview)
  • Analyse and export the e-NPS (employee Net Promoter Score) result
  • Export the list of participants and their status. (This can be useful to communicate the results of a campaign in a global way.)

The sign indicates that you can download the data in CSV mode

The sign indicates that you can view the results of your campaign

The sign indicates that you can archive your campaign. It will simply change category. You can unarchive it by clicking on the same icon.

The sign allows you to view the printable document of your interview

The bell indicates, according to its colour, the state of progress of what you have to do

Green: I am on time, last notification is less than 24 hours

Blue: the last notification is less than or equal to 5 days

Orange: the end of the campaign is near

Red : the campaign is over

If you are an administrator, the bell allows you to notify people who are late in completing their interview or survey with a single click.

8 New ergonomic features


New Filter buttons allow you to limit the displays according to the screens. As soon as you see this icon, you can filter your screen display according to several possibilities


If you are interested in a user’s map and you wish to be informed of its evolution in real time, you just have to subscribe. To do this, click on the menu of the card and choose “subscribe to the card”.

From now on, you will be notified of any change in status or comment

May 13 2022 : Release 1.8

This version is mainly dedicated to the preparation of the HR version of VISULT.

VISULT now has two modules,

VISULT Performance to manage and steer OGSM or OKR.

VISULT HR to manage interviews, surveys, skills and training needs.

Other graphic and ergonomic improvements.

Contents of this Release :

  1. Security improvements
  2. New template
  3. Date entry
  4. Cards Report
  5. Entering keywords to refine searches
  6. New card search by keyword

1 Security improvement

On this version we have reinforced the security.

From 13 May, to connect to VISULT you will have to use the link:

2 New template :

VISULT is delivered with a navy blue template as standard.

It is now possible to choose another template “light template”.

To do so, the administrator can choose the template on the Organisation screen as shown below.

The result in light mode looks as below :

3 Date entry: It is now possible to enter dates either manually or via the calendar

3 possibilities: direct entry, copy/paste, choice in the calendar

4 Cards Report: If during a meeting you want to create a report and keep a paper version in PDF format, you have several options:

In the CARDS tab

1 – Choose the display report you are interested in

2 – In the menu choose “Print”

3 – Your printout appears with the possibility to:

  • Display the card in detailed or simplified mode
  • Hide a card in a category
  • Hide a complete category
  • Write a general comment
  • Add a comment of your choice for each card
  • Add page breaks

5 Entering keywords to refine searches

Here the keywords “hunt” has been entered in the description field

In the description field of the card you can now add keywords to facilitate your searches.
Each keyword entered will be memorised to help you re-enter it in the same way.

6 New card search by keyword

In the Cards tab we have added a new search based on the keywords entered in the Card description

14 February 2022 : New release 1.7

In this release, we offer you operational improvements for the use of VISULT.

This version includes 3 main new features.

1 – The new OKR framework

OGSM suits you, but you want simpler without being simplistic? Take a look at the new OKR framework. Watch our videos to get an idea. And if you like the idea, contact us for help.

2 – steering of numerical targets with graphic measures

Colours are good, but they can quickly become too simple for some measurements. So we’ve put together an interface that allows you to

– Prepare your budget,

– Monitor achievements

– Have a graphic view of your results

You will like it.

3 – The interface with your CRM or billing tool

Steering without being able to concentrate all your data in a synthetic way and without re-entering it is always time-consuming.

Do you have objectives for which it is important to measure progress periodically and without re-entering everything?

Does your CRM provide you with information on commercial activity but you are unable to project it?

Your information system is full of data that you would like to aggregate to measure the achievement of your objectives ?

This is now possible with this release.

December 20, 2021 New release 1.6

 VISULT version 1.6 provides you a number of operational upgrades

1 – Subscription and notification management

You will be notified about a range of events.

2 – Management of comments on cards

When a card is modified by an authorized person, VISULT will enable you to specify the reason for this modification.

  3 – Feedback management

Thanking, congratulating or suggesting an improvement allows everyone to position themselves in relation to their actions.

All this is now possible in VISULT with new and fun features enabling you to follow-up on all exchanges with your employees, managers and peers.

1 – Subscriptions and notifications management

With management by objective, it can be useful to follow the progress of an activity. Whether it is an objective or a challenge proposed by a colleague, you just have to select the card of your choice and open it.

Then click on “Subscriber”.

From now on, you will receive a notification in your notification center each time the card is updated.

2 – Management of comments on cards

Whether you have subscribed to a card or not, as soon as you have the right to see it, it is possible to visualize the evolution and the life of the card by a simple click.

Ex : This card has 2 comments

How to read the timeline: click on the icon

3 – Feedback management

Giving feedback to an employee in VISULT can be done at 3 levels

a.           Like: you can simply send a like to a person to let them know you are pleased with their contribution.

b.           Feedback: the principle of feedback is to express your opinion on a situation or a past action

c.           Feed-forward: This is the most advanced version of feedback and the least focused on the past action. It allows you to propose or recommend actions for the next time.

All three types of actions are possible and VISULT offers you the possibility of mixing the feedback type and the recipients.

Philosophy:  feedback works at 360°. Anyone can send feedback to another person or team and vice versa.

Possible choices:

Give feedback to a person in general, regardless of a specific action

Give feedback to a person on a specific card (objective, challenge …)

– Give feedback to a team

– Give feedback to an objective holder and his contributors

Note: all feedbacks from a manager to his employee are strictly private

Sending feedback to one or several persons

It is possible to send feedback directly to your manager, to your team or to people and teams of your choice

Sending feedback to a person

In the team tab, select a colleague and click on “Send feedback”.

You can see how many feedback you sent to this person and if they have been read.

The employee can of course send feedback as well in return.

The Timeline

All messages are traced through time and allow you to follow the flow of a discussion.

You can filter and sort all your timeline

Activity report

In order to limit the number of emails you receive, you have the possibility to opt for the activity report.

In your settings (see associated video) you can choose the activity report and define its frequency.

November 4 – 2021 : New release 1.5

Release 1.5 brings two types of features

Technical contributions: it is now possible to connect without having to enter your password (Single Sign On).

The old single sign-on system (login and password) still works if you want to use this mode.

You can also use the Microsoft authentication system and the security elements associated with it (password, Windows Hello, Microsoft Authenticator, double approval by SMS, …)

Note that this is a login method that will work even if you lose your Visult password and that once logged in you can change the password in your profile.

The two environments for which VISULT has obtained certification are GOOGLE and MICROSOFT.

Functional features: In this version, the focus is on dashboards.

It is now possible to create your own dashboards (as many as you need) and define the destination of each one.

E.g.: Reporting for team meetings, Reporting for specific project follow-up, Reporting for the Executive Committee etc.

VISULT comes standard with 2 default reporting tables:

A first table that shows you the progress of your strategies, your individual objectives and the challenges you are working on.

A second table that displays what’s new in VISULT for each release as well as access to the video library for training in VISULT.

Creation of customized tables:

With just a few clicks, you can now integrate a set of information into a table, allowing you to organize a complete presentation integrating elements from various sources.

  • Vidéos (youtube, dailymotion, Viméo)
  • Youtube Play List
  • Links to blogs
  • Images
  • Presentations and documents stored on Google Drive or Microsoft OneDrive
  • Highlighting of specific cards (Challenge, Objective, Strategy…)
  • Software pages (iframe)

Example of a customized report: