9 months ago. The description should explain what the test involves. Add a title, description and duration for the Competency Check. Select Submit to save. Follow. The People Directory offers key information about your peers (like Job Title, Email, Location, etc) and allows you to quickly navigate to their Sapling profile. We now have a LIVE UK course list which details all new releases as and when they happen. An OR condition rule means that a User will become a Group member if they meet ANY of the Rules added to the Group. Option 1 - Simple and straightforward. These SLAs apply to all Kallidus Group. To do this, browse to ‘Administration home’ and select 'Users' and from the drop down menu select ‘CPD Programme’. When/if the Event is available for users to cancel. Go to Administration Home and choose 'Accreditation. Introduction. Kallidus products send emails from the following mail server addresses: mailrelay. Introduction. This is not visible to learners but is used by administrators to identify the Group and for reporting. To see how a manager connects Global. New Look & Feel: Make your people ops space your own and manage tasks easily on the go. Create and update user records for use across the Kallidus Suite. 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. Optionally, narrow down the webhook by Location, Department, or Employment Status filters; then click "Test". Administration > Group. 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. Learn - Reporting on course and lesson descriptions. Welcome to the Kallidus App. In their simplest form, a token would let you build a message like "Hello, [First Name]" where [First Name]. 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. Learn - Evaluation notifications. 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. Name the elective set. E-Learning set-up. The below video will act as a refresher for using the 'Shared reports' folder, available in Classic LMS V10+ and Learn. Steps to assign Lesson (s) to a Course. Select 'CPD period' from the administration menu. Select 'Edit' to open an Evaluation. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. Select 'Rule' from The Group administration menu. In the left navigation of the Microsoft Teams admin centre, go to Teams apps > Setup policies. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. Learn - How to add a past date to a Competency Check. 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. When eLearning content is published as SCORM packages, it's a familiar process – publish, upload, and share with your people. Users, tutors, and/or managers can receive notifications as the deadline approaches. Follow. Add a unique code for the Course. Select the checkbox ‘Rule is enabled’, if. The specific course, lesson, or event completion status when filters are applied. Perform - the manager view. Learn - Troubleshooting eLearning content with Tilly Martin. Enter a name and description for the policy. Browse to the 'Group' area of Learn admin: Select the Group to which you would like to add the rule. Group Types, Group Filters, and Groups. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Kallidus work to the following standard SLA for Target Response and Resolution Times on all support tickets. Alice McAnaw. pdf. In this article, we'll show a typical onboarding process in Recruit. Introduction Combine pre-built Surveys with our powerful reporting engine to keep your team engaged and informed at every step of their journey. 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. To get the full picture of Instructor-led training, including suggestions for good practice and tips from the Kallidus team, take a look at the 'Instructor-led training 101' Course. This new option should allow you to create pathways of courses dependent on lesson scores. Updated. Learn - Configuring email notifications. My passion in life is learning and the growth of my team, I. Learn - Exchange Connector Guide. 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. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. You can also create as many group types as needed, such as Team, Job Family, or Division. This may be ' passed' or 'Complete' for example. What are the vacancy bulk actions? Rather than editing vacancies individually, it is possible to make some vacancy changes in bulk. Often an employee ID. Navigate to an existing Event in Learn. . The next step is to upload a video for the Lesson. 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. Must be unique and should not be reused. 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. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. Resolved. 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 the 'Enable review mode' checkbox. 2 days. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. A deadline can be based either on a static date or the date of Course assignment. All training for new starters is linked to this Group. Click ‘New’ to add a new pre-requisite (or to edit existing pre-requisite settings). No new connections can be made. 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. . 6 years ago. All Users must have an import key and be members of this group. Follow. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. All custom fields can be included in reports. You can specify people are put into a group if if they got over or under a set score on a specific lesson. 2. Steps to add an evaluation form. The default view shows ‘Current’ assigned members. when/if the Event is available for users to book. Updated. Step Two: Administrators notify Users. Specify the 'Target' for the CPD Period. Note 'Event defaults' appears in the top right of the page. Please see the attached document for details around editing global email and SMS templates in Kallidus Recruit. Next click edit to edit any of your filters for ease of assignment. Copy the API key for Part 3 of the setup. You can also further filter the data based on Location, Department, or any other group. Automate. SCORM is an industry-standard format used by eLearning authoring tools and all LMS - including Learn. Any existing Lesson assignments will be listed. 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. This applies to all ATS vendors with whom Sapling does not have a formal partnership and out-of-the-box integration in place. Select the app's client ID. Display icon: what icon you'd like to display with the policy to easily distinguish (for ex: a ️ for Vacation) Display this policy on the calendar and in any calendar feeds - tick if you want the policy to show in the calendar feed. Building and sharing. You can now set Group rules dependent on lesson scores. After creating a workflow, you can add Tasks that belong to that particular. Steps are: Browse to an eLearning or video Lesson. CONS Its inflexibility at times - for example, we would have so many improvement ideas. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. Enabling managers to delete reviews, with some restrictions, should reduce the number of times managers have to contact Perform administrators to delete mis-assigned reviews. The specific course, lesson, or event completion status when filters are applied. Users, tutors, and/or managers can receive notifications as the deadline approaches. The average Star Rating for all or specific courses, lessons. Important - Once the Lesson is created the type cannot be changed, so take care to specify the. 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. If the rule, and therefore membership of the Group, is to be refreshed every. 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. This is so we can standardise our approach across multiple products and provide the best experience for our learners. Primary Groups, and Primary Group managers are typically created and managed by the People Data Feed. Steps to cancel an Event. Demonstrate proficiency with Competency Checks. The new App will work on the latest version of iOS and Android (mobile only not tablet). Under Administration Tools, navigate to Integrations. See ‘Build a template using sections’ for more information. Select 'Submit' to Save. Learn - Optimising reports to. Steps to sign off a competency check. This document describes in detail what features and functions are available to holders of the standard roles. 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. Create Custom fields to record additional information about the Accreditation. View the Learn LMS: top standard reports and why, resource in The Academy. Learn - The evaluation recommended form. 800 KB Download. How to download or save a certificate. Catalogue. To get the full picture of Instructor-led training, including suggestions for good practice and tips from the Kallidus team, take a look at the 'Instructor-led training 101' Course. Navigate to the 'Course' area of Learn admin. Learn - Replacing eLearning content. Navigate to ‘Administration Home’ and select ‘Course’ to view the Course list: Select ‘Import’. Recruit - time to hire, diversity etc - reports in one click. Select whether you would like the API key to expire after 90 days or automatically renew when used. 2 months ago. Scheduled. Select ‘Course’ from the Catalogue Administration menu. Deadline. Sapling taps into your existing HR technology stack with numerous integrations across your ATS, payroll, HRIS, LMS, performance management, identity provider, and many more solutions. 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. Catalogue. (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. The My objectives area shows Active, Archived and Global objectives. I have worked in many customer-facing roles with an IT focus such as Executive Support and Mobility Device Management for large corporations. Browse the list of Groups and select the Group to which Courses are to be assigned (use the Group Category drop-down to reduce the list of Groups and simplify selection). We have added course and lesson descriptions into the Learn. This is a searchable field, along. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. This option provides lots of learning all at once and may include a specific new starter course. How to add a Task to a Workflow. Attendance is now marked for the individuals who did not attend. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. one/several users. Updated. Scroll down and select 'New'. com to learn more. The duration is the estimated duration for the Check, and the amount of learning time with which learners will be credited when the. Sapling is the onboarding, offboarding, and for some customers, core HRIS, for your organization. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. 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. 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. 4. The Lesson is now created. You can select to turn this on for all courses or all events and can decide which form to use as default. Catalogue details screen. Scroll down to find the Workable integration and enable the integration sliderGet deeper learning in The Academy. Once redirected back to the Integrations page in Sapling, relaunch the Azure AD integration widget by clicking "Settings". The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Batch Edit (at the bottom of the page). Approving them will put them into this catalogue. Once active you will see the ‘ Edit mode enabled ’ message across all screens. Add a description. The learner completes Lesson 2. Recruit - time to hire, diversity etc - reports in one click. To ensure that your delivery URL only receives traffic from authorized Sapling calls, copy the webhook secret token for authentication. 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. Select whether you would like the API key to expire after 90 days or automatically renew when used. Group Users are organised into Groups where they shar. This page outlines a new piece of functionality which enables you to include a summary of learning within a review. Here's the code for a variable to convert the total course duration (seconds) object into hours, minutes and seconds. Step One: Create a blank form Click on your profile picture in the top right to open the admin menu. Public key authentication uses two keys, a private key and a public key. The 'pivot reports' option lets you count information related to candidates. Steps to switch the feature on. 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. Add a new OAuth app. Steps to create a Group. You can do this by visiting Google help. To schedule a report to the Kallidus hosted SFTP server then use this fingerprint value: 2c:07:3f:1e:24:5b:fd:71:16:fc:a8:44:cc:37:cb:8c:ec:05:d7:db. The Course import Wizard opens. Navigate to the API Keys tab. Follow. Click on the "Create New Key" button, or copy an existing key. The ‘New Lesson’ details page will open. To allow-list the Kallidus app, set the section “Third-party apps” to “Allow specific apps and block all others”. Please see our Monday. 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. Click the "Edit personal details" button - if this button does not appear for you, please take a look at this article. 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. 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. In both cases, remember to apply the naming convention your organisation has defined. All custom fields can be included in reports and are only visible to administrators. Configure notifications to alert assigned users when the deadline approaches. To transfer knowledge, learning and capability. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. 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. We know tracking vacation or sick days can sometimes be tricky. The following options are available: Articles in this section. Document Storage. Remember to apply the coding convention your organisation has defined. This includes your email addresses and phone numbers; so we can contact you and so you can access support. Create Custom fields to record additional information about the Catalogue. Facebook; Twitter; LinkedIn; Was this article helpful? 0 out of 0 found this helpful. Alternatively, select ‘All’ to view all Users in Learn, or filter the list by a number or letter. During this time, administration options for the Course/Lesson will not be available. Follow. Introduction. Assign Courses to the Catalogue. Part 1: Create an API key in Lever. Data disclaimer We strongly recommend reviewing the quality of your data before transferring into Learn. Kallidus Suite Maintenance. Azure AD is Microsoft’s enterprise identity service that provides provisioning, single sign-on, and. Sign into your Zendesk account. These new email notifications can be switched on at the review template level. Right-click on any chart to output a PDF of the whole report with 'Print page'. The Accreditation status is now ‘Complete’. Introduction. Select the “Time Off” tab from the Home page. Learn - How to share, recommend, and mandate a Course. The learner sees that. To enter this into Learn go to Settings and go to External Systems. when/if the Event is available for users to book. The feature will then be available for all learners in your system: You can also choose whether to switch on the ability for your managers to share courses with their direct reports and make it mandatory for them to complete. 🚀. 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. Permissions in Sapling are built to help customize information access for every individual at your organization. Custom fields are only visible in the Administration user interface. com [51. Learn - Conditional formatting in reports. This is not visible to learners but is used by administrators to identify the Group and for reporting. With this feature, you can: Download a sample CSV template to insert your information into. Please see our Monday. Click ‘New’ to add a new date and complete the ‘Date’, ‘Start’ and ‘Finish’ fields. Introduction. 109. Select ‘Submit’ to complete. Our Perform integration allows you to sync new hire data with your Perform account, saving your HR,. Locate the user who is locked out. Existing connections will be retained, but employees with connected objectives will see restricted information about the Global objective. Add a Title for the Course. To get the full picture of Instructor-led training, including suggestions for good practice and tips from the Kallidus team, take a look at the 'Instructor-led training 101' Course. Administrators can create, edit, and delete training records via bulk import process, or by manually amending individual records. In the 'send after X days' field, enter the number of days (after the initial evaluation was completed) that the follow-up evaluation request should be sent. We are really proud to introduce improvements to the My development area of the product. 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. This functionality allows you to manage when candidate data is automatically deleted from your system in order to comply with your company's data retention policy. Administration > User. The integration must be enabled in Kallidus Recruit by your Customer Success Manager. These new objects allow you to report on the course and lesson descriptions that you have entered into Learn. 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. A default cancellation email can be sent to learners. 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. The Lesson is now created. You are able to have different types of fields depending on the format of the information you want to collect. This comes in handy for onboarding program stakeholders, such as IT and Hiring Managers, but can also help define access levels by. In this article, we'll explain how to copy training records from one eLearning Lesson to another eLearning Lesson. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. Use the Search options, Course Category drop-down menu or the alphabet search to filter the list. Step 6: Time Off Reporting. Get deeper learning in The Academy. Here a gain, Smart Assignment automatically recommends the most relevant emails for you. Click ‘Save’ to. The SSH key you generate must follow these standards: OpenSSH2 key. Users, tutors, and/or managers can receive notifications as the deadline approaches. The recommended option for mail delivery is setting up SPF and DKIM records. This article has been created to explain how our maintenance works, what we do, when, and how this may. Steps to activate evaluation forms. Active objectives may include objectives assigned by team managers. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. Check the box next to a Course to add to the Catalogue. Keep track of attendees for Instructor-led training. 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 PageStep Four: Name the elective Lesson set, save. Kallidus provide customer support services for named contacts who have received Kallidus product training. Each dashboard offers information about all team members in each phase, giving you instant insight into their progress in completing all necessary tasks/documents. Learn - Evaluation Forms. A User with a Competency Check to complete will be prompted to coordinate the check with their manager or Course Tutor. . The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. 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. Follow. When they reconnect, their progress or result will be updated within Learn. Set a specific or relative date by which this course must be completed. Vacancy Poster Posting Guide. Steps to import SCORM and other files into Learn. Navigate to Administration Tools > Reports. Event schedules may extend to multiple days. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. Mass create new pending hires. Navigate to the ‘Lesson’ area of Learn admin, and select an Instructor-led Lesson: Select 'Defaults'. Step Four: Configure the Pre-requisite options. Learn - Roles and Responsibilities. Don't have your account. The upgrade will take place on the <date>. It could be: one Course with one Lesson. The upgrade allows for more accurate data syncing saving you time and potential headaches by: Showcasing validation issues in real-time. To create a new profile field, navigate to one of the 4 sections and select “+ Add new field”. Below are the Sapling password requirements: At least 8 characters. This article covers the following topics: Reporting. Use a testing site like to stage your webhook subscription. Add a unique Code and Title for the Group. 🚀. What is this about? This four-minute video screencast shows what happens if a user name is rejected while you are importing new users into the system. This three-minute video screencast shows you how a user can generate additional attempts at a test/quiz within a course if they have reached the maximum. This will start with customers with no scheduled exports for their reports. 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. Kallidus Learn is a cloud-based learning management system (LMS) featuring certification and compliance management, a built-in course library and SCORM compliance. Learn - what to do when eLearning content gets updated. Once in Settings, scroll down to the Other settings area. 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. Whatever the limit, the video shows how the. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. Follow. Staying GDPR compliant with Kallidus Suite. Members. The code is not visible to learners but will be used to identify the Course for administrators. Emails & Notifications. The Scheduled tab shows you all the templated emails that are scheduled to be sent at a future date. 140. Check it on SCORM CLOUD. This video outlines how to switch on the ability for your senior managers to see down the hierarchy for their complete area of responsibility. Select 'Video Set-up' from the Lesson Administration menu. 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. Learn - Business Objects reporting - using Cross Tables. Your marketing team may have brand guidelines that determine the choices made here. Steps. 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’. Get deeper learning in The Academy. 600 KB Download. Authoring tools often permit many. What is Power BI? Power BI is a business intelligence tool powered by Microsoft. Learn what the full life of a workflow looks like, and how to audit tasks once they're complete. 1 day. When/if the Event is available for users to cancel. An Overdue tab will appear in after the due date has passed. Measure engagement. We now have a LIVE UK course list which details all new releases as and when they happen. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Learn - Sending Large Files/Content to the Kallidus Support team. Set a specific or relative date by which this course must be completed. 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. Select ‘Start Upload to proceed to the next stage of the Wizard. Steps are: Browse to an eLearning or video Lesson. Configure notifications to alert assigned users when the deadline approaches. Select the name of a CPD Programme to open the properties. com [51. This is not visible to learners but is used by administrators to identify the Group and for reporting. Select the fields you'd like to include, then click Next. The main chart here shows all User roles and the number of Users with each role. 109. Search for and select the Course you'd like to promote. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. 121] Kallidus do not recommend adding server IP. Check that the ImportKey doesn. Check the box next to a Course to add to the Catalogue. Learn LMS will then upload and encode the video. Introduction.