Steps to create a Group. 🚀. Select 'Submit' to Save. Introduction. Select the 'Enable review mode' checkbox. This is so we can standardise our approach across multiple products and provide the best experience for our learners. unx universe. Select 'Promote a Course'. Navigate to the API Keys tab. With this feature, you can: Download a sample CSV template to insert your information into. Browse to the Group area of Learn admin: Select 'New'. Kallidus Perform is the future of continuous performance management in a simple, easy, and effective way. Learn more in The AcademyWhat calendars are available? Setting up your Calendars; Filtering your Calendar feeds; 💡Pro Tips What calendars are available? The calendar integration is enabled on an individual basis and can show:This article describes how the My Objectives area can be used by a team member to document and track progress against objectives that have been set. Users, tutors, and/or managers can receive notifications as the deadline approaches. Learn - Roles and Responsibilities. google. Player controls will be updated and easier to use, and we’re making accessibility even better! This article covers the following questions:Kallidus Recruit offers various ways to report on your recruitment activity. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Select 'Save' to save the changes. In the admin section, go to 'Course,' and then click on 'Accreditation': The table below shows additional information about each element in the administration menu. See how many 'Not enabled Users' there are. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. The code is not visible to learners but will be used to identify the Course for administrators. Add a title, description and duration for the Competency Check. Learn - Configuring email notifications. Administrators can create, edit, and delete training records via bulk import process, or by manually amending individual records. 7 days ago. Limitation: Rehires cannot be managed via the endpoint; The integration will only allow for profile creation and. Part 4: Assign the Sapling (US) or Kallidus HR (UK) app to users in Okta. Be cautious, as the Lesson Type cannot be changed once created. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Resolved. 4. Welcome to Kallidus Customer Support Need to get in touch with our Support Team? Submit a request now Kallidus Status Page Share Feedback See our roadmap Navigate to Settings, and scroll to the 'Share and recommend' section. Sapling allows your team to drive a streamlined and consistent team member's experience with Workflows - groups of Tasks that are required to be completed as part of an onboarding or offboarding event. This may be necessary to allow access to Learn for temporary workers, contractors, and seasonal staff - Users who are not added to Learn via the People Data Feed, but who. During this time, administration options for the Course/Lesson will not be available. Access the merge fields picklist by previewing an email to a candidate. 1. 2. Copy the API key for Part 3 of the setup. Break a report into sections. Provide a Code and Title (these are for administrator use and to identify the Accreditation) Set the expiration details in the 'Expires after' field, specifying the frequency. The Exchange connector uses Exchange Web Services (EWS) to connect to your Exchange server, Exchange EWS must be configured to use basic authentication or OAuth2 and be accessible from the. Based on some of the questions we frequently get for 360, we have put together this article as a one stop shop to help you get the most out of your system. 2 MB Download. Demonstrate proficiency with Competency Checks. Integration Fields. Kallidus Suite - End-of-Life Internet Explorer 11 and Legacy Microsoft Edge browser: How it may affect your use of Kallidus products; Kallidus Suite - Kallidus system requirements; Kallidus Suite - How to use the Kallidus Help Portal; Kallidus Suite - Zendesk data retention; Kallidus Suite - Maintenance & Updates; Kallidus Suite - Status Page Welcome to the Kallidus Knowledgebase Need help with something? Scroll down to browse our Knowledgebase, or submit a request to our Support team. If you're just setting up your Learn view ‘Big picture - build and curate learning’ to see more about Lesson types, and how to organise content in your Learn LMS - including an explanation of the differences between Courses, Catalogues and categories. Sapling - New Hire FAQs. Steps to add CPD learning records for a User. The Feedback Portal is organized into 2 main sections: Feature Requests & Ideas - this includes any ideas relating to the Sapling app you sign into. We would like to show you a description here but the site won’t allow us. Select ‘New’ to add a new rule: Enter a unique code and a Title for the rule. Learn - What is. You can expect communication around when you will get access to the new reporting tools near the. Step Four: Archive the Global objective. If it was overnight, it is most likely to have been triggered by the batch processor, however, if it was during the day it is most likely to be an instant email. Catalogue details screen. Login to Sapling. To fix this, in Chrome settings, go. No new connections can be made. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. Often an employee ID. Batch Edit (at the bottom of the page). Note that the deadline can be retrospectively applied to all. Select 'Copy the assignments to an existing Lesson'. You can sign up for a free and account by searching for it online, then upload the content and see if the behaviour is the same in SCORM CLOUD as it is on the LMS. Insert the image into the blank. Select ‘Catalogue’ from the Group Administration menu. Either, by selecting ‘Notify each User on the notification list for this Lesson each time an Event is created (best when just one new Event is created): Or, by navigating to the Lesson notify List, selecting Users and then ‘Notify’. Sapling - Integrating with Sapling without a Native Integration. 140. If not ticked the time off will show as 'Unavailable'. Then click "Submit" on the LMS portion of the account. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. Follow. The image below shows the options available for branding your candidate portal. Add a logo or other image to the report. Sapling - Kallidus Recruit Integration Guide. Steps to assign Lessons to a CPD Period. Select ‘Catalogue’ from the Group Administration menu. CONS Its inflexibility at times - for example, we would have so many improvement ideas. Learn - how to set up AICC eLearning content. When eLearning content is published as SCORM packages, it's a familiar process – publish, upload, and share with your people. One special character (for example, % @ # !Select ‘Course’ from the Catalogue Administration menu. Navigate to ‘ Administration Home’ and select ‘Lesson’ to view the Lesson list. What is Power BI? Power BI is a business intelligence tool powered by Microsoft. Important - Once the Lesson is created the type cannot be changed, so take care to specify the. Add a unique Code and Title for the Group. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. This is not visible to learners but is used by administrators to identify the Group and for reporting. To select a Group category, open a Group and make a selection from the ‘Group category’ drop-down menu: For more information about manually adding Users to Learn, view ‘ Manually Import and manage user accounts’. Note, tasks reminders (sent at 8 AM company time) only alert users to outstanding tasks, and these tasks can only be completed in Sapling (or from the initial Task Assignment email). This is an optional paid add-on. For example, you might have a core set of accreditations which you wish to make visible. Details: Summary details of the Users role and permissions in Learn: Information: Information about the User, including the 20 User information fields populated by the People Data Feed. Every Thursday 06:00 - 08:00 UK time we carry out essential maintenance including system. Navigate to the 'Course' area of Learn admin. Step One: Select a Group. The most common configuration option lets you choose on any vacancy if you want to use self-scheduling at (e. When you select the checkbox to the left of one or more vacancies or check the Select all checkbox at the top to select all vacancies, a bulk action menu will appear at the bottom of the page. Learn - Evaluation Forms. Wednesday Knowledge Share. Each report is designed to help you be more strategic with your team member information, allowing you to dig deep and get the important insights you need to be successful. In the Outbox tab, there are five tab options: Scheduled, Sent, Templates, Notifications, and Settings. Navigate to ‘Group’. Next click edit to edit any of your filters for ease of assignment. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. Seismic Learning (formerly Lessonly) is a seamless training and coaching platform that helps ramp your. In order to close a vacancy, please follow these steps: Log in to the back office Go to Va. Everything you track in Sapling can also be used as a token throughout the rest of the platform. To set up refreshers for your Off the Shelf content, please contact your Account Manager. 1. Nicola Jane James. Add a blank cell in which to insert the image. Check that the ImportKey doesn. Tickets (& phone recordings) and organisation details, so that you can refer back to any information shared and we. Learn - Replacing eLearning content. Learn - people data fields and how they're used; Learn - How to handle learning activity for new starters in Learn LMS; Learn - how to manually add and manage User Information fieldsYou can customise the data displayed on most of the datagrids in the backoffice by editing your 'views', or by creating new global or personal views. Raise a ticket with the support team, or speak to your account manager if you are looking to rebrand your Kallidus Recruit candidate portal. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Sapling - Kallidus Learn Integration Guide. In both cases, remember to apply the naming convention your organisation has defined. Step 6: Time Off Reporting. Group Users are organised into Groups where they shar. Remember to apply the coding convention your organisation has defined. Workflows can be assigned to your team members in three different ways: Onboarding New Hires. Most people who interact with Learn will be students. Create your own Custom fields to record additional information about Groups in Kallidus Learn. Measure engagement. When/if the Event is available for users to cancel. This applies to all ATS vendors with whom Sapling does not have a formal partnership and out-of-the-box integration in place. If you would like to send an. 1. How to download or save a certificate. Learn about the faces and roles of the Kallidus Customer Support Team, who help customers with various aspects of the Kallidus Suite, a cloud-based learning and. User Management. Add a unique Code and Title for the Group. Introduction The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Make changes and reload. Select ‘New’. Steps to add an accreditation. The 'Still processing' message appears when Learn LMS is processing larger files, typically SCORM eLearning. The Kallidus Exchange Connector has been designed to enable bi-directional communication for Kallidus Learn/Classic LMS to a Microsoft Exchange server for the purpose of event management. (this is the minimum level of access a User must have to be nominated as Administrator for an Event) Select 'User' from the role administration menu: Select the User who you would like to have the 'Tutor' role. In this minor upgrade we have: - Improved the technical efficiency of adding users onto the waiting list for an event. With our OneLogin integration, you can: Launch Sapling from OneLogin's single sign-on (SSO). Custom fields are used to record a specific can be created to record additional information about Lessons, for example; Subject matter experts, Vendor names, additional codes, addresses, references, and admin notes about Events. Custom fields are only visible in the Administration. By leveraging Kallidus Sapling, you can provide significant improvements to your People Operations team and Hiring Managers, while completely streamlining the Candidate and Employee experience through the Greenhouse integration. The app is ‘off’ by default and can be switched on in the Settings area of admin. Scroll down to find the Workable integration and enable the integration sliderGet deeper learning in The Academy. For more details, refer to ‘ Set a deadline for a Course’. New Look & Feel: Make your people ops space your own and manage tasks easily on the go. From the global navigation bar, select ‘Evaluation Form’ from the feedback drown down menu. Introduction. Get your early bird ticketKallidus Suite - How to find your SFTP SHA-1 fingerprint. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Enter the name of your desired workflow and click "Create". A default cancellation email can be sent to learners. We are planning a phased roll out and will commence by adding Power BI to clients who do not use or maintain any custom reports, at the beginning of 2024. Scheduled. 3. To enable the Sapling calendar, chat with your Customer Success Manager. Once you have received your Vacancy Poster credentials, log into Kallidus Recruit backoffice, go to any vacancy, and select 'Share this vacancy'. Vacancy Poster Posting Guide. Off the Shelf - UK Course List. Your charts dashboard provides an instant set of reports which you can print to PDF. Document Storage. Learn - Exchange Connector Guide. The Academy is your forever free learning hub for Kallidus products including live events. This document describes how to import and manage training records in Learn. Select eLearning set up from the Lesson administration menu. As standard Learn and Classic LMS are supplied with a set of standard reports that have been configured by our Reporting experts to help you get the information you need from the system. Here a gain, Smart Assignment automatically recommends the most relevant emails for you. Please see the attached document which outlines the available objects in Business Objects reporting for Learn. For full troubleshooting steps please take a look at the following step by step guides; Why isn't elearning launching or running as expected? Why aren't results displaying/tracking as expected?This is an optional paid add-on. In the "Schedule emails" section, you can schedule an infinite number of emails to be sent to your new hire at any point during their onboarding process (or beyond). Then click the Save button. Paylocity is the HR & Payroll platform that frees you from the tasks of today so you can spend more time. For repeat training, select 'Continuous Accreditation' as the Accreditation type. Kallidus Suite PortalKallidus has been an industry leader in the L&D market for 20+ years. This is the simplest option. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. We'll follow the journey from the point at which a Manager or Recruiter makes an offer to a candidate, completes the offer form and provides access to the onboarding portal via email. This article covers the foll. The My objectives area shows Active, Archived and Global objectives. Whatever the limit, the video shows how the. Via this route, all Events in Learn are listed – this may be a lot! Even so, it’s still easy to find the Event you’re looking for, because when accessed via this route, each Event will include in the properties the name of the Lesson to which it relates. Navigate to your account’s integration settings page on Lever. 800 KB Download. You can sign up for a free and account by searching for it online, then upload the content and see if the behaviour is the same in SCORM CLOUD as it is on the LMS. On the 'New Lesson' details page, choose the Lesson Type ' Document Upload. First off - welcome to your new role 👋 we're so excited to help get you set up! In case you're wondering about who we are: Sapling is an employee experience tool from Kallidus designed to support great hires to become great team members. Navigate to the CPD Period to which the User is assigned as follows: From ‘Administration home’ select 'Users' and then ‘CPD Programme’. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Kallidus provide customer support services for named contacts who have received Kallidus product training. Follow. 2 months ago. Add a Title for the Course. 2 days. The first username/password you use post the <date> upgrade will be the one you will need to adopt to log into all of the products from that point forward. Browse to the 'Group' area of Learn admin: Select the Group to which you would like to add the rule. The integration must be enabled in Kallidus Recruit by your Customer Success Manager. Select the LMS role 'Tutor' from the list of LMS Roles. You can get a full list of the API. Off the Shelf - Video guide: How to play Kallidus eLearning; Off the Shelf - FAQ on Responsive eLearning ; Off the Shelf - Offline mode for mobile-ready Kallidus OTS courses; Off the Shelf - Refresher guide; Off the Shelf - How to download certificates; Off the Shelf - Product Update, March 2023; Off the Shelf - Product Update, February 2023This article contains an attachment of the latest Perform universe objects and descriptions. Then select the changes you'd like. Steps to set default properties for new Events. All custom fields can be included in reports. Every User must be assigned an LMS role which determines their level of access to the LMS. To take your knowledge to the next level and find out how to work efficiently at scale with Events - including how to create an entire schedule of Events with just. If activated in your system, self-scheduling lets you invite candidates to pick their own interview time/date slots from slots the recruiter has added in Kallidus Recruit. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. 2 days. Learn - Create a Competency Check. Assign Courses to the Catalogue. The option to Archive templates is available for all published and draft templates. Learn - Update eLearning content. Sometimes when a ticket is raised due to sign-in issues, content issues, or other network-related issues, the Support team will ask you to supply a HAR file. We believe this means giving you the latest features and technology and keeping you in the loop with what’s happening. Custom permissions allow you to create tailored access for your coworkers based on their functions. In this article, we'll explain how to copy training records from one eLearning Lesson to another eLearning Lesson. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should. The SSH key you generate must follow these standards: OpenSSH2 key. Included in this guide: The employee, manager, and admin view of Perform. If you're new to The Academy or know someone who is missing out on free learning, contact your Customer Experience Manager or the Support Team to sign up today! Facebook;This update contains: We have improved the date formats for our US translation. Create and update user records for use across the Kallidus Suite. To create a new profile field, navigate to one of the 4 sections and select “+ Add new field”. Click the "Edit personal details" button - if this button does not appear for you, please take a look at this article. Administrators have two choices for notifying Users. The evaluation summary report is intended to help you assess the impact of your learning interventions. there is no need to wait until processing is complete to import more content - Learn LMS will queue up the content and import it in order. Our ADP Workforce Now integration upgrade is built on the latest and greatest API for ADP Workforce Now and has improved validations for the fields you sync with Sapling. Browse to the Group area of Learn admin: Select 'New'. Recruit - time to hire, diversity etc - reports in one click. Using this catalogue will enable you to control who can see the approved videos. Navigate to ‘Course’ to view a list of all Courses in Learn: Select the title of the to open it (or create a new Course if the course doesn't yet exist) Select ‘Lesson’ from the Course Administration menu. The 'All Users' tab. Navigate to the 'Course' area of Learn admin. When a Global objective is no longer required, it can be archived using the archive button. Learn - Roles and Responsibilities. Speak with your Customer Experience Manager or the Support Team to sign up now. 🚀. Click ‘Save’ to. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. To take your knowledge to the next level and find out how to work efficiently at scale with Events - including how to create an entire schedule of Events with just. JazzHR is a. Staying GDPR compliant with Kallidus Suite. This. With Profile Templates (and even further with Track & Approve), you can create an unlimited number of fields for tracking team member information. Select Submit to save. Digital content often changes over time – perhaps to update branding, correct a typo, or more significant changes, for example, to account for new/updated regulatory requirements. . Select 'Save changes. Steps to cancel an Event. Select ‘Blank’, then click the location in the report at which the blank cell should be inserted (the cell can be moved at a later point if required): 2. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. To see how a manager connects Global. Check the box next to a User to add the profile to the Group:Steps to create a document upload Lesson. Steps to import SCORM and other files into Learn. one/several users. 1. Any existing Lesson assignments will be listed. If you require further. By default this will be set to False. This document describes in detail what features and functions are available to holders of the standard roles. The field is what is used to enable access to Learn. . Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. Locate the user who is locked out. If you get a window at the top of browser as shown below click on 'Done'. Learn - Optimising reports to. Perform - the manager view. Follow. You may not want all accreditations to be visible. From the Event area, view all Events in the system. Select ‘Blank’, then click the location in the report at which the blank cell should be inserted (the cell can be moved at a later point if required): 2. Our Peakon integration allows you to sync new hire data with your Peakon account, saving your HR,. Go to the 'Administration' page and then the 'Reporting' page. Learn - Business Objects reporting - using Cross Tables. Choose your reoccurance and time settings. Kallidus Suite - How We Manage Support Tickets. Add a logo or other image to the report. Use this to keep track of how many people have admin access, and who they are - a key step in making sure your Learn LMS stays neat and tidy. Remember to apply the coding convention your organisation has defined. One extra thing to note: if your hero banner contains text, or images of people, where scaling on different screen. On the left hand side, look for the Accreditation compliance option. This article shows how to manage your data retention policy (super Users only). Based in Alberta, I joined Kallidus in June 2022, with my previous role being leading multiple Service Desks at a Managed Service Provider. From your Google admin console ( admin. Add a Title for the Course. Requests can be customized based on your needs: A full day (example: taking a sick day)1. This is not visible to learners but is used by administrators to identify the Group and for reporting. The merge fields required are the same as the ones used in Kallidus Recruit email templates, with one difference: remove the curly brackets and the exclamation marks. Learn - Change a User’s Password in Identity Server 6. The Course description will be added automatically, (to a max of approx 113 characters) Select the 'Submit' button. Whether or not agents are requested to provide candidate contact details (email and/or mobile number) is a configurable option on your system. Steps to import SCORM and other files into Learn. A User is typically unenabled by the data feed when they. This report displays: The overall evaluation completion status for all courses, lessons, or events. Select the tick box within the Google Analytics 4 settings and enter the code. Learn - The evaluation recommended form. For example: the default Group Types within Sapling are Location and Department. Updated. Support services are delivered via the Help Centre, where you found this article, and consist the online ticketing tool, knowledge base, articles, forums, product news and access to telephone and live chat. Learn - Evaluation notifications. We will have also released brand new functionality which allows you to link both Learn and Perform together. Learn more in The Academy. Every User must be assigned an LMS role which determines their level of access to the LMS. Document Packets. The following options are available:Articles in this section. Building and sharing. This article covers the following topics: Reporting. Select from the drop-down menu at the top of the screen, the category of learner who should. Catalogue. At Kallidus we’re committed to providing you with the best experience possible. Our Small Improvements integration allows you to sync new hire data with your Small. To turn it off, deselect the toggle. In this article, we'll show how to. In this article, we'll show how to add Course and Lesson card images to the default image library in Learn LMS. Enter a unique code and a Title for the rule. The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. Step Two: Configure the deadline. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. '. These should now be showing in the correct format. The description should explain what the test involves. Select 'New' to create a Course. Click on the "Create New Key" button, or copy an existing key. Go to Administration Home and choose 'Accreditation. Your marketing team may have brand guidelines that determine the choices made here. to take your knowledge to the next level and find out how to work efficiently at scale with Events - including how to create an entire schedule of Events with just. Tilly Martin. Click "Assign to People" to assign the app individually, or click "Assign to Groups" to assign the app in bulk. . Overview. Nicola Jane James. Updated. This enables the status of a learner to be updated automatically on an event in the LMS or Learn based on the learner's response to the. Please see our Monday. com board by following this link (Opens in a new tab). Specify the 'Target' for the CPD Period. Select ‘Deadline’ from the Course Administration menu. If you're just setting up your Learn view ‘Big picture - build and curate learning’ to see more about Lesson types, and how to organise content in your Learn LMS - including an explanation of the differences between Courses, Catalogues and categories. Import users into Learn. The course moves back to ‘Courses I have to do’. Updated. The Kallidus Sapling platform helps HR and People Operations teams automate and streamline administrative tasks so they can focus on employee experience, retention, and creating an amazing culture for the most successful teams. Our LMS & HR software solves issues, saves time and money. Send to Kallidus to load into LMS and test. Introduction Sapling allows you to add a new card on the right side of the Profile page for all team members with all of their related IDs and links to connected apps. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. Go to the “Integrations” page of your Sapling account. Create Custom fields to record additional information about the Catalogue. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. If you're new to The Academy or know someone who is missing out on free learning, contact your Customer Experience Manager or the Support Team to sign up today! Navigate to the Event for which User attendance is to be updated. Select the name of a CPD Programme to open the properties. when/if the Event is available for users to book. Learn LMS will then upload and encode the video. Kallidus provide customer support services for named contacts who have received Kallidus product training. Learn - Send from email address. Sign in with your username and password, and access a. You'll find the picklist underneath the 'Body' section of the email window. Select from the drop-down menu, the Lesson which should be a pre-requisite to selected Lesson. The 'pivot reports' option lets you count information related to candidates. 3 hours ago. This learning divides the standard reports into 4 key areas: Report and forecast Compliance.