During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. Existing connections will be retained, but employees with connected objectives will see restricted information about the Global objective. The Course import Wizard opens. Steps to add CPD learning records for a User. Steps to create a Group. Create and update group records for use in Learn. Book a demo. Navigate to the API Keys tab. Updated. Get deeper learning in The Academy. 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. Custom permissions allow you to create tailored access for your coworkers based on their functions. Steps to Promote a Course. You're now able to specify defaults in each of the available areas, starting with options on the ‘Details’ page. 4. Kallidus Suite - Maintenance & Updates. '. 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. To see how a manager connects Global. A deadline can be based either on a static date or the date of Course assignment. one/several users. 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. 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 can help to build engagement with your audience, and create a clear brand for your Learn LMS. Select 'Choose file' and browse to the video file. In this article, we'll explain how to copy training records from one eLearning Lesson to another eLearning Lesson. The Feedback Portal is organized into 2 main sections: Feature Requests & Ideas - this includes any ideas relating to the Sapling app you sign into. Add a Title for the Course. Select ‘Submit’ to complete. Scroll down and click "Generate New Key". The next step is to upload a video for the Lesson. Go to Administration Home and choose 'Accreditation. Add a Title for the Course. Learn User Guide. Introduction. Description. When a Global objective is no longer required, it can be archived using the archive button. Click the ‘Report Elements’ tab, and then the ‘Cell’ tab. Add a description. Prepare to upgrade to the new Identity Provider. Step Two: 2. Add a unique Code and Title for the Group. This report displays: The overall evaluation completion status for all courses, lessons, or events. Click ‘Edit’ to change existing Course assignments, or to assign new Courses to the Catalogue. com [51. Document Packets. kallidus-suite. Create your own Custom fields to record additional information about Groups in Kallidus Learn. Reach out to accounts@kallidus. 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. Select when the lesson will be available. Introduction The Platform Settings tab allows you to customize the Sapling experience to look and feel like your company brand. Select Submit to save. They are used to deploy training to Users in bulk and to specify line management hierarchy. Facebook; Twitter; LinkedIn; Was this article helpful? 0 out of 0 found this helpful. Learn - Change a User’s Password in Identity Server 6. 1. Delivered: Based on your Sapling account. Updated. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. 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. Click ‘New’ to create a new CPD Period. Enter your SFTP server details into the 'Site Manager' window as shown below replacing sftp. when/if the Event is available for users to book. Introduction. Sapling - Kallidus Recruit Integration Guide. This page outlines a piece of functionality which reminds your people to complete their reviews. Navigate to your account’s integration settings page on Lever. You can also configure additional events to display from Administration Tools > Platform Settings > Calendar > switch on Anniversaries. 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). Use a testing site like to stage your webhook subscription. Name your report, then click Next. Staying GDPR compliant with Kallidus Suite. Set a specific or relative date by which this course must be completed. Set a specific or relative date by which this course must be completed. 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. Add a unique Code and Title for the Group. To transfer knowledge, learning and capability. After creating a workflow, you can add Tasks that belong to that particular. 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. 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. Steps to set default properties for new Events. Booking management. Paylocity is the HR & Payroll platform that frees you from the tasks of today so you can spend more time. There are 7 standard LMS roles which can be copied and modified, and new roles can be created from scratch. These are candidates who failed the eligibility questions for the vacancy (if eligibility rules are configured within your. Sapling provides a number of document solutions including: E-Signed documents (single signature OR Co-signed) Document Uploads. Kallidus Suite - How To Save A HAR File Mikala Mayes September 27, 2023 09:59; Updated; Follow. If your system is displaying the candidate CV as a link, and not simply showing the CV, this may be a browser setting which you need to update on your machine. From your home page, navigate to Settings. Steps to activate evaluation forms. Select 'Video Set-up' from the Lesson Administration menu. Internet Explorer (versions 9, 10, 11) Open up the browser and go to Tools (Cog icon in the top right-hand corner) Click Safety > Delete browsing history. This article is relevant to customers who have an account with Vacancy Poster, an integrated 'multiposting' service which. How to download or save a certificate. Navigate to the 'Course' area of Learn admin. Sapling's Org Chart is designed to give your new hires and broader team a unique understanding of their team relationships. 6 years ago. Follow. This will allow them to resync and when you click on the "Edit Personal Details" button the "Change" button should now appear. The Course moves to ‘Courses I’ve done’. 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. Note that the maximum number of attempts by default is three (but this may have been altered by our system administrators for your organisation). 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. 2 days ago. This is an optional paid add-on. 1. We'll walk through the additional 'My team' tab, through which managers get a detailed oversight of their teams' performance. . Remember to apply the coding convention your organisation has defined. This applies to all ATS vendors with whom Sapling does not have a formal partnership and out-of-the-box integration in place. One number. 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. An email will be sent to the added user with information about how to get into Learn. With this in mind, we have put this article together to help you make sure you have everything in place, to ensure that you receive emails from your Kallidus System in a timely fashion and that they are not reported as spam. 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. Select the Lesson to copy the history to. You can do this by visiting Google help. Navigate to the ‘Lesson’ area of Learn admin, and select an Instructor-led Lesson: Select 'Defaults'. CompetencyChecks. These new email notifications can be switched on at the review template level. Steps. Steps to switch the feature on. By default this will be set to False. Learn - Troubleshooting eLearning content with Tilly Martin. To add a section, right-click a table column and select ‘Set as Section’. In the left navigation of the Microsoft Teams admin centre, go to Teams apps > Setup policies. Add a description. Add a description. 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 ‘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. This includes your email addresses and phone numbers; so we can contact you and so you can access support. The image below shows the options available for branding your candidate portal. Overview. Set the permissions in each section as desired. Follow. 5. My passion in life is learning and the growth of my team, I. The following options are available:Articles in this section. Check the box next to a User to add the profile to the Group:Steps to create a document upload Lesson. This may be ' passed' or 'Complete' for example. The ‘New Lesson’ details page will open. 2. 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. It’s the most restrictive role available, through which Users can see the mandatory learning they have been assigned. Everything you track in Sapling can also be used as a token throughout the rest of the platform. On the group page of administration, click the edit button adjacent to the category drop down menu. Follow. You are now in 'Internet. Note: You don't need to enter the import key unless you are planning to import a person later and want to tie the two records together. - Fixed an issue where the comments on a fixed accreditation where being edited but could not be saved. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. This functionality is only available if you have both the Learn and Perform systems. 5. During this time, administration options for the Course/Lesson will not be available. If you choose ' Yes ', you will be taken to a short pre-course test which will check your. . 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. Important - Once the Lesson is created the type cannot be changed, so take care to specify the. Steps to assign Lessons to a CPD Period. Follow. 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. Administration > User. Workflows can be assigned to your team members in three different ways: Onboarding New Hires. 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. 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. 360 - General FAQs. 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. Next click edit to edit any of your filters for ease of assignment. Click the "Edit personal details" button - if this button does not appear for you, please take a look at this article. In the below example, the deadline specifies that the Course must be completed within 7 days of assignment. 3. Note: If a manager also serves as the course tutor, they will access the competency check in either the My Team. Add a unique code for the Course. Next click edit to edit any of your filters for ease of assignment. Additionally, you can request the setup of whitelisting on your mail/filtering servers with your IT team. Select ‘Rules’ from the Group administration menu, and then ‘New’ to add a new rule. Matt Troy. Select the Point in Time tab, then click Create Report. 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. Administrators have two choices for notifying Users. 🚀. 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. All Users must have an import key and be members of this group. Steps to cancel an Event. One and two-step authorisation options are 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. Click "Connect" to sign into your Azure AD admin account and grant the necessary consent - you'll need at least a User Administrator role for the consent to be valid. Introduction. Select eLearning set up from the Lesson administration menu. Select 'CPD period' from the administration menu. This functionality requires you to generate a key pair and provide Kallidus with the public key. The 'All Users' tab. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. What is this about? The advantages and risks in converting an existing text field into a menu selection . Users, tutors, and/or managers can receive notifications as the deadline approaches. While we were in there, we took the opportunity to rework the time off approval process as well. Managers can find the 'Competency Check Summary' in their Manager dashboard. New Reporting and Analytics FAQs; Learn - use Custom fields to record unique information about your LMS; Improvements to the Accreditation Detail and the Accreditation Trajectory reports in Learn (23/03/2023) The 'Still processing' message appears when Learn LMS is processing larger files, typically SCORM eLearning. Sapling - Activities Reminder Email (for Existing Team Members) Description: Task reminder emails for outstanding tasks. Every vacancy added to Kallidus Recruit has its own unique candidate-facing vacancy detail pages (one for external applicants and one for internal applicants), with a button for candidates to apply. Active objectives may include objectives assigned by team managers. 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). The evaluation summary report is intended to help you assess the impact of your learning interventions. 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. If you get a window at the top of browser as shown below click on 'Done'. Updated. Kallidus is continually expanding the number of fields that sync between Sapling and Kallidus Perform. For more details, refer to ‘ Set a deadline for a Course’. For example, if someone completes their Fire Safety training, but scores 70% you. Nicola Jane James. Check it on SCORM CLOUD. The upgrade will take place on the <date>. 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. Matt Troy. During this time, administration options for the Course/Lesson will not be available. Remember to apply the coding convention your organisation has defined. Kallidus Suite - Kallidus Service Level Agreement (Standard SLA) Learn - Sending Large Files/Content to the Kallidus Support team. New Reporting and Analytics FAQs; Learn - use Custom fields to record unique information about your LMS; Improvements to the Accreditation Detail and the Accreditation Trajectory reports in Learn (23/03/2023)The 'Still processing' message appears when Learn LMS is processing larger files, typically SCORM eLearning. This new option should allow you to create pathways of courses dependent on lesson scores. 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’. The specific course, lesson, or event completion status when filters are applied. 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. To turn it off, deselect the toggle. With Profile Templates (and even further with Track & Approve), you can create an unlimited number of fields for tracking team member information. If you require further. Select the LMS role 'Tutor' from the list of LMS Roles. 2. Learn - Business Objects reporting - using Cross Tables. The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. Advice here is to DELETE the users previous history of training on. For example: the default Group Types within Sapling are Location and Department. For more details, refer to ‘ Set a deadline for a Course’. Q: How are User profiles are added to Perform? A: All Users are added to Perform from Learn. A User is typically unenabled by the data feed when they. Many customers have an automated People-data feed to transfer data from anHR data source, into Learn LMS. Retrieve a list of user records. 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. When eLearning content is published as SCORM packages, it's a familiar process – publish, upload, and share with your people. Navigate to the Event which is to be cancelled. Introduction. Steps to cancel an Event. kallidus-suite. Learn - How to sign off competency check. In this article, we'll explain how a course can be configured in order that a User must request authorisation before they are able to enrol. To report and analyse usage and application. Take a tour of the manager view of Perform. Browse to the Group area of Learn admin: Select 'New'. Please see the attached document for details around editing global email and SMS templates in Kallidus Recruit. Introduction. 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. 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'. 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. 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. 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. Learn - Changing colours in reports. During your time with Kallidus, we capture a lot of useful information and data for you within our Help Centre - Zendesk. For deeper learning -. Chargeable work, non-standard change requests, and project work as well as product suggestions are excluded from this SLA. Okta allows you to provide secure identity management and single sign-on to any application, whether in. This gives the ability for a user in the LMS role with this ACL to report on all LMS users in the system. Add a unique code for the Course. Any existing Lesson assignments will be listed. To create a new holiday, select "Add New Holiday" from the upper right-hand corner. Once active you will see the ‘ Edit mode enabled ’ message across all screens. google. API & Integrations - this includes any ideas relating to your HR tech ecosystem surrounding Sapling. 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. Steps to create a Group. Go to the “Integrations” page of your Sapling account. when/if the Event is available for users to book. We have added course and lesson descriptions into the Learn. Select the fields you'd like to include, then click Next. This can be left blank. Template builder is accessed from the profile drop-down menu: This article is taken from the Perform Admin Guide, click here to view the full guide. Learn - How to share, recommend, and mandate a Course. Introduction. Learn - Roles and Responsibilities. Learn what the full life of a workflow looks like, and how to audit tasks once they're complete. 1. At Kallidus we’re always looking for ways to help our customers to get the most out of our systems. 109. 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. pdf. Search for and select the Course you'd like to promote. When/if the Event is available for users to cancel. 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. Insert the image into the blank. Scheduled. 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. Step Two: Configure the deadline. 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 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. View the Learn LMS: top standard reports and why, resource in The Academy. This option provides lots of learning all at once and may include a specific new starter course. Whatever the limit, the video shows how the. Follow. Configure notifications to alert assigned users when the deadline approaches. 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. In both cases, remember to apply the naming convention your organisation has defined. Every User must be assigned an LMS role which determines their level of access to the LMS. 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. Simply click ‘API tokens’ at the foot of the left-hand menu in Settings. To download our guide on staying GDPR compliant with the Kallidus Suite, take a look at our article here. _zlcmid (1 year) These cookies store information used by the Zendesk support widget Cookie Preferences . The average Star Rating for all or specific courses, lessons. Batch Edit (at the bottom of the page). Navigate to an existing Event in Learn. com with your own SFTP server details and username and password. Login to Sapling. Sign into your Zendesk account. Once this option is switched on you can configure each accreditation to show if required. 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 option to Archive templates is available for all published and draft templates. Learn - how to import SCORM and other files. Typically, these documents are assigned during Onboarding, Role Transitions, or Offboarding - but you can also assign documents at any point using our. Simply click "Save" on the KIP window that has opened and close. The app is ‘off’ by default and can be switched on in the Settings area of admin. 2 months ago. Optionally, narrow down the webhook by Location, Department, or Employment Status filters; then click "Test". 15Five is a lightweight performance management software helps managers check-in with. Navigate to the 'Course' area of Learn admin. 800 KB Download. Users, tutors, and/or managers can receive notifications as the deadline approaches. 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'. 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. Select ‘Catalogue’ from the Group Administration menu. Kallidus Suite - Common terms used by Customer Support. com to learn more. Based in Alberta, I joined Kallidus in June 2022, with my previous role being leading multiple Service Desks at a Managed Service Provider. 360 - General FAQs. 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’. Learn - Update eLearning content. The next step is to upload a video for the Lesson. 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. In this article, we'll show how to. Please see the attached document which outlines the available objects in Business Objects reporting for Learn. Select the status 'Did not attend' from the drop down menu: Select the Users for whom this status should. 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. 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. Select from the drop-down menu, the Lesson which should be a pre-requisite to selected Lesson. The specific course, lesson, or event completion status when filters are applied. Tilly Martin. 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. The Academy is your forever free learning hub for Kallidus products including live events. 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. Wait list settings. When they reconnect, their progress or result will be updated within Learn. Steps to add an accreditation. Steps to sign off a competency check. The course moves back to ‘Courses I have to do’. Create a new field. Where the user's details are required, such as for an email or SMS template. Custom fields are only visible in the Administration. Follow. Navigate to the Course or Event: Select 'Evaluation form' from the administration menu: Use the toggle switch to turn on evaluations forms. Click ‘New’ to create a new CPD Period. If not ticked the time off will show as 'Unavailable'. To allow-list the Kallidus app, set the section “Third-party apps” to “Allow specific apps and block all others”. Introduction. Any user with the relevant access permissions in the Backoffice will have the ability to close vacancies. 4. Step Two: Choose the Course (s) to which the Competency Check will be assigned. Either MP4 or MOV file types are acceptable: Select 'Submit' to begin the import. Our TeamSpirit integration allows you to compile new hire data for your TeamSpirit account, saving your HR, People. Select 'New' to create a Course. In order to close a vacancy, please follow these steps: Log in to the back office Go to Va. By default, every user in Learn is a student. To ensure that your delivery URL only receives traffic from authorized Sapling calls, copy the webhook secret token for authentication. 1. Select 'CPD period' from the administration menu. 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. In this instance, we recommend you try the below troubleshooting steps. .