. '. Custom fields are only visible in the Administration user interface. We are really proud to introduce improvements to the My development area of the product. Import users into Learn. Step #4 - Schedule emails. Important note: All data retention settings changes are audited and all system super users are. No new connections can be made. Learn - Roles and Responsibilities. Browse to the 'Group' area of Learn admin: Select the Group to which you would like to add the rule. 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. Reach out to accounts@kallidus. 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. 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. A: No but the Kallidus Support team can. com board by following this link (Opens in a new tab). Learn - Troubleshooting eLearning content with Tilly Martin. 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. Copy an existing API key, or click on the “Create New Key” button. Select Add. Learn - how to import SCORM and other files. Learn - Configuring email notifications. By default this will be set to False. Add a blank cell in which to insert the image. Course assigned directly to a Group becomes mandatory for all group members (the training will appear in ‘Courses I have to do’). The fields we typically suggest for existing employees are: First Name; Last Name; Title; Start Date; Employment Status (FT, PT, etc) Company Email; Department (or Business_unit)Introduction. Select 'Promote a Course'. Members. Deadline. The next step is to add questions to the template. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. Related to this, we also refer to your "Talent Pools" which is a more general term referring to anyone you might want to consider for a future role, such as candidates who. Users are typically created, updated and unenabled by the People Data Feed, however, Users can also be manually added to Learn using the Kallidus User Import function (KUI). An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. 3. Must be unique and should not be reused. Existing connections will be retained, but employees with connected objectives will see restricted information about the Global objective. In this article, we'll show a typical onboarding process in Recruit. For more details, refer to ‘ Set a deadline for a Course’. Select ‘Schedule’ from the Event administration menu. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Custom permissions allow you to create tailored access for your coworkers based on their functions. 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. To fix this, in Chrome settings, go. With the Jira. In this article, we'll demonstrate how to share and recommend courses. The Catalogue Code, Title, Description and Category can be specified here. This video shows you how you can batch edit a group. Check it on SCORM CLOUD. Add the field name, who needs to input this information, a description, and the type of field it is. Enter a name and description for the policy. Assign Individual Documents, Document Packets or Workflows Mass assign an individual Document, Document Packet, or Workflow to any selected employees. An API token gives you super user access to the system via the API, so protect your tokens and don't share them with anyone or send to anyone else by. This document describes in detail what features and functions are available to holders of the standard roles. Updated. Please see our Monday. Groups are fundamental to the smooth operation of Learn. From the global navigation bar, select ‘Evaluation Form’ from the feedback drown down menu. The Course moves to ‘Courses I’ve done’. A deadline can be based either on a static date or the date of Course assignment. Document Packets. You'll find the picklist underneath the 'Body' section of the email window. Perform - the manager view. When eLearning content is published as SCORM packages, it's a familiar process – publish, upload, and share with your people. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. During this time, administration options for the Course/Lesson will not be available. When a User’s training record is updated for a Lesson, the status of any Courses to which that Lesson is assigned will be updated. It integrates with other Microsoft ecosystem products and prioritises ease of use and modern data visualisation techniques. Browse to the Group area of Learn admin: Select 'New'. Follow. AICC, on the other hand, involves no direct content upload to the LMS. In order to close a vacancy, please follow these steps: Log in to the back office Go to Va. This functionality requires you to generate a key pair and provide Kallidus with the public key. Add a unique code for the Course. 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. You can select to turn this on for all courses or all events and can decide which form to use as default. Steps to book multiple learners onto an Event. Follow. Administration > User. This will take you to the ‘ Browse ’ menu. 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. 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. But it’s not all nagging - learners can also browse the optional Courses assigned to them and demonstrate their engagement through ‘Add my Learning’ and. This new option should allow you to create pathways of courses dependent on lesson scores. 2. Steps to create content a URL Lesson. Start Microsoft Edge and log into your Kallidus LMS. Kallidus Learn is a cloud-based learning management system (LMS) featuring certification and compliance management, a built-in course library and SCORM compliance. This video outlines how to switch on the ability for your senior managers to see down the hierarchy for their complete area of responsibility. To get the full picture of content import, including suggestions for good practice and tips from the Kallidus team, take a look at the 'How to import SCORM and other content to Learn LMS'. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. 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. Users, tutors, and/or managers can receive notifications as the deadline approaches. Go to the “Integrations” page of your Sapling account. Any existing rules will be listed. The job title for an individual. Speak with your Customer Experience Manager or the Support Team to sign up now. Give your team the access to the learning they need to achieve goals,. Learn - how to manually add a User if you have Identity Server 6. 109. Set the permissions in each section as desired. The next step is to upload a video for the Lesson. This article explains how an Applicant Tracking System (ATS) can integrate with Sapling through the Sapling Public API. Follow. 1. . ; Click the toggle next to Sapling’s logo to turn the integration on. Learn - Replacing eLearning content. Watch the video to see how to set it up: To configure authorisation for a Course, navigate to the Course details page and select an option from. 360 - General FAQs. Introduction. The Lesson is now created. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Provide a Title and instructions for the learner. Staying GDPR compliant with Kallidus Suite. The following options are available:Articles in this section. So if you add this to an LMS role, you will have to wait until after the next refresh to be able to use it. Enter the name of your desired workflow and click "Create". The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should. View 'Share, report, and repeat mandatory learning' to learn more and understand how to use reports to forecast future compliance rates. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. Tilly Martin. Learn - Groups. Browse to the Group area of Learn admin: Select 'New'. It means that content produced anywhere can be shared in an LMS, regardless of who created it and in which authoring tool - as long as it is published as SCORM, it will be able to communicate with any LMS. Introduction. If it is, you will need to refer this to your content provider/developer. For repeat training, select 'Continuous Accreditation' as the Accreditation type. Typically, these documents are assigned during Onboarding, Role Transitions, or Offboarding - but you can also assign documents at any point using our. 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. . This is an optional paid add-on. Select from the drop-down menu, the Lesson which should be a pre-requisite to selected Lesson. Select 'CPD period' from the administration menu. Once active you will see the ‘ Edit mode enabled ’ message across all screens. Then click the Save button. A User is typically unenabled by the data feed when they. Kallidus Perform is the future of continuous performance management in a simple, easy, and effective way. At Kallidus we’re committed to providing you with the best experience possible. Any existing Lesson assignments will be listed. 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. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. Navigate to the ‘Lesson’ area of Learn admin, and select an Instructor-led Lesson: Select 'Defaults'. If you get a window at the top of browser as shown below click on 'Done'. How to download or save a certificate. Scheduled. This will allow them to resync and when you click on the "Edit Personal Details" button the "Change" button should now appear. When launching a refresher course, you'll be greeted by the following message: If you choose ' No ', you will view all the course material with no initial test. Custom fields are only visible in the administration User interface. The second most common reason for a user account being disabled relates to Leave Dates. Step Two: 2. Select ‘Start Upload to proceed to the next stage of the Wizard. What is Power BI? Power BI is a business intelligence tool powered by Microsoft. Choose your report and select the 'Schedule' button on the right hand side. Go to 'Administration Home' and select 'Lesson' to access the Lesson list. 3. Facebook; Twitter; LinkedIn; Was this article helpful? 0 out of 0 found this helpful. If you require further. This is a searchable field, along. Administrators: Assign Users as Administrators for this Group. The position of Lessons within the set can be reordered using the arrow buttons on the right. CONS Its inflexibility at times - for example, we would have so many improvement ideas. com board by following this link (Opens in a new tab). To do this, browse to ‘Administration home’ and select 'Users' and from the drop down menu select ‘CPD Programme’. After creating a workflow, you can add Tasks that belong to that particular. Navigate to the CPD Period to which the User is assigned as follows: From ‘Administration home’ select 'Users' and then ‘CPD Programme’. Off the Shelf - UK Course List. These folders/statuses will typically include some or all of the following stages (dependant on individual configuration): - GND failed – GND = gross negative disqualifiers, otherwise known as killer questions. Learn - Assign a competency check to a course. Here you can edit using either the basic or HTML editor. Q - It looks as if each respondent has to be typed in – will there be a way they can be imported or will the subjects type them into the project directly? Navigate to the 'Course' area of Learn admin. Steps to import SCORM and other files into Learn. This is the simplest option. Enter a target value for the CPD period (in hours or units) If a Professional body is assigned to the CPD Period, enter an 'Accredited target'. Select eLearning set up from the Lesson administration menu. 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. The SSH key you generate must follow these standards: OpenSSH2 key. This applies to all ATS vendors with whom Sapling does not have a formal partnership and out-of-the-box integration in place. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. Color Code Filter; Org Chart CapabilitiesIntroduction. Navigate to the Event which is to be cancelled. Click 'Connect'. If not ticked the time off will show as 'Unavailable'. Where a userfield is defined as free text there is the risk of different users using different spellings or describing something in a slightly different way and this can cause issues with Reporting. Navigate to the Event for which User attendance is to be updated. Archived templates are unavailable for assignment to employees. Click Delete. You're now able to specify defaults in each of the available areas, starting with options on the ‘Details’ page. Mass create profiles for existing team members. If you would like to find out your own SHA-1 fingerprint to schedule a report to your own SFTP server then view the How to find your SFTP SHA-1 fingerprint article. A User with a Competency Check to complete will be prompted to coordinate the check with their manager or Course Tutor. Select the app's client ID. 2 days. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. This may be ' passed' or 'Complete' for example. All custom fields can be included in reports. Managers can find the 'Competency Check Summary' in their Manager dashboard. On the left hand side, look for the Accreditation compliance option. Update A subset of customers using SSO for sign-in to Kallidus are still experiencing issues accessing sites this morning. Public key authentication uses two keys, a private key and a public key. NB: This will be an iterative piece of work spread out over an elapsed period, not full and consecutive days. 1. What time was it received? The first thing we would suggest you check is what time of day the email was received. To archive a template, Navigate to Template builder. Click ‘Save’ to. 1. In this article, we'll show how to. 140. Our Jira integration allows tasks to be sent from Sapling to a specific Jira project. For example, you might have a core set of accreditations which you wish to make visible. The My objectives area shows Active, Archived and Global objectives. Once you have received your Vacancy Poster credentials, log into Kallidus Recruit backoffice, go to any vacancy, and select 'Share this vacancy'. Primary Groups, and Primary Group managers are typically created and managed by the People Data Feed. Select when the lesson will be available. Choose your reoccurance and time settings. ADP Workforce Now is an all-in-one platform for payroll and HR software, providing expert support and. General settings for the availability of an Event, including: The minimum and maximum number of attendees. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Document Storage. The learner is notified X days before the Accreditation is due to expire and based on how the accreditation has been set to repeat/notify. These SLAs apply to all Kallidus Group. Click "Assign to People" to assign the app individually, or click "Assign to Groups" to assign the app in bulk. 1. Can't see an agent or agency you expect to see when inviting agents to your vacancy? There are a number of things you should check here:. Wait list settings. This will launch a new window where you can finish adding additional details. All Users must have an import key and be members of this group. Select the default evaluation form or choose from the drop-down menu for an evaluation form where created/available. Sapling's Org Chart is designed to give your new hires and broader team a unique understanding of their team relationships. 6 years ago. ) first or second interviews, or both. 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. Be cautious, as the Lesson Type cannot be changed once created. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. Search for and select "Sapling G-Suite App". SetIssueDate. When a Global objective is no longer required, it can be archived using the archive button. I have worked in many customer-facing roles with an IT focus such as Executive Support and Mobility Device Management for large corporations. Here’s what’s in store for you: Automation: Build consistent, scalable workflows with powerful automation so you can onboard and advance your new hires efficiently. The Academy is your. Select Edit to open the Event and view its properties. Using bulk actionsAn issue was identified where the user who performed an action on a candidate in the new user portal, such as clicking a button to progress a candidate through the workflow, was not being passed to the admin portal and logged in the candidate timeline. The evaluation summary report is intended to help you assess the impact of your learning interventions. Public key authentication allows you to connect to the Kallidus SFTP service without transmitting a password. Steps to switch the feature on. Select the name of a CPD Programme to open the properties. The app is ‘off’ by default and can be switched on in the Settings area of admin. Click the "Edit personal details" button - if this button does not appear for you, please take a look at this article. Learn new skills and develop your career with Grafton MyLearning, the online learning platform powered by Kallidus. Recruit - time to hire, diversity etc - reports in one click. 4. 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. com to learn more. unx universe. Nicola Jane James. In the Outbox tab, there are five tab options: Scheduled, Sent, Templates, Notifications, and Settings. This article covers the following topics: Set up the right level of approval for each policyAs an administrator, you can easily unlock the account by; 1. This document describes in detail what features and functions are available to holders of the standard roles. Navigate to ‘ Administration Home’ and select ‘Lesson’ to view the Lesson list. Scroll to the end of the 'Details' page and select ‘Delete’. Select 'New' to create a Course. Available hours: table for all users that describes the total amount of available time off hours ( categorized by policy). New Look & Feel: Make your people ops space your own and manage tasks easily on the go. Advice here is to DELETE the users previous history of training on. Select the 'Follow-up' tab. Select 'Choose file' and browse to the video file. This is achieved by adding ‘Sections’. Once in Settings, scroll down to the Other settings area. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. Add a Title for the Course. Recruit - time to hire, diversity etc - reports in one click. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. Kallidus Learn is an award-winning learning platform designed to make learning simple, fast, and effective. Requests can be customized based on your needs: A full day (example: taking a sick day)1. 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. Authoring tools often permit many. 1 day. Here's some guidance that will help you with launching Kallidus in your organization! Learn Manager Guide. For example, when a learner completes an eLearning resource, the eLearning will send to the LMS the status of the learning to update on the learners training record. 5. Go to Administration Home and choose 'Accreditation. To make changes, select 'Branding' from the administration menu: Then adjust the colours and logos as required: Select an image to appear in desktop view (SVG, PNG, or JPG. Nicola Jane James. 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. In both cases, remember to apply the naming convention your organisation has defined. 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. The. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. Steps to Promote a Course. Our Peakon integration allows you to sync new hire data with your Peakon account, saving your HR,. Access for this area is controleed via LMS role level by adding the permi. Scheduled. Deadline. The Course description will be added automatically, (to a max of approx 113 characters) Select the 'Submit' button. 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. Then click "Submit" on the LMS portion of the account. Follow. com with your own SFTP server details and username and password. Navigate to Administration Tools > Reports. Introduction. Here's the code for a variable to convert the total course duration (seconds) object into hours, minutes and seconds. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. In their simplest form, a token would let you build a message like "Hello, [First Name]" where [First Name]. With this feature, you can: Download a sample CSV template to insert your information into. API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. 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. This report displays: The overall evaluation completion status for all courses, lessons, or events. Custom fields. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. Insert the image into the blank. This includes your email addresses and phone numbers; so we can contact you and so you can access support. Introduction. What is this about? The advantages and risks in converting an existing text field into a menu selection . The separate Kallidus Zendesk helpdesk is good and you normally get a reply quickly. Important - Once the Lesson is created the type cannot be changed, so take care to specify the. Select ‘Choose file’ and browse your computer to find file to import. It will be visible to the learner. Select ‘Submit’ to complete. Any user with the relevant access permissions in the Backoffice will have the ability to close vacancies. Select Submit to save. Part 4: Assign the Sapling (US) or Kallidus HR (UK) app to users in Okta. Click on the "Create New Key" button, or copy an existing key. One uppercase character. 600 KB Download. Part of the Kallidus platform, Sapling helps capture important and helpful employee information, manage workflows and tasks, and more to make sure all teams are on the same page and know exactly what needs to be done during every step. Learn - Activate evaluation forms. Note: Doing this will send an email to the user currently booked onto the event, so you. Select 'CPD period' from the administration menu. Find the line which shows as Option. Get there in one click from your Kallidus Recruit homepage by scrolling down to the reports panel and clicking 'Charts'. To set up refreshers for your Off the Shelf content, please contact your Account Manager. Introduction. Click ‘New’ to create a new CPD Period. In Kallidus Recruit, adding candidates to your "Talent Bank" means actively flagging an individual, so you can find them again easily when searching across your whole system. Users, tutors, and/or managers can receive notifications as the deadline approaches. Administrators can create, edit, and delete training records via bulk import process, or by manually amending individual records. Check the box next to a User to add the profile to the Group:Steps to create a document upload Lesson. Check it on SCORM CLOUD. Select “Request Time Off”. Add a unique code for the Course. The specific course, lesson, or event completion status when filters are applied. Bulk Assign Outbox templates; Pronouns as a default field; Offboarding using Manager form; Expanded SearchConsidering the new document is ready, follow the below-mentioned steps to update an existing Sapling document: Open "Documents" from Administration Tools , select & open the desired document. kallidus-suite. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. Vitalich [en] Macdougall, Charlene [en] Trasolini [en] Last updated November 16, 2023. Follow. We would like to show you a description here but the site won’t allow us. 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. '. 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. Updated. pdf. Introduction. Resolved The scheduled maintenance is complete. Raise a ticket with the support team, or speak to your account manager if you are looking to rebrand your Kallidus Recruit candidate portal. You can also configure additional events to display from Administration Tools > Platform Settings > Calendar > switch on Anniversaries. kallidus-suite. The attached ‘Getting Started’ training guide will introduce you to all the features and functions you need to get up and running with Perform. Learn - Default notification schedule. Copy the API key for Part 3 of the setup. Kallidus products send emails from the following mail server addresses: mailrelay. Group Type are used to describe an overarching type of structure within an organization. Name the holiday, select what dates and who it applies to (by department, location, or employment status), and click 'Add holiday'. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. All custom fields can be included in reports. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Introduction. These are candidates who failed the eligibility questions for the vacancy (if eligibility rules are configured within your. This opens up huge flexibility with automating Group membership - just remember to document the rules added to a Group so you and your team will remember the purpose of the rules in future. Custom fields are only visible in the Administration. Introduction. Enter a unique code and a Title for the rule. To create a new Workflow, click on "New Workflow" from the upper right-hand menu of any of the 5 tabs. In this instance, we recommend you try the below troubleshooting steps. With our newly refined logic, any managers that might get doubled up in approval chains now only need to approve it one time, saving you. Sapling's dashboard is a powerful way to get instant visibility over four key pieces of the employee lifecycle: Team members, Open tasks, Open documents and Pending approvals. 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. Steps to create a Group. Introduction.